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Average Ratings 42 Ratings

Total
ease
features
design
support

Average Ratings 1,714 Ratings

Total
ease
features
design
support

Description

Jesta I.S. has been in business for over 50 years. Jesta I.S. is a global provider of enterprise software solutions to retailers, etailers, wholesalers and brand manufacturers, specializing in apparel and footwear. The Vision Suite is a cloud-based, organically engineered platform that optimizes back/front-end supply chain operations. This includes everything from trade/product/demand management to merchandising and POS. It eliminates inefficiencies caused by disjointed apps and provides real-time visibility into enterprise inventory, cross-channel orders and AI-driven CRM data. It supports multiple brands, currencies, languages, and helps businesses create seamless omnichannel shopping experiences.

Description

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Magento Yes 
Shopify Yes 
BSI EDI No 
CatAllyst No 
Gnosis Freight No 
Google Analytics No 
Google Sheets No 
Icecat PIM No 
Infraspeak No 
Mazaal AI No 
Mercura No 
Microsoft OneDrive No 
Mollie No 
Pipedrive No 
Roboost No 
TIMi No 
Verb CRM No 
eBay No 
techSHIP No 
tenderOS No 

Integrations

Magento Yes 
Shopify Yes 
BSI EDI Yes 
CatAllyst Yes 
Gnosis Freight Yes 
Google Analytics Yes 
Google Sheets Yes 
Icecat PIM Yes 
Infraspeak Yes 
Mazaal AI Yes 
Mercura Yes 
Microsoft OneDrive Yes 
Mollie Yes 
Pipedrive Yes 
Roboost Yes 
TIMi Yes 
Verb CRM Yes 
eBay Yes 
techSHIP Yes 
tenderOS Yes 

Pricing Details

Contact us for information about pricing.
Free Trial No 
Free Version No 

Pricing Details

$25.00/month/user
Get one app free, forever! Or every app for one low price.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Jesta I.S.

Founded

1968

Country

Canada

Website

www.jestais.com

Vendor Details

Company Name

Odoo

Founded

2005

Country

Belgium

Website

www.odoo.com

Product Features

Apparel Management

Billing & Invoicing Yes 
Catalog Management Yes 
Inventory Management Yes 
Materials Management Yes 
Order Management Yes 
Product Management Yes 
Production Management Yes 
Purchasing Yes 
Returns Management Yes 
Shipping Management Yes 
Supplier Management Yes 
Supply Chain Management Yes 
Time and Action (TNA) Calendar No 
Warehouse Management Yes 

Catalog Management

Effortlessly manage, update, and create your B2B product catalog using Jesta's Catalogue Management module. Highlight your offerings by various attributes such as color, size, and more, equipping your retail clients with essential information for informed buying choices. Present vital product information including images, descriptions, prices, and SKUs, all customized for specific brands. Jesta’s platform enables you to craft templates and personalize the catalog's design seamlessly. Product information is automatically updated and synchronized with other Vision Sourcing & Demand modules, guaranteeing accuracy and timeliness. With just a few clicks, you can generate a digital catalog by choosing a cover design, layout, and selecting the products to feature. Prefer physical copies? The system simplifies the process of creating high-quality printed catalogs at the push of a button. Jesta Catalogue Management: enhance your product display and fulfill the requirements of your B2B clientele.

Catalog Creation Yes 
Content Library Yes 
Content Management Yes 
Cross Selling Functionality Yes 
Custom Product Attributes Yes 
Customizable Catalogs Yes 
Desktop Publishing No 
Pricing Management Yes 
Product Comparison Yes 
Search Yes 

Demand Planning

Demand Prediction Stay ahead of customer expectations across wholesale, retail, and online sales channels with Jesta's Demand Prediction module. By examining historical purchase data and recognizing trends, it forecasts demand for both the upcoming season and the year ahead. This module ensures that supply meets demand, proactively notifying users of potential shortages in raw materials or finished products. Seamlessly integrated with Jesta’s Material Resource Planning (MRP) system, it monitors incoming orders and shipping schedules, reducing the time inventory sits in warehouses and optimizing operational efficiency. Advanced business intelligence features offer valuable insights into buying behaviors, paving the way for enhanced services such as suggesting new products or preparing stock for expected orders. With Jesta's Demand Prediction, you can fine-tune inventory management, boost delivery efficiency, and elevate customer satisfaction.

Capacity Planning No 
Data Visualization Yes 
Historical Reporting Yes 
Inventory Optimization Yes 
Planned vs Actual Tracking Yes 
Product Introduction Planning Yes 
Promotions Management Yes 
Replenishment Management Yes 
Sales Forecasting Yes 
Supply Forecasting Yes 

Distribution ERP

Enhance your inventory turnover with Jesta’s Allocation & Distribution ERP system. This tool allows you to assign products to sales channels where they are likely to sell swiftly and profitably by evaluating localized demand and sales patterns. Tailored for items with shorter life cycles, this solution guarantees rapid inventory movement, which in turn fosters revenue growth. Jesta provides comprehensive flexibility from the initial allocation through to end-of-season adjustments. Effortlessly distribute stock from warehouses, manage advanced shipment notifications (ASN), or handle purchase orders (POs). The system offers allocation quantity recommendations based on past sales, store clustering, or personalized criteria such as minimum/maximum levels, supply weeks, or fill-to thresholds. Gain command over your inventory management and refine your allocation process with Jesta’s cutting-edge solution.

EDI

Enhance your B2B transactions with Jesta’s Electronic Data Interchange (EDI) solution. This system facilitates the automatic exchange of purchase orders, invoices, and Advance Shipment Notifications (ASN) with supply chain partners, thereby removing the need for labor-intensive and error-susceptible manual processes. Jesta's EDI optimizes communication between wholesalers and retailers, resulting in quicker and more precise order processing. It manages everything from validating order information and identifying discrepancies to dispatching ASNs and electronic invoices—all through a digital platform. Retailers are kept updated on stock availability through inventory notifications, which enhances overall supply chain efficiency. With EDI, wholesalers can fulfill retailer demands for smooth transactions, fostering robust partnerships. Renowned global brands such as Perry Ellis and Puma rely on Jesta’s reliable system to manage SKUs, oversee tailored partner programs, and collaborate with top retailers across North America. Choose Jesta EDI to speed up transactions, minimize errors, and fortify your supply chain.

AS2 Applications No 
AS2 Specification Compliance No 
Archiving & Retention No 
Certificate Management No 
Configuration Data Searching No 
Data Format Translator Yes 
Flexible Licensing No 
Full Logging No 
Labeling No 

ERP

Contemporary ERP & Master Data Governance Jesta’s ERP solution equips retailers with a cohesive platform to address various data requirements, encompassing item classifications, supplier information, as well as e-commerce, financial management, and inventory control. Tailored specifically for the fashion, footwear, and accessories sectors, it features a comprehensive master data governance system that enhances operational efficiency. Your Unified Data Hub In contrast to fragmented systems, Jesta’s ERP consolidates both operational and transactional information into a single, easily accessible repository. This centralization promotes data accuracy, uniformity, and real-time access, fostering greater efficiency and facilitating informed business decisions. Insights for Informed Choices Jesta’s ERP provides a global perspective with streamlined and integrated data. The incorporation of AI and sophisticated analytics unveils practical insights that help optimize operations, enhance customer satisfaction, and elevate performance levels. Revolutionize your data management and utilization with Jesta’s advanced ERP system.

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management No 
Financial Management Yes 
HR Management No 
Inventory Management Yes 
Order Management Yes 
Project Management No 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management Yes 
Warehouse Management Yes 

Fashion Design

CAD Tools No 
Color Matching No 
Design Export No 
Fabric Matching No 
Fashion Illustrations No 
Pattern Grading No 
Pattern Layout / Print / Cut No 
Pattern, Color & Art Storage No 
Presentation Tools No 
Textile Pattern Design No 

Inventory Control

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

MRP

Utilize Jesta's Material Resource Planning (MRP) module to meticulously coordinate your sourcing, manufacturing, and distribution processes. Accurately assess the necessary materials, their required amounts, and incorporate production schedules along with potential setbacks to keep your manufacturing on track. Clearly defined milestones for product readiness promote efficient operational flow. Jesta’s sophisticated multi-phase MRP module synchronizes supply with demand by leveraging extensive insights into customer preferences and resource availability. The automated calculations simplify the workflow, enabling you to refine material sourcing and production strategies. By accounting for lead times and possible delays, it guarantees that your products are available exactly when needed. When integrated with Jesta’s Demand Forecasting module, you can effectively predict customer requirements. The automation of purchasing schedules and delivery timelines enhances customer satisfaction while minimizing excess inventory expenses. Jesta MRP: intelligent planning, streamlined production.

Bills of Material Yes 
Compliance Management No 
Document Management Yes 
Forecasting Yes 
Formula Management Yes 
Inventory Management Yes 
Order Management Yes 
Process Manufacturing No 
Product Configurator No 
Production Scheduling Yes 
Quality Control Yes 
Quality Management Yes 
Quote Management No 
Reporting/Analytics Yes 
Resource Management No 
Safety Management No 
Supplier Management Yes 
Supply Chain Management Yes 

Order Management

Streamline your omnichannel order processing with Jesta's advanced Order Management System (OMS). Effortlessly source products from a variety of suppliers, including vendors, distribution centers (DCs), third-party logistics (3PL) providers, or in-store inventory to guarantee efficient order fulfillment. With smart functionalities such as order rerouting and splitting, handling intricate multichannel orders becomes a breeze. Jesta's OMS is designed for seamless integration with enterprise resource planning (ERP) systems, warehouse management systems (WMS), point-of-sale (POS) platforms, direct-to-consumer (DTC) channels, e-commerce shops, and digital marketplaces. It provides real-time insights into global inventory levels and customizable rules that enhance omnichannel fulfillment from the point of origin to the end customer. Automatically allocate orders for the quickest fulfillment options available, utilizing Endless Aisle, stock transfers, dropshipping, DTC, or Buy Online, Pick Up In Store (BOPIS) methods. Improve customer satisfaction by ensuring rapid and precise order processing along with efficient payment handling. Take charge of purchase orders, production timelines, delivery schedules, and much more.

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

Point of Sale

Streamline operations, enhance sales, and elevate customer engagement. Jesta’s Unified Commerce Omni Store solution transcends the traditional point of sale, providing powerful sales functionalities for your front-end operations, comprehensive tools for your back-end processes, and customer-focused engagement features that go above and beyond expectations. By utilizing Jesta’s Master Data Management, real-time visibility of enterprise-wide and store inventory, cross-channel orders, and customer profiles is achieved at both the POS and mPOS systems. The intuitive and feature-rich interface empowers associates with the necessary tools to seamlessly manage a variety of tasks and requests. Enjoy the convenience of processing multiple transaction types within a single, smooth step. Experience fast, secure, and adaptable management of inventory, sales, returns, omni-channel orders (like BOPIS and BORIS), special orders, layaways, endless aisle offerings, line busting, unified loyalty programs, gift cards, customer insights, upselling opportunities, and more!

Barcode Scanning Yes 
Commission Management Yes 
Cryptocurrency Support No 
Customer Account Profiles Yes 
Discount Management Yes 
Electronic Signature Yes 
Gift Card Management Yes 
Loyalty Program Yes 
Multi-Location Yes 
Restaurant POS No 
Retail POS Yes 
Returns Management Yes 
eCommerce Integration Yes 

Procurement

Enhance your supply chain efficiency with Jesta's Sourcing & Procurement module. Achieve comprehensive insight into purchase orders, material delivery timelines, and production schedules, ensuring a smooth connection between current orders and anticipated demand. Wholesalers can maintain their competitive edge by managing various procurement channels and obtaining detailed shipping information categorized by style, color, size, and other attributes. This increased accuracy improves production forecasts and aids in product differentiation while optimizing profit margins. Additionally, Jesta's platform keeps track of material, labor, overhead, and purchasing expenses, allowing for precise profit and margin assessments. Stay proactive in meeting customer needs, streamline processes, and increase productivity with Jesta’s Sourcing & Procurement solution.

Asset Management Yes 
Auction Management No 
Bid Management No 
Budget Management Yes 
Catalog Management Yes 
Contract Management Yes 
Inventory Management Yes 
Invoice Processing Yes 
PunchOut No 
Purchase Order Management Yes 
Receiving Yes 
Requisitions & Approvals Yes 
Sourcing Management Yes 
Spend Management Yes 
Supplier Management Yes 

Product Lifecycle Management

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

Retail ERP

Effortlessly handle purchasing, planning, finances, inventory, and storage with Jesta's Merchandising ERP. This comprehensive solution enhances return on investment by centering the consumer in your retail approach. As modern shoppers engage across various platforms, a cohesive commerce strategy is crucial for achieving seamless omnichannel effectiveness. Jesta's ERP converts customer information—such as transactions, social interactions, locations, and preferences—into actionable behavioral categories. By leveraging AI and machine learning, you gain deeper insights that facilitate improved planning, pricing, and distribution. Automated suggestions increase opportunities for cross-selling and up-selling, thereby enhancing profitability. Streamline financial management with automated accounting procedures, optimize warehouse utilization and processes, and enhance seasonal inventory control. Powerful analytics integrate diverse data sources to refine merchandising tactics and accelerate return on investment. Revolutionize your business operations with Jesta's Merchandising ERP.

Retail Management

Unite your workforce, operational processes, and product management to boost efficiency and create cohesive customer experiences that build trust with Jesta I.S's dynamic and scalable Vision Retail Management Suite, specifically designed for the apparel, footwear, and hardgoods sectors. Harness the power of the suite’s comprehensive unified commerce platform, which integrates essential components such as Merchandising ERP and Omni Store, allowing seamless connections between your headquarters, retail locations, online store, and distribution center. This integration provides extensive capabilities and unparalleled visibility to improve productivity while minimizing operational challenges. At the core of the suite lies Master Data. Rely on this centralized, real-time information as your definitive source of truth. A single, consistent view of inventory, orders, and customer information fosters effective collaboration and informed decision-making across various functions, including Buying & Planning, Vendor Management, Inventory Control, Warehouse and Order Management, Complete Store Operations (POS/mPOS), Accounting & Finance, and IT & Data Security.

CRM Yes 
Commission Management Yes 
Email Marketing Yes 
Employee Management Yes 
Loyalty Program Yes 
Mail Order Yes 
Merchandise Management Yes 
Multi-Location Yes 
Order Management Yes 
Purchase Order Management Yes 
Reporting/Analytics Yes 
Returns Management Yes 
eCommerce Yes 

Retail POS Systems

Streamline your operations, enhance sales, and elevate customer engagement. Jesta’s Unified Commerce Omni Store solution transcends traditional point of sale systems by delivering powerful sales functionalities for your front-of-house, comprehensive operational tools for your back-end, and engaging customer experience features that go beyond expectations. With Jesta’s Master Data Management, you gain real-time visibility into enterprise-wide/store inventory, cross-channel orders, and customer profiles right at the POS and mPOS. The platform’s user-friendly and feature-rich interface empowers associates to handle a variety of tasks and requests with ease. Customers can enjoy a seamless experience with multiple transaction types processed in a single, smooth step. Benefit from rapid, secure, and adaptable management of inventory, sales, returns, omni-orders (such as BOPIS and BORIS), special orders, layaways, endless aisle options, line busting, unified loyalty programs, gift cards, customer insights, upselling opportunities, and much more!

Barcode Scanning Yes 
Commission Management No 
Discount Management Yes 
Gift Card Management Yes 
Inventory Management Yes 
Loyalty Program Support Yes 
Pricing Management Yes 
Returns Tracking Yes 
Sales Tracking Yes 
Touch Screen Yes 
eCommerce Yes 

Sourcing

Enhance your supply chain efficiency with Jesta's Sourcing & Procurement module. Achieve comprehensive insight into purchase orders, material delivery timelines, and production schedules, ensuring smooth coordination with current orders and anticipated demand. Wholesalers can maintain their competitive edge by managing various procurement channels and capturing in-depth shipment details categorized by style, color, size, and other attributes. This meticulous approach improves production forecasts and allows for product differentiation while optimizing profit margins. Jesta's platform also tracks costs related to materials, labor, overhead, and purchases, facilitating precise profit and margin assessments. Stay proactive in meeting customer needs, streamline your operations, and increase productivity with Jesta's Sourcing & Procurement solution.

Auction Management No 
Budget Management Yes 
Collaboration Yes 
Global Sourcing Management Yes 
Rfx Management No 
Spend Management Yes 
Supplier Management Yes 
Supplier Qualification No 
Supplier Risk Management Yes 
Supplier Web Portal Yes 
Template Management No 

Supply Chain Management

Achieve comprehensive, real-time insight into your international supply chain processes to enhance efficiency, reduce costs, and foster collaboration throughout your entire network of partners. Utilize Jesta’s cloud-based Vision Supply Chain Management ERP Suite to identify trends in demand across various channels, enabling precise planning and forecasting at every stage. Harness AI-driven planning features to develop proactive strategies at the level of style, color, and size, ensuring accurate predictions throughout a product's lifecycle. Prepare for fluctuations in demand and implement measures to prevent stock shortages or excess inventory. Gain transparency and traceability in global purchasing, production (when applicable), and logistics to optimize the procurement of both finished goods and raw materials. Streamline direct-to-consumer order fulfillment and manage inventory more effectively with an integrated Order Management System. Cultivate a flexible supply chain capable of adjusting to disruptions and increasing demands for agility. Benefit from a comprehensive suite that includes ERP, MRP, WMS, OMS, EDI, and more.

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

Vendor Management

Audit Management No 
Contact Management No 
Customer Database No 
Self Service Portal Yes 
Supplier Master Data Yes 
Transaction History Yes 
Vendor Maintained Profiles Yes 
Vendor Managed Inventory Yes 
Vendor Performance Rating No 
Vendor Qualification Tracking No 

Warehouse Management

Enhance your inventory tracking, maximize warehouse utilization, and refine your pick-pack-ship workflows with Jesta’s Warehouse Management System (WMS). This innovative system offers real-time inventory tracking, facilitating seamless inbound and outbound operations while accommodating a variety of product formats such as hanging, flat, and bulk items. The direct putaway feature enables staff to efficiently store incoming inventory right away, ensuring that data is synchronized with your ERP system. For outgoing orders, the WMS guides employees to the optimal picking locations, which leads to quicker deliveries to customers and retail locations, ultimately boosting satisfaction and profit margins. With its mobile application, Jesta’s WMS turns devices into scanning and GPS tools for validating picks and increasing operational efficiency, while the desktop version provides role-specific security features and advanced management capabilities. Regular cycle counts—both manual and automated—help to ensure inventory remains accurate. Furthermore, integration with ProShip allows for the rapid selection of cost-efficient shipping carriers directly within the platform.

3PL Management Yes 
Barcoding / RFID Yes 
Category Customization No 
Channel Management Yes 
Demand Planning Yes 
Inventory Management Yes 
Location Control Yes 
Order Management Yes 
Purchasing Yes 
Quality Control Yes 
Receiving / Putaway Management Yes 
Returns Management Yes 
Shipping Management Yes 

Product Features

Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation Yes 
Billing & Invoicing Yes 
CPA Firms Yes 
Cash Management Yes 
Cryptocurrency Support No 
Expense Tracking Yes 
Fixed Asset Management Yes 
Fund Accounting Yes 
General Ledger Yes 
Government Yes 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management Yes 
Project Accounting Yes 
Purchase Orders Yes 
Tax Management Yes 

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation Yes 
Cash Management Yes 
Check Writing Yes 
Duplicate Payment Alert Yes 
Fraud Detection No 
General Ledger Entry Yes 
Vendor Management Yes 

Agile Project Management Tools

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

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling Yes 
Calendar Sync Yes 
Client Database Yes 
Group Scheduling Yes 
Mobile Access Yes 
Multi-Location Yes 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments Yes 
Room Booking Management No 

Billing and Invoicing

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

Blog

Analytics Yes 
Collaborative Writing Yes 
Comment Moderation Yes 
File Sharing Yes 
Group Posting Yes 
Monetization Tools Yes 
Post Management Yes 
Search Yes 
WYSIWYG Rich Text Editing No 

Business Management

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

Content Management

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

Contract Management

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

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal Yes 
eCommerce Yes 

CRM

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

Digital Signature

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

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly Yes 
Document Capture No 
Document Conversion Yes 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature Yes 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

eCommerce

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

eLearning Authoring Tools

Content Import / Export Yes 
Course Publishing Yes 
Gamification No 
Instructor-Led Courses Yes 
Interactive Content Yes 
PowerPoint Conversion No 
Self-Paced Courses Yes 
Storyboarding No 
Template Management Yes 
Test / Quiz Creation Yes 
Video Management Yes 

Email Marketing

A/B Testing Yes 
Artificial Intelligence No 
Auto-Responders Yes 
CAN SPAM Compliance Yes 
Customer Surveys Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Event Triggered Email Yes 
Image Library Yes 
Landing Pages/Web Forms Yes 
Mailing List Management Yes 
Mobile Optimized Emails Yes 
Reporting/Analytics Yes 
Subscriber Management Yes 
Template Management Yes 
WYSIWYG Email Editor Yes 

Equipment Maintenance

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

Equipment Rental

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

ERP

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

Event Management

Attendee Management Yes 
Badge Management No 
Conferences / Conventions Yes 
Exhibit / Vendor Management Yes 
Gamification No 
Room Block Management No 
Social Media Promotion Yes 
Sponsorship Management Yes 
Surveys & Feedback Yes 
Ticketing Yes 
Volunteer Management Yes 
Weddings / Parties Yes 

Field Service Management

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

Fleet Management

Dispatch Management Yes 
Employee Management Yes 
Fuel Management Yes 
GPS Tracking Yes 
Incident Reporting No 
Inspection Management Yes 
Inventory Management Yes 
Maintenance Management Yes 
Mileage Tracking Yes 
Motor Pool Yes 
Routing Yes 
Tire Management No 
VIN Lookup Yes 
Work Order Management Yes 

Help Desk

Alerts / Escalation Yes 
Automated Routing Yes 
Community Forums Yes 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management No 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management Yes 
Live Chat Yes 
Multi-Channel Communication Yes 
Multiple Brands / Products Yes 
Network Monitoring Yes 
Real-time Chat Yes 
Self Service Portal Yes 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

Human Resources

360 Degree Feedback Yes 
Applicant Tracking Yes 
Attendance Management Yes 
Benefits Management Yes 
Career Development Planning Yes 
Compensation Management Yes 
Compliance Management Yes 
Employee Database Yes 
Employee Lifecycle Management Yes 
Onboarding No 
Payroll Management Yes 
Performance Management Yes 
Recruiting Management Yes 
Self Service Portal No 
Succession Planning Yes 
Time & Attendance Management Yes 
Time Off Management No 
Timesheets Yes 
Training Management Yes 

Inventory Control

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

Inventory Management

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

Learning Management Systems (LMS)

Academic / Education Yes 
Asynchronous Learning Yes 
Blended Learning Yes 
Built-In Course Authoring Yes 
Corporate / Business Yes 
Customizable No 
Gamification Yes 
Learner Portal Yes 
Mobile Learning Yes 
Open Source No 
SCORM Compliance Yes 
Synchronous Learning Yes 
Video Conferencing Yes 
eCommerce Yes 
eLearning Companies Yes 

Live Chat

Canned Responses Yes 
Customizable Branding Yes 
Geo Targeting Yes 
Offline Form Yes 
Proactive Chat Yes 
Screen Sharing No 
Third Party Integration Yes 
Transfers / Routing No 
Website Visitor Tracking Yes 

Logistics

3PL No 
Barcoding / RFID Yes 
CRM Yes 
Container Tracking Yes 
Cross Docking Yes 
Fleet Management Yes 
Inventory Management Yes 
Order Management Yes 
Purchasing Yes 
Scheduling Yes 
Shipping Management Yes 
Transportation Management Yes 

Low-Code Development

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

Maintenance Management

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

Manufacturing

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

Manufacturing Execution

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

Marketing Automation

A/B Testing Yes 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Mobile App Development

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

MRP

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

No-Code Development

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

Order Management

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

Performance Management

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

Point of Sale

Barcode Scanning Yes 
Commission Management Yes 
Cryptocurrency Support No 
Customer Account Profiles Yes 
Discount Management Yes 
Electronic Signature Yes 
Gift Card Management Yes 
Loyalty Program Yes 
Multi-Location Yes 
Restaurant POS Yes 
Retail POS Yes 
Returns Management Yes 
eCommerce Integration Yes 

Preventive Maintenance

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

Procurement

Asset Management Yes 
Auction Management Yes 
Bid Management Yes 
Budget Management Yes 
Catalog Management Yes 
Contract Management Yes 
Inventory Management Yes 
Invoice Processing Yes 
PunchOut Yes 
Purchase Order Management Yes 
Receiving Yes 
Requisitions & Approvals No 
Sourcing Management Yes 
Spend Management Yes 
Supplier Management Yes 

Product Lifecycle Management

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

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal No 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Project Planning

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

Project Tracking

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

Quality Management

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

Quoting

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

Recruiting

Assessments Yes 
Background Screening Yes 
CRM Yes 
Interaction Tracking Yes 
Internal HR Yes 
Interview Management Yes 
Job Board Posting Yes 
Job Requisition Yes 
Onboarding Yes 
Recruiting Firms No 
Reference Checking Yes 
Resume Parsing Yes 
Self Service Portal Yes 

Recurring Billing

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

Rental

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

Restaurant POS

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

Retail POS Systems

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

SMS Marketing

2-Way Messaging Yes 
Artificial Intelligence No 
Contact Management Yes 
MMS Yes 
Mass Texting Yes 
Message Personalization Yes 
Mobile Coupons Yes 
Mobile Keywords Yes 
Polls / Voting Yes 
Reporting/Analytics Yes 
Scheduled Messaging Yes 
Shortcodes Yes 
Text-to-Win Yes 

Social Media Management

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

Social Media Marketing

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

Social Media Monitoring

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

Subscription Management

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

Supply Chain Management

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

Survey

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

Time Tracking

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

Warehouse Management

3PL Management No 
Barcoding / RFID Yes 
Category Customization Yes 
Channel Management Yes 
Demand Planning Yes 
Inventory Management Yes 
Location Control Yes 
Order Management Yes 
Purchasing Yes 
Quality Control Yes 
Receiving / Putaway Management Yes 
Returns Management Yes 
Shipping Management Yes 

Website Builder

Auto Update Yes 
Content Import / Export Yes 
Drag & Drop Yes 
Invoices Yes 
Landing Pages / Web Forms Yes 
Newsletter Management Yes 
Online Booking Yes 
Online Store Builder Yes 
Pre-built Templates Yes 
Real Time Editing Yes 
SEO Yes 
Survey Builder Yes 
White Label No 

Workflow Management

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

Alternatives

Alternatives

PolyPM Reviews

PolyPM

Polygon Software
SAP S/4HANA Cloud Public Edition Reviews

SAP S/4HANA Cloud Public Edition

Navigator Business Solutions, SAP Partner