Upbase Features
Login Options (2)
Single Sign-On (SSO)
Allows users to sign into the software using a single sign-on (SSO) application.
Password Saver
Saves login information like usernames and passwords for external applications.
Productivity (5)
Email Client
Application also serves as an email client.
Split Screen
Applications can be viewed simultaneously within the unified workspace via split screen.
Activity Feed
Provides a cross-application activity feed.
Virtual Assistant
Offer a virtual assistant to guide users and recommend routine actions.
Analytics and Reporting
Generates reports based on security and/or productivity data.
Customization (3)
Custom Workflows
Enables the creation of custom workflows to facilitate various processes.
Multiple Workspaces
Allows users to create multiple workspaces for different projects or teams.
Custom Application Integration
Allows users to connect custom or in-house applications.
Administration (3)
-
Permissions
Define and manage roles and access rights for the entire system.
-
Procedures
Maintain procedures for data access and governance.
-
Remote Work
Allow users to use the system online and on mobile devices.
Project management (4)
-
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
-
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
-
Views
Create customized project views for internal and external purposes (eg: for customers).
-
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Communication & Collaboration (3)
-
Communication Channels
Support multiple channels for internal and external communications.
-
Document Management
Allow users to share and collaborate on documents and files.
-
Collaboration
Help users meet, share workspaces, and collaborate on tasks.
Generative AI (2)
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.
Agentic AI - Work Management (4)
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
Natural Language Interaction
Engages in human-like conversation for task delegation
Agentic AI - Unified Workspaces (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Adaptive Learning
Improves performance based on feedback and experience
Additional Functionality (41)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Commenting/Notes
Leave comments and notes on documents for others to view
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Time Zone Tracking
Identify and track locations and time zones of your collaborators to enable productive scheduling and cooperation
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Projections
Estimate or forecast of a future scenario based on the study of present trends
Prioritization
Arrange tasks based on the level of priority or urgency
Softphone
Use your computer as a phone device to make calls over the internet
Employee Activity Monitoring
Monitor and track what your employees are doing
File Transfer
Move files across different systems or networks
Email Management
Manage, store and organize emails within the system or via third-party apps
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
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
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Data Import/Export
Import and export data to and from software applications
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Real-Time Data
Receive data and information in real time
API
Application programming interface that allows for integration with other systems/databases
Project Time Tracking
Measure time to completion or hours worked for projects
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Single Sign On
Allow users to access multiple services after entering their login credentials once
Remote Support
Provide support to your customers and employees remotely over a shared network
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Live Chat
Ability to chat online in real time
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Electronic Signature
Digitally sign online documents
Video Chat
Chat with your counterparts over the video in real time
Assignment Management
Assign issues and tasks based on availability or required skills
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Customizable Branding
Add customized logos and colors to align with company branding
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Task Management
Create, manage and track all task activities and progression
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Video Conferencing
Connect with meeting participants remotely over video