Automate creation of tasks and alerts, send emails, route items, change item statuses and a lot more using a powerful rules-based automation engine. An easy workflow definition wizard allows you to create and modify your own powerful workflows.

Drill down from rich dashboards directly to work an item. Make your own reports on items, tasks and accounts using a powerful report wizard that allows you to choose fields and filters to include in your report.

Track item life cycle through automated or manual status changes. Select from a large number of built-in statuses, or create your own custom statuses.

Send richly formatted, html emails both internally and externally. Enhances collaboration by tracking all activities in one place as part of item history.

Standardize your communications with customers, vendors, suppliers, and employees through the use of customizable templates. Templates combine user and item information through "smart tags" with rich html formatting to give you complete control over your presentation. Create separate templates for emails, calls, and letters for topics such as acknowledgement, reminder, follow-up, and closure.

Powerful search engine provides the ability to quickly narrow down results and locate specific records.

Add comments and notes to an item, the system automatically keeps track of past comments, who made them and when.

Attach files of any type to an item, either upload file to coAction server or link the file to your server, no upload necessary!

Enter the details of a phone conversation with a customer by using pre-defined call templates for audit.

A record of all the actions taken on an item, along with the date, time, details and user ID, is stored in the system for audit.

Export any view of the system to an Excel/CSV format, including search/sort results.

Items such as accounts, contacts, orders and action history can be imported and exported automatically both on a schedule through text files or in real-time using web services.