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Full Feature List

*In Development

 

Category

Features

Module Required

Contact Management

 

  • 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
Address Book

(Standard)

Communication Tracking
  • 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
Address Book

(Standard)

Marketing
  • 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)
Campaigns

(Standard)

Sales & CRM
  • 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
Sales

(Standard)

Productivity & Personal Dashboard
  • 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
My Dashboard

(Standard)

Calendar
  • 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
Calendar, Google Apps

(Standard)

Engagement eWindow > Client Dashboard
  • 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
Address Book

(Standard)

Engagement eWindow > Participant Dashboard
  • 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
Program or Course module
File Sharing
  • 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
Resource Library, Engagement eWindow

(Standard)

Internal Training
  • 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
Virtual University

(Standard)

HR
  • 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
Resource Library

(Standard)

Program Management
  • 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
Programs
Revenue Management
  • Manage alternate revenue
  • Integrate automatic invoice payment updates
  • Manage individual and organization prepayments
  • Financial reporting and integration
Programs
Attendance & Awards
  • 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
Programs
Courses
  • 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
Course Templates
Projects
  • 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
Courses
Orders
  • Create and manage orders
  • Manage custom units
  • Generate draft invoice
Address Book
Video Conference Integration
  • Zoom.us Video Conference
  • Zoom.us Webinar
Meetings
Financial Integration
  • FreshBooks
  • Quickbooks Enterprise
  • Quickbooks Online
  • Sage 50
  • Simply Accounting
  • SageOne 
  • Pastel Partner
  • Zero
Sales
Strategic Planning
  • Manage/assign individual PRDs
  • Manage/assign team KPIs
  • Manage organization strategic goals
Security & Administration
  • 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