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Average Ratings 714 Ratings

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Description

Augeo stands at the forefront of engagement, loyalty, and incentive solutions, constantly innovating with cutting-edge technology. The company is dedicated to helping organizations effectively engage and retain their employees, customers, channel partners, and members. Through a variety of offerings, including membership benefits, insurance, employee recognition programs, and both virtual and live events, Augeo enhances engagement and strengthens relationships. With a commitment to crafting innovative experiences, Augeo aims to inspire individuals and cultivate deeper connections across all stakeholders. Their products facilitate engagement through a spectrum of initiatives, from intricate global strategies to simple interpersonal interactions, enriching experiences and influencing outcomes. Explore fresh avenues for uniting employees and members to foster shared experiences and build cohesive communities. By actively listening and sharing industry insights, Augeo provides valuable perspectives that can guide you on your journey toward enhanced engagement and loyalty. Their focus on collaboration ensures that organizations can thrive in a competitive landscape while nurturing meaningful relationships.

Description

Planview AdaptiveWork, previously known as Clarizen, empowers PMOs and professional services teams of various sizes to achieve instant visibility across their operations, streamline workflows, proactively address potential risks, and enhance overall business outcomes. By aligning with the company’s strategic objectives, organizations can maximize workforce effectiveness, ensuring that teams concentrate on delivering the most critical tasks timely. It facilitates the tracking, management, and prioritization of work requests, guaranteeing that each request automatically encompasses all necessary information for execution. With bi-directional integration with your CRM and custom triggers in place, opportunity details can be effortlessly captured to aid in planning client projects. The platform automates and governs the various phases of the request lifecycle, including submission, scoring, prioritization, routing, and approval, thereby streamlining the pathway for converting requests into actionable projects, tasks, or work items. This comprehensive approach not only boosts efficiency but also fosters a culture of accountability and transparency within the organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce Yes 
Slack Yes 
ADP TeamPay Yes 
Box No 
Google Cloud Platform Yes 
Google Drive No 
Jira Work Management No 
ManageEngine Identity Manager Plus No 
Microsoft Excel No 
Microsoft SharePoint No 
Microsoft Teams Yes 
NetSuite No 
Planview Hub No 
QuickBooks Online No 
QuickBooks Online Advanced No 
ServiceNow No 
Workday Extend Yes 
Wufoo No 
Zendesk No 
Ziflow No 

Integrations

Salesforce Yes 
Slack Yes 
ADP TeamPay No 
Box Yes 
Google Cloud Platform No 
Google Drive Yes 
Jira Work Management Yes 
ManageEngine Identity Manager Plus Yes 
Microsoft Excel Yes 
Microsoft SharePoint Yes 
Microsoft Teams No 
NetSuite Yes 
Planview Hub Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
ServiceNow Yes 
Workday Extend No 
Wufoo Yes 
Zendesk Yes 
Ziflow Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

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

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Augeo

Founded

1999

Country

United States

Website

www.augeomarketing.com

Vendor Details

Company Name

Planview

Founded

1989

Country

United States

Website

www.planview.com/products-solutions/products/adaptivework/

Product Features

Customer Engagement

Analytics No 
Churn Management No 
Communication Management No 
Community Management No 
Content Syndication No 
Feedback Collection No 
Gamification No 
Live Chat No 
Video Content No 

Customer Loyalty

CRM No 
Corporate Memberships No 
Customer Activity Tracking No 
Discount Management No 
Gift Card System No 
Loyalty Card System No 
Member Portal No 
Membership Management No 
No-Card Loyalty System No 
Referral Tracking No 
Rewards Management No 

Employee Engagement

Benchmarking No 
Cultural Alignment No 
Employee Awards No 
Employee Guides No 
Employee Recognition No 
Feedback Management No 
Goal Management No 
Health & Wellness Programs No 
Performance Management No 
Pulse Surveys No 

Employee Recognition

Goals No 
Leaderboards / Activity Tracking No 
Manager-to-Peer Recognition No 
Mention Management No 
Nominations No 
Peer-to-Peer Recognition No 
Performance Management No 
Rewards Catalog No 
Rewards Points No 
Social Recognition No 
eCards No 

Loyalty Management

CRM No 
Customer Activity Tracking No 
Discount Management No 
Gift Card System No 
Loyalty Card System No 
Member Portal No 
Membership Management No 
No-Card Loyalty System No 
Referral Tracking No 
Rewards Management No 
White Label No 

Membership Management

Application Management No 
Automatic Renewals No 
Committee Management No 
Dues Management No 
Email Marketing No 
Event Management No 
Member Directory No 
Member Portal No 
Member Types No 
Membership Database No 
Nonprofit Membership No 
Payment Processing No 
Website Management No 

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management No 

Demand Planning

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

IT Management

Capacity Monitoring No 
Compliance Management No 
Event Logs No 
Hardware Inventory No 
IT Budgeting No 
License Management No 
Patch Management No 
Remote Access No 
Scheduling No 
Software Inventory No 
User Activity Monitoring No 

IT Project Management

Bug Tracking Yes 
Issue Management Yes 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Portfolio Management Yes 
Prioritization Yes 
Product Roadmapping Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking Yes 
Supports Agile No 
Supports Scrum No 
Task Management Yes 
Testing / QA Management Yes 
Time & Expense Tracking Yes 

Professional Services Automation

Billing & Invoicing No 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
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 Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

Project Portfolio Management

Budget Management Yes 
Collaboration Yes 
Dashboard Yes 
Issue Management Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Project Planning Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking Yes 
Task Management Yes 
Time & Expense Tracking Yes 

Resource Management

Capacity Management Yes 
Data Visualization Yes 
Demand Forecasting Yes 
Drag & Drop Yes 
Employee Scheduling No 
Filtered Search Yes 
Resource Allocation Yes 
Skills Tracking No 
Utilization Management Yes 

Task Management

Collaboration Yes 
Create Subtasks Yes 
Gamification Yes 
Gantt Charts Yes 
Mobile Access Yes 
Percent-Complete Tracking Yes 
Progress Tracking Yes 
Recurring Tasks Yes 
Reporting/Analytics Yes 
Spreadsheet View Yes 
Task Board View Yes 
Task Planning Yes 
Task Scheduling Yes 
Task Tracking Yes 
Time Tracking Yes 
To-Do List View Yes 

Work Management

Access Roles / Permissions No 
CRM No 
Calendar Management No 
Collaboration Tools No 
File Storage / File Sharing No 
Kanban No 
Messaging / Discussion No 
Performance Metrics No 
Project Management No 
Reporting / Analytics No 
Resource Management No 
Strategic Planning No 
Task Management No 
Time Tracking No 
Version Control No 
Workflow Management 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 No 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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