ThinkAutomation

ThinkAutomation

Parker Software
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About

Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.

About

Develop the automations that work for you. With ThinkAutomation, you get an open-ended studio to build any and every automated workflow you could ever need. All without volume limitations, and all without paying per process, license or ‘robot’.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies of all sizes that want a web-based form building solution to create surveys for data collection, or a comprehensive platform for building and deploying AI agents

Audience

Companies of all sizes

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$34 per month
Free Version Supported
Free Trial Supported

Pricing

$2,700/year
Standard - $2,700
Profesional - $4,600
Enterprise - Request
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.7 / 5
ease 4.7 / 5
features 4.8 / 5
design 4.6 / 5
support 4.6 / 5

Reviews/Ratings

Overall 4.6 / 5
ease 4.4 / 5
features 4.6 / 5
design 4.7 / 5
support 4.8 / 5

Pros from Real Users

Pros

  • I cannot ignore the ease with which the user interface can be handled, I did not need extensive tutorials to be able to navigate within this platform. Even though it has advanced functions, there is no need to use all the tools that Jotform offers, everything can be done easily if you need to do simple tasks related to the creation of forms. It has a variety of templates that give me the ease of quickly choosing how I want to ask the questions, it also allows me to customize these templates and save them for future forms and even more so when the information is similar but with updated data or new information to be collected. I also like that the participants of the forms only receive a direct link to the form without the need for them to download anything additional or register, it is enough to simply fill out the form and once completed this is sent to the respective creators to later be analyzed according to the needs of each user. In addition, the form reports are fully detailed, thus providing a large amount of useful information for the subsequent data processing obtained by sharing the forms.
  • Jotform allows you to create custom forms quickly and efficiently. This is useful for data collection, internal surveys and incident reporting, ensuring that information is captured in a structured manner. In addition, the automatic notifications feature ensures that teams are immediately alerted to form responses
  • Wide range of plugins are available within the library which help for creating forms with powerful features such as payment collection, Sending SMS and other important features.
  • Jotform is an exceptional platform that offers a multitude of benefits to businesses of all sizes. One of the standout features of Jotform is its drag-and-drop form designer, which makes it easy to create and customize forms without any coding knowledge. This feature is especially useful for small business owners who may not have the resources to hire a web developer or designer. With Jotform's form designer, you can add different types of fields, widgets, conditions, and logic to your forms. This means that you can create forms that are tailored to your specific needs, whether you're collecting customer feedback, processing payments, or conducting surveys. Additionally, Jotform offers a huge library of themes, which you can use to further customize your forms or you can create your own theme from scratch. One of the most appealing aspects of Jotform is its generous free plan, which includes 5 forms, 100 submissions, 10 payments, and 100 MB of storage per month. This is a great option for small businesses or organizations that have limited form creation and submission needs. Moreover, the free plan removes the Jotform branding from your forms, which is a nice touch that helps to maintain your brand identity. For businesses that require more features and capacity, Jotform's paid plans offer reasonable pricing and added benefits. The paid plans include additional submissions, payments, and storage capacity, as well as access to features such as HIPAA compliance, advanced form analytics, and custom branding. This means that businesses can scale up their form creation and submission needs as they grow, without having to switch to a different platform. In addition to its impressive form creation and submission capabilities, Jotform also integrates with many popular platforms and apps. This includes PayPal, Square, Mailchimp, Google Sheets, Dropbox, Zapier, and more. Integrating Jotform with your existing workflows and tools is incredibly easy, which means that you can start using Jotform without disrupting your existing processes. One of the most exciting features of Jotform is its smart PDF feature, which allows you to import and populate PDF forms with your data. This feature is incredibly useful for businesses that deal with a lot of paperwork, as it saves time and reduces the risk of errors. Additionally, you can export your form responses as PDF files or send them via email, which means that you can easily share data with your team or stakeholders. Lastly, Jotform has a responsive and helpful support team that can assist you with any issues or questions. Whether you have technical difficulties or need guidance on how to use a specific feature, Jotform's support team is always available to help. Moreover, Jotform provides access to a community forum, knowledge base, blog, video tutorials, and webinars, which offer additional guidance and tips for using the platform effectively.
  • The creation of the forms was extremely easy, with drag and drop I can now add the different elements where the different questions of my form will be located. I have everything necessary to create forms, including conditional questions and questions that depend on the answers to other questions, this gives me a sea of possibilities when creating complex forms without having any limitation. I got good answers from Jotfrom technical support, I had complete customer service when I needed solutions to be able to correctly implement this platform within my company. The best of all is that the response time was too short since I sent my requests, when I sent my concern I received a ticket that companies with good technical support always throw automatically and after a couple of minutes I was already aware someone on the other side of the screen solving my concerns. It can be integrated with multiple platforms to achieve automation, thus being able to have a complex integration. In my case, I was able to easily integrate with MailChimp without a problem when sending forms to subscribers to be able to complete their subscription or registration within my internal system, thus being able to have potential clients to scale my company being able to reach more people. Barcodes can be uploaded to the forms, this is very important to companies that use coupons, discounts or offers on their products or for any other market research thing. Not only a barcode, but also some required proof or document that identifies the person who completes a form in case verification is required or added to a database, a basic example could be the registration to enter a company or the registry of a university tuition. There are many possibilities to use Jotform forms.
  • Compared to other forms and form builders, Jotform is WAY easier to use. They make building forms very simple and if you want to design them to fit your brand... also very easy. I'd say they are like Canva for forms. The biggest pro though is that their forms actually work and so far without fail.
  • I have tried a number of form builder software over the years but I love JotForm. It’s easy to use, naturally intuitive and nice pleasing interface. I use all types of forms and my clients love them too.
  • I've incorporated JotForm into several aspects of our small non-profit club. We've made forms for event registrations, club voting, approval-required signups, and venue rental processes. All training has been through the online tutorials and help resources. This is a robust solution to our many everyday process issues. Additionally the square payment integration has been a cost saver over our current high-fee website system. I also really like the integration capabilities.
  • One good example is a sophisticated Thanksgiving dinner order form we built for a local restaurant. There were 9 options of entrees, sides and deserts and it had to be easy to use for customers who's average age is 65+. It was a huge success for the restaurant and super easy to use for the customer!
  • We use JotForm as an online booking tool. It is easy for our clients to use and easy for us to edit. I have yet to have a form fail or glitch. This software helped set us apart from out competitors.

Pros & Cons from Real Users

Pros

  • We are a long time ThinkAutomation customer, having started with email2db, then ThinkAutomation v4 and now the brilliantly executed ThinkAutomation v5. As a long ago software engineer and systems architect, TA5 provides a very easy to implement, expansive REST and JSON focused world of automation enabling any to any systems integrations which are key to any mult-channel e-commerce business. Further, their ability to integrate C# ‘scripts’, and ever expanding downloadable automation libraries, their simple to advanced language constructs and extensibility, means that this BPA engine can be strategically adopted by any business, small to enterprise class, to automate whatever manual processes and forward looking advantageous business extensions you wish. And let me tell you, TA5 is rocket fast!
  • Once you're used to the software, it's simple to use and extremely flexible and drives a lot of the automation of our internal processes.
  • It's easy to use, has many integrations and triggers, low cost, fixed fee and fully customisable. The moto is if you can think it you can Automate it and that has held true. Within our business and for clients we have used ThinkAutomation to eliminate mundane manual effort and give time back to the business to drive greater customer value-add activities.
  • - All round integration and extraction options - Integration with Azure - A helpful support desk and customer success managers - Extensive scripting options
  • ThinkAutomation has been a very useful piece of software that has allowed our IT team to not only automate a lot of our processes but has also helped save both our IT and HR team time. Another pro to mention would be the support team, when we've had previous issues, the team have responded immediately whether through live chat or email.

Cons

  • I had concerns with TA4 because of its more limited capabilities, it TA5 changes the game.
  • I think a couple of things it could improve on, are examples to work with, some areas (such as connecting it to an API to extract data) are lacking examples to show "what good looks like" so you spend a lot of time working it out yourself. I'd like the option to choose what email to bring into the find & extract helper, not just "get last". Copying and pasting an email into this works differently to how it reads an actual email.
  • There is no detailed workflow visualisation for your automations.
  • - Still some errors in the newly added features (bugs) - Documentation on Azure could be more elaborate - I am missing tutorials on writing scripts and creating triggers/integrations
  • We have had a few issues with ThinkAutomation, a lot of it we didn't fully understand and other aspects were due to the features in TA4 being Beta so not yet fully integrated into the software. Every so often these little issues still pop up but thanks to the support team we have a lot of it under control and know how to fix the issue going forward.

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Jotform
Founded: 2006
United States
www.jotform.com

Company Information

Parker Software
Founded: 2003
United Kingdom
www.thinkautomation.com

Alternatives

Alternatives

Nividous

Nividous

Nividous Software Solutions
Parseur

Parseur

Parseur Pte. Ltd.

Categories

Agentic AI Supported
AI Agent Builders Supported

Jotform AI Agent Builder is a powerful tool that allows businesses to create and customize AI-powered customer service agents without coding. With this tool, businesses can easily design AI agents that handle tasks like guiding users through forms, answering frequently asked questions, scheduling appointments, and sending automated emails. The AI agents can be deployed across various communication channels, including phone, chat, and messaging apps like WhatsApp and Messenger. Jotform AI Agent Builder provides complete customization options, enabling businesses to adjust the agent’s tone, behavior, and appearance to align with their brand. With multi-language support and 24/7 availability, these AI agents improve efficiency, reduce response times, and enhance customer satisfaction.

AI Agents Supported

Jotform AI Agents are advanced automated customer service tools designed to provide real-time assistance across multiple channels, including phone, chat, voice, and messaging apps like WhatsApp and Messenger. Trusted by over 25 million users worldwide, Jotform enables businesses to integrate AI-driven agents into their workflows without any coding. The AI agents can handle tasks like guiding users through form-filling, answering queries, and automating tasks such as scheduling and sending emails. With over 7,000 templates to customize the agent’s appearance and interaction style, businesses can personalize their AI agents to reflect their brand. Jotform's AI-powered Agents ensure efficiency by providing 24/7 support, reducing response times, and improving customer satisfaction with multi-language support and real-time monitoring.

Jotform AI Agents are automated tools designed to provide real-time, intelligent customer support across multiple channels, including phone, chat, and messaging apps like WhatsApp and Messenger. These AI agents can handle tasks such as guiding users through forms, answering questions, and automating processes like scheduling appointments. Businesses can fully customize their AI agents’ appearance and behavior to match their brand identity. With multi-language support and 24/7 availability, Jotform AI Agents improve customer satisfaction, reduce response times, and streamline workflows. Additionally, they integrate seamlessly with forms to ensure accurate data collection and enhanced user experience.

App Makers Supported

Jotform Apps is a no-code, drag-and-drop platform that allows businesses to create fully customizable apps without needing any programming knowledge. Users can combine forms, widgets, and integrations into one seamless app, ideal for collecting data, scheduling appointments, processing payments, and automating workflows. Businesses can personalize their apps with logos, colors, and branding elements, and easily share them through links, QR codes, or social media. The apps can be downloaded on smartphones, tablets, or desktops, providing a simple and efficient way to collect information from users anytime, anywhere. Jotform also offers over 600 templates to jump-start app creation for various business needs.

Customer Feedback Supported
Data Collection Supported
Data Entry Supported
Digital Signature Supported

Jotform Sign provides an easy-to-use electronic signature solution that allows businesses to create, share, and collect signatures on documents in minutes. With Jotform Sign, you can quickly turn PDFs into e-sign documents and securely collect signatures anytime, anywhere. The platform also offers automated workflows, where documents can be sent for signing and then stored in your cloud storage for easy access. Businesses can build customized documents, add signature fields, and send them to multiple signers with just a few clicks. Jotform’s secure platform ensures the signatures are legally binding and compliant with various regulations like eIDAS, e-SIGN Act, and UETA.

eCommerce Supported

Jotform Store Builder allows businesses to create an online store quickly and easily, with no coding required. The drag-and-drop builder lets users customize their store, upload products, set prices, and create a personalized shopping experience. Businesses can sell products, services, and subscriptions, accept donations, and process payments through 40+ payment gateways like PayPal and Stripe. The platform also offers features like order management, real-time push notifications for sales, and a seamless checkout experience without the need for customers to create accounts. With over 300 store templates and integration options, Jotform helps businesses launch their online stores effortlessly and securely.

Forms Automation Supported
Government Supported
Healthcare Supported
Higher Education Supported
HIPAA Compliance Supported
Market Research Supported
Nonprofit Supported
NPS Supported

Jotform is an easy-to-use, no-code platform trusted by over 30 million users worldwide, offering a powerful form builder to help businesses collect data efficiently. With over 10,000 templates, you can create customized forms, surveys, and online stores for leads, payments, registrations, and more, without any coding. Jotform integrates seamlessly with over 150 business apps like CRMs, email services, and payment gateways to automate your workflows. Additionally, Jotform’s AI Agents can automate customer support by guiding users, answering questions, and ensuring smooth form submissions. Jotform also offers tools to turn collected data into actionable reports, PDFs, and automated approval workflows, improving productivity and reducing manual work.

Online Quiz Makers Supported
Patient Intake Supported
PDF Supported
PDF Editors Supported

Jotform PDF Editor allows businesses to easily create professional PDF documents from collected form responses. With its drag-and-drop interface, users can design custom PDFs, turning data into polished invoices, contracts, event registrations, and more. Choose from 1,700+ templates, or create a new document from scratch, and seamlessly share PDFs via email, cloud storage, or social media. The platform supports fillable PDF forms, offering customization, e-signatures, and conditional logic, and ensures that your documents look professional and are easy to distribute. It also enables businesses to automatically create PDFs for each form submission, saving time and improving workflow efficiency.

Registration Supported
Spreadsheet Supported

Jotform Tables is an all-in-one platform designed to help businesses collect, organize, and manage data efficiently. With this tool, users can seamlessly collect data via forms, import existing information, or manually enter new entries into custom tables. Jotform Tables allows for easy collaboration, with the ability to share workspaces and track progress in real time. Advanced features like column types, customizable views, and automated workflows help businesses manage their data more effectively. The platform also enables automatic PDF creation, easy export of data, and integration with over 200 apps to streamline data management and improve team efficiency.

Survey Supported

Categories

Data Entry Features

Abbreviation Detection Not Supported
Data Capture and Transfer Supported
Data Cleansing Not Supported
Data Entry Verification Supported
Data Search Flexibility Not Supported
Duplicate Detection Supported
Flexible Search Not Supported
Image Entry Supported
Library Conversion Not Supported
Mis-Keyed Variation Detection Not Supported
Phonetic Variation Detection Not Supported

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Supported
Drag & Drop Supported
Full Text Search Not Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Supported
Version Control Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Not Supported
Customizable Dashboard Not Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Not Supported
Mobile Access Supported
No-Code Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Customer Experience Features

Action Management Supported
Analytics Supported
Customer Segmentation Not Supported
Dashboard Supported
Feedback Management Supported
Knowledge Management Not Supported
Multi-Channel Collection Not Supported
Sentiment Analysis Not Supported
Survey Management Supported
Text Analysis Not Supported
Trend Analysis Not Supported

Customer Feedback Features

Alerts / Notifications Supported
Behavior Analytics Supported
Bug Reports Supported
Community Feedback Tools Supported
Live Chat Not Supported
Negative Feedback Management Supported
Net Promoter Score (NPS) Supported
Screenshot / Screen Capture Not Supported
Surveys Supported
User Testing Tools Supported
Video Feedback Supported
Visual Feedback Tools Supported
Voice of the Customer (VoC) Supported
Website Feedback Supported

Donation Management Features

Campaign Management Supported
Donation Tracking Supported
Donor Database Supported
Event Management Supported
Gift Management Supported
Grant Management Supported
In-Kind Donations Supported
Matching Donations Not Supported
Mobile Donations Supported
Online Donations Supported
Pledge Management Supported
Receipts / Statements Not Supported
Recurring Donations Not Supported
Volunteer Management Supported

Employee Engagement Features

Benchmarking Supported
Cultural Alignment Not Supported
Employee Awards Supported
Employee Guides Not Supported
Employee Recognition Supported
Feedback Management Supported
Goal Management Supported
Health & Wellness Programs Not Supported
Performance Management Supported
Pulse Surveys Supported

Employee Recognition Features

eCards Not Supported
Goals Supported
Leaderboards / Activity Tracking Not Supported
Manager-to-Peer Recognition Supported
Mention Management Not Supported
Nominations Supported
Peer-to-Peer Recognition Not Supported
Performance Management Supported
Rewards Catalog Not Supported
Rewards Points Not Supported
Social Recognition Supported

Government Features

Budgeting & Forecasting Not Supported
Code Enforcement Not Supported
Compliance Management Supported
Fixed Asset Management Supported
Inventory Management Supported
License Issuance Supported
Permit Issuance Not Supported
Purchasing & Receiving Not Supported
Self Service Portal Not Supported
Taxation & Assessment Not Supported
Utility Billing Not Supported
Work Order Management Supported

HIPAA Compliance Features

Access Control / Permissions Supported
Audit Management Supported
Compliance Reporting Supported
Data Security Supported
Documentation Management Supported
For Healthcare Supported
Incident Management Supported
Policy Training Not Supported
Remediation Management Not Supported
Risk Management Supported
Vendor Management Supported

Higher Education Features

Admissions Management Supported
Alumni Management Supported
Assessment Management Supported
Curriculum Management Not Supported
Faculty / Staff Management Supported
Financial Aid Management Supported
Fundraising Management Supported
Housing Management Supported
Scheduling Supported
Student Information / Records Not Supported
Student Portal Not Supported

Market Research Features

Benchmarking Not Supported
Compensation Management Not Supported
Data Management Supported
Email / Online Supported
Face-to-Face Not Supported
Panel Management Not Supported
Paper-Based Not Supported
Phone-Based Not Supported
Sample Management Not Supported
Statistical Analysis Supported
Survey Management Supported

No-Code Development Features

AI-Assisted Development Not Supported
Business Process Automation Supported
Collaborative Development Supported
Data Aggregation and Publishing Not Supported
Deployment Management Not Supported
Drag & Drop Supported
Integrations Management Not Supported
Iteration Management Not Supported
Performance Monitoring Not Supported
Requirements Management Not Supported
Templates Supported
Visual Modeling Supported
Web / Mobile App Development Supported
Workflow Management Supported

Nonprofit Features

Accounting Not Supported
Committee Management Not Supported
Donor Management Supported
Dues Management Not Supported
Event Management Supported
Fundraising Management Supported
Member Database Supported
Membership Management Supported
Social Media Management Not Supported
Volunteer Management Supported

Online Form Builders Features

Artificial Intelligence Not Supported
Assign Roles / Permissions Supported
Collaboration Tools Supported
Conversational Forms Supported
Data Tables Supported
Drag & Drop / No Code Supported
Export to PDF Supported
HIPAA Compliant Supported
Import Existing Forms Supported
Mobile Forms Supported
Offline Forms Supported
Pre-made Templates Supported
Quizzes / Questionnaires Supported
Reporting / Data Visualization Supported
Signup Forms Supported
Surveys Supported

PDF Features

Annotations Supported
Convert to PDF Supported
Digital Signature Supported
Encryption Supported
Merge / Append Not Supported
PDF Reader Supported
Watermarking Supported

Registration Features

Activity Registration Supported
Attendance Management Supported
Badge Management Not Supported
Calendar Management Supported
Class Registration Supported
Contact Management Supported
Event Registration Supported
Form Builder Supported
Group Registration Supported
Marketing Management Not Supported
Online Registration Supported
Onsite Registration Supported
Payment Processing Supported
Refund Automation Not Supported
Self Check-In Supported
Surveys & Feedback Supported

Survey Features

Custom Survey URLs Supported
Data Analysis Tools Supported
Email Marketing Not Supported
Mobile Survey Supported
Offline Response Collection Supported
Paper Survey Not Supported
Question Branching Supported
Question Library Supported
Site Intercept Survey Not Supported
Skip Logic Supported
Supports Audio / Images / Video Supported

eCommerce Features

Catalog Management Supported
Channel Management Not Supported
CRM Not Supported
Customer Accounts Not Supported
Data Security Not Supported
Email Marketing Not Supported
Inventory Management Supported
Kitting Not Supported
Loyalty Program Not Supported
Mobile Access Supported
Multi-Store Management Not Supported
Order Management Not Supported
Product Configurator Not Supported
Promotions Management Not Supported
Returns Management Not Supported
Reviews Management Not Supported
SEO Management Not Supported
Shopping Cart Supported
Templates Supported

Data Entry Features

Abbreviation Detection Not Supported
Data Capture and Transfer Supported
Data Cleansing Supported
Data Entry Verification Supported
Data Search Flexibility Supported
Duplicate Detection Supported
Flexible Search Supported
Image Entry Supported
Library Conversion Supported
Mis-Keyed Variation Detection Not Supported
Phonetic Variation Detection Supported

Forms Automation Features

Approval Process Control Not Supported
Archiving & Retention Not Supported
Collaboration Not Supported
Document Indexing Not Supported
Drag & Drop Supported
Full Text Search Supported
Remote Document Access Not Supported
Rules-Based Workflow Supported
Text Editing Not Supported
Version Control Not Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Not Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Not Supported
Configurable Workflow Supported
Customizable Dashboard Not Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Not Supported
No-Code Not Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Business Process Management Features

Access Controls / Permissions Supported
Alerts / Notifications Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Not Supported
Process Change Tracking Supported
Process Mapping Supported
Process Modeling & Design Not Supported
Visual Workflow Management Supported

Data Extraction Features

Disparate Data Collection Supported
Document Extraction Supported
Email Address Extraction Supported
Image Extraction Supported
IP Address Extraction Supported
Phone Number Extraction Supported
Pricing Extraction Supported
Web Data Extraction Supported

OCR Features

Batch Processing Supported
Convert to PDF Supported
ID Scanning Not Supported
Image Pre-processing Supported
Indexing Supported
Metadata Extraction Supported
Multi-Language Supported
Multiple Output Formats Supported
Text Editor Not Supported
Zone Selection Tool Supported

Professional Services Automation Features

Billing & Invoicing Supported
Client Portal Not Supported
Collaboration Tools Not Supported
CRM Supported
Document Management Supported
Portfolio Management Supported
Project Management Supported
Proposal Generation Supported
Quote Management Supported
Resource Management Supported
Time & Expense Tracking Supported

Reporting Features

Customizable Dashboard Not Supported
Data Source Connectors Supported
Drag & Drop Supported
Drill Down Supported
Email Reports Not Supported
Financial Reports Supported
Forecasting Supported
Marketing Reports Supported
OLAP Supported
Report Export Supported
Sales Reports Supported
Scheduled / Automated Reports Supported

Robotic Process Automation (RPA) Features

Analytics Supported
Attended Automation Not Supported
Code-free Development Supported
Image Recognition Supported
Optical Character Recognition Supported
Process Builder Supported
Third Party Application Integration Supported
Unattended Automation Supported

Text Mining Features

Boolean Queries Supported
Document Filtering Supported
Graphical Data Presentation Supported
Language Detection Supported
Predictive Modeling Not Supported
Sentiment Analysis Supported
Summarization Not Supported
Tagging Supported
Taxonomy Classification Not Supported
Text Analysis Supported
Topic Clustering Not Supported

Integrations

MongoDB Supported
SQL Server Supported
Salesforce Supported
SendGrid Supported
Slack Supported
Zoho CRM Supported
AWeber Supported
Asana Supported
Desktop.com Supported
Google Calendar Supported
Google Contacts Supported
Google Drive Supported
Knack Supported
Microsoft Power Automate Supported
Pabbly Connect Supported
Paymo Supported
SSIS Integration Toolkit Supported
SyncSpider Supported
Xoxoday Supported
n8n Supported

Integrations

MongoDB Supported
SQL Server Supported
Salesforce Supported
SendGrid Supported
Slack Supported
Zoho CRM Supported
AWeber Not Supported
Asana Not Supported
Desktop.com Not Supported
Google Calendar Not Supported
Google Contacts Not Supported
Google Drive Not Supported
Knack Not Supported
Microsoft Power Automate Not Supported
Pabbly Connect Not Supported
Paymo Not Supported
SSIS Integration Toolkit Not Supported
SyncSpider Not Supported
Xoxoday Not Supported
n8n Not Supported
Claim ThinkAutomation and update features and information
Claim ThinkAutomation and update features and information