Full Feature List

Category

Features

Module Required

• Manage unlimited contacts, organizations/accounts
• Manage opportunities
• Track product of interest
• Assign account owner or team
• Create and manage unlimited custom fields
• Search and generate custom views based on any custom field
• Personal tag and groups
• Manage client-related files
• Auto-detect duplicate contact entries
• Import any contact type and map your import fields to any predefined and custom fields using XLS, CSV and other standard formats
• Export contact lists
• Social media profile integration

(Standard)

• View/track activities: email, appointments/calendar events, calls, To Dos, integrated virtual conference call
• View/track Engagement eWindow communication
• View/track Engagement eWindow communication
• Log email sent from within the application
• Log email sent from outside the application, from your preferred email client like Gmail or Outlook
• Send notes and related files directly to a contact file via email; auto-notifying related reps
• Activity reporting
• Pending items

(Standard)

• Manage company-wide marketing campaigns
• Manage target lists
• Easily import lead list
• Track campaign budget & cost vs lead generation
• View top lead-generating campaigns, overall and by type
• Customize campaign type and lead source list
• Create and send email marketing campaigns via third party application (e.g. Constant Contact)

(Standard)

• Create and manage your custom sales process
• Create multiple sales processes for different product offerings
• View the sales process progression, new lead follow-up and more in chart form on the dynamic Sales & CRM dashboard
• Click-through reports to view detailed list of lead activity
• Monitor success ratio and conversion rate
• Sales forecasting
• Custom chart building
• Workflow and approvals

(Standard)

• Manage your own custom dashboard: My Dashboard
• Pull in live RSS feed important for the individual
• Customize widgets to pull in other relevant information for the user
• Manage To Do list, prioritize and assign tasks to team members
• Send group emails
• Create your email signature & manage personal email templates

(Standard)

• Manage one or multiple personal & shared calendars
• View appointments and tasks for the day, week, month or in agenda format
• Print your daily agenda
• Schedule appointments and trigger event notifications
• Sync with the calendar on your mobile device
• Google and Microsoft calendar integration

(Standard)

• Create a secure personal portal for clients, partners and suppliers
• Share select files and monitor file download activity
• Send eWindow message to an individual or group
• Track/manage client questions/concerns through the support ticket system
• Monitor individual or overall portal access

(Standard)

• Participate in and manage a course community forum
• Attend to and manage participants’ questions/concerns through the class support ticket system
• Accept project submissions
• Share class files/folders and monitor file download activity

• Manage company-wide shared files and folders
• Share secure files or folders with individual team members or a group
• Share select files with a client/organization
• Share select files with an entire class
• Manage program-specific files
• Drag-and-drop a file for upload
• Monitor file downloads
• Real-time document collaboration

(Standard)

• Basic internal course and curriculum management through your own virtual university
• Upload/manage course-related material
• Provide basic evaluation upon completion
• Showcase an internal ‘Help Center’ with the most popular training material

(Standard)

• View your team directory
• Manage role descriptions and permissions at a granular level
• Track team members’ skills
• Track team members’ awards and/or certifications
• Performance results
• View past internal course results
• Quick access to corporate and HR documents

(Standard)

• Create/manage both public and in-house programs
• Search programs and generate custom views based on any program detail
• View/manage participant registration history
• View/manage related guests/history
• View/manage coaching assignment history
• View/manage short-term makeups
• Send program registration/guest confirmation email
• Integrate automatic invoice payment updates
• Manage a participant wait list for when the program reaches capacity
• Run enrolment & financial reports
• Monitor upcoming and current program status with the help of the Program Dashboard

• Manage alternate revenue
• Integrate automatic invoice payment updates
• Manage individual and organization prepayments
• Financial reporting and integration

• Manage class attendance and awards
• Auto-generate award and absent notifications to reps
• Auto-generate session report notifications to the program manager
• Record session times
• Record session notes
• Print awards and/or send recognition to spervisor
• Take attendance on-site via the web or the Mobile Attendance App for iOS devices

• Manage courses, terms and teachers
• Search courses and generate custom views based on any course detail
• Manage course state-based or federal-based standards
• Monitor course enrolment, grade and completion statistics from the Course Dashboard
• View/manage student course registrations
• Generate transcripts and course Reports

• Create, assign, monitor and grade project assignments
• Build student-specific & custom projects
• Manage project workflow and online submission via the eWindow
• Monitor project progress, grade and completion statistics from the Project Dashboard
• View/manage student project assignments
• Roll-up project assignments into a parent course
• Monitor student project access and generate project assignment reports

• Create and manage Orders/Deliveries
• Manage custom service locations and services
• Shared calendar integration
• Customize client email notifications
• Client testimonials
• Square payment processing integration

• Zoom.us Video Conference
• Zoom.us Webinar

• FreshBooks
• Quickbooks Enterprise
• Quickbooks Online
• Sage 50
• Simply Accounting
• SageOne 
• Pastel Partner
• Zero

• Manage/assign individual PRDs
• Manage/assign team KPIs
• Manage organization strategic goals

• 2-Factor Authentication (Enhanced Security)
• Web / Mobile Access
• SSL Secure
• Mobile App
• Use Custom Domain
• Manage Site Branding and Theme
• Configure Site Notifications
• Manage Contact User-Defined Fields
• Customize Dynamic Widgets and Dashboards
• Customize Engagement eWindows
• Monitor User Access
• Monitor Client, Partner and Supplier Access