Xoxoday Features

Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.

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.

Enables users to view and transact business with the same content in multiple languages and currencies.

Grant access to select data, features, objects, etc. based on the users, user role, and groups.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track employee/learner's progression through training programs

Allows employees to set and manage work or career related goals

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Use a dashboard to view benefits that are selected by employees or offered by employers

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Organize and manage the accomplishments and development of employees or performance of applications or systems

Tools to find, assess, and hire suitable candidates for a job within an organization

Track and manage adherence to policies for any service, product, process, or supplier

Track employee/learner's progression through training programs

Track and manage schedules and meetings via an integrated calendar

Track employee schedules, availability, and performance across projects and tasks

Create orientation programs for new employees or students

Create, manage and track all task activities and progression

Automates core HR functions such as talent management, employee evaluation and learning management

Managing service requests, incidents, IT issues & support with a ticketing system

Access software remotely via mobile devices

Manage employee salary processes, data, taxes, and records administration efficiently

Store, manage, and track all electronic documents in a centralized location

Create, share, and manage the distribution of job descriptions/duties

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Access software remotely via mobile devices

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Set up connections to third-party platforms to improve business processes

Creation, administration, and evaluation of assessments or tests

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Access software remotely via mobile devices

Addition of necessary external data, applications, tools, or features

Create and manage internal campaigns to improve company culture or business strategy.

Create, design and manage workflows for repetitive tasks

Enable students, customers or employees to engage with each other in a particular space online or offline

Manage and track employee referrals for open job positions

Build, track, and maintain relationships with candidates

Create, design and manage workflows for repetitive tasks

Manage and track all internal and external communication conducted via calls, email, text, or chat

Manage advertising space and its sales within your network or publication

Track, manage and store the applications of potential future members, customers or candidates

Manage, store and organize emails within the system or via third-party apps

Manage and track all job information and associated tasks

Track products that are for sale at a reduced price or part of coupon promotions

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Create, save, and store files

Manage and track all job information and associated tasks

Manage and store data in a database

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Track employee schedules, availability, and performance across projects and tasks

Automates core HR functions such as talent management, employee evaluation and learning management

Catalog, manage, and develop employee skill sets

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track and manage adherence to policies for any service, product, process, or supplier

Create, share, and manage the distribution of job descriptions/duties

Create, share, and manage the distribution of job descriptions/duties

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Set up connections to third-party platforms to improve business processes

Set up connections to third-party platforms to improve business processes

Financial System integration is flexible and easy to maintain

HCM/HRIS integration is flexible and easy to maintain

System provide sufficient customization to meet business requirements

System provide well documented API's that can be used to integrate to 3rd party systems

System support multiple currencies and languages to enable business in multiple countries

System is consistently available (uptime) and system's speed is don't impact productivity

Integrate with a third-party accounting system

Displays standard reports at the end of each competition showing overall employee performance.

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Provides features to allow scaling for large organizations.

Ability to input, modify and extract data from the application in bulk through a structured file.

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

Functionality for Salesperson to Calculate expected commission on a deal based on adjusting pricing and terms of deal.

Method to manage and resolve varialble compensation disputes/descreptancies

Method for a salesrep to see breakdown of variable and base compensation payments that have been made.

Features that enable Sales rep to view details of compensation agreements

Salespersons can view reports/dashboards that easily depict where they are at in their plan as well as other team members and their team as a whole.

System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet)

Commission that an agency charges for services provided to a customer or associate

Increasing commission rates as employees surpass certain revenue targets

Commission structure based on a percentage of the total value of product/services sold

Commission structure shared between multiple sales reps involved in a sales transaction

Set amount of commission paid out for each sale regardless of product/service value

Create, save, and re-purpose templates for emails, forms, etc.

Store, manage, and track all electronic documents in a centralized location

Manages compensation such as salary, bonus, and benefits processes, aligning with policies

Track and manage adherence to policies for any service, product, process, or supplier

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Manages incentive programs such as profit sharing, stock awards, and individual bonus plans

Create, design and manage workflows for repetitive tasks

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Provides reporting functionality that allows managment to determine how the sales organization is performing across divisions

Provides reporting functionality that allows managment to monitor a salesperson performance as well as rank sales representatives

Allows Sales Management to adjust territorities by geography, product, org structure, etc as required.

Allows Sales Management to adjust quotas by sales rep, geography, product, org structure, etc as required.

Sales manaagement can override/adjust Compensation and split commission manually

Functionality to approve compensation statements or other processes that require approval relating to sales compensation

Features to model and roll up budgets

Alter the layout and content of reports

Functionality that allows admins to adjust and manage compensation disputes

Creating compensation calculations/credit allocation rules is easy to admin and can be done without a technical resource

Can create the compensation calcuations/credit allocation rules required to support business rules sales management desires

Easily creates compensation statements and distributes them to sales team

Reporting functionality is effective in helping run business. Adminstration of reports is easy to maintain and flexible enough to meet business needs

Manages changes to sales organization easily

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Offers templates or examples of commonly used competition structures.

Allows administrator to create custom competitions based on KPIs specific to the team to which the competition is assigned.

Set up competitions between groups of employees as opposed to competitions between individuals.

Able to have multiple leaderboards and metrics running simultaneously for different groups of users.

Easily modify leaderboards and goal metrics to support adjustments on how to motivate users.

Provides sales teams with a list of rewards they can choose from based on high performance

Provides each employee with a user profile for personal statistics and progress.

Alerts employees with competition-related news such as launches, leaderboard updates, reports, etc.

Mobile app or mobile optimized website allows participants to easily view scores on the go.

Integration with CRM software to access necessary metrics for the competition.

Integration with social collaboration tools to allow employees to communicate about the competition and earn recognition.

Streams leaderboards and other competition-related news on company's TV.

Assigns achievement badges to high-performing employees based on pre-determined standards.

Automatically recognizes achievements that should be added to the leaderboard.

Helps users determine sales goals by calculating potential commission rates.

Highlights top-performing employees to publicly reward their achievements.

Creates user profiles similar to social media pages that display private or public statuses and updates.

Generates reports with customizable fields to further understand employee performance.

Visualizes individual and team insights such as new leads and outbound calls.

Establish measurable goals and objectives and track their progress over a specific period of time

Reports specific to sales analysis for trends and strategies

Manages incentive programs such as profit sharing, stock awards, and individual bonus plans

Set up connections to third-party platforms to improve business processes

Organizes team members by roles, activities and objectives and weighs tasks by importance.

Allows managers and administrators to peruse profiles and monitor employee behavior and performance.

Compare survey results to industry benchmarks to locate key areas for improvement. Evaluate survey results at either a high-level or individual employee level.

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.

Connects to external systems and applications as needed to complete team workflows.

Provides analytics tools that reveal important business metrics and track progress.

Has a centralized dashboard for users to interact with.

Is consistently available (uptime) and allows users to complete tasks reliably.

Distribute short, customizable culture-focused surveys or polls to employees to measure the various factors of employee engagement, including job, environment, and pay satisfaction.

Customize various components of surveys, including individual questions, distribution frequency, audience size, and anonymity.

Provides content templates built by academics and/or practitioners and leverage science and research.

Pre-designed layouts that can be customized to match preferences and requirements

Streamlining repetitive tasks and activities through automated and predefined workflows

Provides robust sharing options for communication with both internal and external stakeholders.

Provides users with a pre-built library of useable content.

Segment employees according to factors such as location, demographics, and position. Distribute surveys and filter survey results according to employee segments.

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.

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.

Online portal where employees can access and track their own information

Gauge satisfaction and receive information for improvement and success

Allows employees to praise one another in a social network-like feed visible to the whole organization

Integrates with business solutions such as HRIS systems and social tools.

Is accessible from a mobile device and by users on the go.

Corporate discount platforms provide employees with access to discounts on products and services.

Provides employee survey and feedback features.

Provides flexible and easy-to-manage employee reward options.

Offers an extensive catalog of gift cards which can be redeemed at a variety of merchants, retailers, etc.

Allows users to customize their reward catalog and add personalized messages for reward recipients.

Allows users to order and send gift cards in bulk.

Includes features for managing budgets and funds for teams or individuals.

Has a centralized dashboard for users to track reward deliveries, view account history, and take administrative actions.

Offers reports and analytics dashboards to track funds, orders, deliveries, and redemptions.

Grants access to select data, features, objects, etc. based on the users, user role, groups, etc.

Ability to integrate with other software solutions to automate the delivery of rewards and incentives.

Provides an API allowing business to integrate and automate rewards and incentives within their own application.

Reward loyal customers with gift cards which they can redeem for special offers and loyalty bonus

Database of members to track personal information of individuals and families

Track products that are for sale at a reduced price or part of coupon promotions

Create and administer polls and surveys

Strategize and implement rewards for returning customers, employees and other members

Design, communicate, and distribute incentives to perform a specific action

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Manage and track all internal and external communication conducted via calls, email, text, or chat

Provide analytics on incentive programs to better manage and track

Ability to customize incentive programs based on partner

Provide gamification features to encourage channel partners

Ability to create and design a channel incentive program

Provide rewards, monetary or non-monetary, based on incentive programs

Manage sales performance incentive funds (SPIFs) for channel partners

Manage partner discounts for large volume sales

Monitor and track MDFs across partner activities

Provide automation of the rebate process

Manage and track the performance of other incentive programs

Helps administrators ensure content is compliant with company policies by providing tools to monitor and moderate user-generated content.

Enables users to create and conduct polls and surveys to gather employee feedback and opinions.

Administrators have access to analytics and reporting tools to monitor platform usage, engagement, and impact of ESN on the organization.

Enables administrators to create, edit, and deactivate user profiles as well as assign different roles and permissions based on user responsibilities.

Manage, organize, and store contact information

Create and update newsletter content to increase engagement

Manage, store and organize emails within the system or via third-party apps

Track and manage schedules and meetings via an integrated calendar

Create, design and manage workflows for repetitive tasks

Manage the process of planning and scheduling meetings, including agenda creation

Incorporates gamification elements such as badges, rewards, and leaderboards.

Enables users to create groups or communities for the purpose of connecting on shared interests or goals.

Allows users to upload, share, and collaborate on a variety of documents and file types.

Allows users to create and share content via posts, comments, and discussion forums.

Structures compensation pools and pay brackets that include the pay rules to facilitate continual planning for the organization.

Manages compensation for merit cycles and transparently shares payscales when employees are eligible for raises and bonuses.

Provides open access when it comes to company salary ranges, as well as displaying reasoning for salary decisions from management.

Maintains compliance with corporate policies, state mandates, and federal regulations regarding compensation with builtin compliance features, including automated identification and flagging of unapproved behaviors.

Defines the various components of compensation packages, allowance plans, base pay, bonuses, and equity.

Accesses employee compensation history and talent records when evaluating compensation planning strategies.

Planning, tracking and developing internal talent for future key position filling

Budgets, benchmarks and tracks all salary processes and associated costs

Creates standard reports on compensation data from the company, as well as graphical representations of data displayed by analytics dashboards.

Streamlines compensation planning processes by establishing triggers and alerts that automatically notify users when their input is required.

Intergrates with other pay tools such as compensation management, salary and benchmarking, and pay equity software - as well as other HR solutions.

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Engages in human-like conversation for task delegation

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Improves performance based on feedback and experience

Adjust communications based on previous interactions or personal preferences

Use AI to generate content in the form of text, images, videos, etc.

Games or game-like elements to track progress and reward accomplishments

Receive system updates as soon as any changes are made

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

Track employee schedules, availability, and performance across projects and tasks

Provides real-time feedback and assessments on employee performance, skills, and accomplishments

Compare key metrics for the business against prominent players in the industry

Tracking, calculating, and paying commissions and earnings to employees

Caters to sales teams

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Define sales targets and create strategies to meet goals or marketing results

Allow users to access multiple services after entering their login credentials once

Organize and manage the accomplishments and development of employees or performance of applications or systems

Form predictions based on past and present data/trends

Plan target quotas that sales representatives are expected to meet within a specific period.

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Create, design and manage workflows for repetitive tasks

Track and manage adherence to policies for any service, product, process, or supplier

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

A type of incentive earned through making purchases in select categories.

Diagram that shows the structure of an organization and the relationships between parts

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Define levels of authorization for access to specific files or systems

Add customized logos and colors to align with company branding

Monitor task progress and planned accomplishments to better manage project status

Organize customer data and accounts by user or geography

Evaluation process that provides feedback on an employee's job performance

Track and manage schedules and meetings via an integrated calendar

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Process of training new hires by providing them with sales tools and knowledge needed to complete the job

Acknowledge and reward employees for reaching specific goals and/or for exemplary performance

View and track pertinent metrics to find patterns and gain insights from data

Ratings/Reviews

Application programming interface that allows for integration with other systems/databases

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Track employee/learner's progression through training programs

Allows employees to set and manage work or career related goals

Assign issues and tasks based on availability or required skills

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Search and filter data across systems to locate required information by entering keywords or certain criteria

Digitally sign online documents

Provides a channel for team members to share media files, communicate, and work together

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Manage, store and organize emails within the system or via third-party apps

Leave comments and notes on documents for others to view

Import and export data to and from software applications

Tools designed to streamline the process of lead generation and management for sales teams

Track interaction history by documenting conversations for contacts

Present a catalog of inventory that customers can view

Ability to chat online in real time

Pipeline view and tracking lead status

Schedule appointments via a calendar

Pre-made examples and templates for emails

Predefined actions automatically performed on the occurance of specific events

Transfer queries and organize messages between agents

Continuous profile-based stream of news and activity

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Monitor sales and make necessary adjustment in order to increase demand and revenue

Store, manage, and track all electronic documents in a centralized location

Create, manage and track all task activities and progression

Public or private sharing of digital files such as documents, audio/video, images, and more

Access software remotely via mobile devices

Timed notification for any upcoming task, deadline, appointment, or activity

Access the system via a mobile application

Collects essential call data such as call origin, call destination, call length, and other transaction details

Streamlining repetitive tasks and activities through automated and predefined workflows

Manage the process of evaluating documents or requests submitted for approval

Compare new data with existing records to detect duplicate entries

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Alter the layout and content of reports

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Process of familiarizing new employees with the company, their position, and responsibilities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Import and export data to and from software applications

Timed notification for any upcoming task, deadline, appointment, or activity

Pre-designed layouts that can be customized to match preferences and requirements

Create employee benefits statements that include all package details, including base salary, rewards, incentives, and other benefits

Establish measurable goals and objectives and track their progress over a specific period of time

Match digital receipt images or data with corresponding expense entries

Diagram that shows the structure of an organization and the relationships between parts

Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

Online portal where employees can access and track their own information

Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels

Electronic storage of staff/employee contact information and job status in a centralized repository

A record of all activities within the system, including user access, changes made, etc.

Active reporting of data and metrics

Add customized logos and colors to align with company branding

Point or incentive based programs loyalty programs designed to increase customer engagement

View and track pertinent metrics to find patterns and gain insights from data

Facilitate training materials that help employees grow and progress in their positions

Process of communicating with an online community and measuring the effectiveness of activity

Communicate using direct chat or messages within the system

Tailored or customizable questions for more targeted and relevant data collection

Alter the layout and content of reports

Leave comments and notes on documents for others to view

Tracks metrics that provide insight into how a user interacts with any interface or product

Use AI to generate content in the form of text, images, videos, etc.

Centralized storage for employee data, records, and performance metrics

Pre-written repository of questions that can be reused within a course or for assessment or interviews

Games or game-like elements to track progress and reward accomplishments

Receive data and information in real time

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Automatically calculate score after the assessment

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved

Interact with data visualization elements, such as charts and graphs, to drill down into data

Process of familiarizing new employees with the company, their position, and responsibilities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Electronic storage of staff/employee contact information and job status in a centralized repository

Import and export data to and from software applications

Tool used to determine the commission amount to be paid out to each employee

Form predictions based on past and present data/trends

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Track the status over time for a request, process, asset, or transaction

Allow users to access multiple services after entering their login credentials once

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

View and track pertinent metrics to find patterns and gain insights from data

Track and document all activities across devices, networks, and other systems

Manage and handle various international currencies

Schedule date/time of commissions which will be paid out to employees (e.g. weekly, monthly, quarterly, etc. )

Search and filter data across systems to locate required information by entering keywords or certain criteria

Define levels of authorization for access to specific files or systems

Create and specify rules and conditions for commission calculations and payments

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Use AI to generate content in the form of text, images, videos, etc.

Active reporting of data and metrics

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Search and filter data across systems to locate required information by entering keywords or certain criteria

A list of events with their respective dates

Electronic storage of staff/employee contact information and job status in a centralized repository

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Pre-designed layouts that can be customized to match preferences and requirements

Online forums/groups where users can ask questions, share ideas, best practices, etc.

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Application programming interface that allows for integration with other systems/databases

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Receive system updates as soon as any changes are made

Import and export data to and from software applications

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Define levels of authorization for access to specific files or systems

Leave comments and notes on documents for others to view

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Add customized logos and colors to align with company branding

Store photos of employees

Track and document all activities across devices, networks, and other systems

View messages sent by both parties during the chat conversation

Notifications via mobile devices

Allow users to access multiple services after entering their login credentials once

Tracks metrics that provide insight into how a user interacts with any interface or product

Allows users to publish blogs on social site

An @mention is a way to tag or notify a specific person about a message/post

Provides a channel for team members to share media files, communicate, and work together

Continuous profile-based stream of news and activity

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create, manage and track all task activities and progression

Online portal where employees can access and track their own information

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Gauge satisfaction and receive information for improvement and success

Manage and support multiple languages

Tracks metrics that provide insight into how a user interacts with any interface or product

Set up connections to third-party platforms to improve business processes

Integrates with Active Directory

Online forums/groups where users can ask questions, share ideas, best practices, etc.

An informational database that allows users to add, delete, or revise content

A list of events with their respective dates

Track and manage schedules and meetings via an integrated calendar

Create, design and manage workflows for repetitive tasks

Allow users to access multiple services after entering their login credentials once

Create, save, and store files

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Add customized logos and colors to align with company branding

Create and design org charts that include an organization's structure information, contact information, illustrations, and more

Electronic storage of staff/employee contact information and job status in a centralized repository

Centralized storage for employee data, records, and performance metrics

Use AI to generate content in the form of text, images, videos, etc.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Allows users to publish blogs on social site

Create, manage, and track policies and procedures within an organization

Application programming interface that allows for integration with other systems/databases

Define levels of authorization for access to specific files or systems

Assemble applications and processes by dragging over and arranging pre-built components

Centralized repository to store content and assets

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Private network of devices, such as a WAN or LAN, that is only accessible to authorized users and not the public

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Notifications that are delivered to users as soon as an event occurs

Pre-designed layouts that can be customized to match preferences and requirements

Communicate using direct chat or messages within the system

Store and organize documents in a centralized system

Access software remotely via mobile devices

Process of familiarizing new employees with the company, their position, and responsibilities

Search and filter data across systems to locate required information by entering keywords or certain criteria

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Leave comments and notes on documents for others to view

Customize contracts and forms to collect specific information

Store, manage, and track all electronic documents in a centralized location

Pre-designed layouts that can be customized to match preferences and requirements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

Send promotional campaigns or transactional messages via text messages

Log and store the source of contacts/leads

Add customized logos and colors to align with company branding

Tool to send questionnaires to customers to gauge feedback

Online gateway through which members can access/update personal information

Plan and strategize marketing campaigns

Private online space that lets businesses securely share documents and provide information access to clients

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

Create and send email blasts/campaigns

Access previous interactions or concerns to maintain customer relationships

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Manage multiple campaigns in one system

Tracks metrics that provide insight into how a user interacts with any interface or product

Record customer information, purchase history, and other notes

Market event via social media tools

Process of dividing customers into groups based on common characteristics

A collection of customer information such as contact details, demographics, previous interactions, etc.

Application programming interface that allows for integration with other systems/databases

Accept and process customer payments for products or services using hardware and software

Use AI to generate content in the form of text, images, videos, etc.

Coordinate marketing efforts across channels (email, landing pages, social media, etc.)

A report showing what actions customers perform

Centralized storage for employee data, records, and performance metrics

Allows employees to set and manage work or career related goals

Digital greeting cards that are sent electronically, usually via email

Manages incentive programs such as profit sharing, stock awards, and individual bonus plans

Games or game-like elements to track progress and reward accomplishments

Software program that continuously adjusts its behavior based on observed data

Boards that use custom metrics to show how leading performers compare to other individuals/teams

Communicate using direct chat or messages within the system

Manage and monitor spending to align with the financial constraints or goals

Access software remotely via mobile devices

Allow users to access multiple services after entering their login credentials once

Application programming interface that allows for integration with other systems/databases

Allows employees to praise one another in a social network-like feed visible to the whole organization

Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs

Pre-designed layouts that can be customized to match preferences and requirements

Provides real-time feedback and assessments on employee performance, skills, and accomplishments

Add customized logos and colors to align with company branding

Formally proposing oneself or choosing someone as a candidate for a job, responsibility, or award

Track accrued recognition and rewards at an individual employee level

Forums and/or tools where employees/ers recognize and showcase peers' achievements to boost workplace culture & community engagement

Distribute awards to winners via prizes, coupons, giveaways, items, redemption codes, etc.

Tracks metrics that provide insight into how a user interacts with any interface or product

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Alter the layout and content of reports

Timed notification for any upcoming task, deadline, appointment, or activity

A catalog which lists a selection of rewards for incentive programs, loyalty programs, referral programs, and more

Allows managers to praise, recognize skills, and give feedback to their employees

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Leave comments and notes on documents for others to view

Use AI to generate content in the form of text, images, videos, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage and support multiple languages

View and track pertinent metrics to find patterns and gain insights from data

Gauge satisfaction and receive information for improvement and success