Glossary: Key Terms & Concepts
List of features
Employee Database
A database of employees comprises vital information such as each employee's personal information and company-related information such as their pay scale, employment date, and more. In addi...read more
Document Management
A system or process for capturing, tracking and storing electronic documents such as PDFs, word processing files, and digital photographs of paper-based content is known as document manage...read more
Version Control
Version control, often known as source control, tracks and manages changes to digital asset management software code. Version control systems are software development teams' go-to solution...read more
Collaboration Tools
People can collaborate more easily with the help of collaboration tools. The goal of a collaboration tool is to help a group of two or more individuals achieve a common goal or objective. ...read more
Reporting (Analytics)
Reporting is the process of organizing data into informational summaries in order to track how various components of a business are performing. This includes calculating critical data and ...read more
Task Assigning
When you send someone a task request in an email message, you assign them tasks. You hand it on to one of your team members (unless the assignee declines). The task's assigner will be kept...read more
Alerts (Escalation)
Using escalation alerts, users can create notification rules for primary and custom entities. A few requirements may be included in escalation rules, which will result in email or on-scree...read more
Collaboration
Collaboration has received a lot of attention in the marketing world recently. It's taking off in a big way but still has many questions surrounding it that make the majority of business o...read more
Automated Routing
In Incident, you may automate your work flow process for new requests by using automatic routing. It instructs the system on when and where incidents should be sent. Problem Type, Location...read more
Incident Management
The service desk, which is the single point of contact for all users dealing with IT, is usually tightly associated with incident management. When a service is disrupted or fails to achiev...read more
Alert Notifications
Alert Notifications are an essential feature of software that provide users with real-time updates and important information. These notifications serve as a way to keep users informed and ...read more
Approval Process Control
An approval process is a mechanism through which a company approves documents, invoices, budgets, and purchase orders, as well as a new procedure that the company intends to implement. Imp...read more
Rich Text Editor
Plain text is less exciting than rich text. Text formatting such as bold, italics, and underlining, as well as different fonts, font sizes, and coloured text, are all supported. Page forma...read more
Dashboard
A real-time email marketing dashboard displays metrics. This allows individuals to track the effectiveness of an email marketing initiatives, as well as provide insight into what they can ...read more
Access Control
The access control structure is a crucial characteristic that distinguishes a digital asset management system from other storage systems. You can define user groups with varied viewing, up...read more
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
