--- title: "Striven Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Striven Software - reviews, pricing plans, popular comparisons to other Project Management products and more." source_url: "https://www.capterra.com/p/134106/Striven/" page_type: "product" language: "en" --- # Striven Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 31, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Users](#users)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Striven ## What is Striven? Finish projects on time, within budget, and increase project profitability. Striven's project management software helps you organize your team with project planning, tracking, and collaboration tools. Scheduling from a shared calendar makes planning easy, while centralized data storage means no task is missed. Report on project profitability and status throughout the course of your projects. Manage changes effortlessly and keep customers informed and happy. ## What is Striven used for? [Business Management](https://www.capterra.com/business-management-software/)[Project Management](https://www.capterra.com/project-management-software/)[Accounting](https://www.capterra.com/accounting-software/) Recognitions Shortlist Best ease of use Best value for money Top alternative Featured Overall rating Based on 130 user reviews Reviews sentiment Positive 100% Neutral 0% Negative 0% Starting price $35 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... - Accounting / 2025 - Field Service Management / 2025 - General Ledger / 2025 Our "Best of" badge program showcases products with the highest ratings... - Business Management / 2026 - Construction Management / 2026 - CRM / 2026 - Distribution / 2026 - Enterprise Resource Planning / 2026 - Food Manufacturing / 2026 - General Ledger / 2026 - Inventory Management / 2026 - IT Project Management / 2026 - Medical Accounting / 2026 - Professional Services Automation / 2026 - Property Management / 2026 - Real Estate Accounting / 2026 Our "Best of" badge program showcases products with the highest ratings... - Accounting / 2026 - Advertising Agency / 2026 - Bill of Materials / 2026 - Business Management / 2026 - Construction Management / 2026 - Contractor Management / 2026 - CRM / 2026 - Distribution / 2026 - Engineering Accounting / 2026 - Enterprise Resource Planning / 2026 - Field Service Management / 2026 - Food Manufacturing / 2026 - General Ledger / 2026 - Human Resources / 2026 - HVAC / 2026 - Inventory Management / 2026 - IT Project Management / 2026 - Manufacturing / 2026 - Medical Accounting / 2026 - Professional Services Automation / 2026 - Project Accounting / 2026 - Project Management / 2026 - Property Management / 2026 - Real Estate Accounting / 2026 - Remote Work / 2026 Do you work for Striven?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.striven.com&name=Striven) Rating Breakdown 4.8 +− Features4.7 Value for Money4.7 Ease of Use4.6 Customer Service4.8 Rating Breakdown 4.8 Features4.7 Value for Money4.7 Ease of Use4.6 Customer Service4.8 ## Striven Reviewers Verdict Updated August 2026 AI summary - Striven is a strong fit for small businesses and teams seeking to unify project management, accounting, and operations in one platform. - Users most consistently value the responsive support, collaborative tools, intuitive interface, and organizational benefits it brings to daily workflows. - It helps teams stay organized, coordinate projects, and centralize information, reducing time spent on manual processes and duplicate systems. - Buyers report negative points such as limited third-party integrations and some constraints in customizing or generating detailed reports. - Striven suits teams prioritizing all-in-one organization and responsive help, but those with complex integration or advanced reporting needs may want to weigh alternatives. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Striven 4.8 (130) VS. [4.2 (2,068)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting Price $35 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (130) Ease Of Use 4.0 (7,755) Value For Money 4.7 (104) Value For Money 3.9 (6,663) Customer Service 4.8 (116) Customer Service 3.8 (6,368) ## Striven alternatives Highest Rated [4.4 (3,324)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.3 (716)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.2 (1,328)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.0 (625)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/) Starting price $124.42 Per User, Per Month Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/134106/Striven/alternatives/) ## FAQs about Striven Overview ### What problems does Striven solve? Striven solves scattered business operations, duplicate data entry, and disjointed workflows by combining CRM, project tracking, inventory, accounting, HR, and customer communication in one system. Operations teams, bookkeepers, project managers, field staff, and growing small businesses use it to stay organized, speed onboarding, and reduce implementation friction with responsive support. Answer based on 63 reviews Overview ### Which roles and teams benefit most from Striven? Striven is most used by business owners, CEOs, presidents, and CFOs who need unified visibility into operations, finances, and company performance. Operations managers, office administrators, and team leaders use it to streamline workflows, track tasks, manage resources, and support accounting processes, billing, and day-to-day business coordination. Answer based on 130 reviews Overview ### What company size and industries is Striven built for? Striven is built primarily for small businesses, which make up 87% of reviewers, with construction leading industries at 11%. It also serves accounting, supply chain, logistics, retail, ecommerce, manufacturing, contracting, field services, IT services, professional services, and medical practices, aligning with reviewer concentration in accounting at 9% and IT services at 7%. Answer based on 130 reviews Features and Usability ### What are the key features of Striven? Striven includes core ERP features such as project management with task tracking and timesheets, accounting and invoicing, CRM, and inventory management. Differentiating features include customizable reports and dashboards, document sharing and team collaboration, customer portals, and workflow automation, giving teams one system for operations, communication, and job visibility. Answer based on 45 reviews Pricing ### How much does it cost and what fees or limitations are included? Striven starts at $35 per user/month for the Standard plan, with Enterprise at $70 per user/month. The per-user price decreases as the number of users increases on Enterprise. A free trial is available. Standard includes user-based pricing and set limits on API usage, records, and custom fields. Answer based on 5 reviews Integrations ### Which third-party tools and platforms does Striven integrate with? Striven integrates with QuickBooks Online, Shopify, WooCommerce, Stripe, ShipStation, Gmail, Google Calendar, and Twilio. It connects to 10 third-party tools overall, covering accounting, ecommerce, shipping, communication, and scheduling, with additional links to platforms such as Pipedrive, Zapier, Squarespace, Adobe Commerce, and Square Invoices. Answer based on 14 reviews Getting Started and Support ### What training and onboarding options does Striven offer? Striven provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover scheduled learning sessions, documentation offers written reference material, and videos provide self-paced viewing for feature review and setup support. Answer based on 7 reviews Getting Started and Support ### What customer support options does Striven offer, and how do users rate the experience? Striven offers email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live representatives, and chat. Users generally describe support as responsive, helpful, and staffed by real people who assist with setup, training, and troubleshooting. A few reviewers report difficulty reaching support or waiting several days for responses during technical issues. Answer based on 29 reviews Security ### How does Striven handle data security and access control? Striven uses role-based access controls, including granular settings that let teams limit visibility to only necessary information. It also supports broad cloud access from anywhere and on multiple devices, which users value for convenience. Some reviewers note that one license provides access to everything, which may reduce feature-level access separation. Answer based on 12 reviews ## Who uses Striven? Based on Capterra reviews from the past 6 years Talk to a software expert to get a free software list tailored to your business needs ## Features AI summary Based on 28,833 Project Management reviews Capterra data shows that buyers of project management software rank the following features as their top priorities: - **Task Management** (**52%** of reviewers rated this feature as critical) - **Project Planning/Scheduling** (**49%**) - **Multiple Projects** (**51%**) Striven supports all three of the features reviewers value most: **Task Management**, **Project Planning/Scheduling**, and **Multiple Projects**. Together, these capabilities help teams organize day-to-day work, map out timelines and deadlines, and manage several initiatives at once, helping businesses keep projects on track and improve coordination across teams. Task Management 4.6 (30) 46.67% of 30 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Project Planning/Scheduling 4.5 (20) 60.00% of 20 reviewers that rated this feature as important or highly important Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Multiple Projects 4.7 (11) 45.45% of 11 reviewers that rated this feature as important or highly important Ability to handle several projects simultaneously Collaboration Tools 4.8 (9) 44.44% of 9 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Reporting/Project Tracking 4.6 (12) 58.33% of 12 reviewers that rated this feature as important or highly important Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Billing & Invoicing 4.7 (48) 58.33% of 48 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Striven 619 features ### All Features - @mentions: An @mention is a way to tag or notify a specific person about a message/post - 360 Degree Feedback: Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Access Management: Control and manage access to company resources - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Accounts Payable: Track money owed to a company's creditors/suppliers - Accounts Receivable: Track outstanding invoices and the money owed from clients - ACH Payment Processing: Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) - Action Management: Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Advertising Management: Manage advertising space and its sales within your network or publication - Agile Methodologies: Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more - AI Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Analytics: Tools for the systematic analysis of various types of data or statistics - Analytics and Reporting: Provides insights into student health trends, generates reports, and aids in decision-making for health programs and services. - AP Automation: Streamlines data entry by auto populating recurring or predefined vendor information and invoice details - API: Application programming interface that allows for integration with other systems/databases - Applicant Tracking: Find and manage potential candidates and their applications and resumes through the recruiting life cycle - Application Management: Track, manage and store the applications of potential future members, customers or candidates - Application Monitoring: Contains application performance monitoring capabilities. - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - AR Automation: Automation helps the user be more efficient by populating default customer data, setting up systematic payments from clients and automatically matching customer receipts to outstanding transactions. - Assessment Management: Creation, administration, and evaluation of assessments or tests - Asset Tracking: Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle - Assignment Management: Assign issues and tasks based on availability or required skills - ATP: Available to promise provides information on future availability of products that are either planned for production or purchased but not received. - Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Automated Workflows: Configures thresholds for triggering automated incident initiation responses based on user preferences. - Automatic Billing: Setup and send recurring or automated bills - Autonomous Task Execution: Completes tasks independently without constant human intervention - Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients - Backlog Management: The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items. - Backup and Recovery: Create backups and provide methods to recover deleted/lost data - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Barcode Recognition: The ability to identify a barcode on or within an image or packaging - Barcode/Label Management: Print and scan barcode or labels - Barcode/Ticket Scanning: Scan barcodes to ensure accurate pricing and label tracking - Barcoding/RFID: Identify and track items using barcode tags or RFID (radio-frequency identification) tags - Baselining / KPIs: Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. - Benefits Administration: Enables employees to manage their benefit plans by viewing plans, make changes during open enrollement, and for life event changes. Employers can report and manage payroll deductions based on selected plan options - Benefits Dashboard: Use a dashboard to view benefits that are selected by employees or offered by employers - Benefits Management: Record employee's benefit plans and selections throughout career progression - Bid Management: Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison - Bill of Materials: Access to a library of manufacturing parts, models, and specs - Billable Items Tracking: Track the list of items required to be billed/invoiced to clients - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Bills of Material: Material list of manufacturing parts and associated costs - BOM: Define the structure of finished products to identify which raw materials, operations, and labor are needed to produce them. - BOM Creation: Create bills of materials - Booking: Allows clients to book jobs through the desktop page or within the app. - Brand Tracking: Monitor social media posts or web that mention a particular brand - Breadth of Partner Applications: To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. - Budget Management: Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure - Budget Tracking: Track actual spending to ensure it's in line with the planned budget - Budgeting/Forecasting: Create budgets based on historical data and future projections - Bug Tracking: Monitor and track bugs and issues in the system. - Building Information Model: 3D design and modeling tool enabling a virtual information model - Business Intelligence: Technological processes and strategies used for collecting, managing, and analyzing organizational data - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Calendar: A calendar accessible to all residents that displays community activities and meetings, scheduled maintenance, assessment schedules and collections. - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar View: Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Candidate Management: Build, track, and maintain relationships with candidates - Capacity: Monitor capacity in real time to track resource use and identify bottlenecks. - Capacity Planning: Determine and plan production capacity based on changing demands - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Cash Flow Analysis: Calculates a company's working capital which is the amount of money a company has available to run its business - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Catalog Management: Create and manage digital catalog of products/services with their details, specifications, and price - Categorization/Grouping: Organize and group data or items based on various criteria - Change Management: Track and monitor efficient handling of all changes/transitions - Change Order Management: Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Chart of Accounts: A financial statement that lists a company's accounts and details the account type and balance - Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. - Chat/Messaging: Communicate using direct chat or messages within the system - Chatbot: AI-based platform which conducts a conversation via auditory or textual methods - Checklists: An itemized to do list that can be edited as tasks are completed - Claims Management: Process of submitting and following up on claims with insurance companies - Client Management: Manage contact details and communication with clients - Client Notifications: Notifies clients, should any delays or mishaps occur. - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Clinical Communication: Facilitates communication within the pharmacy or between pharmacy and relevant health care organization - Cloud Integration: Enables synchronization of accounting data across devices in real-time - Collaboration: Easily compare experiments—code, hyperparameters, metrics, predictions, dependencies, system metrics, and more—to understand differences in model performance. - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Collections Automation: The system automates the dunning process to help drive collections - Commenting/Notes: Leave comments and notes on documents for others to view - Commercial: Specialized for organizations who focus on commercial projects and processes - Commercial Properties: Designed to serve commercial properties - Commercial/Industrial: For commercial and industrial purposes - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Commission Statements: Periodic reports with commission payout details - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Communications Management: Record and track all relevant internal and external communications - Community Management: Enable students, customers or employees to engage with each other in a particular space online or offline - Compensation Management: Manages compensation such as salary, bonus, and benefits processes, aligning with policies - Competency Management: Catalog, manage, and develop employee skill sets - Compliance: Implements policies and controls to help the organization meet various compliance certifications and standards, such as SOC 1, SOC 2, SSAE 18, ISO 27001, HIPAA and PCI DSS. - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract Creation: Users can create new contracts within the platform using built-in document creation features. - Contract/License Management: Track, store, and access client contracts or licenses - Contractor Database: Easily track all contractor information in one centralised location - Contractor Management: Specialized for general contractors/sub-contractors (those who conduct work on a contract basis) - Core Accounting: Streamlines the entire accounting process, from ledger entries and expense tracking to accounts payable, financial reporting and more. - Cost Database: Collection of data related to the costs associated with various items, products, services, or activities - Cost Estimating: Forecast the cost and resources required to complete a project - Cost Management: Manage budgets, track and optimize spending and align capacity to workload demand - Cost Tracking: Process to track, record, and analyze expenses that occurred over the entire duration of a given project - Costs: Analyze overall costs for vehicle maintenance, fuel consumption and mileage - Creation & Assignment: Create and assign tasks for individual users with details and due dates. - Credit Card Processing: Accept and process credit card transactions - Credit Limits: Define and monitor credit limits by individual customer or categories of customers, including the option to put customers on hold. - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - CRM Integrations: Integrates with CRM software to monitor all aspects of the customer relationship. - Cross-system Integration: Works across multiple software systems or databases - Currency Conversion: Change one currency to another based on real-time rates/values - Custom Reporting: Reports created by the user to cater to specific requirements. If you can build it in Excel, you can build it in the custom report writer - Customer Contract Management: Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customer Management: Store and organize information about customers and previous interactions - Customer Master: Manages customer information including multiple ship-to and bill-to locations. - Customer Portal: A website or login for customers to access information - Customer Profiles: Record customer information, purchase history, and other notes - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customer Support: Provide online support for your customers through live chat or help desk functionality - Customer Support Portal: Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. - Customizable Alerts: Uses AI to set up alerts for various financial activities, such as payment due dates or low cash balances - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customization: Create labels for products that contain required information such as colors, sizes, dates, etc. - Daily Reports: A document that lists daily activities or maintains a record of all events that happened in a day - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Dashboards: An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization's Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance. - Data Analysis Tools: Analyze survey results via statistical testing or crosstabs directly within the software - Data Capture and Transfer: Import, collect, and capture data from multiple sources - Data Catalog: An organized inventory of all data assets - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import: Able to import client data from multiple sources such as accounting software, spreadsheets or previous tax returns - Data Import & Export Tools: Ability to input, modify, and extract data from the application in bulk through a structured file. - Data Import and Export Tools: Ability to input, modify and extract data from the application in bulk through a structured file. - Data Import/Export: Import and export data to and from software applications - Data Integration: Combining data from different sources and providing a unified view - Data Security: Protect sensitive data for digital privacy - Data Storage Management: Manage and store data in a database - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Visualization: Graphical representation of data - Deadline Management: Specify or track the date/time a project, task, etc., is due for completion - Deal Management: Defines specific deal parameters to negotiate and secure deals - Decision Making: Makes informed choices based on available data and objectives - Demand: Identify demand based on different types of sales orders and forecasting data. - Demand Forecasting: Forecast customer demand using historical insights and simulations - Digital Asset Management: Manage digital assets - Direct Deposit: Digitally deposit correct payroll amounts into individual employee's bank accounts - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Dispatch: Notifies field service workers of their upcoming assignments. - Dispatch Management: Manage sending personnel and resources to a site as needed - Distribution Management: Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc. - Document & Content Mgmt.: Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Documentation Management: Manage product specific documents in a categorized order - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Due Dates: Set deadlines and milestones for tasks, manually or automatically (based on project templates). - Earned Value: Track the earned value of projects to monitor performance and progress - eCommerce Management: Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products - Electronic Payments: Electronically collect payments for goods or services - Electronic Signature: Digitally sign online documents - Email Client: Application also serves as an email client. - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Sequences: Set up automated email sequences to streamline outreach and engage leads/contacts - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Employee Activity Monitoring: Monitor and track what your employees are doing - Employee Communication: Enables communication within the app from manager to field service employee. - Employee Database: Electronic storage of staff/employee contact information and job status in a centralized repository - Employee Engagement: Tools to improve and measure employee satisfaction and involvement - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Employee Profiles: Centralized storage for employee data, records, and performance metrics - Employee Referral Management: Manage and track employee referrals for open job positions - Encryption: Convert data into a code for security - Enterprise Asset Management: Helps users manage the maintenance of assets; offers reporting to identify areas for improvement - Equipment Tracking: Track the location of specific equipment at all times - Estimating: Estimate expected cost based on various factors before a project begins - Evaluation Management: Create, share, and manage the distribution of job descriptions/duties - Expense Claims: Attaching relevant receipts or supporting documents to submit expenses for reimbursement - Expense Management: Plan, pay and track business related expenses. - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Expiration Date Management: Monitor expiration dates for inventory items - Facility Scheduling: Schedule facilities, such as athletic fields, venues, and convention centers based on their availability - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - Field Sales: Includes some ability to serve as a sales and ordering application. - Field Sales Management: Manage or track sales completed by field teams/employees - File Exports: Timesheets, projects, tasks, income or expenses can all easily be exported to pdf, xls or csv for simpel cash clow analysis. - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - File Storage: Store and access documents, forms, and photos in one centralized place - File Transfer: Move files across different systems or networks - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Consolidation & Close Management: Bring together financial information by collecting data from multiple ledgers and close financial processes - Financial Management: Plan, manage, and track the financial activities of an individual or organization - Financial Reporting: Generate reports to assess the financial performance of an organization - Financial Statements: General reporting offered covers all of the standard financial statements and meets the basic needs of the business - Fixed Asset Management: Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history - Fixed Assets: Assign depreciation methods to track the value of the fixed assets used in production - Food Costing: Calculate the cost of each item in a recipe - For AEC Industry: Primarily serving architecture, engineering, and construction industry professionals - For Cloud: Software that is accessible through the cloud with an active internet connection - For Commercial Real Estate: For commercial properties such as office buildings, medical centers, malls, hotels, retail stores and other public buildings - For CPA Firms: Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals - For Distributors: Primarily serving wholesale distribution companies and supply chain industry professionals - For Hospitality Industry: To be used by the hospitality industry - For HVAC Companies: Software designed specifically for HVAC companies - For iPad Devices: Operate/access software on iPad Devices - For IT Project Management: Supports project management for IT professionals & teams - For Mac Devices: Operate/access software on Mac Devices - For Medical Purposes: Intended for medical use such as diagnosis, treatment, and consultation - For Metal Fabrication: Software for metal fabrication - For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals. - For Residential: Specialized for organizations who focus on residential projects - For Small Businesses: Designed for small businesses - For Startups: Primarily serving startup companies - Forecasting: Form predictions based on past and present data/trends - Forms Management: Store, manage and track all forms in a centralized location - Fund Accounting: Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability) - Gamification: Games or game-like elements to track progress and reward accomplishments - GANTT: Provide visual representations of tasks, dependencies, and progress. - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - General Ledger: Centralized accounting record which tracks all financial transactions - Goal Management: Allows employees to set and manage work or career related goals - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - GPS: System to support the positioning, navigation, and timing (PNT) measurements of an object or individual - Help Desk Management: Managing service requests, incidents, IT issues & support with a ticketing system - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Historical Data: Retains historical performance review data or integrates with third-party applications where historical data can be maintained. - Historical Reporting: Information, data and reports that are being tracked over time - HR Management: Automates core HR functions such as talent management, employee evaluation and learning management - Idea Management: Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects - Import/Export Management: Management of inbound and outbound shipments in the context of international trade - Incident Reporting: Report and update incidents related to health or workplace injuries that occur on a job or en route to a job site - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Income and Expenses: Add one-time or recurring items to your cash flow and add line items for each payment or deposit. - Initiative Management: Create and manage internal campaigns to improve company culture or business strategy. - Inspection Management: Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards - Integrated Business Operations: Integrated suite of industry-specific operations management applications (Supply Chain, HR, Project Management, Manufacturing, etc.) - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Internationalization: Extend compensation configurations around the globe using flexible location profiles, multiple language options, and automatic currency conversion tools within the system. - Interoperability: The ability of two or more systems to exchange information or data. - Inventory Auditing: Cross-checking financial records with physical inventory counts and records - Inventory Control: Monitor product stock levels - Inventory Management: Track and manage inventory levels to maintain proper supply - Inventory Optimization: Maintain and control the stock level of inventory - Inventory Pricing and Costing: Ability to establish multiple price levels. Update pricing on a per item or global inventory basis. Choice between multiple costing methods such as Average, LIFO, FIFO and Specific Unit. - Inventory Reporting: Customizable reporting allows insight into usage of inventory and services. - Inventory Tracking: Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items - Inventory Tracking / Ordering: Real time inventory tracking. Maintains accurate "On Hand" infomation by matching reserved inventory requested on purchase and sales orders. - Invoice Creation: Create invoices from scratch or have recurring invoices - Invoice Customization: The layout of the invoice template is fully customizable and allows users to add or remove fields and create new templates. - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - IoT Device Management: Organize, monitor, and remotely manage IoT devices - IoT Integration: Integration with Internet of Things devices to automate real-time tracking, data collection and other processes - Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events") - Issue Tracking: Record and follow the progress of every issue - Item Management: Collect, organize, and track inventory/product data including item numbers, descriptions, etc. - Iteration Management: Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle - Job Costing: Calculate total itemized costs, including initial costs and any changes - Job Description Management: Create, share, and manage the distribution of job descriptions/duties - Job Management: Manage and track all job information and associated tasks - Job Scheduling: Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments - Job Tracking: Track and visualize the status of an ongoing job and the time spent on tasks or projects - Journal Entries: Increases user efficiency by auto-populating based on previously entered information. Schedules future entries. Allows Journal Entries to be uploaded from an external source. - Journal Entry Processing: Initiate, document and approve journal entries throughout the accounting cycle - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - Knowledge Base: Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. - Knowledge Management: Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills - KPI Monitoring: Tracking the status of previously identified performance measurements - Labor Rates: Track, manage, and standardize customer rates for services performed by technicians - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Scoring: Score a lead based on quality or likelihood to buy/convert based on predetermined criteria - Learning & Development: Facilitate training materials that help employees grow and progress in their positions - Lease Management: Manage and monitor rental payments, coordinate any tenant alterations, and handle lease amendments - Live Chat: Ability to chat online in real time - Location: Track asset locations using GIS and GPS technology. - Location Tracking: Identify the physical location of an individual, asset, device, etc. - Lot Tracking: Track product batches using identification labels or lots - Maintenance Management: Manage, maintain and track the performance of assets and equipment - Maintenance Scheduling: Schedule predetermined or ad hoc maintenance services and labor requests - Manufacturing Inventory Management: Software specialized for manufacturers to track work orders, bills of materials, and manufacture orders to help streamline operations - Manufacturing Planning: Supports the effective planning of manufacturing production based on materials, labor, and machinery. - Marketing: Marketing tools that integrate with a website or social media, email marketing, or help create printed marketing materials. - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Marketing Management: Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding - Material Requirements Planning: Material requirements planning software manages the scheduling and inventory control for manufacturers. - Materials Management: Process of planning, procuring and controlling material flows along with supplier evaluation and shipping - Medical Billing: Manage billing and payments for a healthcare provider - Medical Coding: Translation of patients' medical files and bills into universal codes required by insurance - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - MES: Manufacturing execution systems focus on quality control in the production process. - Messaging: Communicate using messages within the system - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mobile: Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website. - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Mobile User Support: System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet) - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Management: Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels - Multi-Channel Social Integration: Integrate with more than one social media network - Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location - Multi-Currency: Manage and handle various international currencies - Multi-Department/Project: Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location - Multi-Entity / Consolidation: Multi-ledger and multi-entity architecture, with automated consolidations, inter-entity transactions and eliminations - Multi-level BOM: Also known as indented BOM, a hierarchical representation of components, assemblies, and subassemblies needed to manufacture a product - Multi-Location: Manage and support multiple locations - Multi-Property: More than one location - Multi-step Planning: Ability to break down and plan multi-step processes - Multi-Store: Manage multiple teams and operations from a central location - Multi-Warehouse: Manage locatons accross multiple physical or virtual warehouses. - Multiple Projects: Ability to handle several projects simultaneously - Multiple Workspaces: Allows users to create multiple workspaces for different projects or teams. - Natural Language Interaction: Allows users to give natural-language instructions for browser-based tasks. - Negative Feedback Management: Identify, track, and respond to negative feedback - Notes Management: Allow users to create, edit, and sort multiple notes - Notifications: Reliably and visibly notifies the desired audiences of the latest product updates and directs them to the relevant documentation. - Offboarding: Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Online Payments: Accept and process online payment transactions - Online Time Clock: Track/log the amount of time employees worked per job using a timer - Onsite Monitoring: Monitor contractor onsite activities, performance, etc. - Opportunity & Pipeline Mgmt.: Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Order Entry: Entering, storing, and transmitting electronic and/or online orders, tests and other services for all types of industries - Order History: Track order history, from quotes to sales orders, invoices, and returns, as well as canceled orders and back orders. - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Order Processing: Send / receive, process, and execute orders - Order Tracking: Track orders throughout the fulfillment process - Organization Management: Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. - Orientation Workflow Management: Create orientation programs for new employees or students - Output Document Generation: Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. - Overdue Payments: Track payments that have not been paid by due date, leading to late fees, cash flow disruptions or penalties - Owner Portal: Portal for property owners to manage property listings, upload documents, track payments and generate reports - Partner Relationship Mgmt. (PRM): Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information - Parts Management: Track parts inventory levels and manage re-stocking - Payment Batches: Payments can be processed by batch without manual intervention - Payment Collection in the Field: Swipe a credit card or manually process payments while with the customer in the field - Payment Methods: Support multiple payment methods such as Automated Clearing House (ACH), credit and debit card, and wire transfers - Payment Processing: Accept, record, and reconcile financial transactions - Payment Reconciliation: Reconcile payments with corresponding invoices or orders for accounting purposes - Payment Settlements: Clearing of electronic payments to transfer funds from customers to suppliers - Payments: The ability to accept online payments for classes or equipment, store payment information, or set up recurring payments. - Payments Scheduling: Ability to schedule payments at predefined dates and times - Payroll Management: Manage employee salary processes, data, taxes, and records administration efficiently - Percent-Complete Tracking: Level of completion within a task - Performance: Identify the most performant content and the types of content that can be improved or eliminated. - Performance and Reliability: Payment gateway is consistently available (up-time) and allows users to complete tasks quickly because they are not waiting for the gateway to respond to an action they took. System scales with load. - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Permit Management: Manages, automates, stores, and tracks permits to ensure regulatory compliance for multiple industries - Personalization and Recommendation: Generative AI models can create personalized recommendations for users based on their preferences and behavior. - Picking & Packing: Define and implement optimal procedures to pick and pack products for shipping. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Planning: Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly. - Point of Sale (POS): Accept and process customer payments for products or services using hardware and software - Portal: Contains a portal to facilitate investor access to financial documents like K-1s, partner letters, and more. - Portfolio Definition: Define multiple types of portfolios for projects, programs, and services. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Portfolio Mix: Create the optimal mix of portfolios to achieve operational and financial goals. - Portfolio Performance: Monitor the performance of different types of portfolios and programs. - Pre-qualifiation: Pre-qualify contract workers via reference, record, background check. - Predictive Analytics: Predict future data based on historical data sets - Price and Cost Calculations: Calculate rule-based prices for a product/service - Price/Margin Management: Track and manage the profit margin between the cost of a product and its selling price. - Pricing & Discounts: Manage various types of pricing and discounts associated with products, services, and customer types. - Prioritization: Arrange tasks based on the level of priority or urgency - Proactive Assistance: Uses webpage, tab, browsing session, or selected text context to generate responses and suggestions - Procurement Management: Organize and manage all processes/procedures involved in purchasing goods and/or services - Product & Price List Management: Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. - Product Configurator: Customize the specifications of a finished product to meet the particular needs of a customer - Product Data Management: Capture, organize and track product-specific data and information in a centralized location - Product Identification: Ability to link barcodes or serial numbers with specific items for identification - Product Lifecycle Management: Manage and track all stages of a product lifecycle, from its conception, design, development, and deployment - Product Master: Manage and track all inventory records across warehouses and retail locations through a single unified database. - Product Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them - Production Management: Manage the end-to-end production process for manufacturing operations - Production Scheduling: Plan and schedule the use of production resources - Production Tracking: Track the production of materials and items over certain periods or seasons - Productivity Analysis: Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee - Productivity Tools: Tools to facilitate the production of information and promote efficiency - Progress Reports: Document and report the progress of ongoing projects - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Accounting: Manage and track financials on a project-to-project basis - Project Budgeting: Associate a budget with a project and allocate it accordingly by task or resource. - Project Costing: The process of estimating and tracking the expenses incurred for a specific project - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Map: Projects can be mapped out with milestones, due dates, deliverables and interdependencies. - Project Maps: Projects can be mapped out with milestones, due dates, deliverables and interdependencies. - Project Optimization: Identify project issues and provide corrective actions to improve performance - Project Planning: Organize and schedule projects - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Project Procurement: Calculate procurement costs by project, portfolio, or type of projects - Project Scheduling: Identifying critical tasks that make up a project and assigning start and end dates for each - Project Templates: Pre-designed project plans that can be customized - Project Time Tracking: Measure time to completion or hours worked for projects - Project Tracking: Monitor the progress of projects from start to finish - Project Workflow: Create, manage, or update project workflows. - Projections: Estimate or forecast of a future scenario based on the study of present trends - Property Database: Centralized database to track details of properties (including lease, tenant, and owner information) - Property Management: Add, view, and edit details of all properties managed by an agency that are available for sale or rent - Proposal Generation: Create proposals based on costs of labor and materials - Proposal Management: Creating, submitting, and tracking a sales proposal or bid submitted in response to a request for proposal. - Proposals: Allows users to easily assemble custom fields and variables into reusable templates to automate the proposal creation process. - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Purchase Order Management: Create, send, and track purchase orders and their statuses - Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity - Qualification Tracking: Track certifications, qualifications, and licenses for employees, contractors, etc. - Quality Control: Ensure that quality requirements and standards are met across production processes - Quality Control Management: Track and manage all activities and tasks necessary to maintain a desired level of quality - Quality Management: Focuses on improving processes by collecting data and spotting bottlenecks or other challenges. - Quote & Order Management: Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Receipt Management: Upload, track, and submit receipts in a central database - Recipe Management: Store recipes, enable recipe modification, and generate data required for production records - Recognition Rules: Automate recognition of revenue and expenses by defining recognition templates. - Reconciliations: Transactions are imported from source systems and automated matching reconciles majority of transactions. Includes user flexible, user defined matching and grouping rules to help reduce the time needed to produce accurate reconciliations. - Recruitment Management: Tools to find, assess, and hire suitable candidates for a job within an organization - Recurring Appointments: Schedule repeating appointments based on a duration of time - Recurring Tasks: Set the frequency of a task's occurrence - Recurring/Subscription Billing: Automated process of charging customers at regular intervals for repeated access or use of a product or service - Referral Tracking: Log and store the source of contacts/leads - Release Management: Planning, scheduling, and overseeing the release of software or system changes into a live or production environment - Release Planning: A timeline for taking a project live that outlines what features should be operational at the go-live date - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Remote Access/Control: Access work applications remotely, for when working away from the office and/or traveling - Remote Support: Provide support to your customers and employees remotely over a shared network - Rent Collection: Collect payments from tenants via online or offline mode, create recurring schedules and send reminders - Reorder Management: Purchase and replenish product stock based on inventory levels and needs - Report Generation: Uses AI to generate detailed financial reports, dashboards, and visualizations to provide insights into the financial health of the business - Reporting: Empower brands with an intelligent reporting tool and dashborads to provide visibility into number of viewers, likes, number of asked questions, and chat entries, total number of clicks, CTR, and entire stream health - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting and Dashboards: Campaign performance can be monitored and visualized in dashboard that displays key success metrics in real time. Reports can be generated and distributed to relevant stakeholders. - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Reports: Delivers insights into charger performance, energy consumption, revenue, and usage trends to optimize operations and maximize utilization. - Requalification: Automated compliance renewal notifications. - Request Management: Evaluating and prioritizing change requests that are received while working on the project - Requirements Management: Enables creation, management, and tracking of product requirements & features during product production/development - Requisitions: Create and manage requisitions by project, portfolio, or business entity - Reservations Management: Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event - Resource Allocation: Assign available resources to various projects and tasks - Resource Allocation & Planning: Assign available resources (human and/or non-human) to various projects and tasks - Resource Definition: Contains library of skills and resources to allow project managers to find and assign to projects. - Resource Definiton: Create human and material resources and categorize them based on skills and other criteria. - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Resource Scheduling: Allocate and manage resources, such as employees, equipment, facilities, and other assets - Retail Inventory Management: Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process - Retrospectives Management: Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement - Returns: Manage return merchandise authorizations (RMS) approval processes and match with the original invoices. - Returns Management: Track and facilitate returns of products sold - Revenue Allocation: Allows users to allocate revenues to various business entities or departments - Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. - Revenue Types: Supports multiple types of revenues, such as recurring and transaction based - RFI & Submittals: Organizes and stores history of RFIs (request for information) & submittals, tracks date/time and whether a response has been received - Risk: Manages compliance and risk mitigation to ensure companies are employing within local, regional, and international laws. - Risk Analysis: Analyze potential risks across the organization - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Roles: Allows users to see tasks according to permissions and roles. - Route Optimization: Finding the most optimal routes for drivers based on various factors and constraints - Routing: Plan daily routes to optimize employee scheduling and provide directions - Safety Management: Identify and assess hazards to ensure the well-being of employees, assets, and the environment - Salary Structures: Manages position descriptions and pay grades/structures for each role - Sales: Identify sales opportunities and manage leads pipelines by customer or region. - Sales Analytics: Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) - Sales Automation: Automate processes to manage leads, contacts, opportunities and sales activities - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Management: Managing activities & processes related to planning, coordination, implementation, control, and evaluation of sales performance. - Sales Order Management: An order generated by a seller to a customer, containing details about products or services - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Tax Management: Calculation of consumption tax imposed on the sale of goods/services - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Sandbox / Test Environments: Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Secure Data Storage: Securely stores data to prevent data loss or breaches - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Service History: Track work performed and resources used for past customers, sites, or assets - Service Level Agreement (SLA) Management: Set and monitor service level agreements to ensure timely response and resolution - Shipping: Plan deliveries based on inventory availability, transportation costs, and order priority. - Shipping Management: Manage and track orders being shipped to customers - Shop Floor Management: Manage and control operations that take place on the shop floor or factory floor - Sick Leave Tracking: Track and manage sick leave time - Single Sign On: Allow users to access multiple services after entering their login credentials once - Single sign-on (SSO): Simplifies user authentication across multiple services while maintaining security. - Single-level BOM: Create, manage, and share one level of an assembly with the entire product team - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Split Screen: Applications can be viewed simultaneously within the unified workspace via split screen. - Sprint Planning: Identifying the tasks to be completed and the people to complete them during a set period of time - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Standard Integrations: Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems - Status Tracking: Track the status over time for a request, process, asset, or transaction - Stock Management: Manage the buying, selling, and holding of stocks - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Subcontractor Management: Track information, qualifications, and contact details of subcontractors - Subcontractor Monitoring: Ensure subcontractors are working safely on client sites and document audits/inspections for reference. - Subcontracts: Manage subcontracts and thei dependencies on projects and contracts - Subscription Management: Process of managing customer subscription lifecycle for a recurring service or a product - Succession Planning: Planning, tracking and developing internal talent for future key position filling - Supplier Management: Manage all supplier data and operations - Supply Chain Management: Manage the planning and execution of supply chain activities - Support Analytics: Enables analysis of customer support activities to optimize customer support professionals, processes and tools. - Support Chatbots: Uses AI and NLP-powered chatbots to provide customer support and assist with queries regarding financial data and reports - Support Ticket Management: Allow customers/users to submit support queries and service requests - Supports Scrum: Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work. - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Sustainability Management: Manage and monitor compliance with government regulations on environmental standards - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Tags / Dimensions: Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. These dimensions should be available on any transaction in any module in the system and available to be reported upon. - Tags & Dimensions: Ability to tag all transaction in the general ledger with customizable dimensions, classes, categories, etc. - Takeoff: Measure digital plans to calculate labor and materials needed - Talent Management: Integrate with Talent Managment software to better track learners progress and training sessions - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Tax Calculation: Calculate tax and make deductions on gross income from sources like wages, investments or self-employment - Tax Compliance: Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors - Tax Management: Implementation of various strategies to manage tax obligations via planning and maintaining compliance - Taxonomy: Categorize content based on its purpose and define relationships with projects - Team Collaboration: Allow multiple team members to edit and work on the same document - Team Management: Organizing a group of people to accomplish a task - Technician Management: Oversee technicians and track their assigned work orders - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Tenant Portal: Dedicated portal for tenants to submit their queries or maintenance requests, pay rent & interact with staff - Tenant Tracking: Handle activities like room booking, rent processing, lease agreement management, and client communication - Territory Management: Organize customer data and accounts by user or geography - Testing/QA Management: Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards - Third-Party: Provide integration with other third-party applications that use phone numbers. - Third-Party Integration: Addition of necessary external data, applications, tools, or features - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Attendance: Track and manage employee's work hours to improve payroll accuracy - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - Time and Expense: Automated time and expense capture, tracking, approval, reimbursement and reporting - Time Off Management: Track and manage employee time-off, vacation, and sick leave requests - Time Off Requests: Tools that allow employees to request/schedule time off - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Time Zone Tracking: Identify and track locations and time zones of your collaborators to enable productive scheduling and cooperation - Time, Attendance, and PTO: Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information. - Timeline Management: Manage a detailed schedule of a product plan - Timesheet Management: Track the amount of time spent on a job or task - To-Do Lists: Each user can view their list of tasks to be completed without having access to other tasks. - Traceability: Track and document the history, application, or location of an item or activity - Track Cash Flow: Check your cash on hand at the beginning of each month and view each day incoming and outgoing funds. - Traditional Methodologies: Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch - Training Management: Track employee/learner's progression through training programs - Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period - Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system - UI: Simplifies interfaces to be user-friendly and tailored for smaller screens, such as mobile phones and tables - Unattended Automation: Automate processes from start to finish without human assistance - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - User, Role, and Access Management: Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. to both internal and external users. - Utility Billing: Measure, collect and manage the billing for utility usage including water, electricity, gas, sewage and more - Vendor Managed Inventory: Vendor takes full responsibility for maintaining an agreed inventory of the material on behalf of the buyer - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. - Version Control: Track revisions and updates made to files and navigate between different versions - Versioning: Allows annotations and adjustments to original takeoff estimates after the initial takeoff calculations have been completed. - Views: Create customized project views for internal and external purposes (eg: for customers). - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Visualization: Graphical representation of data or processes - Warehouse Management: Manage and track operations and inventory within warehouses - Web-based Deployment: SaaS, web-based, online deployment - Work Order Creation: Create a new work order - Work Order Management: Creating, assign, and track jobs and/or tasks for work orders - Workflow: Offers workflows to process Data Subject Access Requests to enable multiple departments to assist when complying with user access and deletion requests. - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Capability: Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. - Workflow Management: Create, design and manage workflows for repetitive tasks - Workflow Transparency: Provides visibility into the progress of prescription orders and processing - Workforce Management: A set of processes to optimize the productivity of its employees --- Get Advice We can help you find the software with the features you need. Features 4.7 (130) 4.7 Based on 130 reviews ## Pricing Value for money 4.7 (104) Free Trial [View pricing plan details](https://www.capterra.com/p/134106/Striven/pricing/) Standard $35.00 Per User,Per Month It includes: - 10000 Report Viewer and Report API - 1000 API Usage/24 Hours - 1000 Inventory Locations - 15 Custom Fields Per Entity/Type - 20 Display Formats Each - 20 Entity Types Each - 20 Widgets Per Dashboard - 250 Chart of Accounts - 50000 Records Per Import - 50 Classes - 50 Custom Field Categories - 50 Max Api Calls Per Minute - Company Locations - Divisions - Employees - Goals - Inventory Items and Assets - Projects - Tasks - Unlimited Customers - Vendors Enterprise $70.00 Per User,Per Month It includes: - Company Locations - Custom Field Categories - Custom Fields Per Entity/Type - Display Formats Each - Divisions - Employees - Goals - Inventory Items and Assets - Projects - Report API - Report Viewer - Tasks - Unlimited Chart of Accounts - Unlimited Classes - Unlimited Customers - Unlimited Inventory Locations - Vendors Value for money 4.7 (104) 4.7 Based on 104 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Shopify](https://www.capterra.com/p/83891/Shopify/)[ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Squarespace](https://www.capterra.com/p/143461/Squarespace/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[ WooCommerce](https://www.capterra.com/p/225601/WooCommerce/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (116) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (116) 4.8 Based on 116 reviews ## User reviews Overall rating 4.8 Based on 130 reviews Filter by rating 5(106) 4(24) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AS Amber S. Business Administrator Business Supplies and Equipment ### "Striven Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 17, 2026 Overall, I really enjoy using Striven for HR tracking purposes, customer collaboration, and I appreciate the streamlined communication it offers. Pros Striven has great customization/personalization features for small businesses to track specific needs utilizing the tools it offers. It really is an all in one platform. Cons I would say the downfall is that Striven is more so limits to smaller/mid sized businesses, I don’t think it would be as efficient for a very large enterprise. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SM Sherry May P. Assistant Office Manager Construction ### "Striven is the way to go." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 23, 2026 I like the potential that I see. I think it will be the best move for my company. I think that the customer service or training team is great. I like that if there is a question or concern, the Striven team reaches out to help quickly. We are not having to wait hours for a response. Pros I like that the training team is flexible. I think that the Striven team is extremely responsive and tries to get the issue addressed in a timely manor. Cons I am not sure just yet, I can not think of what I like the least until I am fully in Striven, right now I am still in the training phase. Switched from [SMART Service Desk](https://www.capterra.com/p/100670/SMART-SERVICE-DESK-ITSM/) Smart Service is not as up to date as it should be, the features that we could be using are extra in Smart Service. It crashes at least once a day and has to be closed out and reopened which takes too long when it is busy season. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SM Sean M. Inventory and Manufacturing Manager Construction ### "Striven's Excellent Inventory Management" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 12, 2026 Our experience switching to Striven has been great. The training and migration team was excellent, and truly took in consideration what we needed and focused on the aspects we were going to use and didn't waist unnecessary time on the parts that didn't apply to us. Pros Striven's inventory management capabilities along with their accounting software was exactly what we needed to effectively manage our business. Cons Would like to see more employee W-2 management capabilities, but that is minor and did not stop us from switching to Striven. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. John F. Owner Information Technology and Services ### "Striven Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 11, 2026 Very smooth with support along the way. Taking each part of the system 1 by 1, learning how to use and how to make part of the company's work flow. Pros Designed for needs of each client. The system is designed looking at each part of the clients needs and can be implemented when they are ready Cons Learning curve to learn the system. So many options available, so change is needed to implement the system correctly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DM Darlene M. Office Manager Construction ### "Very happy with Striven" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 3, 2026 Overall, the experience has been good. They have a coordinator that is helping get the set-up scheduled and completed. Pros So, far the team has been knowledgeable and offered help getting things set up. The initial contact was great, an appointment was set up and the rep was very responsive. Cons I do not have any dislikes at this time. The team assigned to help get our data migrated is friendly and knowledgeable. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) I cannot turn off AI and it has created problems with my process. Alternatives considered [Deltek Vantagepoint](https://www.capterra.com/p/225612/Vantagepoint/) [Sage Construction Suite](https://www.capterra.com/p/154874/Sage-Construction-Suite/) [FOUNDATION](https://www.capterra.com/p/2032/FOUNDATION/) [NetSuite](https://www.capterra.com/p/135757/NetSuite/) [Acumatica Cloud ERP](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/) Reasons for choosing Striven Striven is an all-in-one product so I do not have to run a CRM, Accounting, and project management program. Also, I talked with people who are using Striven and they loved it. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. VB Vanessa B. Executive Assistant Design ### "Striven Experience" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 25, 2025 Since the very beginning, the Striven team has been outstanding in guiding us and ensuring we get the very best out of the platform for our specific needs. Pros What I appreciate the most about Striven is the amazing support team and the overall ease of use, which makes my daily tasks much more efficient and enjoyable. Cons What I like the least about Striven is the search bar, which I find not very optimal and could definitely be improved for better efficiency. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) it was too big and expensive for our needs Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing Striven Better customer service and human approach Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JR Jason R. Owner Printing ### "Striven is the Best" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 11, 2025 My overall experience with Striven has been great. The system is intuitive, the features cover everything we need, and their support team has been responsive whenever questions come up. It’s given us real peace of mind knowing everything is in one place. Pros I really like how Striven brings everything into one place. Instead of bouncing between different apps for accounting, project management, CRM, and HR, I can handle it all in a single system. It’s intuitive, customizable to how we actually work, and the support team is always quick to respond when we need help. Having that all-in-one setup saves us a ton of time and makes our processes so much smoother.”I really like how Striven brings everything into one place. Instead of bouncing between different apps for accounting, project management, CRM, and HR, I can handle it all in a single system. It’s intuitive, customizable to how we actually work, and the support team is always quick to respond when we need help. Having that all-in-one setup saves us a ton of time and makes our processes so much smoother. Cons I honestly haven’t run into anything I don’t like about Striven yet. The platform has been easy to learn, flexible enough to fit our needs, and reliable day to day. I’m sure as we use it more we may find small things to improve, but so far everything has worked really well for us. Switched from [CoreBridge](https://www.capterra.com/p/213002/CoreBridge/) [Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/) [Trello](https://www.capterra.com/p/211559/Trello/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) This has all five programs on one platform for a far less expensive fee. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SS Scott S. Fireplace Admin Mechanical or Industrial Engineering ### "Highly Recommended" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 3, 2025 I've had a great experience so far. Its been a huge help with my growing company, and I'll be able to utilize so many Striven features once I grow into them. Pros There are so many options to use the program and tailor it to your specific needs. I also love that their reps and engineers are so helpful and very open to suggestions. Cons With all the options, it can be a bit overwhelming at times. BUT, this is where the staff shines because they are always so patient and helpful! Alternatives considered [NetSuite](https://www.capterra.com/p/135757/NetSuite/) Reasons for choosing Striven Striven was more user friendly and also more cost effective Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Philip B. Accounting Manager Biotechnology ### "New Striven customer" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 2, 2025 Early in the implementation process. Striven is very helpful. They seem to have great customer support Pros We are in the early stages of adopting Striven. So far the Striven team had been very supportive and helpful. They seem to have great customer service. Cons Haven't found anything yet. So far it has been a very positive experience and looks like it will be very beneficial to our business Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Great Plains is outdated and being sunset Alternatives considered [M1 ERP](https://www.capterra.com/p/228330/M1/) Reasons for choosing Striven Ease of use, cost, customer support. They have been very helpful so far. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MS Mark S. Accounting Manager Retail ### "Striven - Onboarding" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 27, 2025 Very satisfied. Just finished migration and looking forward to fully implementing Striven. The Striven Team has given us the confidence to fully integrate Striven for all our software needs. Pros Integrated all in one software package. That combines scheduling, inventory and accounting. Plus it is very customizable. Cons The long onboarding process. However, the Striven Team made it seem easy. They were very patient and also had a great knowledge of their product. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Wanted all in one package that included scheduling Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/134106/Striven/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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