Unbound by Bridgeline Features
Social Management (11)
Social Analytics
Reports on the performance of social media posts and campaigns.
Social Publishing
Allows the creation, management, and scheduling of content to be shared across social media channels.
Campaign Optimization
Identifies trends in social media campaigns, such as optimal posting times, to improve performance.
Multi-Account Management
Manage and post content across multiple social media accounts and platforms simultaneously
Social Ads
Provides features for managing and optimizing paid advertisements across social channels.
Campaign Planning
Allows for categorizing or grouping individual posts to streamline social media marketing campaigns.
Hashtag Capabilites
Monitor hashtags, their trends, and analytics across all social media platforms
Multi-Campaign
Manage multiple campaigns in one system
Customer Engagement
Initiate interactions with customers by proactively starting conversations or providing informational content
Automated Publishing
Establish rules for automatic propagation of social media posts across one or more channels
Real-Time Analytics
Analyze and gain insights into data in real-time
Merchandising/Marketing (7)
Storefront Design Tools
Provides standard templates with an easy to use tool set to customize the templates to showcase the stores brand and optimize the users experience
Product Visualization
Ability to display and manage photos, 3D views, videos etc for each product
Recommendations / Personalization
Personalize the buyers experience by displaying the most relevant products to the consumer and increase conversions using past buyer behavior and merchant-driven rules. Tools may include such as cross-sell/up sell, promotions, recommendations, guided selling, etc
Promotions and Discounts
Contains features that allow administrators to set up promotions on site, provide time based discounts, and enter coupon codes.
Shopping Cart Abandonment
Provide tools to help convert abandoned carts into sales. Saves items in shopping cart if a users does not complete the purchase. Allows users to continue order process in a future session. Emails users to remind them they have items in their cart.
Product Reviews
Ability to display reviews and enable users to write reviews for each product. Integrations to review syndication software to include most recent reviews for products
SEO
Provides tools to drive traffic to pages via organic search
Product Catalog (5)
Content Management
Ability to add/update products, product pricing, product information and other content included on eCommerce site.
Product Configuration
Ability to all users select options to configure the product or select product options. For example, color, size, etc.
Product Search and Filtering
Provides rich user experience to find products on site through site wide search, faceted navigation, product filtering and sorting
Intangible Products
Provides functionality specific to selling intangible products such as: Subscriptions, Trials, Perpetual Licencing, Downloads, Free Trials, etc.
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Order Process (18)
Checkout Process
Includes features that optimize user check out experience such as Shopping carts and Single Click Checkout, order summaries, receipts.
Shipping Options
Functionality that allows users to select shipping options based on price and delivery time. May integrate to 3rd Party shipping/fulfillment companies.
Tax Display and Processing
Displays appropriate tax to user based on local laws. Contains functionality to process tax in back end systems. May integrate to 3rd Party tax solutions.
Payment Processing
Supports required payment methods including credit card processing, purchase orders, paypal, etc. Contains appropriate fraud management functionality.
Order Management
Contains tools that enable administrators to manage placed orders to ensure all customer orders are processed correctly and on time.
Returns / Refunds
Functionality to allow users to process returns/refunds either via self service or contacting customer service.
Retail Inventory Management
Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process
Multi-Channel Fulfillment
Contains distributed order management functionality so that an order can be fulfilled from a warehouse, a store, a vendor drop ship or an in store pick up.
Returns Management
Track and facilitate returns of products sold
Order Processing
Send / receive, process, and execute orders
Order Fulfillment
Manage the process of receiving, preparing, and delivering orders for goods/products
Purchase Order Management
Create, send, and track purchase orders and their statuses
Backorder Management
Manage customer orders that cannot be filled immediately due to out-of-stock items
Special Order Management
Manage special order requested by a customer
Payment Options
Offers multiple online payment options such as credit card, Paypal, gift cards, mobile payments, and more
Sales Order Management
An order generated by a seller to a customer, containing details about products or services
Purchase Order Management
Create, send, and track purchase orders and their statuses
Credit Card Processing
Accept and process credit card transactions
Multi-Channel Support (11)
Omnichannel
Provides seamless approach to the consumer experience through all available shopping channels (Mobile, Social, Web, Point of Sale, catalog). Some times referred to Omni-Channel.
Mobile
Features that enable customers to easily to shop for products using a mobile device.
Social Commerce
Features that enable customers to easily shop for products on popular social platforms. May provide standard integrations or tools that build the social store on the platform.
Customer Service
Provides features that enable customer services teams to interact with customers. Features may include chat and and phone support.
Store Locator
Enable customers to locate and navigate to physical locations by zip code, city or GPS
3rd-Party Store Integration
Integrates/Syncs your product catalog to major on line retailers such as Amazon, Ebay, etc. to make it easy to administer selling products via 3rd party channels
B2B
Includes features that that are valuable to B2B transactions. For example partner management, contract pricing, invoicing, product entitlement, contract management etc.
Multi-Store
Manage multiple teams and operations from a central location
Point of Sale (POS) Integration
Integrates with point of sale (POS) systems
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Mobile Commerce
Platform (45)
APIs
System provides well documented API's that can be used to integrate to any 3rd Party or internal system.
Customization
Product provides tools to customize web store front, business process, etc. to meet unique business needs.
Integrations to Add-on Tools
Is easy to integrate to or has pre-packaged integrations to a wide variety of leading add on tools/software.
User Management
Enables customers to update their own user information, settings and preferences.
Reporting / Analytics
Provides standard and ad-hoc reporting ability to meet business requirements
Security
Software provides appropriate tools and certifications to protect against fraud and malicious attacks
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Admin Access Rights
Provides ability to control editing rights by product category, geography etc.
Test-to-Product Migration
Functionality that enables administrators to test changes to products, store design, work flows etc in a test environment and schedule the changes to be migrated to the production version of the site
Internationalization
Provides features that enable business transactions throughout the world. Typical features are multi-language, multi-currency and taxation
Cross Browser Support
Enables store or site to provide the same user experience in all browsers and browser versions.
Performance and Reliability
Software performs well and runs with minimal unscheduled downtime
Mobile Access
Access software remotely via mobile devices
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Shipping Management
Manage and track orders being shipped to customers
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Website Management
Built-in website builder or integration with third-party site
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Reviews Management
Track and monitor reviews of products or services
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Price/Margin Management
Track and manage the profit margin between the cost of a product and its selling price.
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Product Data Management
Capture, organize and track product-specific data and information in a centralized location
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Workflow Management
Create, design and manage workflows for repetitive tasks
Warehouse Management
Manage and track operations and inventory within warehouses
Sales Tax Management
Calculation of consumption tax imposed on the sale of goods/services
Customer Management
Store and organize information about customers and previous interactions
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Data Security
Protect sensitive data for digital privacy
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SEO
Pagination, page headers and titles, meta tags and URL structure all contribute well to site SEO.
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Flexible Navigation Structures
Able to build out different and multiple taxonomies to store and index content.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
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Enterprise Scalability
Provides features to allow scaling for large organizations or an expansive web presence.
Internationalization
Enables users to view and interact with the same content in multiple languages.
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Dashboards and Reports
Access pre-built and custom reports and dashboards.
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API
Application programming interface that allows for integration with other systems/databases
Internationalization
Allows organizations multi-national organizations to use tool effectively across multiple languages and currencies.
Performance and Reliability
Software is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Reporting and Auditing
Access pre-built and custom reports to monitor user activity and storage.
System of Record Integration
Integrates with other systems of record such as CRM, ERP, Outlook, Sharepoint.
APIs
Enables custom integration to external systems.
Content (16)
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Content Authoring
Drafting and publishing content is intuitive and non-technical.
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Rich Text Editor
Formatting content is straight-forward and painless.
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Versioning
Keep track of incrementally changing versions of the same content.
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Plug-ins/Widgets/Apps
Available gadgets and modules suit the needs of your site and are easily incorperated onto the page.
Approval Process
Can easily institute an approval routing process between authors and editors.
Content Scheduling
Easily schedule content to be published at a certain time and in a certain order.
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Asset Management
System allows the storage and management of rich media files.
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Internal Search
Able to search your content based on keyword, metadata, tags, etc.
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Content Repository
Content--both published and yet-to-be published--can be intuitively managed, edited, tagged, approved, and stored.
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Forms Management
Store, manage and track all forms in a centralized location
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Media Management
Planning, organizing, and controlling the distribution of information or videos, images, audio, and other content
Drag & Drop Editor
Editing tool that allows users to drag and drop images, icons, widgets, or other components
Audio Editor
Visual GUI that allows users to manage audio tracks, instruments, filters, etc.
Design (4)
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Breadth of Pre-Built Templates
The software provides a wide breadth of free or purchasable site templates that are attractive and suited to your webpages' needs.
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Mobile
Effective mobile templates are available and easily customizable.
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Branding/Themes
Consistent design elements across sites (including personalized brand components) unites webpages into a coherent online presence.
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Customization
The visual appearance of webpages can be easily customized to fit your site’s needs.
File Management (12)
File Type Support
Supports all required file types including but not limited to: Google Docs, MS Office, images, videos, etc.
Metadata
Automatically adds descriptive metadata like file size and upload date, has standard metadata fields like keywords, and allows the definition of custom fields and vocabulary.
OCR Scanning
Can structure unstructured data through Optical Character Recognition or other automated filing/tagging processes for scanned documents.
Versioning
Keep track of incrementally changing versions of the same file.
Collaboration
Multiple users can collaborate on document creation, annotation, and review.
Document Assembly
Autogenerate documents based on templates and form submission.
Form Creation
Able to create and manage submittable user forms.
Portals and Sites
Able to create user portals and sites.
Disposition
Automatically archive, delete, or revoke access to files that have reached the end of their life cycle.
Search
Can easily find files via a simple and/or advanced search.
Web Interface
Ability to access documents via a web interface without a client being installed on a device.
Mobile Apps
iOS, Android and Windows phone apps provide functionality that enable users to perform the same functions as they would on a PC.
Workflow (19)
Process Automation
Specifying a series of conditions and actions can automate internal processes, is customizable to the complexities of organization's needs and easy to set up and execute.
Conditions
The workflow engine provides relevant and customizable conditions on which to execute rules.
Activities
Any action a user can perform in the system can be specified as an automated action.
Records Management
System provides the necessary tools and fuctionality to maintain evidence of business activites and comply with governmental requirements or industry standards.
Case Management
System provides specialized functionality for bundling structured and unstructured content, automating adaptive, multi-person processes and setting deadlines for open cases. Also, cases can be completed and closed with the associated information stored and auditable.
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Document Management
Store, manage, and track all electronic documents in a centralized location
Metadata Management
Collect and maintain structured information that describes data or content
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
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
Digital Asset Management
Manage digital assets
Task Management
Create, manage and track all task activities and progression
File Management
Create, save, and store files
Forms Management
Store, manage and track all forms in a centralized location
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Website Management
Built-in website builder or integration with third-party site
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Tools (3)
Contact Collection
Gives users the ability to subscribe to unique content or otherwise share contact information.
Audience Insights
Helps users understand audience demographics and evaluate visitor behavior
Social Sharing
Adds intelligent social share buttons to your campaigns and content. Tracks who is sharing your content and driving conversions.
Metrics (6)
Entry and Exit Pages
Accurately determine your websites most common entry and exit points, while displaying data elegantly.
Sessions
Accurately measure total web traffic and display data logically.
Engagement
Configure and accurately measure an appropriate measure of engagement, such as average session length, page views per session, amount of scrolling, etc.
Return
Track user return rates and related metrics.
Conversions
Track what proportion of users convert to customers via specific actions.
Search Rank
Gives users accurate reflection of how their search ratings compare with competitors.
Analytics (12)
Web Analytics
Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence.
Campaign Tracking
Analyze inbound marketing traffic to identify which campaigns are working best.
Audience Insights
Helps users understand audience demographics and evaluate visitor behavior.
Reports & Dashboards
Create reports and dashboards to analyze results of campaigns.
Personalization
Streamlines personalization by integrating customer data repositories into systems that deliver content.
Marketing Automation
Handles broad-reaching marketing orchestration by pulling customer data from CRMs and other data repositories to deliver content across multiple channels.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Compliance
Monitor compliance with regulations, internal policies, and identify violations such as MAP (Minimum Advertised Price).
KPIs
Include KPIs to track the performance of the product content and data, such as ROI of product data.
Performance
Identify the most performant content and the types of content that can be improved or eliminated.
Data Mapping
Track the management and flow of data throughout the organization
Content Management (13)
Customizable Templated Workflows
Suggested workflows that can be adopted as is or adapted to fit business needs.
Asset Management
System allows the storage and management of rich media files.
Portals and Sites
Able to create user portals and sites.
SEO Management
Optimize and manage the search engine optimization efforts for a website or digital content
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Metadata Management
Collect and maintain structured information that describes data or content
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Audio File Management
Supports audio files
Asset Lifecycle Management
Manage assets throughout their lifecycle to optimize profit
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Brand Management
The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.
Document Management
Store, manage, and track all electronic documents in a centralized location
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Design & Development (3)
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.
Self-Service Capabilities
Customers have a route to update account details, payments and information themselves.
Visitor Behavior (3)
Monitoring
Monitor the behavior of website and online store visitors
Targeting
Ability to target website visitors based on behavioral patterns
Guided Selling
Adapt the selling process to each visitor, including content and pricing
Templates (3)
Library
Provide a library of templates for various purposes such as website engagement or e-commerce
Customization
Allows users to customize templates and use them on multiple channels easily
Optimization
Track the performance of different versions of templates and suggest optimizations
Personalization (8)
Recommendation
Recommend products based on order history and online behavior
Content
Provide custom content to website visitors based on their online behavior
Cart Abandonment
Deliver messages targeted at buyers who are about to leave an online store
Search
Optimize search based on the role of the user or inventory availability
Personalization Engine
Machine learning or artificial intelligence that powers the personalization features of the platform.
Product Recommendations
Tools to automatically recommend products to a customer based on their viewing or purchasing history.
A/B Testing
The ability to test various configurations and recommendations to determine which are most successful with customers.
Personalized Messaging
Tools to create personalized messaging based on customer data collected from purchases or viewing history.
Multichannel (3)
Web
Integrate personalized content and recommendations on websites
Email
Define customized email templates which are sent automatically
Mobile
Include personalization features that are mobile-friendly and responsive
Data Management (7)
Collection
Collects and consolidates product data from multiple sources like software and documents.
Cleansing
Provides features to clean product data to void duplicate information and inconsistencies.
Classification
Allows users to classify product data and content using standard or custom taxonomies.
Access Rights
Define which users have access to the different modules of the software and how.
Versioning
Track versions of documents and digital files and maintain an audit trail of the changes.
Publication
Approval processes to make product data and documents available internally and externally.
Digital Assets
Maintain a repository of digital files such as documents, videos, or 3D visualizations.
Optimization (5)
Data Quality
Monitor the quality of the product information to ensure it's not outdated or inaccurate.
Workflows
Deliver workflows to define what type of product information needs to be optimized, by whom, and when.
Localization
Provide localized product information such as description in multiple languages and prices in multiple currencies.
Data Quality Control
Establish guidelines about how much and what kind of data can be stored in the repository
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Administration (4)
Marketing Campaigns
The ability to create and customize marketing campaigns based on user data.
Reports & Analytics
Easily digestible visual representations of data collected by the platform.
User Data
Data collected from customers to be analyzed by analytics tools or other e-commerce software.
Integrations
The ability to integrate with a variety of e-commerce software platforms in order to share data and other functionality.
Content & Collaboration (7)
Content Calendar
Enables users to visualize all scheduled social campaigns and content in a timeline or calendar.
Content Library
Allows users to upload and publish brand content from a shared library.
Shared Inbox
Collects all customer messages and inquiries from multiple social channels and delivers them to a unified inbox.
Approval Workflows
Automates the content approval process to ensure social posts are approved by managers or clients before publishing.
Users and Permissions
Allows administrators to assign permissions for different users or teams to access certain platform features.
Content Creation
Provides features for creating or editing social media assets.
Image Library
Store and manage images
Headless Commerce (5)
Decoupling
Ability to disconnect the front office from the back office of an e-commerce platform
REST APIs
Provide APIs that allow for interaction with RESTful web services
Data Orchestration
Capture and manage data from multiple sources and syncronize it with the front end and back end
Customization
Allows developers to customize the platform using multiple programming languages
Extensibility
Include prebuilt integrations with multiple systems such as ERP and CRM
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.
Agentic AI - Web Content Management (3)
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Agentic AI - Enterprise Content Management (ECM) (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Natural Language Interaction
Engages in human-like conversation for task delegation
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Digital Experience Platforms (6)
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
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Agentic AI - E-Commerce Platforms (7)
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
Accounting Integration
Integrate with a third-party accounting system
Agentic AI - E-Commerce Personalization (2)
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Social Media Management (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
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Content Analytics (5)
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
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (195)
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Image Editing
Edit, touch up, and convert images for publishing
Website Publishing Options
Options for publishing a website/landing page online, whether through a publishing site plugin, the user's site, or a subdomain
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Content Publishing Options
Facilitates online authoring and publishing of the content
Text Editing
Edit text as needed
Access Control
Regulate who can view information within the system
Website Accessibility Tools
Tools that fix/remediate issues or optimize site elements to improve accessibility for visitors with disabilities or unique needs
Content Delivery
Distributing content through various platforms or channels
Content Personalization
Personalize delivered content based on characteristics, preferences, behavior or other data across the network
Configurable Workflow
Configure existing workflows to meet your organization's needs
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Video Editing
Create professional looking videos by manipulating video footage with filters, special effects, trimming, filters and transitions
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Performance Testing
Allows developers to check if their applications/web browsers are running as expected.
Activity Monitoring
Track and report on everything that happens within the system or network
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Customizable Reports
Alter the layout and content of reports
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Customizable Branding
Add customized logos and colors to align with company branding
Social Advertising
Create and manage advertising campaigns on social media networks
Filtering
Find & retrieve relevant data or documents
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Keyword Tracking
Track and monitor a specific set of keywords
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Workflow Management
Create, design and manage workflows for repetitive tasks
Post Scheduling
Schedules specific times for content to appear on social media platforms, blogs, websites etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
API
Application programming interface that allows for integration with other systems/databases
Data Visualization
Graphical representation of data
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Social Promotion
Market event via social media tools
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Social Media Monitoring
Track activity on sites such as Facebook, Twitter, Instagram, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Brand Tracking
Monitor social media posts or web that mention a particular brand
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Commenting/Notes
Leave comments and notes on documents for others to view
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Inventory Control
Monitor product stock levels
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reordering
Accept and track repeat orders
Bulk Ordering
Accept and track orders with multiple items
Multi-Currency
Manage and handle various international currencies
Customer Accounts
Record customer information, purchase history, and other notes
Multi-Location
Manage and support multiple locations
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Shopping Cart
Checkout of online store
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Order Tracking
Track orders throughout the fulfillment process
Email Marketing
Create and send email blasts/campaigns
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Templates
Sample files or documents that could be customized as needed or used as is
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Customizable Branding
Add customized logos and colors to align with company branding
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Kitting
Group and package individual but related items as one package set
Customer Touchpoints
Identify specific interactions between customers and brands
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Web/Mobile App Development
Create/edit commerce applications for mobile devices and/or web
Product Catalog
Present a catalog of inventory that customers can view
Inventory Optimization
Maintain and control the stock level of inventory
De-Coupled Front & Back Ends
Separate front and back end platforms to make coding changes without affecting user experience
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Activity Tracking
Track and document all activities across devices, networks, and other systems
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Barcode/Ticket Scanning
Scan barcodes to ensure accurate pricing and label tracking
Product Configurator
Customize the specifications of a finished product to meet the particular needs of a customer
Data Import/Export
Import and export data to and from software applications
Inventory Auditing
Cross-checking financial records with physical inventory counts and records
Quotes/Estimates
Generate quotes or estimates for customers
Customer History
Access previous interactions or concerns to maintain customer relationships
Invoice Creation
Create invoices from scratch or have recurring invoices
For Small Businesses
Designed for small businesses
Abandoned Cart Saver
Built-in tool that sends an email invitation to customers who have added an item to their cart but left before completing checkout
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Commenting/Notes
Leave comments and notes on documents for others to view
Content Publishing Options
Facilitates online authoring and publishing of the content
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Content Library
Centralized repository to store content and assets
Document Classification
Assign categories, labels, tags, or attributes to documents for organization, search and storage
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
API
Application programming interface that allows for integration with other systems/databases
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Customizable Forms
Customize contracts and forms to collect specific information
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Content Library
Centralized repository to store content and assets
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Information Governance
Accountability over info/data that ensures appropriate behavior in the valuation, creation, storage, use, archiving & deletion of info.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Indexing
Compile and organize data into specific metrics
Filtering
Find & retrieve relevant data or documents
Electronic Signature
Digitally sign online documents
Version Control
Track revisions and updates made to files and navigate between different versions
Mobile Access
Access software remotely via mobile devices
Document Storage
Store and organize documents in a centralized system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Single Sign On
Allow users to access multiple services after entering their login credentials once
Image Editing
Edit, touch up, and convert images for publishing
Customizable Branding
Add customized logos and colors to align with company branding
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Document Review
Review and analyze existing information across documents
Activity Tracking
Track and document all activities across devices, networks, and other systems
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Secure Data Storage
Securely stores data to prevent data loss or breaches
Configurable Workflow
Configure existing workflows to meet your organization's needs
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Secure Login
At least a username and password is required to access the system
Content Delivery
Distributing content through various platforms or channels
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Mobile Capture
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Templates
Sample files or documents that could be customized as needed or used as is
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Documentation Management
Manage product specific documents in a categorized order
Catalog Management
Create and manage digital catalog of products/services with their details, specifications, and price
Content Library
Centralized repository to store content and assets
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Categorization/Grouping
Organize and group data or items based on various criteria
Activity Tracking
Track and document all activities across devices, networks, and other systems
Content Creation
The ability to create unique content
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Data Storage Management
Manage and store data in a database
Version Control
Track revisions and updates made to files and navigate between different versions
Master Record Management
Build a master repository to store entire business data in a categorized fashion
Multimedia Support
Supports various file formats
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
eCommerce Management
Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products
Data Modeling
Conceptual model of how data items relate to each other
Online Catalog
An online catalog of inventory that customers can view
API
Application programming interface that allows for integration with other systems/databases
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
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Document Storage
Store and organize documents in a centralized system
Document Management
Store, manage, and track all electronic documents in a centralized location
Workflow Management
Create, design and manage workflows for repetitive tasks
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Image Library
Store and manage images
Customizable Branding
Add customized logos and colors to align with company branding
Metadata Management
Collect and maintain structured information that describes data or content
Filtering
Find & retrieve relevant data or documents
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Customizable Categories
Quality Control
Ensure that quality requirements and standards are met across production processes
Product Catalog
Present a catalog of inventory that customers can view
Product Data Management
Capture, organize and track product-specific data and information in a centralized location
File Management
Create, save, and store files
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Video Management
Store and manage online video content
Document Templates
Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Multi-Language
Manage and support multiple languages
Technology Glossary Features
View definitions of the features and discover new technology terms.
Social engagement is the level of interaction people or brands have with online communities, helping build relationships, trust, and audience loyalty.
The checkout process how a customer goes through to finalize a purchase when shopping online. Learn the checkout process and best practices to follow.
Versioning is the process of assigning unique names or identifiers to manage multiple versions of software. Learn more about versioning, types of versioning schemes, and best practices to follow during a software release.
Intangible products refer to company offerings that are not physical in nature. Learn more about intangible products, what falls into the category, and how to sell products that can’t be touched.
Content libraries are a huge digital asset in a company’s content creation process. Learn more about content libraries and how they benefit marketing strategies.
