[ Threekit Reviews ](https://www.g2.com/products/threekit-threekit/reviews) [ Threekit Reviews ](https://www.g2.com/products/threekit-threekit/reviews) # Threekit Features ##### ## Configuration - cpq (5) Product Catalog Allows users to search, filter, sort and select items to be added to quote Guided Selling Based on answering questions about customers the configurator automatically selects the best fit products Configuration Rules Rules ensure that users select only compatible options and that all required items are included Price Configuration Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price Visual Configuration Images can be displayed of options to enable users to visualize product options as it is being configured Show More ##### ## Pricing (6) Pricing Flexibility Ability to support multiple pricing models for one-time, recurring, and other items Discounting Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements Commerical Rules Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations Terms and Conditions Ensure that users automatically include the right terms based on items being quoted Approval Workflow Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly Renewals Allows users to renew existing contracts based on contracted pricing and existing assets already owned Show More ##### ## Quoting (6) Grouping Ability to easily group items on quotes; apply and manage discounts and pricing by group Version Control Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version Quote Document Generation Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) Ordering Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration Contracts Ability to convert accepted quotes into contracts; set up of required assets and contracts Approval Process Control Manage the process of evaluating documents or requests submitted for approval Show More ##### ## Admin (11) Configuration Ease of Admin Easily build and maintain configurator; flexibility to easily embed all desired business logic Pricing Administration Can easily build and maintain pricing logic required by business Workflow Management Easily build and maintain workflows, misc commercial fields, commercial rules Document Management Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs Contact Management Manage, organize, and store contact information Discount Management Track products that are for sale at a reduced price or part of coupon promotions Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Contract/License Management Track, store, and access client contracts or licenses Renewal Management Manage and track the renewal process for various services, subscriptions, contracts, or licenses Price/Margin Management Track and manage the profit margin between the cost of a product and its selling price. Order Management Manage and track customer orders for goods, investments, or any other purchases Show More ##### ## Channels (9) Mobile User Support Supports users working on a mobile devide (phone and/or tablet) Channel Partner Support Provides functionality for channel partners to configure, price, quote and buy products in a self service environment eCommerce End customer users can configure, price, and buy products in a self service environment online Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Website Conversations enacted through embedding or pop-ups on websites. Text Message (SMS) Conversations enacted through text message (SMS). Voice Assistants Conversations enacted through voice assistants. Other Conversations enacted through other channels. Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Show More ##### ## Platform (8) CRM Integration CRM integration is flexible and easy to maintain Integration API System provides API's that can be used to easily integrate to financial and other 3rd party systems Internationalization System support multiple currencies and languages to enable business in multiple countries Scalability Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers Reporting and Dashboards Easily generate desired reports and dashboard on configurations, pricing, and quoting ERP Integration ERP integration is flexible and easy to maintain 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 Show More ##### ## Messenger (5) Sequencing Mapped-out responses for conversations. AI Artificial intelligence (AI) and chatbot involvement. Video Chat Chat with your counterparts over the video in real time Customization Interface Quality of interface for designing and customizing conversation maps. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Customers (7) Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Profiles Creation and modification of customer profiles based on conversations. Analytics Reporting based around specific and overall conversation results. Lead Gathering Capture and organization of leads from conversations. Sales Conversion Success rate of conversations leading to customer purchases. Customer Service Analytics Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Show More ##### ## Lead Facilitation (4) Customer-facing Chatbot Offers a chatbot to initiate and carryout inital conversations with prospects and leads. Lead Qualification Automatically calculates which leads are the most likely to become a customer. Lead Follow-up Automatically contacts all leads. Meeting Scheduling Utilizes natural language processing to set up meetings. Show More ##### ## Organization (15) Opportunity and Pipeline Management Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide Data Entry Automates the entry of collected data. Integrations / 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. Third-Party Integrations Set up connections to third-party platforms to improve business processes Meeting Management Manage the process of planning and scheduling meetings, including agenda creation Calendar Management Track and manage schedules and meetings via an integrated calendar Call Management Document Management Store, manage, and track all electronic documents in a centralized location Contact Management Manage, organize, and store contact information Task Management Create, manage and track all task activities and progression Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Notes Management Allow users to create, edit, and sort multiple notes Sales Activity Management Define, track, and/or automate sales activities and sales processes Email Management Manage, store and organize emails within the system or via third-party apps Show More ##### ## Performance Analysis (4) Coaching Provides real-time coaching to sales representatives. Peformance Tracking Tracks and analyzes sales representative performance. Email Tracking Track delivered, received, and opened emails Call Tracking Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number Show More ##### ## Sales Analysis (2) ROI Forecasting Measure return on investment and leverage data to predict profitability of future projects. Sales Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## Visual Configuration (13) 2D Visualizations Enables products to be viewed and configured in two-dimensions. 3D Visualizations Enables products to be viewed, configured and interacted with in three-dimensions. CAD Visualizations Generate a CAD diagram using the features selected in a product configuration. AR Visual Configuration Overlays a 3D representation of the product being configured onto a background captured live by the camera of a phone or tablet. VR Visual Configuration Places the product inside a computer-generated 3D scene where they can see a 360-degree of the product in its surroundings. Drag-and-Drop Functionality Allows sales representatives and customers to drag features from a menu onto the visualization of the product. Floor Space Planning (FSP) Floor space planning (FSP) visualization tools are optimized for organizing the contents of a room, warehouse or building. APIs and Integrations Visual configuration tools often integrate with other tools, most prominently CPQ solutions. Proposal Generation Create sales proposals based on the visual product configurations. Rule-based Configuration Configure products according to pre-defined rules and/or constraints Data Visualization Graphical representation of data Real-time Product Visualizations Visualize products in real time, as they are configured ERP integration Integrate with existing ERP systems Show More ##### ## Configuration (3) 3D Configurator Provide standard options for 3D configuration Real-time Allow users to make changes in real-time Free-form Support drag and drop personalization Show More ##### ## Visualization (3) 360 View Create customizable 360-degree viewers Interactive Include interactive product tours and presentations Virtual Reality Use virtual reality to create immersive experiences Show More ##### ## Integration (3) E-commerce Integrate with multiple e-commerce platforms Websites Configurators can be embedded on websites APIs Deliver APIs that can be customized Show More ##### ## Generative AI (5) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text-to-Image Provides the ability to generate images from a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Generative AI - cpq (3) Dynamic Quoting Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior Dynamic Pricing Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors Personalized Sale Recommendations Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs Show More ##### ## Agentic AI - SAP Store (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - AI Sales Assistant (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives AI/Machine Learning Software program that continuously adjusts its behavior based on observed data Show More ##### ## Agentic AI - Conversational Marketing (9) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Multi-Language Manage and support multiple languages Show More ##### ## Additional Functionality (133) Email Response Control Speech Recognition Train your system to interpret and transcribe voice messages Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Chat/Messaging Communicate using direct chat or messages within the system AI Writing Assistant Generates and edits text using machine learning For Sales Teams/Organizations Caters to sales teams Sales Automation Automate processes to manage leads, contacts, opportunities and sales activities Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Predictive Analytics Predict future data based on historical data sets Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Templates Sample files or documents that could be customized as needed or used as is Reminders Timed notification for any upcoming task, deadline, appointment, or activity Email Templates Pre-made examples and templates for emails SMS Messaging Send messages via SMS Personalization Adjust communications based on previous interactions or personal preferences Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Conversation Intelligence Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Lead Engagement Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Omnichannel Outreach Using different methods or channels to connect with customers Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Customizable Fields Customize data fields to support various needs and use cases API Application programming interface that allows for integration with other systems/databases Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Lead Nurturing Engage with a lead throughout the sales process by actively providing information Human Handover Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Product Recommendations Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history Customer Experience Management Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. SMS Messaging Send messages via SMS Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Chat/Messaging Communicate using direct chat or messages within the system Real-Time Monitoring Active monitoring of systems, applications, or networks Lead Distribution Route and distribute your leads to third party buyers Campaign Segmentation Group campaigns by project, client, or campaign for better management. Data Import/Export Import and export data to and from software applications A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Real-Time Data Receive data and information in real time Real-time Conversations Send and receive messages in real-time via an online communication channel Customizable Branding Add customized logos and colors to align with company branding Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Template Management Create, save, and re-purpose templates for emails, forms, etc. Autoresponders Create and automatically send premade copy in response to customer messages Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Customer Segmentation Process of dividing customers into groups based on common characteristics One-to-One Messaging Send personal messages to clients or attendees Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Lead Capture Automatically identify and save contact information of potential customers Appointment Scheduling Schedule appointments via a calendar Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Chatbot AI-based platform which conducts a conversation via auditory or textual methods Group Messaging Group messaging lets multiple people carry on a group conversation AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Email Automation Surveys & Feedback Gauge satisfaction and receive information for improvement and success CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Inventory Management Track and manage inventory levels to maintain proper supply Client Portal Private online space that lets businesses securely share documents and provide information access to clients Design Management Collaborate on creating a product by sharing and adjusting designs through a shared portal API Application programming interface that allows for integration with other systems/databases Order Processing Send / receive, process, and execute orders Order Management Manage and track customer orders for goods, investments, or any other purchases Sales Order Management An order generated by a seller to a customer, containing details about products or services Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Workflow Management Create, design and manage workflows for repetitive tasks Discount Management Track products that are for sale at a reduced price or part of coupon promotions 3D Imaging Representation of any object in 3D Multi-Currency Manage and handle various international currencies Template Management Create, save, and re-purpose templates for emails, forms, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns For Customer Use For use by customers Customizable Branding Add customized logos and colors to align with company branding Pricing and Cost Calculations Calculate rule-based prices for a product/service Sales Reports Reports specific to sales analysis for trends and strategies Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Product Catalog Present a catalog of inventory that customers can view CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements 2D Drawing Drawing and modeling designs within 2D flat dimensions Document Management Store, manage, and track all electronic documents in a centralized location Online Catalog An online catalog of inventory that customers can view Bills of Material Material list of manufacturing parts and associated costs Multi-Language Manage and support multiple languages Product Data Management Capture, organize and track product-specific data and information in a centralized location Approval Process Control Manage the process of evaluating documents or requests submitted for approval Access Controls/Permissions Define levels of authorization for access to specific files or systems Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Order Entry Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries Quotes/Estimates Generate quotes or estimates for customers Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Price/Margin Management Track and manage the profit margin between the cost of a product and its selling price. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Version Control Track revisions and updates made to files and navigate between different versions Configuration Management Identify component attributes like servers, hardware, software, and manage relationships across all services eCommerce Management Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Sales Automation Automate processes to manage leads, contacts, opportunities and sales activities For Internal Use Usage of documents or items within a specific organization 3D Digital Asset Management Store and manage 3D digital assets Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Price and Cost Calculations Calculate rule-based prices for a product/service Data Visualization Graphical representation of data Rules Engine It is a logic or a condition that executes business rules in a runtime production environment Real-Time Data Receive data and information in real time Quotes/Estimates Generate quotes or estimates for customers Audit Trail A record of all activities within the system, including user access, changes made, etc. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Access Controls/Permissions Define levels of authorization for access to specific files or systems Sales Automation Automate processes to manage leads, contacts, opportunities and sales activities Document Storage Store and organize documents in a centralized system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Product Configurator Customize the specifications of a finished product to meet the particular needs of a customer Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Forecasting Form predictions based on past and present data/trends Bills of Material Material list of manufacturing parts and associated costs Multi-Currency Manage and handle various international currencies Generative AI Use AI to generate content in the form of text, images, videos, etc. Customizable Branding Add customized logos and colors to align with company branding Electronic Signature Digitally sign online documents Document Templates Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Show More ## 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