Syncari Features

Uses external data sources to improve customer profiles.

Can be updated to accept new sources and types of data.

Can engage with customers across any device with a consistent message.

Create and send email blasts/campaigns

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

Receive data and information in real time

Provides analysis of marketing program ROI and efficiency.

Predicts outcomes based on statistical models; can give insight to "what-if" scenarios.

Uses artificial intelligence to provide suggestions based on desired outcomes.

Correctly identify inaccurate, incomplete, or duplicated data from a data source.

Utilize deletion, modification, appending, merging, or other methods to correct bad data.

Standardize data formatting for uniformity and easier data usage.

Clean data as it enters the data source to prevent mixing bad data with cleaned data.

Finds duplicates using the fuzzy logic technology or an advance search feature.

Receive data and information in real time

Ensures live debugging to alert if any failure during data sync.

Supports the creation of automated workflows and data pipelines.

Supports notifications in messaging applications such as Slack, and even in workflows.

Provides several pre-built connectors and API integrations to build data workflows.

Programmatic trigger of syncs via public APIs

Native support for incremental syncing

Move sync logs back into warehouse for auditing

Provide follow-up information after data cleanings through a visual dashboard or reports.

Automatically run data identification, correction, and normalization on data sources.

Schedule automated audits to identify data anomalies over time based on set business rules.

Gives a view of the entire data quality management ecosystem.

Allows user role-based access and actions to authorization for specific tasks.

Captures and manages data hierarchy and definitions.

Helps integrate external and internal reference data such as industry codes, entity identifiers, country codes etc used to categorize information across systems.

Helps understand the origination and route of data along with the transformations happening across various domains.

Provides context and information for data assets stored across domains and ensures adherence to established policies and processes.

Receive data and information in real time

Create, design and manage workflows for repetitive tasks

Create and manage digital catalog of products/services with their details, specifications, and price

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

Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels

Allows users to manage third party application integration

Provides a fully white labelled solution

Provides users with intelligent workflow automation capabilities

Self-service enables a software provider’s customers to easily activate packaged integrations.

Monitoring features, including instrumentation and observability, enable the product team and operations teams to centrally manage all customer integrations.

Notification and alerts are included that empower development teams to manage and push out updates to integrations to across their customer base.

Allows users to prioritize matches based on criteria such as region, account attributes, and other customer information.

Provides tiebreaking features when leads match to multiple accounts.

Provides matching logic features for special characters, acronyms, and other complex names.

Automatically routes matched leads directly to account owners.

Allows users to build custom routing rules.

Allows users to assign leads to selected territories and regions.

Allows users to configure schedules so leads are routed only during working hours.

Allows users to configure service level agreements so leads get matched and routed as fast as possible.

Provides features to audit any leads that were misrouted to incorrect accounts.

Provides features to quickly audit leads and identify if there are duplicate leads in multiple accounts.

Limits the number of leads to assign to sales reps.

Provides analytics for tracking and monitoring routing.

Provides integrations for CRMs and marketing automation platforms.

Sends an alert to salespeople when a lead is routed to them.

Leverages AI to improve lead-to-account matching accuracy and reduce latency in routing leads.

Supports event or transaction based integrations that react to changes in real-time

Allows for integration development through the visual development of integration logic flows with the help od a drag and drop user interface.

Facilitiates API development and integrations with prebuilt connectors, templates, and examples.

Provides the ability to create connectors from existing services and APIs in catalog.

Provides prebuilt, reusable connectors and workflows for all user integration requirements.

Connect to big data sources

Integrates with QuickBooks

Integrates with Active Directory

Integrating data specifically through the cloud

Integrate with existing ERP systems

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

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

Integrate with a third-party accounting system

Seamlessly integrates with 3rd party websites

Console for monitoring resource utilization, system health, ability to start and stop processes, etc.

Enables data routing on configuration basis and management of complex workflows through an orchestration engine.

Facilitates to and fro data map according to the data model between applications/web services.

Provides standard tools and functions to convert data values from the data format of a source system into the data format of a destination system.

Supports and oversees the management of API products across their full lifecycle

Ability to handle large datasets

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

Create, design and manage workflows for repetitive tasks

Track, manage and store the applications of potential future members, customers or candidates

Manage, record and track all business exchanges in form of money and its related interactions in the system

Collect and maintain structured information that describes data or content

Identify which applications need to exchange data and enable these data connections

Manage and store data in a database

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

Manage employee salary processes, data, taxes, and records administration efficiently

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

Identify which applications need to exchange data and enable these data connections

Managing service requests, incidents, IT issues & support with a ticketing system

Automates core HR functions such as talent management, employee evaluation and learning management

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

Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance.

Active monitoring of systems, applications, or networks

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

Employs data encryption both at rest and in transit.

Comply to key industry standards like SOC 2, ISO 27001, PCI DSS, HIPAA etc to protect and safeguard data.

Supports secure communication protocols like FTPS, SFTP etc

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

Encompasses of policies, principles and qualities to promote access to accurate and certified master data.

Helps mask or hide critical information to prevent unauthorized access.

Ability for users to offload authentication integration

Compliant with GDPR, HIPPA, and other necessary regulations

Supports industry standards (GDPR, CCPA etc) before, during, and after the reverse ETL process.

Ensures data encryption across multiple levels of the reverse ETL process.

Integrates data from disparate sources, without physical data movement

Provides one or more methods to securely transfer data from one location to another through a network

Provides integration to BigData sources such as Hadoop and other NoSQL sources (MongoDB, Cassandra and HBase)

Provides Integrations to EDI service providers.

Receive data and information in real time

Import, collect, and capture data from multiple sources

Centralizes the management of multiple domains of master data which includes product, customer, vendor, asset, location and pricing.

Matches master data records and merges them into a single accurate record across source systems.

Shows relationships between records and entries, defined in a repository model.

Provides a simple customizable design environment to develop custom UIs using simple drag and drop actions.

Track the management and flow of data throughout the organization

Allows users to track how previous revenue forecasts have developed over time

Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities

Reports results on revenue attainment, conversion rate, and overall revenue analytics

Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region.

Provides users with ability to predict upcoming forecast based on AI insights and deal health

Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success

Automatically associates calendar invites to update deal progress in a CRM

Automatically associates sales activities within emails to the relevant accounts in your CRM

Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM

Automatically links marketing leads to sales generated opportunities in your CRM

Automatically captures contacts engaged with and associates to relevant accounts in a CRM

Identifies accounts that sales reps aren't engaging with

Maximizes account coverage by determining the optimal number of accounts per rep

Identifies common themes among historical deals that are won or lost

Identifies common themes and actions amongst reps that close the most deals

Allows users to track the level of engagement with each account and provides insights on frequency of engagement

Identifies common themes among historical deals that are won or lost to provide insights into successful strategies

Supports deployment of integration apps both on-premisis and cloud environments/

Supports deployment of integration apps to a managed cloud environment

Scales to adapt to rising data volume

Provides users with self-service, low-code/no-code development options

Allows users to build and deploy custom integrations for customer-facing applications

Supports the creation of SQL models to query any data warehouse.

Detailed logging for auditing needs.

Real-time visibility into the reverse ETL process.

Configures data mapping from data warehouse to target tools.

View the reverse ETL data via reports and charts through data viz and sync progress.

Organizations have the ability to integrate applications with third party and/or customer facing applications.

Elastic processing capabilities enable software providers to meet customer integration processing demand.

Platform provides users with prebuilt application connectors and integration workflow automations.

Connectivity APIs can be enabled to allow development teams to directly integrate with applications, databases, and services.

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.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

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

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

Seamlessly integrates with 3rd party websites

Receive system updates as soon as any changes are made

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

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

Data vault where data is aggregated for later distribution to applications.

Import and export data to and from software applications

Process of extracting, transforming, and loading data

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

Graphical representation of data

Define levels of authorization for access to specific files or systems

Supports common databases such as MySQL and Oracle

System alerts about the need to escalate an issue or request

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

Assembly of graphs and charts for visualizing and tracking statistics/metrics

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

Observe and track the demand, usage, progress or quality of a system, product, or user

An extended application or connector that enables users to perform additional services with their current set of tools

Active reporting of data and metrics

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

Allows users to manage data from a number of sources

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

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

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

Configure existing workflows to meet your organization's needs

Assemble data from multiple sources

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

Access software remotely via mobile devices

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

Allows the integration of data between different web services

Analyze and gain insights into data in real-time

Send messages via SMS

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

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

Creation and customization of dashboards

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

Software program that continuously adjusts its behavior based on observed data

Establish guidelines about how much and what kind of data can be stored in the repository

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Generate one-off reports that meet information requirements

Indexes metadata descriptions for easier searching and enhanced insights

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

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

Create, design and manage workflows for repetitive tasks

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

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

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

Import and export data to and from software applications

Rules followed by the software/AI can be configured by users to suit their specific needs

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

Observe and track the demand, usage, progress or quality of a system, product, or user

Translate EDI formats into data suitable for use with company applications.

Allows users to manage data from a number of sources

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

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

Process of checking different types of data for accuracy to avoid errors or inconsistencies

Move from one database to another, or upgrade the version of database software being used

Manage and support multiple languages

Allow users to access multiple services after entering their login credentials once

Compare new data with existing records to detect duplicate entries

Extract email addresses from multiple data sources

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

Examines, analyzes, and organizes data to create relevant summaries or graphs.

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

Track the management and flow of data throughout the organization

Verifies and confirms the accuracy of an address

Looking at data from different sources and finding possible duplicates, or identical matches

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

Interact with data visualization elements, such as charts and graphs, to drill down into data

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

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

Import, collect, and capture data from multiple sources

Define levels of authorization for access to specific files or systems

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

Discover and connect variety of data sources to the application for analysis

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

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

Allows users to manage data from a number of sources

Move from one database to another, or upgrade the version of database software being used

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

Define levels of authorization for access to specific files or systems

Observe and track the demand, usage, progress or quality of a system, product, or user

Establish guidelines about how much and what kind of data can be stored in the repository

Examines, analyzes, and organizes data to create relevant summaries or graphs.

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

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

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

Set & manage permission levels based on user roles and restrict access to only authorized individuals

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

Connect to big data sources

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

Process of checking different types of data for accuracy to avoid errors or inconsistencies

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

Data compression technique for eliminating duplicate copies of repeating data

Graphical representation of data or processes

Import, collect, and capture data from multiple sources

Import and export data to and from software applications

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

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

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

Graphical representation of data

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

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

Tracks metrics that provide insight into how a user interacts with any interface or product

Manage, organize, and store contact information

Visualize and analyze customer experience across all touchpoints and channels

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

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

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Manage the process of attracting and converting business prospects into leads

Combining data from different sources and providing a unified view

A report showing what actions customers perform

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

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

Group campaigns by project, client, or campaign for better management.

Automatically identify and save contact information of potential customers

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

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Track visitors'/audience's responses across web pages and other optimized content

Analyze and gain insights into data in real-time

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

Score a lead on their quality or likelihood to buy based on certain behaviors

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

Create, save, and re-purpose templates for emails, forms, etc.

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

Predict future data based on historical data sets

Gauge satisfaction and receive information for improvement and success

Adjust communications based on previous interactions or personal preferences

Plan and strategize marketing campaigns

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

Track and analyse user behavior within a system or network

Track delivered, received, and opened emails

Track and interpret campaign performance metrics

Process of dividing customers into groups based on common characteristics

Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.

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

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

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

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Ensure compliance with the General Data Protection Regulation protocols

Record customer information, purchase history, and other notes

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

Allows users to manage data from a number of sources

Predefined actions automatically performed on the occurance of specific events

Attach digital tags to documents and assets for identification, search, or monitoring purposes

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

Removes data that is incomplete, inaccurate, or irrelevant from a dataset

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

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

Process of checking different types of data for accuracy to avoid errors or inconsistencies

Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info.

Import, collect, and capture data from multiple sources

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

Alter the layout and content of reports

Move from one database to another, or upgrade the version of database software being used

Track and analyze user behavior within a system or network

Active reporting of data and metrics

queries that are executed when needed and are usually not repeated on a pre-defined cadence.

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

Allows users to manage data from a number of sources

Store and organize documents in a centralized system

Define levels of authorization for access to specific files or systems

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

Software program that continuously adjusts its behavior based on observed data

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

Track and manage the scheduling of tasks

Import and export data to and from software applications

Observe and track the demand, usage, progress or quality of a system, product, or user

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

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

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

Graphical representation of data

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

Create, design and manage workflows for repetitive tasks

Search for specific words or phrases within a document or database

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

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

Establish guidelines about how much and what kind of data can be stored in the repository

Connect to big data sources

Data is backed up automatically to prevent data loss

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

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

Protect sensitive data for digital privacy

Analyze survey results via statistical testing or crosstabs directly within the software

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

Collect and maintain structured information that describes data or content

Creation and customization of dashboards

Interact with data visualization elements, such as charts and graphs, to drill down into data

Securely stores data to prevent data loss or breaches

Combining data from different sources and providing a unified view

Supports common databases such as MySQL and Oracle