[ Vivantio Reviews ](https://www.g2.com/products/vivantio/reviews) [ Vivantio Reviews ](https://www.g2.com/products/vivantio/reviews) # Vivantio Features ##### ## Platform (7) Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Customization Allows users to customize chat colors, text, logos, and branding. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Third-Party Integrations Set up connections to third-party platforms to improve business processes Reporting Provides analytics tools that reveal important business metrics and track progress Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Show More ##### ## Ticket and Case Management (16) Ticket Creation User Experience User Experience of creating and submitting a ticket Ticket Response User Experience User Experience of responding and receiving a response Workflow Route tickets based on values of fields, changes to ticket status and time based conditions Automated Response Respond to common requests with standard reply Service Level Agreement (SLA) Management Set and monitor service level agreements to ensure timely response and resolution Attachments/Screencasts Documents and files can be attached to the ticket to communicate with customer issues/resolutions Ticket Collaboration Share and collaborate on tickets with multiple customer service representatives Customer/Contact Database Central repository for account and contact information Workflow Management Create, design and manage workflows for repetitive tasks Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Ticket Management Track, manage, or resolve user requests and IT incidents/issues Call Center Management Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. Queue Management Monitor wait time and abandonment for incoming requests that have not been routed Inbox Management Organize, prioritize, and manage incoming communications Support Ticket Management Allow customers/users to submit support queries and service requests Email Management Manage, store and organize emails within the system or via third-party apps Show More ##### ## Communication Channels (6) Customer Portal Allows fully customizable portal for customer to enter tickets, provide feedback and communicate with service agents Email to Case Ability for customer service agents to communicate via email and email conversations are automatically tracked in ticket Live Chat Support Ability for customer service agents to communicate with customers via live chat to solve problems live Social Media Integration Integration to social networks such as Twitter and Facebook to allow customers and agents to communicate via social networks Voice Make and receive calls directly in the application. Track and record calls for analysis. Video Chat Chat with your counterparts over the video in real time Show More ##### ## Incident Management (5) Automate Ticket Routing Routes tickets automatically to the appropriate user. Ticket Prioritization Prioritizes tickets based on factors configured by the user. Ticket Notifications Notifies the IT team when a ticket needs action. Knowledge Base Provides a forum for answers to common questions. Knowledge Base/Ticket Integration Integrates knowledge base articles into a ticket. Show More ##### ## Reporting (4) Dashboards Displays important metrics relating to performance. Time Tracking Tracks time worked on a ticket. Surveys Provides surveys to measure employee satisfaction. Activity Tracking Track and document all activities across devices, networks, and other systems Show More ##### ## Access & Usability (4) Mobile Enables access to service desk features via mobile device. Self Service Enables employees to view the status of their tickets. Active Directory Provides a directory of all users within an organization. Multi-Channel Access Enables access to service desk features through multiple channels such as email, phone, or the portal. Show More ##### ## Self-Service Experience (5) Knowledge Base Provides a repository of information that can be used by those seeking support. Searchable Articles Makes articles in the knowledge base searchable on the web. Community Forums Enables users to engage with other users to solve common issues. Mobile Optimization Optimizes the customer self-service experience on mobile devices Personalization Gives the user targeted, personalized results based on their activity or preferences Show More ##### ## Self-Service Platform (4) Branding Allows users to add custom branding (logos, brand colors, etc.) to self-service portals, chatbots, etc. Automation Automates some or all operation related tasks Artificial Intelligence Utilizes artificial intelligence to improve workflows or customer experiences Integrations Allows easy integrations with applications, such as messenger applications, APIs, and customer support tools Show More ##### ## Administration (21) Change Management Tools to track and implement required IT changes in a system. Asset Management Tools to organize and manage all IT assets within an organization. Reports & Analytics A means to view and analyze a large amount of data in order to gain business insights. IT Asset Management Managing inventories and tracking changes to hardware and software configurations Knowledge Management Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Service Level Agreement (SLA) Management Set and monitor service level agreements to ensure timely response and resolution Task Management Create, manage and track all task activities and progression Service Request Management Assign, track and manage customers' service requests such as service enquiry, feedback/complaints and more Release Management Planning, scheduling, and overseeing the release of software or system changes into a live or production environment Configuration Management Identify component attributes like servers, hardware, software, and manage relationships across all services Ticket Management Track, manage, or resolve user requests and IT incidents/issues Workflow Management Create, design and manage workflows for repetitive tasks Problem Management Identify and solve underlying cause of incident(s), and prevent future incidents from occurring Incident Management Manage and track all disruptions and incidents Contract/License Management Track, store, and access client contracts or licenses Support Ticket Management Allow customers/users to submit support queries and service requests Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Capacity Management Monitor service demand and performance to plan for adequate resources that meet business needs Availability Management Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients Inventory Management Track and manage inventory levels to maintain proper supply Show More ##### ## Service Desk (4) Help Desk A place for users to submit tickets when they require IT help. Incident Reports Reports based on IT incidents so IT members can prioritize high risk issues and maintain a record of problems and how often they occur. Process Workflow The ability to create flowcharts and other means to outline specific processes to ensure that all requirements are met. Customizable Reports Alter the layout and content of reports Show More ##### ## Customization (2) Customization Provides a customizable soltution that HR professionals can adjust to suite the organization's needs. HR Integrations Integrates with core HR software to access employee information. Show More ##### ## HR Content (3) Knowledge Management A place to create articles with important information about processes and other crucial information that is easily accessible by employees. Content Delivery Tools to create and deliver content throughout an organization. Document Management The ability to organize and manage a variety of documents. Show More ##### ## Logistics (3) Security Secure solution so administers can maintain access rights and security. Employee Portal Employee portal lets employees log into the system to access all company and employee information. AI Uses AI processes to automate workflows by developing a comprehensive HR-knowledge base. Show More ##### ## Management (33) Ticketing Platform Tools that help create and manage a ticketing platform that facilitates cross-departamental communication. Single Sign-On The ability to sign onto a platform once and access a variety of software solutions without needing to sign into each one individually. Business Process Management Tools to create and organize business process flowcharts and documentation. Self-Service Web-based or intranet self-service portal enables employees to submit service requests. Dashboard & Reporting Dashboard and reporting on HR activities with workforce analytics capabilities. Reporting Provides graphics, dashboards, and general reporting around IT service, assets, and incidents. Administration Console Provides administrative tools for routine maintenance, upkeep, and tracking. Access Management Gives administrators control over user privileges and accessibility for IT assets. Asset Management Gives administrators control over hardware and software resource allocation and tracking. Policy Dictation Controls policies and configurations across business applications and hardware. Real-Time Reporting Active reporting of data and metrics Central Dashboard Provide immediate insights, information, and updates on IT assets from a central dashboard. Asset Policy Management Design and implement custom or pre-built policies for asset management, onboarding, and maintenance. Risk Management Implement risk management policies, and push policy updates to various assets across a business network. Integrations Integrate with other software solutions, such as spend management and software asset management. User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Support Ticket Management Allow customers/users to submit support queries and service requests Requisition Management Review, approve and cancel requests for goods/services to be purchased Inventory Management Track and manage inventory levels to maintain proper supply Email Management Manage, store and organize emails within the system or via third-party apps Maintenance Management Manage, maintain and track the performance of assets and equipment Workflow Management Create, design and manage workflows for repetitive tasks Problem Management Identify and solve underlying cause of incident(s), and prevent future incidents from occurring Service Level Agreement (SLA) Management Set and monitor service level agreements to ensure timely response and resolution Supplier Management Manage all supplier data and operations Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Task Management Create, manage and track all task activities and progression Change Management Track and monitor efficient handling of all changes/transitions Incident Management Manage and track all disruptions and incidents Contract/License Management Track, store, and access client contracts or licenses Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Configuration Management Identify component attributes like servers, hardware, software, and manage relationships across all services Show More ##### ## Functionality (4) Ticketing System Provides a service desk for users to submit tickets for IT-related issues. Performance Logging Tracks action-by-action asset performance with machine- or human-readable logs. Alerting Creates alerts when tracked assets encounter errors or performance issues. Automation Automates repetitive tasks associated with IT service operations and maintenance. Show More ##### ## Asset Inventory (5) Hardware Asset Inventory Create an inventory of a company's hardware assets. Software Asset Inventory Create an inventory of a company's software assets. Cloud Asset Inventory Create an inventory of a company's cloud assets. Mobile Asset Inventory Create an inventory of a company's mobile assets. Asset Discovery Detect new assets as they enter a network and add them to asset inventory. Show More ##### ## Investigation (4) Separate Workflows Case management of investigations related to Employee Relations are handled in a separate workflow (including HRBPs, HR Managers, etc.) than other generic case requests. Anonymity Employee grievances, feedback, and complaints have channels of communication that are protected by anonymity Documentation Witness statements, confessions, time cards, video footage, and other investigation materials are stored in secure designated data warehouses for safe keeping throughout the investigaiton process. Confidentiality Case processing happens with strict confidentiality where a case's access is only authorized to professionals directly responsible for its execution and outcome. Show More ##### ## Access (3) Integration Integrations into legal databases or case management systems for coordination when case escalation reaches their desk. Assignment The platform is capable of assigning primary case holder, principal investigator, legal consultant, etc. responsibilities to team members. Collaborative Case accessibility is restricted by authorization. Access is granted to HR personnel that are designated investigators and others involved in an investigation's (Legal, HRBPs, HR Managers, etc.) standard operating procedure Show More ##### ## Employee Experience (3) Policy During the complaint process, self-help resources are readily available to help the employee understand which company policy is relevant to their situation and a general framework on how the investigation will progress. Multi-channel The product is user friendly for employees and complaints can be delivered across many channels (chat, trouble ticket, email, etc.) Cross-platform The product is able to be accessed from the employee side on a mobile platform Show More ##### ## Customer Support (4) Text Is able to process inquiries submitted by text data from live chat, email, or SMS Speech Comprehends human speech and can transcribe it to text for processing Knowledge Base The AI is able to access the company's internal knowledge to inform and guide responses to customer inquiries Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Show More ##### ## Automation (4) Ticket Resolution The platform is able to automatically determine how to resolve help tickets without assistance by human agents Customization The platform's responses to customers can be customized to improve comprehension, relatability, and emotional intelligence Intelligent Routing When the AI is unable to process a particular type of customer request, it is able to determine which is the best agent to refer the ticket to Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Show More ##### ## Artificial Intelligence (4) Learning The AI platform is able to learn over time on how to interpret each type of customer inquiry and improve the quality of their responses Language Multilingual capabilities allow the AI to process inquiries from many languages Conversational AI The AI's responses to customer inquiries provide human-like organic conversations. The platform is able to understand a question no matter how it's worded and provide comprehensive answers Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Generative AI (10) 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 Summarization Condenses long documents or text into a brief summary. AI Text Summarization Condenses long documents or text into a brief summary. 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 Generation Allows users to generate text based on a text prompt. AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Agentic AI - Service Desk (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Agentic AI - Customer Self-Service (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Help Desk (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - IT Asset Management (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - IT Service Management (ITSM) Tools (10) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Resource Allocation & Planning Assign available resources (human and/or non-human) to various projects and tasks Multi-Language Manage and support multiple languages Show More ##### ## Additional Functionality (182) Prioritization Arrange tasks based on the level of priority or urgency Service History Track work performed and resources used for past customers, sites, or assets Client Portal Private online space that lets businesses securely share documents and provide information access to clients Customizable Forms Customize contracts and forms to collect specific information AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users API Application programming interface that allows for integration with other systems/databases Service Catalog Database containing accurate and up-to-date information on all operational services Real-Time Notifications Notifications that are delivered to users as soon as an event occurs SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Monitoring Active monitoring of systems, applications, or networks Generative AI Use AI to generate content in the form of text, images, videos, etc. Surveys & Feedback Gauge satisfaction and receive information for improvement and success Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Automated Responses Automatic reply functionality for incoming messages Customizable Branding Add customized logos and colors to align with company branding Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Support Ticket Tracking Track the status of support tickets/escalations as they move through the service queue Automated Routing Tickets are automatically assigned to specific agents based on predefined rules Macros/Templated Responses Templated responses for responding quickly to recurring support requests Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Fields Customize data fields to support various needs and use cases Activity Tracking Track and document all activities across devices, networks, and other systems Search Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc. Alerts/Escalation System alerts about the need to escalate an issue or request Access Controls/Permissions Define levels of authorization for access to specific files or systems Dashboard Creation Creation and customization of dashboards Remote Access & Monitoring Control system behavior and appearance, and access and report on system status/health from a distant location Asset Tracking Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle Chat/Messaging Communicate using direct chat or messages within the system Approval Process Control Manage the process of evaluating documents or requests submitted for approval Audit Trail A record of all activities within the system, including user access, changes made, etc. Automated Routing Tickets are automatically assigned to specific agents based on predefined rules Chatbot AI-based platform which conducts a conversation via auditory or textual methods Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Autoresponders Create and automatically send premade copy in response to customer messages AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Monitoring Active monitoring of systems, applications, or networks CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Gamification Games or game-like elements to track progress and reward accomplishments Conversation Intelligence Recording, transcription, and analysis of sales calls for the purpose of training and generating insights Customizable Fields Customize data fields to support various needs and use cases Surveys & Feedback Gauge satisfaction and receive information for improvement and success Key Performance Indicators Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Voice Recognition Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking Live Chat Ability to chat online in real time Task Automation Automatically handle routine, repetitive tasks and processes without the need for manual intervention IVR Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response Language Detection Identify different languages Multiple Data Sources Allows users to manage data from a number of sources Predictive Analytics Predict future data based on historical data sets API Application programming interface that allows for integration with other systems/databases Alerts/Escalation System alerts about the need to escalate an issue or request Data Security Protect sensitive data for digital privacy Interaction Tracking Track interaction history by documenting conversations for contacts Prioritization Arrange tasks based on the level of priority or urgency Secure Data Storage Securely stores data to prevent data loss or breaches Macros/Templated Responses Templated responses for responding quickly to recurring support requests Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Single Sign On Allow users to access multiple services after entering their login credentials once Mobile App Access the system via a mobile application Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Access Controls/Permissions Define levels of authorization for access to specific files or systems Email Templates Pre-made examples and templates for emails Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Automated Responses Automatic reply functionality for incoming messages Data Import/Export Import and export data to and from software applications Personalization Adjust communications based on previous interactions or personal preferences Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Procurement Management Organize and manage all processes/procedures involved in purchasing goods and/or services CMDB Configuration Management Database AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Generative AI Use AI to generate content in the form of text, images, videos, etc. IT Risk Management Manage risks related to IT systems Service Catalog Database containing accurate and up-to-date information on all operational services Inventory Management Track and manage inventory levels to maintain proper supply Surveys & Feedback Gauge satisfaction and receive information for improvement and success Chat/Messaging Communicate using direct chat or messages within the system Change Management Track and monitor efficient handling of all changes/transitions Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Task Management Create, manage and track all task activities and progression Email Templates Pre-made examples and templates for emails Benchmarking Compare key metrics for the business against prominent players in the industry Localization Automation Adapt content to display differently based on viewer location Real-Time Reporting Active reporting of data and metrics Customer Support Provide online support for your customers through live chat or help desk functionality Scheduled/Automated Reports Set a time to generate routine reports automatically Alerts/Escalation System alerts about the need to escalate an issue or request Release & Deployment Planning, coordinating, and executing the deployment of software or system changes into a live or production environment Email Management Manage, store and organize emails within the system or via third-party apps Contract/License Management Track, store, and access client contracts or licenses Workflow Management Create, design and manage workflows for repetitive tasks Problem Management Identify and solve underlying cause of incident(s), and prevent future incidents from occurring Analytics Tools for the systematic analysis of various types of data or statistics Service Level Agreement (SLA) Management Set and monitor service level agreements to ensure timely response and resolution Configuration Management Identify component attributes like servers, hardware, software, and manage relationships across all services API Application programming interface that allows for integration with other systems/databases IT Asset Management Managing inventories and tracking changes to hardware and software configurations Remote Access/Control Access work applications remotely, for when working away from the office and/or traveling Live Chat Ability to chat online in real time Customizable Reports Alter the layout and content of reports Incident Management Manage and track all disruptions and incidents Asset Lifecycle Management Manage assets throughout their lifecycle to optimize profit Support Ticket Management Allow customers/users to submit support queries and service requests Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Customizable Branding Add customized logos and colors to align with company branding Workflow Management Create, design and manage workflows for repetitive tasks Interaction Tracking Track interaction history by documenting conversations for contacts Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Single Sign On Allow users to access multiple services after entering their login credentials once Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Real-Time Analytics Analyze and gain insights into data in real-time Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Client Portal Private online space that lets businesses securely share documents and provide information access to clients Inventory Management Track and manage inventory levels to maintain proper supply Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Configurable Workflow Configure existing workflows to meet your organization's needs Customer History Access previous interactions or concerns to maintain customer relationships Surveys & Feedback Gauge satisfaction and receive information for improvement and success Support Ticket Management Allow customers/users to submit support queries and service requests Service Level Agreement (SLA) Management Set and monitor service level agreements to ensure timely response and resolution Widgets An extended application or connector that enables users to perform additional services with their current set of tools Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Chatbot AI-based platform which conducts a conversation via auditory or textual methods Email Templates Pre-made examples and templates for emails 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 Real-Time Data Receive data and information in real time API Application programming interface that allows for integration with other systems/databases Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Website Integration Seamlessly integrates with 3rd party websites Help Desk Management Managing service requests, incidents, IT issues & support with a ticketing system Call Center Management Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc. Queue Management Monitor wait time and abandonment for incoming requests that have not been routed SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Chat/Messaging Communicate using direct chat or messages within the system Live Chat Ability to chat online in real time 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 Email Management Manage, store and organize emails within the system or via third-party apps Customizable Branding Add customized logos and colors to align with company branding Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Access Controls/Permissions Define levels of authorization for access to specific files or systems Customizable Forms Customize contracts and forms to collect specific information Customer Communication Ability to communicate to customers through at least one channel such as email, live chat, phone, or social media. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Third-Party Integrations Set up connections to third-party platforms to improve business processes Customizable Fields Customize data fields to support various needs and use cases Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Application Management Track, manage and store the applications of potential future members, customers or candidates Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Cost Tracking Process to track, record, and analyze expenses that occurred over the entire duration of a given project Access Controls/Permissions Define levels of authorization for access to specific files or systems Prioritization Arrange tasks based on the level of priority or urgency Customizable Fields Customize data fields to support various needs and use cases Data Import/Export Import and export data to and from software applications Asset Tracking Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle Customizable Branding Add customized logos and colors to align with company branding API Application programming interface that allows for integration with other systems/databases Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Customizable Forms Customize contracts and forms to collect specific information Compliance Tracking Track and report regulatory data to either internal management or external stakeholders Data Visualization Graphical representation of data Audit Trail A record of all activities within the system, including user access, changes made, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Customizable Reports Alter the layout and content of reports Show More ## 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