[ Tonkean Reviews ](https://www.g2.com/products/tonkean/reviews) [ Tonkean Reviews ](https://www.g2.com/products/tonkean/reviews) # Tonkean Features ##### ## Customization (6) Document Generation Enables users to create documents for business processes and provides a wide array of templates which are customizable. Process Design The ability to create custom workflows aligned with business objectives. Process Repository A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows. No-Code App Development Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes. Low-Code App Development Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding. No-Code Drag and drop/visual interfaces that allow non-tech users to build without writing code Show More ##### ## Collaboration (6) Access Controls/Permissions Define levels of authorization for access to specific files or systems Data Unification Compile data from across all systems so that users can view relevant information easily. Accessibility Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require. Process Routing Ensures the right task is being assigned to the proper employee across an entire process. Real-Time Data Receive data and information in real time Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Show More ##### ## Process Management (7) Process Overview Provides users a holistic view of all workflows so as to see how all processes work together. Process Analysis Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy. Real-Time Process Monitoring Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process. Unstructured Processes Provides the ability to manage unstructured processes. API Connection Connect with existing systems via API. Intelligence Gives user machine learning tools for intelligent process improvement Document Approval Streamline and simplify document approval processes. Show More ##### ## User Interface Design (8) WYSIWYG Editor Provides the ability to drag-and-drop elements into the application to customize interface. Customized Branding Provides tools for inserting brand logos, colors, quotes, and other proprietary content. App Templates Provides base-level application templates to build atop and customize for specifc users and actions. Workflow Management Allows the creation ofpage sequences, forms, and libraries for users navigating the application. Task Management Create, manage and track all task activities and progression Configurable Workflow Configure existing workflows to meet your organization's needs Deployment Management Manage the processes involved when making the application ready for use Integrations Management Identify which applications need to exchange data and enable these data connections Show More ##### ## Data Control (3) Data Migration Lets users add data from existing sources when creating the initial application or changing data sources. Data Synchronization Continuously updates data as users or external data sources are edited. Data Security Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data. Show More ##### ## Publishing (4) Application Deployment Releases the application for access on desktop or mobile devices. Platform Compatibility Lets users build cross-platform applications or provide specific templates for different device types. Lifecycle Management Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation. Mobile Access Access software remotely via mobile devices Show More ##### ## Planning (9) Processes Manage workflows and business processes for procurement. Contracts Provide standard procurement contracts that can be customized. Content Maintain a repository of content such as catalogs and other documents. Requisition Define requisition rules for various types of procurement. Processses Manage workflows and business processes for procurement. Contracts Provide standard procurement contracts that can be customized. Content Maintain a repository of content such as catalogs and other documents. Requisition Define requisition rules for various types of procurement Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Execution (8) Sourcing Identify and assess suppliers for different products and services. Purchasing Create and manage purchase orders for products and services. Invoicing Include features for procurement invoicing and e-invoicing. Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services Order Management Manage and track customer orders for goods, investments, or any other purchases Sourcing Identify and assess suppliers for different products and services. Purchasing Electronically create and manage purchase orders for products and services. Invoicing Include features for procurement invoicing and e-invoicing. Show More ##### ## Analytics (9) Visibility Improve visibility into procurement activities across the company. Performance Monitor the performance of procurement operations. Spend Analyze procurement spending and identify future trends. Financial Reporting Generate reports to assess the financial performance of an organization Visibility Improve visibility into procurement activities across the company. Performance Monitor the performance of procurement operations Spend Analyze procurement spending and identify future trends. Due Dates Track invoices based on due dates to identify overdue payments KPIs Monitor KPIs such as time to process an invoice or erroneous payments Show More ##### ## Automation Building (10) Visual Editor Provides a visual editor to easily create automation models. Workflow Recording Offers the ability to record processes performed by humans to be recreated by bots. Pre-Built Templates Provides templates for workflows and processes for easier automation creation. Custom Automation Allows developers to code custom automations. Collaboration Offers users the ability to reuse process automations and communicate with other team members around automation building. Ease of Bot Creation Allows non-technical users to create bots in an easy, intuitive manner. Document Automation Automated or logic-based workflows that assist in the creation of electronic documents Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Configurable Workflow Configure existing workflows to meet your organization's needs Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Show More ##### ## Bot Management & Execution (9) Bot Scheduling Equips administrators with the ability to schedule bot deployments in advance or on a consistent, regulated cadence. Attended Automation Automates processes that supplement human action, often requiring human intervention and collaboration. Unattended Automation Automates processes completely without the need for human intervention. Bot Performance Analytics Allows users to analyze the performance of bots via dashboards. Data and Product Security Insures data remains secure and compliant with industry standards. Scalability Able to support large deployments. Predictive Analytics Predict future data based on historical data sets Real-Time Analytics Analyze and gain insights into data in real-time Real-Time Data Receive data and information in real time Show More ##### ## Management (4) Approval Use criteria to add or remove suppliers to/from approved lists. Communication Manage communications with suppliers on multiple channels such as phone or email. Documents Capture and maintain documents related to suppliers and their products or services. Receipt of Goods Compare goods received with purchase orders and document variations Show More ##### ## Invoice Management (3) Capture Provide features to capture and record invoices, such as import or scanning Supplier Portal Allow suppliers to submit invoices using an online portal Repository Deliver a central repository of AP documents, such as POs and invoices Show More ##### ## Supplier Management (23) Evaluation Allows users to evaluate supplier performance using standard and custom KPIs. Selection Provide features to compare suppliers and choose the best option for various activities. Risk Management Identify potential issues and how they may impact relationships with suppliers. Inventory Management Track and manage inventory levels to maintain proper supply Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Purchase Order Management Create, send, and track purchase orders and their statuses Requisition Management Review, approve and cancel requests for goods/services to be purchased Bid Management Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison Auction Management Allows businesses to create and manage auctions. Sourcing Management Negotiate best prices and choose the right vendor for various purchases Returns Management Track and facilitate returns of products sold Fixed Asset Management Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history Contract/License Management Track, store, and access client contracts or licenses Supplier Management Manage all supplier data and operations Spend Management Track the amount of money spent on a certain product or with a certain supplier Order Management Manage and track customer orders for goods, investments, or any other purchases Shipping Management Manage and track orders being shipped to customers Warehouse Management Manage and track operations and inventory within warehouses User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Receipt Management Upload, track, and submit receipts in a central database Show More ##### ## Invoice Processing (6) Matching Ability to match AP invoices to POs, contracts, or payments Payments Identify incomplete or late supplier payments Workflows Include workflows for approvals and invoice processing Tax Compliance Comply with local and global tax regulations for collections Submittal Electronically submit invoices to buyers Configurable Workflow Configure existing workflows to meet your organization's needs Show More ##### ## Supplier Information (3) Profiles Create and manage supplier profiles that include contact and pricing information. Qualifications Identify the services and products provided by suppliers, as well as certifications. History Track history of all interactions and business transactions with suppliers. Show More ##### ## Integration (4) Accounting Provide integration with accounting and financial management software Payments Integrate with payment gateways and enterprise payments software ERP Deliver integrations with accounting modules of ERP systems Procurement Allow integration with procurement software, such as Procure To Pay, RFP and Spend Management Show More ##### ## Digital Workflows (3) Logic and Conditions Gives the ability to build a workflow based on business logic or a specific condition in order to route work to different people based on rules. No-Code Or Low-Code Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features. Document Management Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications. Show More ##### ## Forms (3) Data Mapping Integrates data and processes from multiple sources into a single system. Templates Build interfaces once and use them across one or more processes. Mobile-Friendly Forms Gives the user the ability to build and use forms on mobile devices. Show More ##### ## Automation (4) Workflow Automation Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process. Workflow Mapping Visually displays connected applications and integrated data. Allows customization and management of workflow structures. Real-Time Updates Processing changes to data sources and applications as changes are made in real-time. Robotic Process Automation Offers the ability to record processes performed by humans to be recreated by bots. Show More ##### ## Intelligent Automation (3) OCR Provides OCR capabilities in order to recognize text in documents and applications. Machine Learning Allows for intelligent automation whereby the bot can imitate human behavior by learning from behavioral patterns. NLP Provides NLP capabilities in order to understand text in documents and applications. Show More ##### ## Platform Content (12) Matter Management Provides comprehensive matter management capability trhrough the entire lifecycle Spend Management Manages legal department spend, specifically as it relates to outside counsel Contract Management Contains full lifecycle contract managemet capabilities Template Library Provides users with a pre-built library of useable legal document templates Conflict Management Search and check for conflicts of interest or statutes of limitations Email Management Manage, store and organize emails within the system or via third-party apps Legal Case Management Systematic approach to handling legal cases, matters, or projects within a law firm or legal department Client Management Manage contact details and communication with clients Calendar Management Track and manage schedules and meetings via an integrated calendar Document Management Store, manage, and track all electronic documents in a centralized location Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Task Management Create, manage and track all task activities and progression Show More ##### ## Platform Additional Functionality (3) Cloud Provides a cloud based version of the platform Mobility Is accessible from a mobile device and by users on the go. Messaging Contains in-application messaging abilities Show More ##### ## Platform Data (3) Visualization Contains tools to visalize data sets or workflows Dashboard Has a centralized dashboard for users to interact with Reporting Provides analytics tools that reveal important business metrics and track progress. Show More ##### ## Process Development (1) Process Routing Ensures the right task is being assigned to the proper employee across an entire process. Show More ##### ## Generative AI (3) 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. Show More ##### ## Purchase Requisition and Approval Workflow - Procurement Orchestration (3) Notifcations Notifies users of pending approvals with alerts and notifications Workflows Allows for predefined approval workflows based on roles, departments, or spending limits Purchase Orders Automates the creation, submission, and approval of purchase requisitions Show More ##### ## Supplier Management - Procurement Orchestration (3) Tracking Monitors supplier compliance to guidelines and standards while also managing risks Onboarding Provides tools for suppllier onboarding and assessing their performance Database Maintains a repository for storing and organizing supplier details Show More ##### ## Spend Management - Procurement Orchestration (2) Analysis Uses tools for examining expenditures and generation reports to identify trends Visibility Provides real-time insight into procurement costs within categories, departments or projects Show More ##### ## Compliance and Risk Management - Procurement Orchestration (3) Risk Assessment Uses risk assessment tools for identifying potential supplier or contract risks Compliance Automates the enforcement of procurement policies, regulatory requirements, and compliance checks Audits Creates audit trails and reporting for transparency and accountability Show More ##### ## Workflow Automation - Procurement Orchestration (3) Routing Provides onditional routing for purchase approvals, contract reviews, and supplier selection Configuration Allows for flexible workflow configurations to suit specific business needs Approvals Adjusts approval processes based on project, department, or spending thresholds Show More ##### ## Agentic AI - No-Code Development Platforms (3) 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 Show More ##### ## Agentic AI - Procure to Pay (3) Multi-step Planning Ability to break down and plan multi-step processes Autonomous Task Execution Ability to autonomously complete end-to-end procurement tasks such as PO creation, invoice coding etc. Proactive Assistance Ability to proactively flag out-of-policy spend, duplicate invoices, and overdue approvals before issues escalate Show More ##### ## Agentic AI - Procurement Orchestration (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Business Process Management (8) Multi-step Planning Ability to break down and plan multi-step processes Autonomous Task Execution Capability to perform complex tasks without constant human input 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 Show More ##### ## Agentic AI - Robotic Process Automation (RPA) (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 ##### ## Agentic AI - Enterprise Legal Management (ELM) (8) 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 Third-Party Integrations Set up connections to third-party platforms to improve business processes Budgeting/Forecasting Create budgets based on historical data and future projections Show More ##### ## Agentic AI - Digital Process Automation (DPA) (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 - Purchasing (3) Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Budgeting/Forecasting Create budgets based on historical data and future projections Show More ##### ## Workflow Orchestration (5) Configurable Multi-Step Workflows Creates and executes structured legal processes composed of multiple tasks. Multi-Stakeholder Approvals and Review Cycles Manages structured review and approval processes involving multiple participants across defined stages. Integrations Integrates with document management, CLM, matter management, or eSignature platforms. Rule-Based Routing Routes tasks or approvals based on predefined criteria or data inputs. Automated Task Creation and Progression Automatically generates tasks and advances workflow stages without manual intervention. Show More ##### ## AI-Powered Legal Work (3) AI Legal Drafting Generates legal documents using structured inputs, templates, or prompts. AI Document Review and Analysis Analyzes legal documents to identify issues, risks, or required actions. AI Data Extraction Extracts and structures key clauses, terms, or data points from legal documents. Show More ##### ## Standardization and Governance (2) Workflow Templates Enables reuse of standardized workflows across matters or teams. Role-Based Permissions Controls access to workflows and features based on user roles and administrative policies. Show More ##### ## Additional Functionality (169) Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Real-Time Updates Receive system updates as soon as any changes are made Graphical User Interface A visual way of interacting with an application or operating system using items such as windows, icons, and menus No-Code Drag and drop/visual interfaces that allow non-tech users to build without writing code Real-Time Reporting Active reporting of data and metrics Data Visualization Graphical representation of data Customizable Fields Customize data fields to support various needs and use cases Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Integrated Development Environment An application for source code editing, compiling, and debugging Customizable Forms Customize contracts and forms to collect specific information Generative AI Use AI to generate content in the form of text, images, videos, etc. API Application programming interface that allows for integration with other systems/databases Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Agile Methodologies Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Web Forms Web form that allows users to enter data that is sent and processed for different reasons Custom Development Development of custom software, web apps, mobile apps, etc. Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Customizable Reports Alter the layout and content of reports Visual Modeling Use visual elements such as pre-built blocks and/or shapes to assemble a model or design Access Controls/Permissions Define levels of authorization for access to specific files or systems Authentication Verify the identity of users/devices to enable secure access Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Secure Data Storage Securely stores data to prevent data loss or breaches Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Approval Process Control Manage the process of evaluating documents or requests submitted for approval Web/Mobile App Development Create/edit commerce applications for mobile devices and/or web Data Import/Export Import and export data to and from software applications Version Control Track revisions and updates made to files and navigate between different versions Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components For No-Code Development Build applications without the use of code Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Pre-Built Modules Existing templates or individual parts of a bigger design commonly used in software, coding, learning courses etc. Trust Accounting Manage bookkeeping for client trust accounts Data Import/Export Import and export data to and from software applications AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Expense Tracking Monitor and record expenses such as purchases or charges incurred Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Access Controls/Permissions Define levels of authorization for access to specific files or systems Client Portal Private online space that lets businesses securely share documents and provide information access to clients Generative AI Use AI to generate content in the form of text, images, videos, etc. Billing & Invoicing Create, manage, and send invoices or bills to customers Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Case Notes Access and track notes regarding case activities and updates within case files Time Tracking Measure and track time including hours worked and paid time off (PTO) Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Generative AI Use AI to generate content in the form of text, images, videos, etc. Integration Management Identify which applications need to exchange data and enable these data connections Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Contract Lifecycle Management Organize, track, and automate the entire contract process Budgeting/Forecasting Create budgets based on historical data and future projections Compliance Management Track and manage adherence to policies for any service, product, process, or supplier AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Inventory Management Track and manage inventory levels to maintain proper supply Approval Process Control Manage the process of evaluating documents or requests submitted for approval Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Generative AI Use AI to generate content in the form of text, images, videos, etc. API Application programming interface that allows for integration with other systems/databases Access Controls/Permissions Define levels of authorization for access to specific files or systems Order Tracking Track orders throughout the fulfillment process Inventory Control Monitor product stock levels AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Analytics Analyze and gain insights into data in real-time Spend Analysis Review and uncover trends in spending activity Multi-Currency Manage and handle various international currencies Audit Trail A record of all activities within the system, including user access, changes made, etc. Real-Time Reporting Active reporting of data and metrics Activity Tracking Track and document all activities across devices, networks, and other systems Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Spend Control Set allowances and ensure employees don't spend more than the allotted amounts Data Import/Export Import and export data to and from software applications Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Receiving Manage all receiving processes within a warehouse Document Storage Store and organize documents in a centralized system Quotes/Estimates Generate quotes or estimates for customers Accounting Integration Integrate with a third-party accounting system Third-Party Integrations Set up connections to third-party platforms to improve business processes Multi-Location Manage and support multiple locations Expense Tracking Monitor and record expenses such as purchases or charges incurred Purchasing Reports Reports that analyze a company's purchasing activities, including purchases made, suppliers used, and expenses incurred Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customizable Reports Alter the layout and content of reports Real-Time Data Receive data and information in real time Document Management Store, manage, and track all electronic documents in a centralized location Audit Trail A record of all activities within the system, including user access, changes made, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Updates Receive system updates as soon as any changes are made Real-Time Monitoring Active monitoring of systems, applications, or networks Multiple Data Sources Allows users to manage data from a number of sources Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Email Address Extraction Extract email addresses from multiple data sources Forms Management Store, manage and track all forms in a centralized location Data Extraction Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Workflow Management Create, design and manage workflows for repetitive tasks Access Controls/Permissions Define levels of authorization for access to specific files or systems API Application programming interface that allows for integration with other systems/databases Optical Character Recognition Ability to recognize printed or written text within digital images or scanned documents Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Data Import/Export Import and export data to and from software applications Process Builder Outline and document business processes via step-by-step building blocks Generative AI Use AI to generate content in the form of text, images, videos, etc. Customer Experience Management Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Data Capture and Transfer Import, collect, and capture data from multiple sources Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Approval Process Control Manage the process of evaluating documents or requests submitted for approval Secure Data Storage Securely stores data to prevent data loss or breaches Process Control Monitor and manage manufacturing and production processes. Code-free Development Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language Ad hoc Analysis Image Recognition Ability of software to identify an image among other data Data Storage Management Manage and store data in a database Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Task Management Create, manage and track all task activities and progression Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Customizable Reports Alter the layout and content of reports Version Control Track revisions and updates made to files and navigate between different versions Integration into Third Party Applications Embed/link applications into third party software so it can be accessed within a third party system Rules-Based Workflow Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work Mobile Access Access software remotely via mobile devices Document Storage Store and organize documents in a centralized system Data Import/Export Import and export data to and from software applications Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Document Management Store, manage, and track all electronic documents in a centralized location Real-Time Reporting Active reporting of data and metrics Customizable Forms Customize contracts and forms to collect specific information Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Process Modeling & Designing Visually identify, define, and map all details and relationships surrounding business process models and elements Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Task Progress Tracking Track the status and progress of tasks API Application programming interface that allows for integration with other systems/databases Calendar Management Track and manage schedules and meetings via an integrated calendar Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Commenting/Notes Leave comments and notes on documents for others to view Forms Management Store, manage and track all forms in a centralized location Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Configurable Workflow Configure existing workflows to meet your organization's needs Graphical Workflow Editor Create, design and modify the flow and processes of tasks in a project Data Visualization Graphical representation of data Workflow Management Create, design and manage workflows for repetitive tasks Process Change Tracking Document any changes or proposed changes made to business processes or workflows AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Email Management Manage, store and organize emails within the system or via third-party apps Templates Sample files or documents that could be customized as needed or used as is Real-Time Updates Receive system updates as soon as any changes are made Approval Process Control Manage the process of evaluating documents or requests submitted for approval Customizable Fields Customize data fields to support various needs and use cases Version Control Track revisions and updates made to files and navigate between different versions Forms Automation Automate repetitive tasks such as filling out information or creating certain types of forms Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Activity Tracking Track and document all activities across devices, networks, and other systems Single Sign On Allow users to access multiple services after entering their login credentials once Task Management Create, manage and track all task activities and progression Customizable Reports Alter the layout and content of reports Business Process Control Define and maintain business rules that determine workflow capabilities and criteria Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Audit Trail A record of all activities within the system, including user access, changes made, etc. Show More ##### ## Third-Party Integrations (1) Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Role-Based Permissions (1) Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Show More ##### ## Autonomous Task Execution (1) Autonomous Task Execution Completes tasks independently without constant human intervention Show More ##### ## Configurable Workflow (1) Configurable Workflow Configure existing workflows to meet your organization's needs Show More ##### ## Automated Routing (1) Automated Routing Tickets are automatically assigned to specific agents based on predefined rules Show More ##### ## Approval Process Control (1) Approval Process Control Manage the process of evaluating documents or requests submitted 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