WorkJam Features
Platform (60)
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Customization
Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
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Integration APIs
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
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Internationalization
Enables users to view and transact business with the same content in multiple languages and currencies.
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User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, and groups.
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Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
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
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Training Management
Track employee/learner's progression through training programs
Goal Management
Allows employees to set and manage work or career related goals
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Action Management
Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal
Mobile Access
Access software remotely via mobile devices
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Benefits Dashboard
Use a dashboard to view benefits that are selected by employees or offered by employers
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Training Management
Track employee/learner's progression through training programs
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Orientation Workflow Management
Create orientation programs for new employees or students
Task Management
Create, manage and track all task activities and progression
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Mobile Access
Access software remotely via mobile devices
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Document Management
Store, manage, and track all electronic documents in a centralized location
Job Description Management
Create, share, and manage the distribution of job descriptions/duties
Mobile Access
Access software remotely via mobile devices
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
Assessment Management
Creation, administration, and evaluation of assessments or tests
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
Third-Party Integration
Addition of necessary external data, applications, tools, or features
Initiative Management
Create and manage internal campaigns to improve company culture or business strategy.
Workflow Management
Create, design and manage workflows for repetitive tasks
Community Management
Enable students, customers or employees to engage with each other in a particular space online or offline
Employee Referral Management
Manage and track employee referrals for open job positions
Workflow Management
Create, design and manage workflows for repetitive tasks
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Email Management
Manage, store and organize emails within the system or via third-party apps
Job Management
Manage and track all job information and associated tasks
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Pipeline Management
Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
File Management
Create, save, and store files
Job Management
Manage and track all job information and associated tasks
Data Storage Management
Manage and store data in a database
Compensation Management
Manages compensation such as salary, bonus, and benefits processes, aligning with policies
Employee Management
Track employee schedules, availability, and performance across projects and tasks
HR Management
Automates core HR functions such as talent management, employee evaluation and learning management
Competency Management
Catalog, manage, and develop employee skill sets
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Evaluation Management
Create, share, and manage the distribution of job descriptions/duties
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Workforce Management Platform Features (30)
Labor Forecasting
Predict the number and types of employees necessary to meet anticipated demand to control labor costs.
Shift Scheduling
Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.
Time & Attendance Tracking
Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.
Absence & Leave Management
Employees can submit paid time off (PTO) or leave of absence requests that managers can approve or deny within the platform.
Skills Management
Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions.
Succession Planning
Identify high performing employees with potential to be promoted with minimal development.
Workforce Analytics
Tools designed to help analyze employee data and develop baselines for evaluating and optimizing workforce management.
Self-Service Capabilities
Web portals through which employees can view their schedules, submit PTO requests, configure work availability and preferences, and self-schedule from available work times.
Mobile Shift Scheduling
Managers and employees can create or claim available work shifts and receive notifications on their mobile device.
Team Communication
Message other team members or managers through built-in text or emailing functions and communicate scheduling or leave requests.
Budgeting/Forecasting
Create budgets based on historical data and future projections
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Employee Scheduling
Assign working shifts or tasks to employees based on their availability
Time Off Management
Track and manage employee time-off, vacation, and sick leave requests
Workflow Management
Create, design and manage workflows for repetitive tasks
Timesheet Management
Track the amount of time spent on a job or task
Recruitment Management
Tools to find, assess, and hire suitable candidates for a job within an organization
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Activity Tracking
Track and document all activities across devices, networks, and other systems
Sick Leave Tracking
Track and manage sick leave time
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Skills Tracking
Track employee skills, competencies, training & qualifications
Variable Workforce
Utilize third party services to cover unforeseen labor needs
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Basics (2)
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Mobility
Is accessible from a mobile device and by users on the go.
Content (3)
Content Library
Provides users with a pre-built educational library of useable content
Customizability
Allows administrators to accommodate their unique processes. Includes ability to create custom educational content.
Content Creation
Contains tools that allow users to create original content directly within the application
Performance (7)
Monitoring
Provides tools to track and measure application performance
Reporting
Provides analytics that reveal important business metrics and progress.
Interoperability
Integrates with LMS as needed to enhance corporate training and education.
Real-Time Reporting
Active reporting of data and metrics
Team
Monitor team performance metrics such as territory coverage or amount of new sales
Retailer
Analyze the performance of each retailer to identify issues and optimize execution
Compliance
Track compliance with internal policies such as Minimum advertised price (MAP)
Planning (14)
Strategy
Define strategies to gather retail intelligence and use the insights to plan retail activities
Activities
Provide standard retail execution activities that can be customized by users
Inventory Management
Track and manage inventory levels to maintain proper supply
Field Sales Management
Manage or track sales completed by field teams/employees
Task Management
Create, manage and track all task activities and progression
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Returns Management
Track and facilitate returns of products sold
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Workforce Management
A set of processes to optimize the productivity of its employees
Order Management
Manage and track customer orders for goods, investments, or any other purchases
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Contract/License Management
Track, store, and access client contracts or licenses
Execution (5)
Collaboration
Allow employees, managers, and retailers to collaborate on retail execution tasks
Field Execution
Provide features for field employees, such as route planning, GPS search, or messaging
Data Collection
Include features for field employees to collect data, capture photos, and create orders
Real-Time Data
Receive data and information in real time
In-Store Execution
Handle all promotion activities and brand strategy for products at retail stores
Training & eLearning (51)
Assessments and Practice
Provides quizzes, testing, and software simulations to reinforce and measure effectiveness of materials.
Content Delivery and Tracking
Includes self-led, instructor-led, web-based collaboration, and tracking of completion for compliance.
Content Creation
Creates training materials for instructor- and self-led courses.
Manager Portals
Allows managers to see progress of team members.
Content Storage and Management
Provides functionality to store, organize, and search all training content.
Content Libraries
Provides pre-created content (Courseware) on standard topics that can be used as part of a curriculum.
Skills Assessment
Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Skills Tracking
Track employee skills, competencies, training & qualifications
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Interactive Content
Allow the audience to interact or engage with the content
Rewards Management
Strategize and implement rewards for returning customers, employees and other members
Assessment Management
Creation, administration, and evaluation of assessments or tests
Assignment Management
Assign issues and tasks based on availability or required skills
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Learning Management
Organize and track educational activities
Training Management
Track employee/learner's progression through training programs
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Assessments and Practice
Provides quizzes, testing, and software simulations to reinforce and measure effectiveness of materials.
Content Delivery and Tracking
Includes self-led, instructor-led, web-based collaboration, and tracking of completion for compliance.
Social Learning
Enables team members to learn by collaborating with each other
Content Creation
Creates training materials for instructor- and self-led courses.
Manager Portals
Allows managers to see progress of team members.
Content Storage and Management
Provides functionality to store, organize, and search all training content.
Content Libraries
Provides pre-created content (Courseware) on standard topics that can be used as part of a curriculum.
Skills Assessment
Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Skills Tracking
Track employee skills, competencies, training & qualifications
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Activity Tracking
Track and document all activities across devices, networks, and other systems
Interactive Content
Allow the audience to interact or engage with the content
Learning Management
Organize and track educational activities
Training Management
Track employee/learner's progression through training programs
Training Record Management
Create, store, and manage records of employee training, acknowledging understanding of processes, regulations, or safety standards
Assignment Management
Assign issues and tasks based on availability or required skills
Assessment Management
Creation, administration, and evaluation of assessments or tests
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Employee Portal
Online portal where employees can access and track their own information
Student Portal
Blended Learning
Supports learning paths that combine in-person classes with online/virtual courses
Synchronous Learning
Real-time, interactive learning experiences where participants engage in learning activities simultaneously
Mobile Learning
Access for students to complete learning materials on mobile platforms
Self-paced Learning
Identifying your own learning needs, setting goals, finding the necessary resources, and evaluating your own knowledge
Asynchronous Learning
Supports flexible learning at different times (i.e., learners can access course materials at their own pace)
Certification Tracking
Maintain personal certifications/qualifications
Media Management
Planning, organizing, and controlling the distribution of information or videos, images, audio, and other content
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Third Party Course Library
A set of pre-made courses offered by a third party
Platform Basics (8)
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Performance Benchmarking
Compare survey results to industry benchmarks to locate key areas for improvement. Evaluate survey results at either a high-level or individual employee level.
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Reporting & Dashboards
Survey results can be visualized and reported on in real time, with manager dashboards and automated reporting tools. Reports can be customized and distributed to aid in organizational improvement and employee performance reviews.
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Interoperability
Connects to external systems and applications as needed to complete team workflows.
Reporting
Provides analytics tools that reveal important business metrics and track progress.
Dashboard
Has a centralized dashboard for users to interact with.
Performance
Is consistently available (uptime) and allows users to complete tasks reliably.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Labor Cost Reporting
Report on the allocation and distribution of labor costs across projects
Platform Content (8)
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Employee Pulse Surveys
Distribute short, customizable culture-focused surveys or polls to employees to measure the various factors of employee engagement, including job, environment, and pay satisfaction.
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Survey Customization
Customize various components of surveys, including individual questions, distribution frequency, audience size, and anonymity.
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Goal and Challenge Creation
Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.
Science-based templates
Provides content templates built by academics and/or practitioners and leverage science and research.
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Automation
Automates some or all operation related tasks.
File Sharing
Provides robust sharing options for communication with both internal and external stakeholders.
Content Library
Provides users with a pre-built library of useable content.
Platform Additional Functionality (23)
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Employee Segmenting
Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments.
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Goal and Challenge Creation
Set professional and personal goals with customizable due dates and milestones within the system. Share these goals with other users and track and measure performance using built in tools.
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Peer Recognition
Send and receive recognition in the form of digital badges, awards, or messages to colleagues, employees, and managers. Recognition is displayed in real time in the platform on a live activity feed.
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Social Feedback Portal
Communicate with team members and managers through a built-in customizable web portal. Users can communicate 1 on 1 with each other, and can ask questions, share frustrations, and make suggestions with varying degrees of anonymity.
Employee Portal
Online portal where employees can access and track their own information
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Peer-to-Peer Recognition
Allows employees to praise one another in a social network-like feed visible to the whole organization
Integrations
Integrates with business solutions such as payroll, workforce management, POS systems, etc.
Mobility
Is accessible from a mobile device and by users on the go.
Forecasting
Forecasts scheduling needs based on important KPIs.
Task Management
Provides task prioritization and management abilities.
Portal
Contains a portal to facilitate third-party or client application access.
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Labor Management
Manage the attendance, schedule, and payroll of the labor workforce
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Shift Management
Facilitate the scheduling and coordination of employee shifts
Payroll Management
Manage employee salary processes, data, taxes, and records administration efficiently
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Timesheet Management
Track the amount of time spent on a job or task
Information Distribution (7)
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News Feed
Allows information to be distributed via a scrolling news feed.
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Newsletter
Allows information to be distributed via newsletter.
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Notifications
Allows information to be distributed via push notification.
Email
Allows information to be distributed via email.
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Multi-Channel Sharing
Allows administrators to deliver information through multiple channels at once.
Mass Notifications
Send messages to multiple recipients at the same time
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Employee Engagement (11)
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Employee Generated Content
Able to share pictures, videos or external articles, and users can participate in the communication if authorized
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Confirmation
Allows employees to confirm that they have received or read a piece of content.
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Comments
Allows employees to leave comments on posts within the application.
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Inline Translation
Automatically translates information via machine translation.
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Administrative Access
Allows administrators to set permissions within the application.
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Content Interaction
Has the ability for users to like and react to a post, comment and share visuals on posts, react to comments left by colleagues, and also tag colleagues if they think it would be interesting to share with others to read too.
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Surveys (global & local)
Shares the option for users to answer surveys via the tool from wherever they are are. Has customization options of single, multiple choice, or open text answers, etc.
Chat
Create audience-based chat rooms to share news within their teams, and employees can create private chat rooms as well. Replicates the user experience of employee's favorite apps (e.g. WhatsApp, Messenger, Slack etc.).
Mobile Access
Access software remotely via mobile devices
Real-Time Chat
Engage in direct, instant messaging with customers, users, etc.
Live Chat
Ability to chat online in real time
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 (3)
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.
Task Creation (4)
Creation & Assignment
Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Task Management (6)
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Project Templates
Pre-designed project plans that can be customized
Task Management
Create, manage and track all task activities and progression
Generative AI (8)
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 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.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Admin & Reporting Features - Enterprise Social Networking (ESN) (11)
Content Moderation
Helps administrators ensure content is compliant with company policies by providing tools to monitor and moderate user-generated content.
Polls & Surveys
Enables users to create and conduct polls and surveys to gather employee feedback and opinions.
Content Management
Provides cloud-based storage to manage, organize, and store information and documents.
Analytics & Reporting
Administrators have access to analytics and reporting tools to monitor platform usage, engagement, and impact of ESN on the organization.
User Management
Enables administrators to create, edit, and deactivate user profiles as well as assign different roles and permissions based on user responsibilities.
Contact Management
Manage, organize, and store contact information
Newsletter Management
Create and update newsletter content to increase engagement
Email Management
Manage, store and organize emails within the system or via third-party apps
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Workflow Management
Create, design and manage workflows for repetitive tasks
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Content & Community Features - Enterprise Social Networking (ESN) (4)
Gamification
Incorporates gamification elements such as badges, rewards, and leaderboards.
Community Building
Enables users to create groups or communities for the purpose of connecting on shared interests or goals.
Knowledge Sharing
Allows users to upload, share, and collaborate on a variety of documents and file types.
User Generated Content
Allows users to create and share content via posts, comments, and discussion forums.
Administrative Tasks - Frontline Worker Communication Platforms (6)
Training & Learning Modules
Distributes and manages access to training and educational modules.
Health & Safety Policies
Enables administrators to enforce health and safety policies, such as COVID-19 testing and workplace safety instructions.
Onboarding & Offboarding
Allows workers to access onboarding and offboarding materials through the platform.
Surveys & Feedback
Allows administrators to distribute surveys and analyze feedback from workers.
Employee Services
Gives employees access to employee services , such as PTO requests and pay summaries.
Knowledge Management
Allows administrators to upload and manage documents and files within the platform.
Communication Features - Frontline Worker Communication Platforms (4)
Group Messaging
Enables users to message each other in designated groups, whether public or private.
Private Messaging
Users can communicate in a private, one-on-one manner.
Announcements
Allows company-wide and targeted announcements to ensure workers receive relevant communications.
Emergency Notifications
Administrators can send out mass emergency notifications to everyone, designated groups, or individuals.
Operations - Frontline Worker Communication Platforms (4)
Shift Scheduling
Includes shift scheduling features, allowing managers to create, distribute, and update shift schedules easily.
Insights & Analytics
Provides performance insights and other analytics by individual, team, or region.
Task Management
Schedules and assigns tasks for employees and provides productivity insights for managers.
SOPs & Documentation
Provides written, step-by-step instructions for workers as well as task-related documents.
In-store tasks - Retail Task Management Software (6)
Logistic activities
Check Inbound and outbound logistics activities to and from the store.
Order management
Provide visibility into order management, fulfillment and return.
Shelf replenishment
Able to track low or missing shelf stock and keep shelves replenished.
Inventory and price check
Ensure right inventory and products with updated price and offers.
Stock auditing
Must maintain right volumes and eliminate defective or outdated product from shelves.
Store audit and compliance
Ensure store is equipped to streamline operations, maintain high standards and prevent incidents.
Task management - Retail Task Management Software (3)
Task tracking
Track tasks in progress, completed and incomplete tasks.
Task planning and execution
Allow planning, scheduling and communication of duties and responsibilities to store personnel.
Task allocation
Capable of allocating multiple task to the store personnel.
Analytics and reporting - Retail Task Management Software (3)
Task reporting
Evaluate task execution, record performance based on field activities, and identify emerging trends.
Replenishment visibility
Allow visibility of stock replishment on a single intiutive dashboard.
Shrinkage reporting
Allow visibility into loss prevention, bottlenecks and shrinkages.
Core Features - Employee Experience Software (3)
Employee Lifecycle Management
Manages the entire employee lifecycle from onboarding to exit surveys, providing actionable insights and customization.
Communication
Aids in knowledge management and the crafting of company branding and messaging.
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
People Analytics - Employee Experience Software (3)
Action Plan
Data analysis leads into creating HR initatives and policies with measurable outcomes.
Productivity
Directly measures and finds ways to optimize workplace productivity.
Individual Development Plans
Document completed by employee to assist with career and personal development to reach short term and long term goals
Advanced Features - Employee Experience Software (2)
Digital Experience Management
Integrates with the IT technologies and workflow to optimize and manage omnichannel digital experiences.
Employee Listening
People analytics include features capable of impelmenting an advanced employee listening strategy.
Employee Improvement - Employee Experience Software (5)
Performance Management
Includes native feedback functionality like OKRs, 360 feedback, continuous improvement, or other performance management tools.
Learning
Guides employee growth through suggested content, skill building, or other learning initiatives and programs.
Team Building
Provides gamified team building or informal socialization features to help people bond and communicate.
Negative Feedback Management
Identify, track, and respond to negative feedback
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
User Experience & Accessibility - Employee Communications (16)
Native Mobile Application
Contains fully branded mobile app that is available natively via different platforms. Has low bandwidth management to optimize communication between the application and servers.
Branded Experience
Provides customizable web platform for colors, fonts, company branding etc.
Personalized Ux Experience
Targets content based on profiles, attributes, communications needs, etc. Able to personalize end-users' content view based on preferences and interests.
Audience Management & Creation
Creates segmentation groups and communication audiences to target messages, content, features access, etc.
Newsletter Management
Create and update newsletter content to increase engagement
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Email Management
Manage, store and organize emails within the system or via third-party apps
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Screensaver Management
Create/control content and visuals for deployment on multiple screensavers
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
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Task Management
Create, manage and track all task activities and progression
Campaign Management
Create a collection of marketing actions to complete specific goals and plan and analyze campaign results
Workflow Management
Create, design and manage workflows for repetitive tasks
File Management
Create, save, and store files
Content Distribution - Employee Communications (4)
Newsfeed
Displays application newsfeed content in an engaging and modern manner.
Newsletter Engine
Allows for reaching employees through the Integrated newsletter builder via email
Multi-Channel Sharing
Publishes the content once on the platform and pushing it through to different comms channels. Pushes specific content based on rules to Microsoft Teams, displaying content inside SharePoint, etc.
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Additional Features - Employee Communications (4)
Emergency Notifications
Can activate a Must-Read or an Alert. Must-read will be content that a user is exposed to when they connect to the platform. Allows for alerts to appear in full screen and user will not be able to view the platform without reading the content and validating the dedicated button.
Analytics
Analyzes behavior data to understand performance of program via users, content performance of what content performs best, and video content performance determined by what videos have been seen and by who.
Integrations
Connects with API access, low-code/no-code connectors, as well as integrations with intranet, HRIs, Microsoft Teams, Slack etc.
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Agentic AI - Employee Communications (3)
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation
Multi-Language
Manage and support multiple languages
Agentic AI - Enterprise Social Networking (ESN) (4)
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
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Frontline Worker Communication Platforms (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
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Employee Intranet (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Adaptive Learning
Improves performance based on feedback and experience
Personalization
Adjust communications based on previous interactions or personal preferences
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 (420)
Customizable Branding
Add customized logos and colors to align with company branding
Rewards Program
Point or incentive based programs loyalty programs designed to increase customer engagement
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
Social Engagement
Process of communicating with an online community and measuring the effectiveness of activity
Chat/Messaging
Communicate using direct chat or messages within the system
Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
Customizable Reports
Alter the layout and content of reports
Commenting/Notes
Leave comments and notes on documents for others to view
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.
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Gamification
Games or game-like elements to track progress and reward accomplishments
Real-Time Data
Receive data and information in real time
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Scoring
Automatically calculate score after the assessment
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Real-Time Reporting
Active reporting of data and metrics
Customizable Branding
Add customized logos and colors to align with company branding
Rewards Program
Point or incentive based programs loyalty programs designed to increase customer engagement
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Learning & Development
Facilitate training materials that help employees grow and progress in their positions
Social Engagement
Process of communicating with an online community and measuring the effectiveness of activity
Chat/Messaging
Communicate using direct chat or messages within the system
Customizable Questions
Tailored or customizable questions for more targeted and relevant data collection
Customizable Reports
Alter the layout and content of reports
Commenting/Notes
Leave comments and notes on documents for others to view
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.
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Question Library
Pre-written repository of questions that can be reused within a course or for assessment or interviews
Gamification
Games or game-like elements to track progress and reward accomplishments
Real-Time Data
Receive data and information in real time
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Scoring
Automatically calculate score after the assessment
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Offboarding
Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved
Visual Analytics
Interact with data visualization elements, such as charts and graphs, to drill down into data
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Sick Leave Tracking
Track and manage sick leave time
Online Time Clock
Track/log the amount of time employees worked per job using a timer
Automated Scheduling
Automatically create schedules based on business needs or employee availability and qualifications
Overtime Calculation
Manage and record overtime hours for hourly employees
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Mobile Access
Access software remotely via mobile devices
Customizable Reports
Alter the layout and content of reports
Schedule Distribution
Assign and distribute work schedules to individual employees or teams within an organization
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Multi-Location
Manage and support multiple locations
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Shift Scheduling
Schedule shifts via online calendars and available employees
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Labor Cost Calculator
Calculate labor costs associated with employing a workforce, including wages, salaries, benefits
Shift Swapping
Managing and trading shift details between employees
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Messaging
Communicate using messages within the system
Data Import/Export
Import and export data to and from software applications
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Mobile Alerts
Notifications via mobile devices
Vacation/Leave Tracking
Request, track, and manage time off requests and vacation time
Activity Tracking
Track and document all activities across devices, networks, and other systems
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Biometric Recognition
Facial or other physical recognition to confirm identity
API
Application programming interface that allows for integration with other systems/databases
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Real-Time Data
Receive data and information in real time
Resource Allocation
Assign available resources to various projects and tasks
Customizable Branding
Add customized logos and colors to align with company branding
Bite-Sized Learning
Learning content offered in small, focused chunks covering a single skill or topic.
Offline Access
Ability of websites, web applications, or mobile applications to function without an active internet connection
Self-Enrollment
Learning Paths/Tracks
Designing course materials to be completed in a sequential order for personalized learning purposes
Quizzes
Brief assessments used to measure knowledge and skills
SCORM Compliance
Adherence to the standards outlined in the SCORM (Sharable Content Object Reference Model) framework
Blended Learning
Supports learning paths that combine in-person classes with online/virtual courses
Mobile Access
Access software remotely via mobile devices
Asynchronous Learning
Supports flexible learning at different times (i.e., learners can access course materials at their own pace)
Data Import/Export
Import and export data to and from software applications
Gamification
Games or game-like elements to track progress and reward accomplishments
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Certificates
Create and distribute custom certificates for achievements or assessments.
Single Sign On
Allow users to access multiple services after entering their login credentials once
Multi-Language
Manage and support multiple languages
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
API
Application programming interface that allows for integration with other systems/databases
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Real-Time Analytics
Analyze and gain insights into data in real-time
Synchronous Learning
Real-time, interactive learning experiences where participants engage in learning activities simultaneously
Spaced Repetition
Lessons and new learning are reviewed at increasing intervals to increase knowledge retention.
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Peer Learning
Students can learn from one another through creation and sharing of their own learning content such as flashcards.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Adaptive Learning
Customizable Reports
Alter the layout and content of reports
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Leaderboards
Boards that use custom metrics to show how leading performers compare to other individuals/teams
Course Authoring
Developing custom training courses for educating employees or for teachers to create courses for their students
Training Companies
Software designed for companies who offer training programs to clients
Progress Reports
Document and report the progress of ongoing projects
Academic/Education
Software specialized for schools (K-12 & Post-Secondary)
Employee Training
Certification & Licensing
Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders
Corporate/Business
Software specialized for corporate use
Video Conferencing
Connect with meeting participants remotely over video
Real-Time Reporting
Active reporting of data and metrics
Shift Swapping
Managing and trading shift details between employees
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
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Time Off Requests
Tools that allow employees to request/schedule time off
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Document Storage
Store and organize documents in a centralized system
Real-Time Data
Receive data and information in real time
Data Import/Export
Import and export data to and from software applications
Time & Attendance
Track and manage employee's work hours to improve payroll accuracy
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
Customizable Reports
Alter the layout and content of reports
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Multi-User Collaboration
Two-way actions and communication between multiple users in real time
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Recommendations
Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Data Import/Export
Import and export data to and from software applications
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
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
Self-Service Content Curation
Assembling information about a topic of interest and building content paths without assistance from third parties
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
SCORM Compliance
Adherence to the standards outlined in the SCORM (Sharable Content Object Reference Model) framework
Progress Reports
Document and report the progress of ongoing projects
Single Sign On
Allow users to access multiple services after entering their login credentials once
Course Authoring
Developing custom training courses for educating employees or for teachers to create courses for their students
Built-in Course Authoring
Tools that allow users to create and publish courses and course material/content
Video Support
Supports various video file formats
Video Conferencing
Connect with meeting participants remotely over video
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Multi-Language
Manage and support multiple languages
Microlearning
Distribute training content in bite-size pieces that can be consumed in short periods of time
Customizable Reports
Alter the layout and content of reports
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
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
Gamification
Games or game-like elements to track progress and reward accomplishments
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
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
Training Companies
Software designed for companies who offer training programs to clients
Academic/Education
Software specialized for schools (K-12 & Post-Secondary)
Employee Training
Certification & Licensing
Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Virtual Classroom
Classes/sessions accessible via web browser of built-in video conferencing
Mobile Access
Access software remotely via mobile devices
Corporate/Business
Software specialized for corporate use
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Task Tagging
Add labels or tags to tasks
Spreadsheet View
UI looks like a spreadsheet
Task Scheduling
Track and manage the scheduling of tasks
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Email-to-Task Conversion
Convert emails into tasks
Project Tracking
Monitor the progress of projects from start to finish
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Sub-Task Management
Split and manage tasks into individual components
Task Progress Tracking
Track the status and progress of tasks
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Mobile Access
Access software remotely via mobile devices
Task Editing
Edit task information and all related elements
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
API
Application programming interface that allows for integration with other systems/databases
Dependency Tracking
Track and manage task relationships and dependencies
Document Management
Store, manage, and track all electronic documents in a centralized location
Assignment Management
Assign issues and tasks based on availability or required skills
Project Planning
Organize and schedule projects
Task Board View
UI looks like task board
Workflow Management
Create, design and manage workflows for repetitive tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Commenting/Notes
Leave comments and notes on documents for others to view
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Task Import
Import tasks from external sources
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Event Calendar
A list of events with their respective dates
Live Streaming
Live stream to multiple devices simultaneously
Digital Signage
Digital displays use technologies such as LCD, LED, projection and e-paper
Chat/Messaging
Communicate using direct chat or messages within the system
Employee Directory
Access names, contact information, and roles of employees in a centralized repository
Single Sign On
Allow users to access multiple services after entering their login credentials once
Audience Targeting
Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention
Customizable Branding
Add customized logos and colors to align with company branding
Employee Communities
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
API
Application programming interface that allows for integration with other systems/databases
Audio/Video Messaging
Record and send audio and/or video files by online message or chat
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Quizzes
Brief assessments used to measure knowledge and skills
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Scheduled Messaging
Send individual or bulk text messages at predetermined times
Read Receipts
Ability to see if recipient has viewed/opened the message
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Secure Data Storage
Securely stores data to prevent data loss or breaches
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Compliance Tracking
Track and report regulatory data to either internal management or external stakeholders
Employee Engagement
Tools to improve and measure employee satisfaction and involvement
Real-Time Updates
Receive system updates as soon as any changes are made
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Customizable Forms
Customize contracts and forms to collect specific information
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Document Storage
Store and organize documents in a centralized system
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Data Import/Export
Import and export data to and from software applications
Commenting/Notes
Leave comments and notes on documents for others to view
Employee Photos
Store photos of employees
Activity Tracking
Track and document all activities across devices, networks, and other systems
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Mobile Alerts
Notifications via mobile devices
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Blogs
Allows users to publish blogs on social site
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Event Calendar
A list of events with their respective dates
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Document Storage
Store and organize documents in a centralized system
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
API
Application programming interface that allows for integration with other systems/databases
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Real-Time Updates
Receive system updates as soon as any changes are made
Data Import/Export
Import and export data to and from software applications
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
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
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Branding
Add customized logos and colors to align with company branding
Employee Photos
Store photos of employees
Activity Tracking
Track and document all activities across devices, networks, and other systems
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Mobile Alerts
Notifications via mobile devices
Single Sign On
Allow users to access multiple services after entering their login credentials once
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Blogs
Allows users to publish blogs on social site
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Activity/News Feed
Continuous profile-based stream of news and activity
Employee Communities
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Task Management
Create, manage and track all task activities and progression
Employee Portal
Online portal where employees can access and track their own information
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Multi-Language
Manage and support multiple languages
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Active Directory Integration
Integrates with Active Directory
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Wiki
An informational database that allows users to add, delete, or revise content
Event Calendar
A list of events with their respective dates
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Workflow Management
Create, design and manage workflows for repetitive tasks
Single Sign On
Allow users to access multiple services after entering their login credentials once
File Management
Create, save, and store files
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Branding
Add customized logos and colors to align with company branding
Org Chart Creation
Create and design org charts that include an organization's structure information, contact information, illustrations, and more
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Employee Profiles
Centralized storage for employee data, records, and performance metrics
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Blogs
Allows users to publish blogs on social site
Policy Management
Create, manage, and track policies and procedures within an organization
API
Application programming interface that allows for integration with other systems/databases
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Content Library
Centralized repository to store content and assets
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Private Network
Private network of devices, such as a WAN or LAN, that is only accessible to authorized users and not the public
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Chat/Messaging
Communicate using direct chat or messages within the system
Document Storage
Store and organize documents in a centralized system
Mobile Access
Access software remotely via mobile devices
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Commenting/Notes
Leave comments and notes on documents for others to view
Customizable Forms
Customize contracts and forms to collect specific information
Document Management
Store, manage, and track all electronic documents in a centralized location
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Image Capture
Process images and automatically scan for data
For Sales Teams/Organizations
Caters to sales teams
Employee Scheduling
Assign working shifts or tasks to employees based on their availability
Sales Trend Analysis
Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
Sales History
Information about revenue from sales of a particular product in the past.
Form Builder
Adds a customizable form to the landing page, usually for the purposes of lead generation
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Merchandising
The activity of promoting the sale of goods at retail
Image Recognition
Ability of software to identify an image among other data
For Retail
For Retail Stores
Multi-Location
Manage and support multiple locations
Clock In/Out
Track employees' arrival and departure timings for payroll purposes
On-Shelf Availability
Ensures the product is readily accessible on store shelves for purchase
Route Optimization
Finding the most optimal routes for drivers based on various factors and constraints
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Geographic Maps
Visualize locations on a map
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Electronic Signature
Digitally sign online documents
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Data Import/Export
Import and export data to and from software applications
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Checklists
An itemized to do list that can be edited as tasks are completed
Performance Metrics
A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
Mobile Access
Access software remotely via mobile devices
Workflow Automation
Streamlining repetitive tasks and activities through automated and predefined workflows
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Event Calendar
A list of events with their respective dates
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Document Storage
Store and organize documents in a centralized system
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
API
Application programming interface that allows for integration with other systems/databases
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Real-Time Updates
Receive system updates as soon as any changes are made
Data Import/Export
Import and export data to and from software applications
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
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
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Branding
Add customized logos and colors to align with company branding
Employee Photos
Store photos of employees
Activity Tracking
Track and document all activities across devices, networks, and other systems
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Mobile Alerts
Notifications via mobile devices
Single Sign On
Allow users to access multiple services after entering their login credentials once
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Blogs
Allows users to publish blogs on social site
@mentions
An @mention is a way to tag or notify a specific person about a message/post
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
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
Activity Tracking (1)
Activity Tracking
Track and document all activities across devices, networks, and other systems
API (1)
API
Application programming interface that allows for integration with other systems/databases
Calendar Management (1)
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Reporting & Statistics (1)
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Feedback Management (1)
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
AI Copilot (1)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Projections (1)
Projections
Estimate or forecast of a future scenario based on the study of present trends
Customizable Forms (1)
Customizable Forms
Customize contracts and forms to collect specific information
Third-Party Integrations (1)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Contact Management (1)
Contact Management
Manage, organize, and store contact information
Workflow Management (1)
Workflow Management
Create, design and manage workflows for repetitive tasks
Progress Tracking (1)
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Real-Time Notifications (1)
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Customizable Templates (1)
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Activity Dashboard (1)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Role-Based Permissions (1)
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Communication Management (1)
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Video Conferencing (1)
Video Conferencing
Connect with meeting participants remotely over video
Alerts/Notifications (1)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Data Import/Export (1)
Data Import/Export
Import and export data to and from software applications
Knowledge Management (1)
Knowledge Management
Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills
Collaboration Tools (1)
Collaboration Tools
Provides a channel for team members to share AI models, media files, communicate, and work together
Document Management (1)
Document Management
Store, manage, and track all electronic documents in a centralized location
Reminders (1)
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Customizable Fields (1)
Customizable Fields
Customize data fields to support various needs and use cases
Drag & Drop (1)
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Mobile Access (1)
Mobile Access
Access software remotely via mobile devices
Document Storage (1)
Document Storage
Store and organize documents in a centralized system
Access Controls/Permissions (1)
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Mobile Alerts (1)
Mobile Alerts
Notifications via mobile devices
Screen Sharing (1)
Screen Sharing
Digitally share screen view with others
Content Management (1)
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Configurable Workflow (1)
Configurable Workflow
Configure existing workflows to meet your organization's needs
Customizable Branding (1)
Customizable Branding
Add customized logos and colors to align with company branding
File Sharing (1)
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Version Control (1)
Version Control
Track revisions and updates made to files and navigate between different versions
Chat/Messaging (1)
Chat/Messaging
Communicate using direct chat or messages within the system
Commenting/Notes (1)
Commenting/Notes
Leave comments and notes on documents for others to view
Multi-Language (1)
Multi-Language
Manage and support multiple languages
File Management (1)
File Management
Create, save, and store files
Surveys & Feedback (1)
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Email Management (1)
Email Management
Manage, store and organize emails within the system or via third-party apps
Search/Filter (1)
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Forms Management (1)
Forms Management
Store, manage and track all forms in a centralized location
Project Management (1)
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Tagging (1)
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Real-Time Updates (1)
Real-Time Updates
Receive system updates as soon as any changes are made
Approval Process Control (1)
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Engagement Tracking (1)
Engagement Tracking
Tracks metrics that provide insight into how a user interacts with any interface or product
Active Directory Integration (1)
Active Directory Integration
Integrates with Active Directory
Survey/Poll Management (1)
Survey/Poll Management
Create and administer polls and surveys
Meeting Management (1)
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Event Calendar (1)
Event Calendar
A list of events with their respective dates
Discussions/Forums (1)
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Employee Portal (1)
Employee Portal
Online portal where employees can access and track their own information
Live Chat (1)
Live Chat
Ability to chat online in real time
Single Sign On (1)
Single Sign On
Allow users to access multiple services after entering their login credentials once
Employee Communities (1)
Employee Communities
Employee Database (1)
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
Real-Time Chat (1)
Real-Time Chat
Engage in direct, instant messaging with customers, users, etc.
Employee Directory (1)
Employee Directory
Access names, contact information, and roles of employees in a centralized repository
Calendar Sync (1)
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
Newsletter Management (1)
Newsletter Management
Create and update newsletter content to increase engagement
@mentions (1)
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Activity/News Feed (1)
Activity/News Feed
Continuous profile-based stream of news and activity
Employee Onboarding (1)
Employee Onboarding
Process of familiarizing new employees with the company, their position, and responsibilities
Employee Photos (1)
Employee Photos
Store photos of employees
Blogs (1)
Blogs
Allows users to publish blogs on social site
Audio Calls (1)
Audio Calls
Ability to make voice calls within the system
Transcripts/Chat History (1)
Transcripts/Chat History
View messages sent by both parties during the chat conversation
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