Visme Features
Reports (16)
-
Reports Interface
Reports interface for standard and self-service reports is intuitive and easy to use.
-
Steps to Answer
Requires a minimal number of steps/clicks to answer business question.
-
Graphs and Charts
Offers a variety of attractive graph and chart formats.
-
Dashboards
Provides business users an interface to easily design, refine and collaborate on their dashboards
Customizable Reports
Alter the layout and content of reports
Marketing Reports
Reports specific to marketing and associated campaigns
Sales Reports
Reports specific to sales analysis for trends and strategies
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Interactive Reports
Edit and personalize data view as needed
Customizable Reports
Alter the layout and content of reports
Customizable Reports
Alter the layout and content of reports
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Dashboard
Alter the layout and content of dashboards
-
Reports Interface
Reports interface for standard and self-service reports is intuitive and easy to use.
-
Share Reports
Receive email reports and notifications regarding metrics.
-
Steps to Answer
Requires a minimal number of steps/clicks to answer business question.
Data Updates (8)
-
Historical Snapshots
Ability to track historical data.
-
Real-Time Updating
Track metrics in real time with consistent and frequent updates.
Customizable Reports
Alter the layout and content of reports
Predictive Analytics
Predict future data based on historical data sets
Data Management
Ability to handle large datasets
Real-Time Data
Receive data and information in real time
-
Historical Snapshots
Ability to track historical data.
-
Real-Time Updating
Track metrics in real time with consistent and frequent updates.
Template Creation (4)
-
Image Upload
Directly upload images to use for your graphic on the platform.
-
Stock Image Library
Choose from pre-loaded images to use for your banner.
-
Drag & Drop Editing
Ability to edit without any coding or design knowledge.
-
Variety Of Banner Types
Create a stactic, animated or interactive banner.
Design & Editing (3)
-
Shape & Clip Art
Insert a variety of shapes and clipart onto your design.
-
Font Selection
Chose from a variety of fonts to layer over your graphic.
-
Scale
Scale your image to a variety of sizes.
Ad Management (3)
-
Ad Sets
Ability to duplicate and save your design as an ad set.
-
Export As Different File Types
Ability to save your image as a variety of file types.
-
Schedule
Schedule banners to be published ahead of time.
Analytics (5)
-
Reporting
Ensure your ads are reaching your target demographic.
-
Heatmap
Ability to see how your audience is interacting with your ads.
-
Budget
Ability to adjust your campaign budget.
Export/Import
Exports and imports lead data to and from various formats like plain text, spreadsheets, etc.
Reporting
Supports basic data reporting which includes user engagement analysis, entry and exit statistics, referrer information, etc.
Platform Basics (3)
-
Slide Design
Provides a variety of slide design tools, such as animations, icons and transitions.
-
Presenter Tools
Provides tools to help the presentation experience for both user and audience, including voice over narration and a presenter-only view with notes and annotations.
-
Auto Save
Provides an autosave option to prevent file loss.
Platform Content (7)
-
Charts
Gives users a variety of chart and graph options that can be editied within the presentation.
-
Template Library
Provides users with a pre-built library of useable slide templates.
-
Template Creator
Allows users to customize their own templates.
-
Content Sharing
Digitally share pre-made materials and self-created content with others
Content Library
Centralized repository to store content and assets
Media Library
Collection of images, videos and other digital content that can be used
Screen Sharing
Digitally share screen view with others
Platform Additional Functionality (5)
-
Messaging
Contains in-application messaging abilities.
-
Mobility
Is accessible from a mobile device and by users on the go.
-
Cloud
Provides a cloud based version of the platform
-
Mobile Access
Provides a mobile-friendly app allows users to work between their desktops, laptops and mobile devices for a smooth continuation of work.
-
File Storage
Allows for free and/or paid storage of created design files.
Training & eLearning (4)
-
Content Creation
Creates training materials for instructor- and self-led courses.
-
Content Libraries
Provides pre-created content (Courseware) on standard topics that can be used as part of a curriculum.
Interactive Content
Allow the audience to interact or engage with the content
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Planning (2)
-
Collaborative Editorial Calendars / Scheduling Content
Create editorial calendars that can be accessed by multiple users. Schedule content in advance to post at a later date.
-
Scheduling Integration
Create content plans or calendars for multiple users and schedule content in advance.
Lead Monitoring (4)
Features
Provides features to create and manage lists of potential customers
Performance
Monitors form’s performance and contribution to the sales pipeline
Identification
Identifies the visitor, tracks the pages that they are visiting, and the time they are spending on each page
Lead Capture
Automatically identify and save contact information of potential customers
Data Capture (4)
Mobile
Records leads using different types of devices
Websites
Captures form submissions from existing forms on websites or landing pages
Social Media
Captures leads across social media channels
Data
Captures measurable, real customer data gathered directly from a website
Customization (12)
Web Forms
Web form that allows users to enter data that is sent and processed for different reasons
Personalization
Changes colors, calls to action, or form length to personalize lead capture
Templates
Provides pre-configured templates that can be customized by users
Integration
Integrates with sales and marketing software solutions to transfer lead data between them
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Customizable Forms
Customize contracts and forms to collect specific information
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Custom Fields
Allows users to add custom fields to forms that aren't already on the templates
Conditional Logic
Enables forms to hide or show certain fields based on respondents' answers
Multi-page Forms
Allows users to create forms with more than one page
Design
Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.)
Forms Creation & Design
Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system
Survey Management (7)
Survey Builder
Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor
Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
Templates
Offers pre-built templates for creating surveys with different audiences or use cases
Survey Distribution
Provides tools for distributing surveys through email, SMS, social media, etc.
Mobile Survey
Distribute a survey via mobile devices
Site Intercept Survey
Survey popup over a webpage to specific users based on their behavior
Pulse Surveys
Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group
Survey Customization (4)
Question Branching
Survey design technique that directs respondents to different questions based on their previous answers
Branding
Allows users to customize survey colors, logos, and URLs to match company branding
Multimedia Support
Ability to embed videos, photos, or other rich media
Multilingual Surveys
Allows for creation of surveys in different languages and advanced survey translation
Survey Insights (9)
Reporting & Analytics
Provides tools to visualize and analyze data
BI Tools Integration
Allows integration with third -party reporting and business intelligence applications
Data Exporting
Allows users to export reports from the product into an .xsl, .csv, or .pdf file
Permissions
Allows administrators to set permissions on viewing, filtering, or sharing survey results
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Presentation Tools
Share and present designs
Data Analysis Tools
Analyze survey results via statistical testing or crosstabs directly within the software
Real-Time Data
Receive data and information in real time
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Visualization (7)
-
Graphs and Charts
Offers a variety of attractive graph and chart formats.
-
Score Cards
Score cards visually track KPI's.
-
Dashboards
Provides business users an interface to easily design, refine and collaborate on their dashboards
-
Formats
Allows one to create and export visualization into various formats (PNG, JPEG, etc.)
Mobile Dashboards
View and present dashboard on mobile devices
Public Dashboards
Publish dashboard publicly on various platforms
Private Dashboards
Share dashboard screen within private user groups
Collaboration (3)
-
Sharing
Provides the ability to easily share visualizations.
-
Co-Editing
Allows multiple users to edit and create visualizations together.
-
Devices
Has the ability to edit visualization across devices and device types (e.g. computer and phone).
Design (6)
-
Templates
Ability for users to choose from prebuilt templates for various design formats (E.g. flyer, presentation, invitation, etc.) to edit and customize.
-
Layout editor
Allows users to build layouts by dragging UI elements into a visual design editor.
-
Publishing formats
Ability for created designs to be easily exported in multiple formats. Designs can also be optimized for printing. Print optimization takes size into account to ensure the designs retain their quality during the printing process.
-
Saved preferences
Provides the ability to save specific preferences, such as the color palette and font library. This lets the designer create efficiently without starting from scratch.
-
Infographics
Offers templates and data visualization capabilities for the creation of infographics.
-
Asset Library
Provides a built-in library of assets, including images, elements and shapes, to aid users in design creation. Users can also upload personal assets to be used in designs.
Performance Tracking (3)
-
Dashboard
Provides a dashboard containing an overview of the design system's data and brand's analytics
-
Asset Performance
Analyses brand asset performance - provides insight into who is using them, how they are being used and how often
-
Template Usage
Offers insight into how which design templates are being used, by whom, and how often
Functionality (4)
-
Design Templates
Allows users to create design templates and save them in a library for other team members to utilize when making on-brand visuals
-
Workflow Management
Provides a platform where design projects can be managed
-
Collaboration
Allows various creators and stakeholders to collaborate on design projects in real-time
-
Educational Resources
Offers educational resources to help users learn about branding and design
Additional Functionality (331)
Embedded Forms
Enables forms to be embedded onto a website without having to create code from scratch
Offline Capability
Can used without an internet connection
Notifications
Sends notifications when a completed form is recieved
Payments
Contains integrations with payment processors, enabling users to accept payments through forms
Mobile Forms
Allows users to build, distribute and access forms from a mobile device
Customizable Forms
Customize contracts and forms to collect specific information
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Social Sharing
Allows businesses to share their videos on social media.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
API
Application programming interface that allows for integration with other systems/databases
Video Stabilization
Process to remove shakiness in videos
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
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Motion Tracking
Ability to track motion for easier editing
Data Import/Export
Import and export data to and from software applications
Preview Functionality
Preview materials before finalizing projects
Video Capture
Transcoding an analog video to a digital file for storage
Animations & Transitions
Ability to insert animations/transitions
Video Streaming
Allows users to view videos without downloading media files
Audio Capture
Record audio or import/upload audio files
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Speed Adjustment
Adjusting the speed of a video clip
Split/Merge
Split/Merge
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Color Grading
Helps blend colors in the video for smoother transitions
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Supports HD Resolution
Video Marketing
Helps businesses market their videos
Watermarking
Add a digital mark to show ownership of an image, video, document, etc.
File Conversion
Convert files to a different format
Image Editing
Edit, touch up, and convert images for publishing
Real Time Editing
Preview and make real-time changes in the web content
Social Sharing
Allows businesses to share their videos on social media.
File Management
Create, save, and store files
Animations & Transitions
Ability to insert animations/transitions
Watermarking
Add a digital mark to show ownership of an image, video, document, etc.
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Presentation Tools
Share and present designs
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Multiple Output Formats
Create content in various formats, such as print, PDF, HTML and more
File Storage
Store and access documents, forms, and photos in one centralized place
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Task Management
Create, manage and track all task activities and progression
Image Library
Store and manage images
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Batch Processing
Software's ability to perform similar action on multiple similar files simultaneously
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
API
Application programming interface that allows for integration with other systems/databases
Content Sharing
Digitally share pre-made materials and self-created content with others
Content Import/Export
Import or export content
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Pre-built Templates
Pre-defined templates within a library for common cases such as contracts, websites, emails, and more
Preview Functionality
Preview materials before finalizing projects
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Image Protection
Protect a range of image file formats
Media Management
Planning, organizing, and controlling the distribution of information or videos, images, audio, and other content
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
Single Sign On
Allow users to access multiple services after entering their login credentials once
Phone Polling
Survey or poll in which voice broadcast recipients can communicate responses via the phone
Online Polling
Survey or poll in which participants communicate responses via the internet, typically by completing a questionnaire on a web page
Support Audio/Images/Video
Allow media to be embedded in the question or answer options
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Data Visualization
Graphical representation of data
Survey/Poll Management
Create and administer polls and surveys
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Word Clouds
Visual representations of words that give greater prominence to words that appear more frequently
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Fields
Customize data fields to support various needs and use cases
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Email Management
Manage, store and organize emails within the system or via third-party apps
Interactive Content
Allow the audience to interact or engage with the content
Q&A Management
Allow users to collaborate and ask questions regarding folders and/or documents within the system
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Activity Tracking
Track and document all activities across devices, networks, and other systems
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
API
Application programming interface that allows for integration with other systems/databases
Data Cleansing
Removes data that is incomplete, inaccurate, or irrelevant from a dataset
Email Marketing
Create and send email blasts/campaigns
Data Security
Protect sensitive data for digital privacy
Anonymous Feedback
Allow reviewers to provide anonymous feedback to encourage honest conversations
URL Customization
Modifying a website's URL to enhance readability, branding, or campaign alignment
Question Piping
Integration of respondents' answers from previous survey questions into subsequent questions or text
Offline Response Collection
Practice of collecting data and responses for market research/surveys without an internet connection
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
NPS Survey Structure
Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Data Import/Export
Import and export data to and from software applications
Response Validation
Ensure the answer provided fits set parameters (numerical, positive number, etc.)
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Response Quotas
Limit the number of participants with certain characteristics you want to complete the survey
Multi-Language
Manage and support multiple languages
Sentiment Analysis
Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral
Email Reminders
Reminders sent via email
Gamification
Games or game-like elements to track progress and reward accomplishments
Randomization
Randomize the displayed order of questions and answer options
Video Editing
Create professional looking videos by manipulating video footage with filters, special effects, trimming, filters and transitions
Text Editing
Edit text as needed
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Commenting/Notes
Leave comments and notes on documents for others to view
Change Management
Track and monitor efficient handling of all changes/transitions
Data Visualization
Graphical representation of data
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Content Import/Export
Import or export content
Data Import/Export
Import and export data to and from software applications
Training Management
Track employee/learner's progression through training programs
Audio File Management
Supports audio files
Presentation Streaming
Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Image Editing
Edit, touch up, and convert images for publishing
Offline Editing
Edit offline
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
3D Objects
Input 3D objects
Encryption
Convert data into a code for security
Audience Engagement
Use tools to engage with viewers (e.g., commenting, chat room, polling, and Q&A)
Video Support
Supports various video file formats
Audio/Video Recording
Record audio and/or video
Version Control
Track revisions and updates made to files and navigate between different versions
Presenter View
Presenter-only view that shows notes, slides, and helps the presenter keep track of time, while the audience views only the slides.
Digital Signage
Digital displays use technologies such as LCD, LED, projection and e-paper
Offline Presenting
Present offline
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Mobile Access
Access software remotely via mobile devices
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Real-Time Updates
Receive system updates as soon as any changes are made
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Playlist Management
Create playlists of content and media types & manage the distribution of those playlists to display screens
Video Conferencing
Connect with meeting participants remotely over video
Animation
Ability to insert animations/transitions
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Customizable Branding
Add customized logos and colors to align with company branding
Interactive Content
Allow the audience to interact or engage with the content
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Audio/Video Recording
Record audio and/or video
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Video Management
Store and manage online video content
Video Support
Supports various video file formats
Assessment Management
Creation, administration, and evaluation of assessments or tests
Course Authoring
Developing custom training courses for educating employees or for teachers to create courses for their students
Course Publishing
Publish finished eLearning course in a compatible eLearning format (e.g., SCORM, xAPI).
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Reports
Alter the layout and content of reports
Mobile Access
Access software remotely via mobile devices
Video Streaming
Allows users to view videos without downloading media files
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
SCORM Compliance
Adherence to the standards outlined in the SCORM (Sharable Content Object Reference Model) framework
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Data Import/Export
Import and export data to and from software applications
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
VR/AR Compatibility
Virtual or augmented reality engagement
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Gamification
Games or game-like elements to track progress and reward accomplishments
Progress Reports
Document and report the progress of ongoing projects
Learning Management
Organize and track educational activities
Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Activity Tracking
Track and document all activities across devices, networks, and other systems
Certification & Licensing
Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders
Real-Time Data
Receive data and information in real time
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Storyboarding
Dictate the order and pace of an eLearning course, including the logic for how different learners progress
Single Sign On
Allow users to access multiple services after entering their login credentials once
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Tests/Assessments
Create tools to measure student retention of learning material and lessons
Customizable Branding
Add customized logos and colors to align with company branding
API
Application programming interface that allows for integration with other systems/databases
Training Management
Track employee/learner's progression through training programs
Media Import
Import various types of media (e.g., images, presentations, videos, music, etc.) to be used in eLearning courses
Quizzes
Brief assessments used to measure knowledge and skills
Instructor-Led Courses
Multimedia Support
Supports various file formats
Commenting/Notes
Leave comments and notes on documents for others to view
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
PowerPoint Conversion
Lead Segmentation
Divide leads into buckets based on predefined criteria and routing rules
Conversion Tracking
Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
A/B Testing
Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Multi-Campaign
Manage multiple campaigns in one system
Prospecting Tools
Tools designed to streamline the process of lead generation and management for sales teams
Customizable Fields
Customize data fields to support various needs and use cases
Lead Distribution
Route and distribute your leads to third party buyers
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Chat/Messaging
Communicate using direct chat or messages within the system
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Email Marketing
Create and send email blasts/campaigns
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Lead Nurturing
Engage with a lead throughout the sales process by actively providing information
Customizable Branding
Add customized logos and colors to align with company branding
Contact Management
Manage, organize, and store contact information
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Email Management
Manage, store and organize emails within the system or via third-party apps
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Customer Segmentation
Process of dividing customers into groups based on common characteristics
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Activity Tracking
Track and document all activities across devices, networks, and other systems
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Extraction
Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
Lead Notifications
Real-time alerts or notifications that inform teams about new leads or prospects
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Business Card/Badge Scanning
Capture contact information by scanning a physical item and having the system automatically extract data from the scan
Lead Generation
Manage the process of attracting and converting business prospects into leads
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Autoresponders
Create and automatically send premade copy in response to customer messages
Lead Qualification
Score a lead on their quality or likelihood to buy based on certain behaviors
API
Application programming interface that allows for integration with other systems/databases
Forms Management
Store, manage and track all forms in a centralized location
Visitor Tracking
Track visitors and purpose of visits
Lead Management
Store information about leads or contacts and track, manage and nurture them throughout the sales process
Campaign Analytics
Track and interpret campaign performance metrics
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Campaign Planning
Plan and strategize marketing campaigns
Lead Scoring
Score a lead based on quality or likelihood to buy/convert based on predetermined criteria
Email Tracking
Track delivered, received, and opened emails
Drip Campaigns
Send automated marketing emails based on user actions over a predetermined period
Campaign Segmentation
Group campaigns by project, client, or campaign for better management.
Lead Verification/Validation
Ensure the authenticity of each lead by verifying their information, eliminating duplicate leads/contacts, etc.
Source Tracking
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Interaction Tracking
Track interaction history by documenting conversations for contacts
Opportunity Management
Track all opportunities for potential sales and convert them into recurring revenue
Sales Reports
Reports specific to sales analysis for trends and strategies
Document Storage
Store and organize documents in a centralized system
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
For Sales Teams/Organizations
Caters to sales teams
Sales Forecasting
Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.
Workflow Management
Create, design and manage workflows for repetitive tasks
Task Management
Create, manage and track all task activities and progression
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
Customizable Branding
Add customized logos and colors to align with company branding
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
API
Application programming interface that allows for integration with other systems/databases
Document Management
Store, manage, and track all electronic documents in a centralized location
Document Storage
Store and organize documents in a centralized system
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Autofill
Automatically populating fields or sections within a form
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Convert to PDF
Create, edit, convert to and from PDF files
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Media Library
Collection of images, videos and other digital content that can be used
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Full Text Search
Search for specific words or phrases within a document or database
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Data Import/Export
Import and export data to and from software applications
Forms Management
Store, manage and track all forms in a centralized location
Electronic Signature
Digitally sign online documents
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Mobile Access
Access software remotely via mobile devices
KPI Monitoring
Tracking the status of previously identified performance measurements
Secure Data Storage
Securely stores data to prevent data loss or breaches
Multiple Data Sources
Allows users to manage data from a number of sources
Data Visualization
Graphical representation of data
Single Sign On
Allow users to access multiple services after entering their login credentials once
Natural Language Search
Ability to interact with the application using human languages such as English
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
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Ad hoc Reporting
Generate one-off reports that meet information requirements
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
Customizable Branding
Add customized logos and colors to align with company branding
Data Aggregation
Collect, process and structure data from multiple sources for further analysis
Dashboard Creation
Creation and customization of dashboards
Data Connectors
Connect to big data sources
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
API
Application programming interface that allows for integration with other systems/databases
Forecasting
Form predictions based on past and present data/trends
Interactive Elements
Various components within a system including buttons, clickable icons, hover effects, and more
Single Page View
Display aggregated data points on one page for a bird's eye view assessment
Data Import/Export
Import and export data to and from software applications
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Trend Analysis
Review data from past periods to reveal recurring tendencies and predict future performance
Workflow Management
Create, design and manage workflows for repetitive tasks
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Functions/Calculations
Perform various mathematical calculations using the data
Historical Reporting
Information, data and reports that are being tracked over time
Data Capture and Transfer
Import, collect, and capture data from multiple sources
Visual Discovery
Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries.
Real-Time Updates
Receive system updates as soon as any changes are made
Real-Time Reporting
Active reporting of data and metrics
Data Mapping
Track the management and flow of data throughout the organization
Relational Display
Relationship diagram view that arranges items in data based on the relationships between them in a freeform graph.
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
OLAP
Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data
Ad hoc Query
One-off queries made on an as-needed basis
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Editing (14)
-
Audio Mixing
Enables audio clips to be added to videos
-
Transcription
Utilizes speech-to-text technology to generate transcripts that can be used as captions
-
Text Animation
Allows users to animate text and adjust text properties such as color, size, length, reflectivity, extrude, etc.
-
Time Mapping
Allows users to make vides speed up, slow down, or reverse direction
-
Overlays and Watermarks
Allows images to be laid over videos
-
Clip Editing
Provides video clip editing capabilties, including trimming, resizing, slicing, scaling, rotating, zooming in and out, etc.
-
Titles and Captions
Allows users to add titles, subtitles, and captions to their video
Text Editing
Edit text as needed
Video Editing
Create professional looking videos by manipulating video footage with filters, special effects, trimming, filters and transitions
Image Editing
Edit, touch up, and convert images for publishing
3D Video Editing
Editing or adding effects in 3D videos
Brand Overlay
Branding videos with company logo
Text Overlay
Create text to match video content
Media Library
Collection of images, videos and other digital content that can be used
Platform (3)
-
Operating System
Compatible with various operating systems
-
Multimedia Support
Supports various file formats
-
Team Review
Allows users to invite others to view, edit, and comment on video drafts
Publishing (1)
-
Execute Content Publication
Ability to publish content either from the source it was created or through a third party.
Social Media (1)
-
Social Media Integration
Create and publication of content for social media platforms.
Generative AI (29)
-
AI Text Generation
Allows users to generate text based on a text prompt.
-
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
-
AI Text Generation
Allows users to generate text based on a text prompt.
-
AI Image-to-Text
Converts images into a textual description, identifying key elements.
-
AI Text-to-Video
Provides the ability to generate video from a text prompt.
-
AI Text Summarization
Condenses long documents or text into a brief summary.
-
AI Text-to-Music
Produces music based on provided style or parameters.
-
AI Text-to-Speech
Simulates human-like speech from text inputs.
-
AI Text-to-Image
Provides the ability to generate images from a text prompt.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
-
AI Text Generation
Allows users to generate text based on a text prompt.
-
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.
-
AI Text-to-Image
Provides the ability to generate images from a text prompt.
-
AI Text-to-Video
Provides the ability to generate video from a text prompt.
-
AI Text-to-Image
Provides the ability to generate images from a text prompt.
-
AI Text-to-3D
Provides the ability to generate 3D renderings from a text prompt.
Photos/Images
Photos/Images
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text-to-Speech
Simulates human-like speech from text inputs.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
AI-Assisted Editing
Allows users to generate, summarize, edit, refine, or rewrite slide content.
AI Presentation Structuring
Creates presentation outlines, narratives, or storytelling frameworks using AI.
AI Image Generation
Allows users to generate or recommend visuals (e.g., images, icons, charts) tailored to slide content.
AI Slide Generation
Generates a complete multi-slide presentation from a text prompt, or brief description.
AI Text-to-Slide
Converts documents (e.g., PDF, DOCX, web links) into structured slide decks using AI.
Agentic AI - Lead Capture (2)
Cross-system Integration
Works across multiple software systems or databases
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Video Editing (5)
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
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Agentic AI - Photo Editing (1)
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Course Authoring (10)
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Assignment Management
Assign issues and tasks based on availability or required skills
Asynchronous Learning
Supports flexible learning at different times (i.e., learners can access course materials at their own pace)
Synchronous Learning
Real-time, interactive learning experiences where participants engage in learning activities simultaneously
Self-paced Learning
Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge
Interactive Learning
Students are encouraged to interact with technology-enabled study materials during the course of learning
Blended Learning
Supports learning paths that combine in-person classes with online/virtual courses
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Multi-Language
Manage and support multiple languages
Agentic AI - Content Creation (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
Agentic AI - Survey (4)
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
Dynamic Content
Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience
Platform basics (3)
Collaboration
Allows collaborative editing with AI-assisted suggestions (e.g., real-time editing, versioning, and feedback integration).
File Sharing
Exports or syncs with standard formats such as PowerPoint (PPTX), Google Slides, or PDF.
Slide Design
Applies slide layouts, formatting, and design elements using AI, while enforcing brand guidelines (e.g., logos, colors, and fonts).
Content Import/Export (1)
Content Import/Export
Import or export content
AI Design & Content Suggestions (1)
AI Design & Content Suggestions
AI-driven suggestions for storytelling structure, rephrasing, tone, layouts, and brand-consistent styles
AI Presentation Generation (1)
AI Presentation Generation
Generate a presentation from a text prompt, topic, or uploaded source material (PDF, DOCX, URL)
AI Text-to-Slide (1)
AI Text-to-Slide
Converts documents (e.g., PDF, DOCX, web links) into structured slide decks using AI
AI Visual Generation (1)
AI Visual Generation
AI-generated images, icons, and charts tailored to specific slide context
Document Editing (1)
Document Editing
Makes changes to document features such as text, fonts, formatting, etc.
File Sharing (1)
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Team Collaboration (1)
Team Collaboration
Allow multiple team members to edit and work on the same document
Brand Management (1)
Brand Management
The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.


