Workstorm Features
Tasks (9)
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).
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.
Mass Updates
Allows users to update multiple tasks at the same time, accross multiple projects.
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Recurring Tasks
Define recurring tasks that can be scheduled automatically at pre-defined intervals.
Real-Time Updates
Receive system updates as soon as any changes are made
Projects (35)
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Provide visual representations of tasks, dependencies, and progress.
Calendar View
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking
Track issues at the project or task level, and manage resolutions.
Templates
Provide standards templates that can be customized by users to create new projects.
Critical Path
Automatically calculate the critical path for projects and update it when projects change.
Time & Expense
Track time and expenses associated with projects or tasks.
Methodologies
Support agile and waterfall project management methodologies.
Project Time Tracking
Measure time to completion or hours worked for projects
Bug Tracking
Monitor and track bugs and issues in the system.
Milestone Tracking
Monitor task progress and planned accomplishments to better manage project status
Task Progress Tracking
Track the status and progress of tasks
Activity Tracking
Track and document all activities across devices, networks, and other systems
Project Tracking
Monitor the progress of projects from start to finish
Status Tracking
Track the status over time for a request, process, asset, or transaction
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Agile Methodologies
Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more
Sprint Planning
Identifying the tasks to be completed and the people to complete them during a set period of time
Project Planning
Organize and schedule projects
Release Planning
A timeline for taking a project live that outlines what features should be operational at the go-live date
Multiple Projects
Ability to handle several projects simultaneously
Multi-Department/Project
Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Project Templates
Pre-designed project plans that can be customized
Gantt/Timeline View
Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies
Percent-Complete Tracking
Level of completion within a task
Reporting/Project Tracking
Track task progress, milestones, delays, or other key information and generate reports on them for evaluation
Goal Setting/Tracking
Establish measurable goals and objectives and track their progress over a specific period of time
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Traditional Methodologies
Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch
Task Planning
Traditional Methodologies
Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch
Resource Management (5)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Task Scheduling
Track and manage the scheduling of tasks
Project Planning/Scheduling
Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints
Project Monitoring (4)
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
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
Business Instant Messaging (9)
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File Sharing
Allows users to send and open various file types.
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Notifications
Notifies users when they have been contacted or tagged.
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Search
Message content search capability.
Screen Sharing
Digitally share screen view with others
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
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Mobile Application
Software can be accessed through a downloadable mobile application.
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Web Application
Software can be accessed through a downloadable desktop app or a cloud-based site.
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Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Active Directory Integration
Integrates with Active Directory
Business Instant Messaging (4)
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Audio Conferencing
Allows users to communicate via audio call.
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Video Conferencing
Allows users to communicate via video call.
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Conferencing
Conferencing Options (6)
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Group Live Chat
Provides a live chat feed during a screen sharing session.
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Audio Conferencing
Allows users to communicate via audio channels.
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Video Conferencing
Allows users to communicate via video channels.
Video Streaming
Allows users to view videos without downloading media files
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Conferencing
Presenter Tools (1)
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Notifications Blocker
Blocks notifications from other applications from appearing during a screen sharing session.
Application Tools (4)
Video Call Recording
Record and playback video calls
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In-Browser Application
Software is available within browsers.
Screen Recording
Record and save a video file of what is happening on a computer screen
On-Demand Recording
Record the audio of phone conversations for quality assurance purposes
Communication (5)
Chat
Provide live chat tools for instant messaging
Discussions
Ability to involve multiple users in public or private discussions
External
Allow external users to use chat and discussions
Feedback
Provide functionality to create and manage polls and surveys
Announcements
Manage news and announcements by company or department
Content & Documents (4)
File Sharing
Documents can be shared between users and teams
Notes
User can share notes with colleagues or external users
Search
Help users find documents and other types of content
Versioning
Keep track of document versions and related changes
Controls (5)
Custom Views
Create personalized project views for collaboration
Followers
Allow users to follow tasks which are not assigned to them
User Management
Define and manage users access to documents and collaboration features
Calendars
Manage private and shared calendars and associated events
Public Sharing
Make project views available for the public.
Project Management (4)
Task Management
Include features to create, assign, and manage tasks.
Planning
Deliver project plans that can be customized by users.
Visibility
Provide visibility into collaborative processes accross the company
Integration
Provide integration with task management and project management software.
Remote Collaboration (4)
Alignment
Align remote employees with their colleagues and external users
Accountability
Define and track responsabilities for remote users
Connectivity
Allow users to connect to tools that they use remotely
Offline Mode
Users can work offline and changes are synced when they back online
Collaboration Tools (8)
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Screen Sharing
Able to share your desktop screen or an application with the rest of the conference.
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Presentations
Presenters can cue up a Powerpoint presentation or other slideshow for display in the conference.
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Whiteboarding
Provides a virtual whiteboard for collaborative use.
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Real-Time Chat
Engage in direct, instant messaging with customers, users, etc.
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Hand Raising
Allows conference participants to notifiy conference hosts when they want to speak.
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Private Chat
Send messages to selected individual(s) from the entire audience
Real-Time Chat
Engage in direct, instant messaging with customers, users, etc.
Meeting Coordination (7)
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Scheduling
Scheduling web meetings is streamlined, intuitive, and integrated into calendar and email software.
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One-Click Join
Allows users to join a conference without requiring a download or a sign-in
Video Streaming
Allows users to view videos without downloading media files
On-Demand Recording
Record the audio of phone conversations for quality assurance purposes
Call Recording
Record the audio of phone conversations for quality assurance purposes
Call Recording
Record the audio of phone conversations for quality assurance purposes
Event Scheduling
Plan an event's time and location
Software Type (2)
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Browser Application
Conferences can be launched within a browser without requiring a user to download an application to their desktop.
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Desktop Application
Software is available as a downloadable desktop application.
Generative AI (5)
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 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.
Generative AI - Business Instant Messaging (1)
Text Summarization
Condenses long documents or text into a brief summary.
AI - Business Instant Messaging (5)
AI Powered Search
Improves search functionality by prioritizing search results based on a user's previous interactions and relevance, enabling users to find messages, files, and people without the need for exact search terms.
Smart Notifications
Prioritizes user notifications by suggesting channels, people, and messages relevant to a user's work.
AI Powered Language Translation
Uses AI-powered language translation tools to translate messages in real-time.
Content Generation
Creates, assists, or automates the generation of text-based content within the platform.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Business Instant Messaging (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 - Project Management (9)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
File Transfer
Move files across different systems or networks
Agentic AI - Project Collaboration (2)
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Video Conferencing (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Screen Sharing (1)
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (232)
Video Support
Supports various video file formats
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Single Sign On
Allow users to access multiple services after entering their login credentials once
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
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
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Data Security
Protect sensitive data for digital privacy
Document Storage
Store and organize documents in a centralized system
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
Customizable Branding
Add customized logos and colors to align with company branding
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Conferencing
Breakout Rooms
Sub-room created within virtual meeting/class
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
API
Application programming interface that allows for integration with other systems/databases
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Chat/Messaging
Communicate using direct chat or messages within the system
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Presentation Streaming
Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Mobile Access
Access software remotely via mobile devices
Video Conferencing
Connect with meeting participants remotely over video
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
File Transfer
Move files across different systems or networks
Email Reminders
Reminders sent via email
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Microsoft Outlook Integration
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Auto Framing
Detect speech to highlight frame subjects
On-Demand Webcasting
An on-demand webcast is a pre-recorded presentation available online at the viewer's convenience
Automatic Transcription
Use AI to convert voice into text automatically
Two Way Audio & Video
Presenter can see and hear participants and vice versa.
User Profiles
Profiles of users providing basic information
Video Management
Store and manage online video content
Polls/Voting
Enable custom polls/voting to facilitate decision-making or increase engagement
Event Management
Schedule and manage the logistics of activities and other gatherings
Brand Management
The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.
HD Audio/Video
High-definition audio and/or video capabilities
Presentation Tools
Share and present designs
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Host Controls
Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc.
Backlog Management
The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items.
API
Application programming interface that allows for integration with other systems/databases
Retrospectives Management
Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement
Task Management
Create, manage and track all task activities and progression
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Supports Scrum
Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work.
Team Management
Organizing a group of people to accomplish a task
Kanban Board
Visualization tool to organize and optimize tasks and track their status at every stage of workflow
Request Management
Evaluating and prioritizing change requests that are received while working on the project
Commenting/Notes
Leave comments and notes on documents for others to view
Charting
Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Planning Tools
Projections
Estimate or forecast of a future scenario based on the study of present trends
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Email Management
Manage, store and organize emails within the system or via third-party apps
Project Workflow
Create, manage, or update project workflows.
Deadline Management
Specify or track the date/time a project, task, etc., is due for completion
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
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
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Resource Management
Process of planning, scheduling and executing the optimal and effective use of human capital across projects
Workflow Management
Create, design and manage workflows for repetitive tasks
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Negative Feedback Management
Identify, track, and respond to negative feedback
Data Import/Export
Import and export data to and from software applications
File Management
Create, save, and store files
Assignment Management
Assign issues and tasks based on availability or required skills
Progress Reports
Document and report the progress of ongoing projects
Budget Management
Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure
Real-Time Reporting
Active reporting of data and metrics
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Requirements Management
Enables creation, management, and tracking of product requirements & features during product production/development
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Issue Management
Identify and respond to unexpected problems or failures (ie. "negative events")
Document Management
Store, manage, and track all electronic documents in a centralized location
Release Management
Planning, scheduling, and overseeing the release of software or system changes into a live or production environment
For IT Project Management
Supports project management for IT professionals & teams
Product Roadmapping
Identifying desired outcomes and important milestones and creating a plan on how to achieve them
Change Management
Track and monitor efficient handling of all changes/transitions
Mobile App
Access the system via a mobile application
Portfolio Management
Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk
Testing/QA Management
Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Risk Management
Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
Web-based Deployment
SaaS, web-based, online deployment
Idea Management
Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Version Control
Track revisions and updates made to files and navigate between different versions
Availability Management
Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
Productivity Analysis
Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Forecasting
Form predictions based on past and present data/trends
Key Performance Indicators
Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
Remote Support
Provide support to your customers and employees remotely over a shared network
Predictive Analytics
Predict future data based on historical data sets
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Network Diagram
Diagram that depicts connections among nodes in a network
Project Management
Plan and coordinate all the resources, costs and time needed to execute assignments
Document Storage
Store and organize documents in a centralized system
Visualization
Graphical representation of data or processes
Customizable Reports
Alter the layout and content of reports
Time Clock
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Daily Reports
A document that lists daily activities or maintains a record of all events that happened in a day
Configurable Workflow
Configure existing workflows to meet your organization's needs
Roadmapping
Identifying desired outcomes and important milestones and creating a plan on how to achieve them
Iteration Management
Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle
Timeline Management
Manage a detailed schedule of a product plan
KPI Monitoring
Tracking the status of previously identified performance measurements
For Small Businesses
Designed for small businesses
Chat/Messaging
Communicate using direct chat or messages within the system
Messaging
Communicate using messages within the system
Document Storage
Store and organize documents in a centralized system
Chat/Messaging
Communicate using direct chat or messages within the system
File Transfer
Move files across different systems or networks
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Presentation Streaming
Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet
On-Demand Webcasting
An on-demand webcast is a pre-recorded presentation available online at the viewer's convenience
Screen Capture
Save a screenshot of your desktop as an image
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Multi-Participant Screen Sharing
Allow several participants to share screens simultaneously
Mobile Access
Access software remotely via mobile devices
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
API
Application programming interface that allows for integration with other systems/databases
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Customizable Branding
Add customized logos and colors to align with company branding
Email Reminders
Reminders sent via email
Desktop/Browser Sharing
Share screens of either your computer's desktop or your browser tab with another computer
Email Management
Manage, store and organize emails within the system or via third-party apps
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Screen Mirroring
Display your computer screen wirelessly on a TV or projector screen for real-time sharing with a large audience
Annotations
Highlight content and/or make notations about parts of content
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Targeted/Locked Screen Sharing
Share only a specific tab on your desktop while continuing to work in other tabs without sharing them
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
File Management
Create, save, and store files
Mobile Screen Sharing
Share screens from your tablet or smartphone
Video Management
Store and manage online video content
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Real Time Screen Sharing
Share your screen with a third party to enable them to see what changes/actions are being performed as they happen
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Presenter Control Management
Allow one presenter to pass control of the screen sharing to another participant
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Microsoft Outlook Integration
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Video Support
Supports various video file formats
Scheduling
Plan availability and assign specific time slots for tasks and resources
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Availability Indicator
Indication whether a resource is available or protected from allocation
@mentions
An @mention is a way to tag or notify a specific person about a message/post
Commenting/Notes
Leave comments and notes on documents for others to view
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Progress Tracking
Reporting on how each user, task or process has advanced since its initiation
Single Sign On
Allow users to access multiple services after entering their login credentials once
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Data Import/Export
Import and export data to and from software applications
Audio Calls
Ability to make voice calls within the system
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Group Messaging
Group messaging lets multiple people carry on a group conversation
Bulk Send
Process of sending a large number of documents, messages or emails to multiple recipients at once
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Mobile Access
Access software remotely via mobile devices
Rich Text Editor
Input different types of content and edit text formats, fonts, font sizes, and colors
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Discussions/Forums
Online forums/groups where users can ask questions, share ideas, best practices, etc.
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Contact Management
Manage, organize, and store contact information
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Message Recall
Retrieve sent messages from mailboxes of recipients who haven't yet opened it
Canned Responses
Shortcuts for inputting frequently used messages
Document Storage
Store and organize documents in a centralized system
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Workflow Configuration
Alter the default workflow to meet your organization's needs
Single Sign On
Allow users to access multiple services after entering their login credentials once
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
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Read Receipts
Ability to see if recipient has viewed/opened the message
@mentions
An @mention is a way to tag or notify a specific person about a message/post
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
Real-Time Chat
Engage in direct, instant messaging with customers, users, etc.
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Data Import/Export
Import and export data to and from software applications
Email Management
Manage, store and organize emails within the system or via third-party apps
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Secure Data Storage
Securely stores data to prevent data loss or breaches
Activity Tracking
Track and document all activities across devices, networks, and other systems
Broadcast Messaging
Notify large groups of people simultaneously about important updates.
Customizable Branding
Add customized logos and colors to align with company branding
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Commenting/Notes
Leave comments and notes on documents for others to view
Employee Database
Electronic storage of staff/employee contact information and job status in a centralized repository
One-to-One Messaging
Send personal messages to clients or attendees
Event Calendar
A list of events with their respective dates
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
Real-Time Updates
Receive system updates as soon as any changes are made
Employee Photos
Store photos of employees
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
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