Epicor Kinetic

Epicor Kinetic

Epicor Software
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About

Epicor Kinetic is a cloud-first, AI-powered ERP platform for manufacturing organizations. It includes modules for financial management, supply chain, production management, inventory, quality, service, analytics, project management, CRM, and compliance. Built for discrete, make-to-order, engineer-to-order, and mixed-mode manufacturers, Kinetic supports planning and scheduling, materials management, shop floor coordination, and multi-site operations in one system. The platform provides browser-based access, role-based workflows, integration and extensibility tools, IIoT-related capabilities, and support for cloud, on-premises, and hybrid deployment. Epicor Prism extends the platform with AI-supported automation and decision support for selected ERP tasks.

About

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Platforms Supported

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

Audience

Discrete, make-to-order, and mixed-mode manufacturers, in the small and mid-market space, who need a global, AI-powered cloud ERP solution with real-time insights and collaboration to drive profitability.

Audience

Companies of all sizes and budgets

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

For full pricing details, contact Epicor sales at epicor [dot] com.
Free Version Not Supported
Free Trial Not Supported

Pricing

$25.00/month/user
Get one app free, forever! Or every app for one low price.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 4.4 / 5
ease 4.1 / 5
features 4.6 / 5
design 3.9 / 5
support 3.9 / 5

Reviews/Ratings

Overall 4.7 / 5
ease 4.4 / 5
features 4.5 / 5
design 4.7 / 5
support 4.8 / 5

Pros from Real Users

Pros

  • Highly customizable without coding. We have many tools to create what we need. With a little time and training, we can create many things in Epicor. We particularly appreciate the on-premise version!
  • Right now, I am using the knowledge agent alot. The Epicor modules have been put together very well. To be able to watch replays has been helpful.
  • Lots of options to create workflows and processes that capture everything we need to run our business.
  • Customization: make it what you want Speed / UX: web based Community Involvement: strong partnership w/ key stakeholds Clean Core Functions : powerful base tools
  • App Studio allows meaningful UI customization without touching source code. BAQs are flexible and support complex subqueries once you learn the patterns. BPMs and Data Directives enable powerful process automation with C# scripting. SSRS integration for reporting is solid. The platform is genuinely capable for manufacturing environments. Job costing, production tracking, and EDI integrations all work well when properly configured.
  • Epicor Kinetic does handle most of our processes like sales, production, inventory and finance. The interface is intuitive and modern with a browser as the client. Customizations can be created without modifying the core code. Realtime reporting and dashboards are a nice feature.
  • This ERP is very smooth and out of the box is great to use for any manufacturing company. From Quote to Cash, admins do not have to go over board with customizations in order for the system to function successfully for any business.

Pros from Real Users

Pros

  • Its flexible module allows for diverse business needs. Its user friendly interface & workflows even for non technical users. It also has a active open source community for extensions & support.
  • Odoo covered the bases of everything I needed: invoices, payments, contracts, proposals, website, LMS, accounting, web building, and the list goes on. It truly is a one-stop-shop. You can make it as beautiful and unique or as plain as you wish. It's incredibly white-labeled. For just about any business, no matter what size or industry, this would be a great option if you have the funds and a decent time to learn. Customer service is responsive and great as well.
  • -scales up well. One can self-host it with basic modules, then expand as needed both in terms of size and users -has a lot of add-on module capabilities (to grow with ones small business needs) -quite simple to install and administer (even the free version)
  • The application has been presented to us quite useful with its integrated tools and extensions that allow us to make HR processes, sales management, CRM and finance, as we become an excellent development in our productivity and agility in the development of our human capital in their functions. It also has the best price in the market with a cost of 20 dollars.
  • It has a current price of about $20 which is very acceptable compared to other services. In addition to providing applications that cover: CRM, HR, sales management, accounting and many more that gives us a boost in productivity and optimization of human resources in our organization.
  • This program in its free version offers unlimited extensions storage tools to add what you need to optimize your website. In addition to a configuration and management section to share on social networks and expand on social networks. In addition to a visual editor very easy to use. This application is highly recommended to automate the editing and management of web platforms and social networks for those businesses that want to optimize their domains. You can get closer to your users with embedded chat sections and if we have little knowledge of programming, they provide us with templates to streamline processes.
  • Odoo has a wide range of tools that fit perfectly when creating and editing your web portals. It has the option of a "multi-web" section that will allow you to create and edit different portals belonging to the same company to manage it in different ways in order to meet the different needs of customers.
  • Reliable with financial management with real-time reporting. Easy to track items in the inventory. Great support from Google.
  • Easy to implement. Excellent Spam filter feature. Scalability. Push Notifications. Affordable. Large selection of templates.
  • A good CRM to use and very cost effective. Reliable with real time data access and efficient with financial management. Great with inventory control and customizable software.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Epicor Software
Founded: 1972
United States
www.epicor.com

Company Information

Odoo
Founded: 2005
Belgium
www.odoo.com

Alternatives

Epicor Advanced MES

Epicor Advanced MES

Epicor Software

Alternatives

SAP S/4HANA Cloud Public Edition

SAP S/4HANA Cloud Public Edition

Navigator Business Solutions, SAP Partner
SYSPRO ERP

SYSPRO ERP

SYSPRO

Categories

Accounting Supported

Epicor Kinetic is a cloud-first accounting solution within a broader manufacturing ERP platform. It connects general ledger, accounts payable, accounts receivable, project accounting, fixed assets, bank connectivity, and financial reporting with data from production, inventory, and supply chain operations. For manufacturers, that can improve visibility into costs, margins, work in process, and multi-site financial performance. Kinetic is a fit for organizations that need accounting software tied directly to shop floor and supply chain activity, with browser-based access and support for cloud, on-premises, or hybrid deployment.

Epicor Kinetic is used in aerospace manufacturing environments that need strong control over production, quality, traceability, compliance, and multi-site coordination. It connects planning, inventory, purchasing, shop floor activity, service, and financial reporting in one cloud-first manufacturing ERP system. That can help aerospace manufacturers manage complex part flows, project-based work, supplier coordination, and documentation more consistently. Kinetic is a fit for aerospace and defense organizations that need governance, compliance, analytics, and global business management inside one platform.

AI ERP Supported

Epicor Kinetic is an AI-powered ERP system for manufacturers that want automation and decision support inside core business workflows. Through Epicor Prism, it adds AI-supported capabilities for information access, workflow assistance, and newer use cases such as RFQ and supplier communications. That can help reduce manual effort and improve responsiveness across finance, supply chain, production, inventory, quality, service, and analytics. Kinetic is a fit for organizations evaluating AI ERP software that supports day-to-day operational processes instead of acting as a separate tool.

Epicor Kinetic supports AI-powered supply chain management by combining purchasing, supplier relationship management, inventory, warehouse management, shipping and receiving, analytics, and planning inside one ERP platform. Through Epicor Prism, it also adds AI-supported capabilities for RFQ and supplier communication workflows. That can help manufacturers respond to supply disruptions with more context and less manual coordination. Kinetic is a fit for organizations seeking cloud-first, AI-enabled supply chain software connected to production, quality, and financial data.

APS Supported

Epicor Kinetic includes advanced planning and scheduling (APS) capabilities for manufacturers that need tighter control of capacity, timing, and resource utilization. It supports forecasting, master production scheduling, materials planning, and resource-based scheduling so teams can align supply with production demand. That can help improve schedule visibility, on-time delivery, and machine or work-center utilization. Kinetic is a fit for manufacturers that need APS software connected to ERP data, inventory, purchasing, and shop floor execution.

Automotive ERP Supported

Epicor Kinetic is an automotive ERP option for manufacturers and suppliers that need connected planning, production, inventory, quality, supply chain, and financial workflows. It helps operations respond to changing demand, supplier coordination, traceability, and multi-site execution with shared operational and financial data. Kinetic supports MRP, scheduling, shop floor coordination, analytics, and global business management in one platform. It is a fit for automotive manufacturers that need cloud-first ERP, browser-based workflows, and integration tools across plants and supplier networks.

Discrete ERP Supported

Epicor Kinetic is a discrete ERP system for manufacturers that need detailed control over jobs, materials, schedules, inventory, quality, and financial results. It supports part structures, routing, job tracking, traceability, MRP, planning and scheduling, and shop floor coordination inside one platform. Kinetic is a fit for discrete, make-to-order, engineer-to-order, and mixed-mode manufacturers that need browser-based access, multi-site visibility, and support for cloud, on-premises, or hybrid deployment. Epicor Prism adds AI-supported capabilities for selected ERP workflows.

Epicor Kinetic supports distribution accounting by linking financial processes with inventory, purchasing, warehouse activity, shipping, and order management inside one ERP platform. It helps organizations track receivables, payables, inventory-related costs, margins, and multi-site financial results with better operational context. That can be useful for companies with both manufacturing and distribution operations. Kinetic is a fit for businesses that need distribution accounting software connected to physical goods movement, supply chain activity, and browser-based ERP workflows.

Epicor Kinetic is used in electronics manufacturing environments that need stronger coordination across supply chain, inventory, production, quality, service, and reporting. It helps electronics manufacturers manage planning, component availability, shop floor execution, traceability, and multi-site operations within one manufacturing ERP platform. That can be important in fast-moving, specification-driven environments that require analytics, product management, governance, and compliance. Kinetic is a fit for electronics and high-tech manufacturers that need cloud-first ERP and browser-based workflows across distributed teams and global operations.

ERP Supported

Epicor Kinetic is a cloud-first, AI-powered ERP system for manufacturers that need connected operational and financial workflows. It unifies finance, supply chain, production, inventory, quality, service, analytics, and reporting in one platform so teams can work from shared data instead of disconnected systems. Kinetic is a fit for discrete, make-to-order, engineer-to-order, and mixed-mode manufacturers that need browser-based workflows, role-based access, and support for cloud, on-premises, or hybrid deployment. Epicor Prism adds AI-supported automation and decision support for selected ERP workflows.

Manufacturing Supported

Epicor Kinetic is manufacturing software for companies that need connected workflows across production, planning, inventory, quality, supply chain, finance, and service. It supports common manufacturing needs such as job management, materials planning, scheduling, shop floor coordination, traceability, and operational analytics. Kinetic is a fit for discrete, make-to-order, engineer-to-order, and mixed-mode manufacturers that need multi-site visibility, browser-based access, and support for cloud, on-premises, or hybrid deployment.

Manufacturing ERP Supported

Epicor Kinetic is a cloud-first, AI-powered manufacturing ERP system that connects finance, supply chain, production, inventory, quality, service, analytics, and reporting in one platform. It gives manufacturers end-to-end visibility from quoting and planning through production, shipment, and financial close. Kinetic is a fit for discrete, make-to-order, engineer-to-order, and mixed-mode manufacturers that need browser-based workflows, MRP, planning and scheduling, global business management, and support for cloud, on-premises, or hybrid deployment. Epicor Prism adds AI-supported capabilities for selected manufacturing ERP workflows.

Epicor Kinetic supports manufacturing execution workflows through its production management capabilities and its connection to Epicor Advanced MES. It helps manufacturers coordinate jobs, scheduling, materials, quality, and production data while extending shop floor visibility with real-time operator and machine data capture. That can improve work-in-process tracking, traceability, and continuous improvement efforts. Kinetic is a fit for manufacturers that want manufacturing execution software aligned with ERP, planning, and operational reporting in one connected environment.

Epicor Kinetic includes manufacturing inventory management capabilities for tracking materials, stock levels, warehouse activity, replenishment, and inventory-related planning within a broader ERP system. It helps manufacturers manage raw materials, work in process, and finished goods alongside purchasing, production scheduling, shipping, and quality workflows. That can improve stock visibility, reduce shortages, and support more accurate planning across plants or business units. Kinetic is a fit for manufacturers that need inventory management software connected to MRP, supply chain, and financial data.

Mixed Mode ERP Supported

Epicor Kinetic is a mixed-mode ERP system for manufacturers that combine different production models in one business. It connects planning, inventory, supply chain, production, quality, finance, and reporting in one platform so teams can manage custom jobs, repeat production, service, and project-based work without relying on separate systems. That can help manufacturers standardize workflows across varied operating models. Kinetic is a fit for organizations that need mixed-mode ERP with browser-based access, multi-site visibility, and support for cloud, on-premises, or hybrid deployment.

MRP Supported

Epicor Kinetic includes material requirements planning (MRP) capabilities for manufacturers that need to balance supply, demand, inventory, and production timing. It supports forecasting, master production scheduling, purchasing, job management, and planning workbench processes inside one manufacturing ERP system. That can help manufacturers generate purchase, production, and transfer suggestions based on demand signals, available supply, and planning rules. Kinetic is a fit for discrete, make-to-order, engineer-to-order, and mixed-mode manufacturers that need MRP connected to shop floor activity, inventory, and financial data.

Epicor Kinetic can be relevant for process manufacturing categories when a company operates in mixed-mode environments that combine process-oriented workflows with discrete production. It provides planning, inventory, supply chain, quality, project, service, and financial management capabilities inside one manufacturing ERP system. That can help organizations connect materials, scheduling, compliance, reporting, and business management across different production models. Kinetic is a fit for manufacturers that need one platform to coordinate diverse operational requirements.

Epicor Kinetic supports product data management as part of its manufacturing ERP and PLM capabilities. It helps manufacturers connect product structures, part data, engineering information, document control, and downstream production processes in one system. That can be useful for managing engineering changes, configurable products, and product data that must stay aligned across quoting, planning, purchasing, and manufacturing. Kinetic is a fit for discrete, engineer-to-order, and mixed-mode manufacturers that need product information connected to operational workflows and browser-based access across teams.

Epicor Kinetic provides supply chain management capabilities within a cloud-first manufacturing ERP platform. It includes purchasing, supplier relationship management, inventory management, warehouse management, shipping and receiving, and supply chain analytics to help manufacturers coordinate materials and fulfillment. That can improve visibility across suppliers, inventory, production schedules, and order management. Kinetic is a fit for manufacturers that need supply chain software connected to production, quality, and financial reporting, with integration options for tools such as SourceDay, Avalara, and Sovos.

Categories

Accounting Supported
Accounts Payable Supported
AI ERP Supported
Automotive ERP Supported
Batch Tracking Supported
Blog Supported
Content Management Supported
CPQ Supported
CRM Supported
Digital Signature Supported
Discrete ERP Supported
eCommerce Supported
Email Marketing Supported
Employee Referral Supported
Equipment Rental Supported
ERP Supported
Event Management Supported
Finance Supported
Fleet Management Supported
General Ledger Supported
Healthcare ERP Supported
Help Desk Supported
Human Resources Supported
Inventory Control Supported
Live Chat Supported
Logistics Supported
Manufacturing Supported
MRP Supported
Order Management Supported
Point of Sale Supported
Procurement Supported
Project Management Supported
Project Planning Supported
Project Tracking Supported
Quality Management Supported
Quoting Supported
Recruiting Supported
Recurring Billing Supported
Rental Supported
Restaurant POS Supported
Retail POS Systems Supported
School ERP Supported
SMS Marketing Supported
Survey Supported
Time Tracking Supported
Website Builder Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Supported
Fund Accounting Not Supported
General Ledger Supported
Government Not Supported
Multi-Currency Supported
Nonprofits Supported
Payroll Management Supported
Project Accounting Supported
Purchase Orders Supported
Tax Management Supported

ERP Features

Accounting Integration Supported
Accounting Management Supported
CRM Supported
Dashboard Supported
Distribution Management Supported
Enterprise Asset Management Supported
Financial Management Supported
HR Management Supported
Inventory Management Supported
Order Management Supported
Project Management Supported
Purchase Order Management Supported
Purchasing Supported
Reporting/Analytics Supported
Sales Management Supported
Supply Chain Management Supported
Warehouse Management Supported

MRP Features

Bills of Material Supported
Compliance Management Supported
Document Management Supported
Forecasting Supported
Formula Management Supported
Inventory Management Supported
Order Management Supported
Process Manufacturing Supported
Product Configurator Supported
Production Scheduling Supported
Quality Control Supported
Quality Management Supported
Quote Management Supported
Reporting/Analytics Supported
Resource Management Supported
Safety Management Supported
Supplier Management Supported
Supply Chain Management Supported

Manufacturing Features

Accounting Integration Supported
ERP Supported
Maintenance Management Supported
MES Supported
MRP Supported
Purchase Order Management Supported
Quality Management Supported
Quotes/Estimates Supported
Reporting/Analytics Supported
Safety Management Supported
Shipping Management Supported

Manufacturing Execution Features

Document Management Supported
Forecasting Supported
Quality Control Supported
Quote Management Supported
Resource Management Supported
Supplier Management Supported
Supply Chain Management Supported
Traceability Supported

Supply Chain Management Features

Demand Planning Supported
Electronic Data Interchange Supported
Import / Export Management Supported
Inventory Management Supported
Order Fulfillment Supported
Order Management Supported
Sales & Operations Planning Supported
Shipping Management Supported
Supplier Management Supported
Transportation Management Supported
Warehouse Management Supported

APS Features

Automated Scheduling Supported
Capacity Planning Supported
Change Management Supported
Constraint Management Supported
Demand Planning Supported
KPIs Supported
MRP Supported
Order Management Supported
Production Scheduling Supported
Quality Management Supported
What-if Analysis Supported

Product Data Management Features

Bill of Material Management Supported
Document Management Supported
Formula Management Supported
Product Analytics Supported
Product Lifecycle Management Supported
Testing Management Supported
Version Control Supported

Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Supported
Billing & Invoicing Supported
Cash Management Supported
CPA Firms Supported
Cryptocurrency Support Not Supported
Expense Tracking Supported
Fixed Asset Management Supported
Fund Accounting Supported
General Ledger Supported
Government Supported
Multi-Currency Supported
Nonprofits Supported
Payroll Management Supported
Project Accounting Supported
Purchase Orders Supported
Tax Management Supported

ERP Features

Accounting Integration Supported
Accounting Management Supported
CRM Supported
Dashboard Supported
Distribution Management Supported
Enterprise Asset Management Supported
Financial Management Supported
HR Management Supported
Inventory Management Supported
Order Management Supported
Project Management Supported
Purchase Order Management Supported
Purchasing Supported
Reporting/Analytics Supported
Sales Management Supported
Supply Chain Management Supported
Warehouse Management Supported

MRP Features

Bills of Material Supported
Compliance Management Supported
Document Management Supported
Forecasting Supported
Formula Management Supported
Inventory Management Supported
Order Management Supported
Process Manufacturing Supported
Product Configurator Supported
Production Scheduling Supported
Quality Control Supported
Quality Management Supported
Quote Management Supported
Reporting/Analytics Supported
Resource Management Supported
Safety Management Supported
Supplier Management Supported
Supply Chain Management Supported

Manufacturing Features

Accounting Integration Supported
ERP Supported
Maintenance Management Supported
MES Supported
MRP Supported
Purchase Order Management Supported
Quality Management Supported
Quotes/Estimates Supported
Reporting/Analytics Supported
Safety Management Supported
Shipping Management Supported

Manufacturing Execution Features

Document Management Supported
Forecasting Supported
Quality Control Supported
Quote Management Supported
Resource Management Supported
Supplier Management Supported
Supply Chain Management Supported
Traceability Supported

Supply Chain Management Features

Demand Planning Supported
Electronic Data Interchange Supported
Import / Export Management Supported
Inventory Management Supported
Order Fulfillment Supported
Order Management Supported
Sales & Operations Planning Supported
Shipping Management Supported
Supplier Management Supported
Transportation Management Supported
Warehouse Management Supported

Accounts Payable Features

Approval Process Control Supported
Bank Reconciliation Supported
Cash Management Supported
Check Writing Supported
Duplicate Payment Alert Supported
Fraud Detection Not Supported
General Ledger Entry Supported
Vendor Management Supported

Agile Project Management Tools Features

Backlog Management Supported
Feedback Management Supported
Gantt/Timeline View Supported
Kanban Board Supported
Prioritization Supported
Request Management Supported
Resource Management Supported
Retrospectives Management Supported
Status Tracking Supported
Supports Scrum Supported
Team Management Supported
Template Management Supported
Workflow Management Supported

Appointment Scheduling Features

Appointment Reminders Supported
Automated Scheduling Supported
Calendar Sync Supported
Client Database Supported
Group Scheduling Supported
Mobile Access Supported
Multi-Location Supported
Online Booking Supported
Online Payments Supported
Recurring Appointments Supported
Room Booking Management Not Supported

Billing and Invoicing Features

Billing Portal Supported
Contact Database Supported
Contingency Billing Supported
Customer Portal Supported
Customizable Invoices Supported
Dunning Management Supported
Hourly Billing Supported
Invoice History Supported
Mobile Payments Supported
Multi-Currency Supported
Online Invoicing Supported
Online Payments Supported
Payment Processing Supported
Project Billing Supported
Recurring/Subscription Billing Supported
Service Ticket Billing Supported
Tax Calculator Supported

Blog Features

Analytics Supported
Collaborative Writing Supported
Comment Moderation Supported
File Sharing Supported
Group Posting Supported
Monetization Tools Supported
Post Management Supported
Search Supported
WYSIWYG Rich Text Editing Not Supported

Business Management Features

Billing & Invoicing Supported
CRM Supported
Employee Management Supported
Financial Management Supported
Inventory Management Supported
Marketing Management Supported
Order Management Supported
Point of Sale (POS) Supported
Project Management Supported
Purchasing Supported
Scheduling Supported
Time & Expense Tracking Supported
Training Management Supported
Vendor Management Supported

CPQ Features

2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Supported
eCommerce Supported
Guided Selling Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Supported
Self Service Portal Supported

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Content Management Features

Audio Content Supported
Customizable Templates Supported
Document Indexing Supported
E-forms Supported
Full Text Search Supported
Image Editor Supported
SEO Management Supported
Text Editor Supported
Version Control Supported
Video Content Supported
Website Management Supported

Contract Management Features

Buy Side (Suppliers) Supported
Completion Tracking Supported
Compliance Tracking Supported
Contract Lifecycle Management Supported
Electronic Signature Supported
Full Text Search Supported
Government Contracts Supported
Pre-built Templates Supported
Sell Side (Customers) Supported
Specialty Contracts Supported
Version Control Supported
Workflow Management Supported

Digital Signature Features

Audit Trail Supported
Authentication Supported
Auto Reminders Supported
Customizable Templates Supported
Document Analytics Supported
Mobile Signature Supported
Multi-Party Signing Supported
Progress Tracking Supported
Task Progress Tracking Supported

Document Management Features

Access Controls Supported
Archiving & Retention Supported
Collaboration Tools Supported
Compliance Tracking Supported
Document Archiving Supported
Document Assembly Supported
Document Capture Not Supported
Document Conversion Supported
Document Delivery Supported
Document Indexing Supported
Document Retention Supported
Electronic Signature Supported
Email Management Supported
File Recovery Supported
File Type Conversion Supported
Forms Management Supported
Full Text Search Supported
Offline Access Supported
Optical Character Recognition Supported
Print Management Supported
Version Control Supported

Email Marketing Features

A/B Testing Supported
Artificial Intelligence Not Supported
Auto-Responders Supported
CAN SPAM Compliance Supported
Customer Surveys Supported
Drip Campaigns Supported
Dynamic Content Supported
Event Triggered Email Supported
Image Library Supported
Landing Pages/Web Forms Supported
Mailing List Management Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

Equipment Maintenance Features

Customer Database Supported
Dispatch Management Supported
Equipment Tracking Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Warranty Tracking Supported
Work Order Management Supported

Equipment Rental Features

Asset Tracking Supported
Barcoding Supported
Billing and Invoicing Supported
Customer Management Supported
Inventory Management Supported
Maintenance Management Supported
Order Management Supported
Reservations Management Supported
Utilization Reporting Supported

Event Management Features

Attendee Management Supported
Badge Management Not Supported
Conferences / Conventions Supported
Exhibit / Vendor Management Supported
Gamification Not Supported
Room Block Management Not Supported
Social Media Promotion Supported
Sponsorship Management Supported
Surveys & Feedback Supported
Ticketing Supported
Volunteer Management Supported
Weddings / Parties Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

Fleet Management Features

Dispatch Management Supported
Employee Management Supported
Fuel Management Supported
GPS Tracking Supported
Incident Reporting Not Supported
Inspection Management Supported
Inventory Management Supported
Maintenance Management Supported
Mileage Tracking Supported
Motor Pool Supported
Routing Supported
Tire Management Not Supported
VIN Lookup Supported
Work Order Management Supported

Help Desk Features

Alerts / Escalation Supported
Automated Routing Supported
Community Forums Supported
Customizable Branding Supported
Document Storage Supported
Email Integration Supported
Incident Management Not Supported
Interaction Tracking Supported
IT Asset Management Supported
Knowledge Base Supported
Known Issue Management Supported
Live Chat Supported
Multi-Channel Communication Supported
Multiple Brands / Products Supported
Network Monitoring Supported
Real-time Chat Supported
Self Service Portal Supported
Service Level Agreement (SLA) Management Supported
Ticket Management Supported

Human Resources Features

360 Degree Feedback Supported
Applicant Tracking Supported
Attendance Management Supported
Benefits Management Supported
Career Development Planning Supported
Compensation Management Supported
Compliance Management Supported
Employee Database Supported
Employee Lifecycle Management Supported
Onboarding Not Supported
Payroll Management Supported
Performance Management Supported
Recruiting Management Supported
Self Service Portal Not Supported
Succession Planning Supported
Time & Attendance Management Supported
Time Off Management Not Supported
Timesheets Supported
Training Management Supported

Inventory Control Features

Allocation Supported
Barcoding Supported
Cost Tracking Supported
Forecasting Supported
Item Management Supported
Order Management Supported
Procurement Management Supported
Reorder Management Supported
Serial Number Tracking Supported
SKU / UPC Codes Supported
Supplier Management Supported

Inventory Management Features

Alerts/Notifications Supported
Barcoding / RFID Supported
Forecasting Supported
Inventory Optimization Supported
Kitting Supported
Manufacturing Inventory Management Supported
Mobile Access Supported
Multi-Channel Management Supported
Product Identification Supported
Reorder Management Supported
Reporting/Analytics Supported
Retail Inventory Management Supported
Supplier Management Supported
Warehouse Management Supported

Learning Management Systems (LMS) Features

Academic / Education Supported
Asynchronous Learning Supported
Blended Learning Supported
Built-In Course Authoring Supported
Corporate / Business Supported
Customizable Not Supported
eCommerce Supported
eLearning Companies Supported
Gamification Supported
Learner Portal Supported
Mobile Learning Supported
Open Source Not Supported
SCORM Compliance Supported
Synchronous Learning Supported
Video Conferencing Supported

Live Chat Features

Canned Responses Supported
Customizable Branding Supported
Geo Targeting Supported
Offline Form Supported
Proactive Chat Supported
Screen Sharing Not Supported
Third Party Integration Supported
Transfers / Routing Not Supported
Website Visitor Tracking Supported

Logistics Features

3PL Not Supported
Barcoding / RFID Supported
Container Tracking Supported
CRM Supported
Cross Docking Supported
Fleet Management Supported
Inventory Management Supported
Order Management Supported
Purchasing Supported
Scheduling Supported
Shipping Management Supported
Transportation Management Supported

Low-Code Development Features

AI-Assisted Development Supported
Business Process Automation Supported
Collaborative Development Supported
Data Aggregation and Publishing Supported
Deployment Management Supported
Drag & Drop Supported
Integrations Management Supported
Iteration Management Supported
Performance Monitoring Supported
Requirements Management Supported
Templates Supported
Visual Modeling Supported
Web / Mobile App Development Supported
Workflow Management Supported

Maintenance Management Features

Asset Tracking Supported
Billing & Invoicing Supported
Calibration Management Supported
Dispatch Management Supported
Inventory Control Supported
Inventory Management Supported
Key & Lock Management Supported
Mobile Access Supported
Planning Calendar Supported
Predictive Maintenance Supported
Preventive Maintenance Supported
Purchasing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Marketing Automation Features

A/B Testing Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Not Supported
Content / Blogging Platform Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Supported
Search Marketing Supported
Segmentation Supported
Social Marketing Supported
Website Visitor Tracking Supported

Mobile App Development Features

Access Controls / Permissions Supported
Any App Development Language Supported
Collaboration Tools Supported
Compatibility Testing Supported
Data Modeling Supported
Debugging Supported
Drag and Drop Editor Supported
Enterprise Mobility (EMM/MAM) Supported
FaceID and TouchID Supported
For Consumer Apps Supported
For Enterprise Apps Supported
Integration Options Supported
Mobile App Security Supported
Multi-Factor Authentication (MFA) Supported
Multiple Apps from Same Base Supported
No Dependencies Supported
No-Code Supported
Reporting / Analytics Supported
Single Sign-On (SSO) Supported
Source Control Supported
Visual Editor Supported

No-Code Development Features

AI-Assisted Development Supported
Business Process Automation Supported
Collaborative Development Supported
Data Aggregation and Publishing Supported
Deployment Management Supported
Drag & Drop Supported
Integrations Management Supported
Iteration Management Supported
Performance Monitoring Supported
Requirements Management Supported
Templates Supported
Visual Modeling Supported
Web / Mobile App Development Supported
Workflow Management Supported

Order Management Features

Back Order Management Supported
Catalog Management Supported
Inventory Management Supported
Order Entry Supported
Order Fulfillment Supported
Order Tracking Supported
Recurring Orders Supported
Returns Management Supported
Shipping Management Supported
Special Order Management Supported

Performance Management Features

360 Degree Feedback Supported
Compensation Management Supported
Custom Rating Scales Supported
Customizable Templates Supported
Individual Development Plans Supported
On-going Performance Tracking Supported
Peer Appraisals Supported
Review Cycle Tracking Supported
Self Service Portal Supported
Self-Appraisals Supported
Skills Assessments Supported
Weighted Performance Measures Supported

Point of Sale Features

Barcode Scanning Supported
Commission Management Supported
Cryptocurrency Support Not Supported
Customer Account Profiles Supported
Discount Management Supported
eCommerce Integration Supported
Electronic Signature Supported
Gift Card Management Supported
Loyalty Program Supported
Multi-Location Supported
Restaurant POS Supported
Retail POS Supported
Returns Management Supported

Preventive Maintenance Features

Condition Monitoring Supported
Inspection Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Predictive Maintenance Supported
Purchasing Supported
Reminders Supported
To-Do List Supported
Vendor Management Supported
Work Order Management Supported

Procurement Features

Asset Management Supported
Auction Management Supported
Bid Management Supported
Budget Management Supported
Catalog Management Supported
Contract Management Supported
Inventory Management Supported
Invoice Processing Supported
PunchOut Supported
Purchase Order Management Supported
Receiving Supported
Requisitions & Approvals Not Supported
Sourcing Management Supported
Spend Management Supported
Supplier Management Supported

Product Lifecycle Management Features

Change Management Supported
Compliance Management Supported
Cost Tracking Supported
Design Management Supported
Document Management Supported
Product Data Management Supported
Project Management Supported
Requirements Management Supported
Supplier Management Supported

Project Management Features

Agile Methodologies Supported
Budget Management Supported
Client Portal Not Supported
Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Customizable Templates Supported
Gantt Charts Supported
Idea Management Supported
Kanban Board Supported
Milestone Tracking Supported
Portfolio Management Not Supported
Resource Management Supported
Time & Expense Tracking Supported
Traditional Methodologies Supported

Project Planning Features

Agile Methodologies Supported
Budget Management Supported
Collaboration Tools Supported
Due Date Tracking Supported
Gantt Charts Supported
Kanban Board Supported
Prioritization Supported
Progress Tracking Supported
Resource Management Supported
Task Management Supported
Template Management Supported
Traditional Methodologies Supported

Project Tracking Features

Collaboration Tools Supported
Cost-to-Completion Tracking Supported
Gantt Charts Supported
Kanban Board Supported
Milestone Tracking Supported
Percent-Complete Tracking Supported
Prioritization Supported
Status Tracking Supported
Time & Expense Tracking Supported

Quality Management Features

Audit Management Supported
Complaint Management Supported
Compliance Management Supported
Corrective and Preventive Actions (CAPA) Supported
Defect Tracking Supported
Document Control Supported
Equipment Management Supported
ISO Standards Management Supported
Maintenance Management Supported
Risk Management Supported
Supplier Quality Control Supported
Training Management Supported

Quoting Features

Automated Quoting Supported
Catalog Management Supported
Client Portal Supported
Contact Management Supported
Customer Accounts Supported
Customizable Branding Supported
Discount Management Supported
Forms Creation Supported
Pricing Management Supported
Product Configurator Supported
Proposal Management Supported

Recruiting Features

Assessments Supported
Background Screening Supported
CRM Supported
Interaction Tracking Supported
Internal HR Supported
Interview Management Supported
Job Board Posting Supported
Job Requisition Supported
Onboarding Supported
Recruiting Firms Not Supported
Reference Checking Supported
Resume Parsing Supported
Self Service Portal Supported

Recurring Billing Features

Customer Portal Supported
Deferred Billing Supported
Discount Management Supported
Dunning Management Supported
Invoice History Supported
Multi-Currency Supported
Multi-Period Recurring Billing Supported
Payment Processing Supported
Recurring Donations Supported
Subscription Billing Supported

Rental Features

Auto / Boat Rental Supported
Contract Management Supported
Inspection Management Supported
Inventory Management Supported
Late Fee Calculation Supported
Maintenance Management Supported
Medical Equipment Rental Supported
Multi-Location Supported
Online Booking Supported
Rate Management Supported
Recurring Rentals Supported
Reservations Management Supported
Scheduling Supported
Short / Long Term Rental Supported

Restaurant POS Features

Delivery Management Supported
Gift Card Management Supported
Inventory Management Supported
Loyalty Program Supported
Mobile Access Supported
Online Ordering Supported
Order Management Supported
Reporting/Analytics Supported
Separate Checks Supported
Split Checks Supported
Table Management Supported
Tips Management Supported

Retail POS Systems Features

Barcode Scanning Supported
Commission Management Supported
Discount Management Supported
eCommerce Supported
Gift Card Management Supported
Inventory Management Supported
Loyalty Program Support Supported
Pricing Management Supported
Returns Tracking Supported
Sales Tracking Supported
Touch Screen Supported

SMS Marketing Features

2-Way Messaging Supported
Artificial Intelligence Not Supported
Contact Management Supported
Mass Texting Supported
Message Personalization Supported
MMS Supported
Mobile Coupons Supported
Mobile Keywords Supported
Polls / Voting Supported
Reporting/Analytics Supported
Scheduled Messaging Supported
Shortcodes Supported
Text-to-Win Supported

Social Media Management Features

Automated Publishing Supported
Brand Tracking Supported
Content Management Supported
Customer Engagement Supported
Multi-Account Management Supported
Multi-User Collaboration Supported
Post Scheduling Supported
Reporting/Analytics Supported
Social Media Monitoring Supported

Social Media Marketing Features

Analytics Supported
Automated Publishing Supported
Contact Management Supported
Content Management Supported
Conversion Tracking Supported
Customer Targeting Supported
Keyword Filtering Supported
Multi-Account Management Supported
Post Scheduling Supported

Social Media Monitoring Features

Audience Segmentation Supported
Competitive Analysis Supported
Configurable Alerts Supported
Customer Engagement Supported
Dashboard Supported
Impact Scoring Supported
Influencer Tracking Supported
Reputation Management Supported
Sentiment Analysis Supported
Trend Tracking Supported

Subscription Management Features

Cancellation Management Supported
Discount / Coupon Management Supported
Dunning Management Supported
Enrollment Management Supported
Product Catalog Supported
Recurring Billing Supported
Revenue Recognition Supported
Revenue Recovery Tools Supported
Self Service Portal Supported
Subscription Plan Management Supported
Tax Management Supported
Trial Management Supported
Usage Tracking/Analytics Supported

Survey Features

Custom Survey URLs Supported
Data Analysis Tools Supported
Email Marketing Supported
Mobile Survey Supported
Offline Response Collection Supported
Paper Survey Supported
Question Branching Supported
Question Library Supported
Site Intercept Survey Supported
Skip Logic Supported
Supports Audio / Images / Video Supported

Time Tracking Features

Automatic Time Capture Supported
Billable & Non-Billable Hours Supported
Billing & Invoicing Supported
Employee Database Supported
Expense Tracking Supported
Mobile Time Tracking Supported
Multiple Billing Rates Supported
Offline Time Tracking Supported
Online Time Tracking Supported
Overtime Calculation Supported
Time per Project Reporting Supported
Timesheet Management Supported
Vacation / Leave Tracking Supported

Warehouse Management Features

3PL Management Not Supported
Barcoding / RFID Supported
Category Customization Supported
Channel Management Supported
Demand Planning Supported
Inventory Management Supported
Location Control Supported
Order Management Supported
Purchasing Supported
Quality Control Supported
Receiving / Putaway Management Supported
Returns Management Supported
Shipping Management Supported

Website Builder Features

Auto Update Supported
Content Import / Export Supported
Drag & Drop Supported
Invoices Supported
Landing Pages / Web Forms Supported
Newsletter Management Supported
Online Booking Supported
Online Store Builder Supported
Pre-built Templates Supported
Real Time Editing Supported
SEO Supported
Survey Builder Supported
White Label Not Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

eCommerce Features

Catalog Management Supported
Channel Management Supported
CRM Supported
Customer Accounts Supported
Data Security Supported
Email Marketing Supported
Inventory Management Supported
Kitting Supported
Loyalty Program Supported
Mobile Access Supported
Multi-Store Management Supported
Order Management Supported
Product Configurator Supported
Promotions Management Supported
Returns Management Supported
Reviews Management Supported
SEO Management Supported
Shopping Cart Supported
Templates Supported

eLearning Authoring Tools Features

Content Import / Export Supported
Course Publishing Supported
Gamification Not Supported
Instructor-Led Courses Supported
Interactive Content Supported
PowerPoint Conversion Not Supported
Self-Paced Courses Supported
Storyboarding Not Supported
Template Management Supported
Test / Quiz Creation Supported
Video Management Supported

Integrations

BarTender Supported
EBizCharge Supported
FastBound Supported
FiniFi Supported
Netstock Supported
Peaka Supported
Prodsmart Supported
Salesforce Data 360 Supported
StarfishETL Supported
StockIQ Supported
Brevo Not Supported
Desktop.com Not Supported
EMAsphere Not Supported
HubSoft Not Supported
HubSpot CRM Not Supported
Open HRMS Not Supported
Playgeko Not Supported
PrestaShop Not Supported
SENTINEL Supported
Shopify Not Supported

Integrations

BarTender Supported
EBizCharge Supported
FastBound Supported
FiniFi Supported
Netstock Supported
Peaka Supported
Prodsmart Supported
Salesforce Data 360 Supported
StarfishETL Supported
StockIQ Supported
Brevo Supported
Desktop.com Supported
EMAsphere Supported
HubSoft Supported
HubSpot CRM Supported
Open HRMS Supported
Playgeko Supported
PrestaShop Supported
SENTINEL Not Supported
Shopify Supported