Last Reviewed: November 18th, 2024

Best Knowledge Management Software Of 2024

What is Knowledge Management Software?

Knowledge Management Software (KMS) is a strategic tool that harnesses the power of information within an organization. It serves as an operative conduit for organizing, storing, and distributing knowledge for deeper insight and decision-making. KMS addresses the business challenge of leveraging the collective intelligence rather than depending on individual expertise. Utilizing KMS results in higher productivity, enriched customer relations, and accelerated innovation, which are all effective competitive differentiators. The features of KMS include knowledge repositories, interdepartmental collaboration tools, and advanced search mechanisms. AI-integrations are also emerging, primed to revolutionize content curation and knowledge discovery. KMS is versatile, but industries with large scopes of operation, like healthcare, utilities, and technology, stand to benefit the most. However, its limitation lies in its complexity which requires substantial effort for implementing and maintaining. In summary, KMS is a robust tool centralizing knowledge, strengthening business intelligence and fostering a more informed, collaborative organizational culture.

What Are The Key Benefits of Knowledge Management Software?

  • Boosts productivity
  • Enhances decision making
  • Fosters innovative culture
  • Improves customer satisfaction
  • Strengthens business intelligence
  • Promotes collaboration
  • Conserves institutional knowledge
  • Reduces operation costs
  • Facilitates expertise location
  • Standardizes information retrieval
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SelectHub Award Winners - Array

Our Research Analysts evaluated 53 solutions and determined the following solutions are the best Knowledge Management Software overall:

Overall

Document360  Award
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Why We Picked Document360

Is Document360 a knowledge base that covers every angle? User reviews from the past year suggest a nuanced answer. While Document360 is generally well-received for its user-friendly interface and robust features, some drawbacks warrant consideration. Users consistently praise Document360's intuitive WYSIWYG editor, making content creation a breeze even for non-technical users. The platform's powerful search functionality is another highlight, enabling users to quickly locate the information they need, which is crucial for both internal knowledge bases and customer-facing documentation. For instance, one user lauded Document360's search capabilities, stating that it's "like having a Google search bar for all your company's information." However, a recurring criticism pertains to Document360's limited integrations, particularly compared to competitors like Confluence. This limitation can hinder seamless workflows for teams reliant on a diverse tech stack.

Document360's strengths lie in its focus on streamlined knowledge management and user experience. Its intuitive design, robust search, and comprehensive analytics make it a powerful tool for creating, organizing, and sharing information effectively. However, its integration limitations and occasional formatting quirks after importing from Word can be a drawback for some users. Overall, Document360 is best suited for teams prioritizing ease of use, comprehensive knowledge management features, and a strong focus on creating high-quality, easily searchable documentation. It's ideal for businesses looking to improve internal knowledge sharing, create customer self-service portals, or build comprehensive product documentation.

Pros & Cons

  • Intuitive Authoring: Document360 boasts a user-friendly editor, empowering writers and editors to craft and manage articles effortlessly.
  • Efficient Search: The platform's robust search functionality ensures users can quickly locate the information they need, enhancing self-service support and reducing reliance on support teams.
  • Granular Access Control: Document360 allows administrators to manage permissions, ensuring that sensitive information remains accessible only to authorized personnel.
  • Scalable Solution: As your business expands, Document360 can accommodate your growing knowledge management needs, making it a future-proof investment.
  • Limited Integrations: Document360 might not seamlessly integrate with all the tools and systems a business currently uses, potentially causing workflow disruptions.
  • Lack of Article Templates: The absence of pre-designed article templates could mean additional time spent on formatting and design for content creators, especially for businesses with standardized content structures.

Key Features

  • Markdown Editor: Allows for easy formatting and styling of content using Markdown syntax.
  • Version Control: Tracks changes and maintains a history of document versions for easy rollback.
  • Customizable Branding: Enables customization of the knowledge base to match your company's branding.
  • Advanced Search: Provides powerful search capabilities with filters and relevance ranking.
  • Role-Based Access: Controls user permissions and access levels to ensure secure content management.
  • Analytics and Reporting: Offers detailed insights into user behavior and content performance.
  • SEO Optimization: Enhances visibility of your knowledge base through built-in SEO tools.
  • Multilingual Support: Supports multiple languages to cater to a global audience.
  • Integrations: Seamlessly integrates with popular tools like Slack, Microsoft Teams, and Zendesk.
  • Custom Domain: Allows you to host your knowledge base on a custom domain for a professional appearance.
  • Feedback and Comments: Enables users to provide feedback and comments on articles for continuous improvement.
  • Private and Public Knowledge Bases: Offers the flexibility to create both internal and external knowledge bases.
  • Article Templates: Provides pre-designed templates to streamline content creation.
  • Backup and Restore: Ensures data safety with regular backups and easy restoration options.
  • API Access: Allows for custom integrations and automation through a robust API.
  • Content Categorization: Organizes articles into categories and subcategories for easy navigation.
  • Custom CSS and JavaScript: Enables advanced customization through custom CSS and JavaScript.
  • Single Sign-On (SSO): Supports SSO for seamless and secure user authentication.
  • Import and Export: Facilitates easy migration of content with import and export functionalities.
  • Collaboration Tools: Includes features like commenting and co-authoring to enhance team collaboration.
KMS Lighthouse  Award
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Why We Picked KMS Lighthouse

Is KMS Lighthouse the 'bright' choice for knowledge management? User reviews from the past year suggest it's a powerful beacon, but with a few shadows to consider. Customers consistently praise KMS Lighthouse for its AI-powered efficiency, allowing them to locate information quickly and easily, much like a lighthouse guides ships through fog. This translates to faster response times and improved first-call resolution rates, directly impacting customer satisfaction and agent productivity. The platform's customizability is another strong point, with users appreciating the flexibility to tailor templates and interfaces to their specific needs, ensuring a comfortable fit for diverse teams and workflows.

However, the cost of KMS Lighthouse is a recurring concern, with users acknowledging its premium price point compared to competitors. While the robust features and support justify the investment for many, budget-conscious organizations might find this a significant barrier. Some users also point out limitations in reporting functionalities, making it difficult to gain comprehensive insights into knowledge usage and areas for improvement. This lack of detailed analytics can hinder data-driven decision-making for optimizing the knowledge base.

Despite these drawbacks, KMS Lighthouse shines in its ability to integrate seamlessly with popular platforms like Salesforce and Zendesk, streamlining workflows and boosting agent efficiency. This seamless integration eliminates the need for toggling between multiple applications, saving valuable time and reducing frustration. Ultimately, KMS Lighthouse is best suited for medium to large businesses prioritizing enhanced customer service and operational efficiency, and who are willing to invest in a premium solution. Its AI-powered search, customization options, and integrations make it a valuable tool for organizations aiming to empower their employees and elevate their customer experience.

Pros & Cons

  • AI-Powered Efficiency: KMS Lighthouse uses artificial intelligence to quickly find the information users need.
  • Customizable for Your Needs: You can tailor the interface and templates in KMS Lighthouse to match your preferences.
  • Proven Track Record of Success: Users consistently give KMS Lighthouse high ratings for its effectiveness.
  • Positive Business Impacts: KMS Lighthouse has been shown to deliver tangible results, such as improved first-time problem resolution rates and faster response times.
  • Price Point: While KMS Lighthouse offers a robust set of features, its higher cost compared to some competitors might make it less appealing for budget-conscious businesses.

Key Features

  • Intuitive User Interface: Designed for ease of use, the interface allows users to quickly navigate and find information.
  • Advanced Search Capabilities: Utilizes AI-driven search algorithms to deliver precise and relevant results.
  • Real-Time Updates: Ensures that all users have access to the most current information without manual refreshes.
  • Integration with CRM Systems: Seamlessly connects with popular CRM platforms like Salesforce and Microsoft Dynamics.
  • Customizable Knowledge Base: Allows organizations to tailor the knowledge repository to their specific needs and workflows.
  • Multi-Language Support: Provides content translation and localization features to support global teams.
  • Analytics and Reporting: Offers detailed insights into usage patterns and knowledge gaps through comprehensive reports.
  • Role-Based Access Control: Ensures that sensitive information is only accessible to authorized personnel.
  • Collaboration Tools: Includes features like commenting and sharing to facilitate team collaboration.
  • Mobile Accessibility: Optimized for mobile devices, allowing users to access information on-the-go.
  • Content Versioning: Tracks changes and maintains a history of document versions for accountability.
  • Interactive Decision Trees: Guides users through complex processes with step-by-step instructions.
  • API Integration: Provides robust APIs for integrating with other enterprise systems and applications.
  • Security and Compliance: Adheres to industry standards and regulations to ensure data protection and compliance.
  • Training and Onboarding Modules: Includes built-in training tools to help new users get up to speed quickly.
Bloomfire  Award
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$899
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Why We Picked Bloomfire

Is Bloomfire a flash in the pan or will its knowledge management solutions stand the test of time? User reviews from the past year indicate Bloomfire is a powerful tool for companies looking to organize and share information effectively. Users consistently praise its intuitive interface and robust search functionality, highlighting its ability to quickly locate specific information, even within large repositories. One user even compared it to using Google, stating, "It's super easy to use...everything populates so quickly." This ease of use is critical for encouraging widespread adoption within an organization.

However, some users have pointed out that Bloomfire can be more expensive than other knowledge management tools, making it potentially less suitable for smaller businesses with budget constraints. Additionally, while the platform boasts extensive features, some users have reported a steeper learning curve compared to simpler alternatives. This could lead to increased training time and potentially hinder immediate productivity gains. Despite these drawbacks, Bloomfire's strengths lie in its user-friendly design and powerful search capabilities, making it ideal for medium to large businesses seeking to streamline knowledge sharing and improve overall operational efficiency.

Pros & Cons

  • Intuitive Interface: Bloomfire's user-friendly design makes it easy to navigate and interact with content.
  • Powerful Search: Bloomfire's AI-powered search engine quickly finds the information users need, even across various content types like videos and PDFs.
  • Seamless Collaboration: Features like comments, discussions, and Q&A sections enable real-time knowledge sharing and teamwork.
  • Robust Integrations: Bloomfire integrates with popular enterprise tools like Salesforce and Microsoft Office, streamlining workflows and improving accessibility.
  • Strong Security: Features like data encryption and SSO authentication ensure that information is protected and compliant with industry standards.
  • Feature Overload: Bloomfire's extensive features, while beneficial for some, can be overwhelming for users with more straightforward knowledge management requirements.
  • Cost Factor: Bloomfire's pricing structure, which is not readily transparent, might be a deterrent for cost-conscious businesses, especially smaller enterprises.
  • Initial Learning Curve: New users might experience a learning curve due to the platform's robust and feature-rich nature, potentially impacting immediate productivity.
  • Customization Limitations: Some users have noted limitations in customizing the platform to align perfectly with their specific branding or workflow preferences.
  • Performance Concerns: There have been reports of occasional performance issues, particularly with large volumes of content, which could affect user experience.

Key Features

  • Content Curation: Easily organize and categorize content with tags, filters, and custom categories.
  • Search Functionality: Advanced search capabilities that include full-text search and filtering options to quickly locate information.
  • Q&A Section: Users can ask questions and receive answers from subject matter experts within the organization.
  • Analytics Dashboard: Provides insights into content engagement, user activity, and search trends to help optimize knowledge sharing.
  • Customizable Interface: Tailor the platform’s look and feel to align with your company’s branding and user preferences.
  • Integration Capabilities: Seamlessly integrates with other enterprise tools like Slack, Salesforce, and Microsoft Teams.
  • Mobile Accessibility: Access the platform from any device with a responsive design that ensures usability on smartphones and tablets.
  • Content Creation Tools: Built-in tools for creating rich media content, including videos, images, and documents.
  • Permission Controls: Granular permission settings to control who can view, edit, or share specific content.
  • Collaboration Features: Enable team collaboration through comments, likes, and shares on posts and documents.
  • Automated Workflows: Set up automated processes for content approval, notifications, and updates.
  • Knowledge Base Management: Centralized repository for storing and managing all organizational knowledge.
  • Content Recommendations: AI-driven recommendations to surface relevant content based on user behavior and preferences.
  • Security Measures: Robust security protocols including data encryption, single sign-on (SSO), and compliance with industry standards.
  • Multilingual Support: Supports multiple languages to cater to global teams and diverse user bases.
Atlas Intelligent Knowledge Platform  Award
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$2,500
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Why We Picked Atlas Intelligent Knowledge Platform

Is your team feeling lost and directionless, like they're wandering around without a map? Atlas Intelligent Knowledge Platform aims to be the compass guiding your team to success. User reviews from the past year are overwhelmingly positive, with customers praising Atlas for its ability to wrangle the chaos of information scattered across various platforms, particularly Microsoft 365. Users highlight Atlas's intuitive search functionality and AI-powered features, such as automated metadata tagging and 'Knowledge Collections,' as major wins, enabling them to quickly locate the information they need without sifting through endless emails and documents. This streamlined access to knowledge translates into tangible benefits, with users reporting significant time savings and increased productivity.

While Atlas receives high marks for its integration with Microsoft 365 and user-friendly interface, some users point out that its AI capabilities, while promising, are still under development and require further refinement to reach their full potential. For instance, the accuracy of AI-generated answers, while generally reliable, can sometimes be inconsistent, requiring users to double-check information. Despite these minor drawbacks, users generally agree that Atlas's strengths far outweigh its weaknesses, making it a valuable asset for organizations seeking to enhance knowledge management and collaboration.

Atlas Intelligent Knowledge Platform is an ideal solution for organizations deeply embedded in the Microsoft 365 ecosystem, particularly those struggling with information overload and seeking to empower employees with easy access to knowledge. Its robust search capabilities, AI-driven features, and seamless integration with existing workflows make it a powerful tool for boosting productivity and streamlining operations.

Pros & Cons

  • Centralized Information Access: Consolidates information from various sources within an organization, providing a single point of access for employees to find the information they need.
  • Enhanced Search: Offers robust search functionality that allows employees to quickly and easily find the information they need, even across large and complex datasets.
  • Improved Collaboration: Integrates seamlessly with collaboration platforms like Microsoft Teams, enabling employees to share knowledge and work together more effectively.
  • Streamlined Governance: Provides tools for managing and governing access to information, ensuring that employees have access to the right information at the right time.
  • AI-Powered Insights: Leverages AI to provide insights and recommendations, helping employees to make better decisions and work more efficiently.
  • Feature Limitations: Atlas might lack certain advanced features required for specialized research, potentially limiting its suitability for complex qualitative analysis.

Key Features

  • Advanced Search Capabilities: Utilize natural language processing to deliver precise search results, reducing time spent on information retrieval.
  • Contextual Recommendations: Automatically suggest relevant content based on user behavior and historical data, enhancing user experience.
  • Customizable Dashboards: Tailor dashboards to display key metrics and insights, allowing for a personalized user interface.
  • Integration with Third-Party Tools: Seamlessly connect with popular applications like Slack, Microsoft Teams, and Salesforce to streamline workflows.
  • Robust Analytics: Gain insights into content usage and user engagement through detailed analytics and reporting features.
  • Version Control: Maintain a history of document revisions, ensuring that users can track changes and revert to previous versions if necessary.
  • Access Control: Define user roles and permissions to ensure that sensitive information is only accessible to authorized personnel.
  • Collaborative Editing: Enable multiple users to work on the same document simultaneously, fostering teamwork and efficiency.
  • Content Tagging: Organize information with tags and categories, making it easier to locate and manage content.
  • Mobile Accessibility: Access the platform from any device, ensuring that users can retrieve and manage information on the go.
  • AI-Powered Insights: Leverage artificial intelligence to uncover patterns and trends within your data, driving informed decision-making.
  • Knowledge Base Creation: Build and maintain a comprehensive knowledge base to centralize information and improve knowledge sharing.
  • Automated Workflows: Streamline repetitive tasks with automation, freeing up time for more strategic activities.
  • Multilingual Support: Cater to a global audience with support for multiple languages, ensuring inclusivity and accessibility.
  • Scalability: Easily scale the platform to accommodate growing amounts of data and users without compromising performance.
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Why We Picked ClickUp

ClickUp is an all-in-one project management solution designed to help businesses in any industry optimize project cycles with a highly customizable interface, robust automation capabilities and extensive collaboration features. It helps you visualize tasks and project optimally with over 15 views including options like Kanban boards, Gantt charts, and calendars.

No-code automation with templates and drop-down menus for increased personalization mean you can build effective workflows. Other notable features include in-card comments, custom dashboards, sprint management, in-built documents and time tracking.

However, ClickUp’s feature-rich platform can also be a pitfall with some reviewers noting a steep learning curve associated with mastering its various functionalities. Additionally, the platform's tiered pricing structure might be a concern for smaller teams or organizations with limited budgets.

During our test run, ClickUp scored points for its easy automation, customization to the nth level, reporting views and collaborative tools. We found it incredibly easy to build custom workflows, implement templates for a new space and keep assignees accountable with the activity stream in each card. Overall, we think ClickUp is a fantastic option for businesses of all sizes, especially if you’re looking for a highly customizable and collaborative project management platform.

Pros & Cons

  • Easy To Use: Reviewers appreciated how easy the solution was to use and set up, even without extensive training or customer support.
  • Customization: Extensive customization options like task views, priority levels, color coding, and automations to create a unique product for their specific team were a plus for many users.
  • Collaboration: Users liked how easy it is to collaborate by assigning tasks, subtasks, comments and due dates with automated email notifications.

What Users Like

  • Versatility: “ClickUp lets you tailor tasks, projects, and views down to the smallest detail, which was perfect for our team since each project can look totally different. For example, we used its automation features to auto-assign tasks when certain stages were reached, which cut down on a ton of back-and-forth and kept everyone aligned.” - Victor André Enselmann, Founder of digital marketing firm Modeva
  • Centralization and Collaboration: “With offices across major U.S. cities, aligning everyone can be challenging. However, ClickUp’s customizable dashboards allow each team to organize tasks based on project demands while keeping a high-level view of overall progress. This flexibility has significantly reduced the back-and-forth between teams, saving time and ensuring that our large-scale projects stay on track.” - Steve Morris, Founder and CEO of NEW MEDIA
  • Cost: Reviewers mentioned expensive renewal fees after the free trial and upselling.
  • Learning Curve: Users noted it takes time for new users to get familiarized with so many features and how its navigation and customization work.
  • Notifications: An influx of email notifications for every change can cause some important alerts to get lost, according to some users.

What Users Dislike

  • Too Many Features: “We ended up with a cluttered dashboard full of features we didn’t need, and it actually slowed us down. Once we simplified and focused on just the core tools, it was a lot smoother. So, with ClickUp, the trick is to use what you need and ignore the rest, or it can overwhelm more than it helps." - Victor André Enselmann, Founder of digital marketing firm Modeva
  • Time-Based Automations: “Initially, the learning curve was steep, which led to some confusion and delays as we adapted. To address this, we created a custom onboarding process for new hires that guides them through the platform’s essentials before diving into more advanced functions.” - Steve Morris, Founder and CEO of NEW MEDIA

Key Features

  • Multiple Views: Get a bird’s eye view of your business with the everything view. Check your project’s progress in over 15 ways, including Kanban, board, Gantt, calendar, chat and activity views.
  • Custom Workspaces: Create (work)spaces for each project with your own set of workflow rules, automations, statuses, fields and even assignees. Move tasks in-between spaces and change priority, receive pop-ups if statuses are different and control space accessibility.
  • Task Management: Keep track of tasks using cards that you can build from scratch or create using custom templates and fields. Assign tasks, post points, due dates, assignees and statuses. View and add comments, create alerts for overdue tasks, use custom checklists and add task dependencies.
  • Sprint Management: Create sprints using templates from ClickUp or your workspace. Manage your sprint cycles by setting custom sprint dates, priority levels and points to your work. Auto-add unfinished tasks to your next sprint, duplicate sprint views and integrate sprints with GitHub, GitLab and Bitbucket. Pace your sprints against a target using burndown charts and use burnup charts to see completed and pending work. Organize and manage sprint-specific settings via the sprint folder.
  • No-Code Automations: Create custom automations for tasks and processes without coding expertise. Use built-in recipes, ClickApps or build-your-own automations in each space using actions, triggers and conditions custom to your workflow and processes using drop-down menus.
  • Dashboards and Reporting: Click on the home icon to view a personalized dashboard of your recent projects, assigned tasks, reminders and comments. Create custom dashboards and reports from specific spaces using templates or by selecting the start from scratch option.
  • Time Tracking: Track time from multiple assignees using the built-in tracker in each card. Get an overview of user activity in your company and see when users are active using Pulse and the timesheets feature.
  • Document Creation: Create documents within the program’s word processor that are directly integrated into projects and tasks. Import documents from other word processors to add tags and use a robust tool library.
  • Goals and Targets: Set and organize goal trackers in folders to keep track of multiple projects at once. Set goal targets by monetary value, True/false conditions, or by number of units.
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$15
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Why We Picked Archbee

How do you create a buzz-worthy documentation platform? Archbee has generated quite a bit of buzz in the documentation software arena, particularly among developers. Users praise its intuitive, modern editor, which employs a block-based system for content creation, making it as easy to use as a word processor. The ability to integrate with popular development tools like GitHub and manage content as Markdown files is a significant advantage for technically-minded users. One user even proclaimed, "Archbee = Notion for engineers." However, some users point out that Archbee, being in active development, may lack certain advanced features found in more established platforms, such as content reuse blocks.

Archbee shines in its speed and performance, with users reporting a fast and seamless experience. Its clean interface and robust API documentation features make it a favorite among developers. However, some criticisms include occasional bugs and limitations in the current pricing plan's storage space. While Archbee excels in technical documentation, its focus on this niche might be a limiting factor for some.

In conclusion, Archbee is best suited for tech-savvy teams and developers who prioritize speed, ease of use, and seamless integration with their existing workflows. Its strength lies in its ability to make technical documentation a breeze, but its laser focus on this area may not cater to users seeking a more versatile platform like Notion.

Pros & Cons

  • Intuitive Editor: Archbee's editor is designed for ease of use, featuring custom blocks for various content types, drag-and-drop functionality, and real-time Markdown conversion. This allows users to focus on content creation rather than formatting intricacies.
  • Seamless Collaboration: The platform enables real-time co-authoring, allowing team members to work together on documents concurrently. Features like inline comments, user tagging, and document history tracking facilitate efficient communication and version control.
  • Developer-Centric Features: Archbee caters to technical documentation needs with specialized blocks for API endpoints, code snippets, Swagger UI integration, and GraphQL support. This allows for the creation of comprehensive and interactive developer guides.
  • Limited Customization: Users have reported limitations in customizing the design beyond pre-set sections, hindering the ability to fully control the visual presentation of their documentation.
  • Search Functionality: Some users have found the search function to be less effective than desired, making it challenging to locate specific information within their documentation.
  • Occasional Bugs: Being in active development, some users have encountered occasional bugs and technical issues that impact the user experience, both for editors and end-users.

Key Features

  • Real-Time Collaboration: Multiple users can edit documents simultaneously, ensuring that teams stay in sync and updates are reflected instantly.
  • Markdown Support: Allows for easy formatting of text using Markdown syntax, making it simple to create well-structured documents.
  • Customizable Templates: Provides a variety of templates that can be tailored to fit specific documentation needs, streamlining the creation process.
  • API Documentation: Automatically generates API documentation from OpenAPI and GraphQL schemas, reducing manual effort and ensuring accuracy.
  • Version Control: Tracks changes over time, allowing users to revert to previous versions and maintain a history of document edits.
  • Embeddable Widgets: Supports embedding of interactive widgets such as diagrams, charts, and code snippets, enhancing the richness of the documentation.
  • Search Functionality: Advanced search capabilities enable users to quickly find specific information within large documentation sets.
  • Access Control: Granular permissions allow administrators to control who can view, edit, or comment on documents, ensuring security and compliance.
  • Integrations: Seamlessly integrates with popular tools like Slack, GitHub, and Jira, facilitating a cohesive workflow across different platforms.
  • Custom Domains: Offers the ability to host documentation on custom domains, providing a professional and branded experience for users.
  • Analytics: Provides insights into how documentation is being used, including metrics on page views and user engagement, helping to improve content over time.
  • Export Options: Supports exporting documents in various formats such as PDF and HTML, making it easy to share and distribute content.
  • Commenting System: Enables users to leave comments and feedback directly on documents, fostering collaboration and continuous improvement.
  • Custom Branding: Allows for the customization of the documentation portal with company logos, colors, and themes, ensuring consistency with corporate identity.
  • Offline Access: Provides the ability to access and edit documents offline, ensuring productivity even without an internet connection.
WorkfloPlus  Award
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$35
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Why We Picked WorkfloPlus

Is your workflow feeling a bit, well, basic? User reviews from the past year suggest that WorkfloPlus could be the productivity boost your business needs. This software shines by transforming cumbersome paper-based processes into streamlined digital workflows, accessible on various devices. Imagine this: a technician arrives at a job site, accesses equipment manuals and service history instantly through the app, and then completes a detailed inspection report with photos, all within WorkfloPlus. This seamless flow of information, praised by users for its intuitive design and real-time reporting, empowers both field and office teams to collaborate effectively.

However, some users noted that while WorkfloPlus excels at simplifying existing processes, it might lack the customization depth of competitors like monday.com for more complex workflows. Think of it like this: WorkfloPlus is a fantastic multi-tool, perfect for most jobs, but you might need a specialized tool from a larger toolbox for highly intricate tasks. Despite this, the software's user-friendliness and robust core features make it a hit for businesses, particularly those in field service or manufacturing, looking to ditch the paper trail and embrace a more efficient, accountable, and data-driven way of working.

Pros & Cons

  • Customizable Workflows: Users can tailor workflows to match their specific operational needs, like creating detailed inspection checklists for field technicians or automating data entry for quality control.
  • Real-Time Data Access: Provides instant access to critical information, such as equipment manuals and service history, directly through a mobile app, empowering technicians to make informed decisions on the go.
  • Predictive Maintenance Capabilities: Integrates with IoT sensors to monitor equipment conditions and proactively identify potential issues, allowing for timely maintenance and reduced downtime.
  • Limited Information on Integrations: While WorkfloPlus shines in its core features, the provided context lacks details about its compatibility with existing business systems. A business often relies on a suite of software, and seamless integration is crucial for efficient data flow.
  • Potential for Steep Learning Curve: Although praised for its user-friendliness, transitioning to a fully digital workflow system can be daunting for some teams. The absence of information about onboarding support and training resources raises a potential concern for businesses with low digital literacy.

Key Features

  • Intuitive User Interface: Designed for ease of use, the interface allows users to navigate and manage workflows with minimal training.
  • Real-Time Data Capture: Enables the collection of data as tasks are performed, ensuring up-to-date information is always available.
  • Customizable Workflows: Users can tailor workflows to meet specific operational needs, enhancing flexibility and efficiency.
  • Offline Functionality: Allows users to continue working without an internet connection, with data syncing once connectivity is restored.
  • Integration Capabilities: Seamlessly integrates with existing enterprise systems such as ERP and CRM, ensuring smooth data flow across platforms.
  • Task Assignment and Tracking: Facilitates the assignment of tasks to team members and tracks progress in real-time, improving accountability.
  • Compliance and Audit Trails: Automatically generates detailed logs of all actions taken within the system, aiding in compliance and audits.
  • Mobile Accessibility: Fully functional on mobile devices, allowing field workers to access and update workflows on the go.
  • Analytics and Reporting: Provides robust analytics and reporting tools to help managers make data-driven decisions.
  • Visual Work Instructions: Supports the inclusion of images, videos, and diagrams within workflows, enhancing clarity and understanding.
  • Role-Based Access Control: Ensures that users only have access to the information and functions relevant to their role, enhancing security.
  • Automated Notifications: Sends alerts and reminders to users about upcoming deadlines or required actions, reducing the risk of missed tasks.
  • Version Control: Maintains a history of workflow changes, allowing users to revert to previous versions if needed.
  • Multi-Language Support: Accommodates a global workforce by offering support for multiple languages within the platform.
  • Drag-and-Drop Workflow Builder: Simplifies the creation and modification of workflows with an intuitive drag-and-drop interface.
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Why We Picked Notion

Is Notion really worth a notion, or is it just another fleeting productivity fad? User reviews from the past year reveal a mixed bag. While Notion is lauded for its comprehensive features, encompassing note-taking, project management, and knowledge management, its steep learning curve can be a dealbreaker for some. Users often compare it to a Swiss Army knife – versatile but cumbersome. For instance, while its customization options are praised, the interface can feel cluttered, especially on mobile devices. This complexity makes it more suitable for tech-savvy individuals or teams who can fully utilize its advanced features.

Compared to specialized tools like Trello for visual task management or Asana for robust project management, Notion's all-in-one approach can be both a blessing and a curse. While it offers a centralized workspace, it may lack the depth of features that dedicated tools provide. This makes Notion ideal for content creators, solopreneurs, and those seeking a flexible workspace. However, users who prioritize simplicity and ease of use might find it overwhelming and may be better served by more streamlined alternatives.

Pros & Cons

  • Centralized Workspace: Consolidates various tools and information into a single platform, streamlining workflows and reducing the need for multiple applications.
  • Enhanced Collaboration: Enables real-time teamwork through shared workspaces, task assignments, and integrated communication features, fostering transparency and efficiency.
  • Customizable Organization: Offers flexible database creation and templates for managing projects, tracking progress, and organizing information in a way that aligns with specific needs and workflows.
  • Steep Learning Curve: New users often find it challenging to learn Notion's extensive features and customization options, requiring significant time investment to become proficient.
  • Cluttered Interface: Some users find Notion's interface overwhelming, especially with complex pages and nested documents, making navigation difficult.
  • Limited Offline Access: Notion's reliance on internet connectivity hinders users who require constant offline access, as offline capabilities are limited.
  • Performance Issues: Notion can become slow and sluggish when handling large datasets, impacting productivity for users dealing with substantial amounts of information.
  • Limited Mobile App Functionality: Notion's mobile app lacks the robustness of its desktop counterpart, with some features unavailable, limiting its usability for mobile-dependent users.

Key Features

  • Customizable Templates: Create and use templates for various needs such as project management, note-taking, and personal planning.
  • Database Functionality: Organize information in tables, boards, lists, and calendars, allowing for versatile data management.
  • Rich Media Embedding: Embed videos, audio files, PDFs, and other media directly into your pages for a more interactive experience.
  • Markdown Support: Utilize Markdown syntax for quick and easy formatting of text, enhancing readability and structure.
  • Collaboration Tools: Share pages with team members, assign tasks, and leave comments to facilitate seamless collaboration.
  • Web Clipper: Save web pages and articles directly to Notion with the browser extension, making research and information gathering more efficient.
  • Kanban Boards: Visualize tasks and projects using Kanban boards, which help in tracking progress and managing workflows.
  • Nested Pages: Create pages within pages to build a hierarchical structure, making it easier to organize and navigate complex information.
  • Global Search: Quickly find any content within your workspace using the powerful search functionality.
  • API Integration: Connect Notion with other tools and services through its API, enabling automation and enhanced functionality.
  • Version History: Track changes and revert to previous versions of a page, ensuring data integrity and accountability.
  • Task Management: Set due dates, reminders, and priorities for tasks to keep projects on track and meet deadlines.
  • Customizable Views: Switch between different views such as list, gallery, and calendar to suit your workflow and preferences.
  • Mobile App: Access and edit your Notion workspace on the go with the fully-featured mobile application.
  • Integration with Slack: Receive notifications and updates in Slack, keeping your team informed and connected.
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Why We Picked livepro

Is livepro knowledge management software truly a live pro in the world of business solutions? User reviews from the past year indicate a resounding "yes." Customers consistently highlight livepro's intuitive interface and robust feature set as major strengths. For instance, one user praised the platform's "ease of access" and "simple configuration," emphasizing the "wide range of incredibly-powerful services." This sentiment is echoed by others who appreciate the software's user-friendliness, particularly for training new employees and managing content processes.

However, some users have pointed out areas for improvement. A recurring concern is the presence of bugs and formatting errors, suggesting the need for platform updates. Additionally, while livepro boasts extensive features, a few users expressed a desire for greater customization options, particularly regarding third-party integrations. Despite these minor drawbacks, the overwhelming sentiment remains positive.

What truly sets livepro apart is its exceptional customer support. Users consistently commend the "awesome team" for their responsiveness, helpfulness, and proactive approach to enhancing the platform. This dedication to customer satisfaction, coupled with livepro's intuitive design and comprehensive features, makes it an ideal solution for businesses of all sizes, particularly those in customer-centric industries seeking to streamline knowledge management and enhance operational efficiency.

Pros & Cons

  • Intuitive Interface: Livepro is celebrated for its user-friendly design, allowing employees to quickly find the information they need without extensive training.
  • Streamlined Information Access: The software acts as a single source of truth, ensuring employees and customers have access to consistent and up-to-date information.
  • Enhanced Collaboration: Livepro promotes a collaborative knowledge-sharing environment, allowing teams to contribute to and refine the knowledge base.
  • Strong Support System: Users consistently praise Livepro's responsive and helpful customer support team, ensuring they can maximize the software's value.
  • Limited Integrations: Livepro may lack seamless integration with third-party applications like CRM and analytics platforms, potentially limiting its functionality for businesses reliant on those tools.
  • Occasional Bugs: Some users have reported encountering occasional bugs and formatting errors within the platform, which could temporarily disrupt workflow.
  • Complex User Permissions: Configuring user permissions and access rights in Livepro can be intricate, requiring careful attention to avoid unintended access restrictions for users.
  • Reporting Functionality: While Livepro offers reporting tools, some users have expressed a desire for more robust and customizable reporting features to gain deeper insights into knowledge usage and effectiveness.

Key Features

  • Intuitive Search Functionality: Quickly locate information with advanced search algorithms that understand natural language queries.
  • Customizable Dashboards: Tailor your workspace with widgets and tools that suit your specific needs and preferences.
  • Real-Time Updates: Ensure your team always has the latest information with automatic content updates and version control.
  • Contextual Guidance: Provide step-by-step instructions and contextual help directly within the interface to assist users in real-time.
  • Integration Capabilities: Seamlessly connect with other business tools and platforms, such as CRM systems and communication apps.
  • Role-Based Access Control: Manage permissions and access levels to ensure sensitive information is only available to authorized personnel.
  • Analytics and Reporting: Gain insights into usage patterns and content effectiveness with detailed analytics and customizable reports.
  • Content Categorization: Organize information efficiently with tags, categories, and metadata for easy retrieval and management.
  • Collaboration Tools: Facilitate teamwork with features like shared notes, comments, and collaborative editing.
  • Mobile Accessibility: Access knowledge resources on-the-go with a mobile-friendly interface and dedicated apps.
  • Multilingual Support: Cater to a global audience with content translation and localization features.
  • Feedback Mechanisms: Collect user feedback directly within the platform to continuously improve content quality and relevance.
  • Training and Onboarding Modules: Accelerate new employee onboarding with integrated training materials and guided learning paths.
  • Compliance Tracking: Ensure adherence to industry regulations and standards with built-in compliance tracking and auditing tools.
  • Content Lifecycle Management: Manage the entire lifecycle of your content from creation to archiving with automated workflows and approval processes.
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Why We Picked Glean

Have you heard the latest buzz? Glean is making waves as a note-taking software, but is it worth the hype? User reviews from the past year reveal a resounding "yes," particularly for students. Glean's standout feature is its seamless integration of audio recording, slide synchronization, and annotation capabilities. Imagine effortlessly syncing your lecture audio with the corresponding slides, highlighting key points, and adding your own notes directly within the platform. This dynamic trio empowers students to actively engage with the material, enhancing comprehension and retention.

While Glean garners praise for its intuitive design and robust features, some users point out compatibility hiccups with Firefox. Additionally, a level of comfort with technology is necessary to fully utilize its capabilities. Despite these minor drawbacks, Glean's strengths in streamlining note-taking, fostering active learning, and improving information retention make it a game-changer for students seeking to level up their study game. Its ability to cater to diverse learning styles, particularly for those who benefit from auditory and visual learning, solidifies its position as a valuable asset in today's educational landscape.

Pros & Cons

  • Multimedia Note-Taking: Glean allows users to record audio, annotate recordings, and integrate slides and other materials, creating a comprehensive and engaging note-taking experience.
  • Improved Organization and Accessibility: Glean's features, such as the ability to add headings, group notes by class or subject, and search across recordings, make it easier for users to organize and find the information they need.
  • Enhanced Information Retention: The software's ability to revisit and refine notes, along with features like instant transcription and closed captioning, helps users better retain information and improve their understanding of the material.
  • Browser Compatibility: Glean has exhibited compatibility problems with certain web browsers, such as Firefox, potentially hindering user experience.
  • Technical Proficiency: Users unfamiliar with technology may find Glean's features challenging to navigate effectively.
  • Real-Time Transcription: Glean does not provide real-time transcription of recordings, which may be inconvenient for users who prefer immediate access to text-based notes.

Key Features

  • Audio Recording: Capture lectures and meetings in real-time, ensuring you never miss critical information.
  • Text Notes: Add written notes alongside your audio recordings for a comprehensive record of your sessions.
  • Timestamped Notes: Link your text notes to specific points in the audio, making it easy to revisit important moments.
  • Highlighting: Emphasize key points in your notes with color-coded highlights for quick reference.
  • Tagging: Organize your notes with custom tags to streamline searching and categorization.
  • Transcription: Convert audio recordings into text, allowing for easy review and editing.
  • Search Functionality: Quickly locate specific information within your notes using advanced search capabilities.
  • Cloud Sync: Access your notes from any device with seamless cloud synchronization.
  • Collaboration: Share notes and collaborate with peers in real-time, enhancing group study sessions and teamwork.
  • Offline Access: Work on your notes without an internet connection, ensuring productivity anywhere.
  • Integration with Other Tools: Connect Glean with other productivity tools like Google Drive and Microsoft OneNote for a unified workflow.
  • Customizable Interface: Personalize the layout and appearance of Glean to suit your preferences and enhance usability.
  • Security Features: Protect your notes with robust security measures, including encryption and password protection.
  • Export Options: Export your notes in various formats, such as PDF and Word, for easy sharing and printing.
  • Mobile App: Use Glean on the go with a fully-featured mobile application available for both iOS and Android devices.

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Buyer's Guide

Knowledge Management Software Is All About Empowering Customers Through Self-service

Knowledge Management Software BG Intro

Remember that Chinese proverb? “Give a man a fish and feed him for a day, teach him to fish and feed him for life.” While general customer support is like giving your customers a fish — solving their problems in the moment — creating resources using knowledge management software is like teaching them to fish, empowering them to solve problems on their own.

This guide will take you through the ins and outs of knowledge management software, from its benefits and key features to choosing the right solution for your business. We’ll also talk about what to consider when comparing different knowledge management tools. Let’s dive in!

Executive Summary

  • Knowledge management software allows you to create and manage knowledge bases that customers can use to resolve issues independently.
  • Knowledge management software allows you to empower your customers, reduce ticket volumes and increase agent productivity.
  • Some factors to consider before selecting a knowledge management tool for your organization include budget limitations, how extensive your knowledge base needs to be and what kind of security the platform offers.
What This Guide Covers:

What Is Knowledge Management Software?

Knowledge management software is a help desk tool that allows you to create and manage knowledge bases and customer self-service tools. A knowledge base is a repository of training and troubleshooting materials, including FAQs, how-to guides, instructions and tutorial videos. These tools allow customers to resolve their issues on their own without having to contact customer support.

A recent Forbes article found that self-service quickly emerged as one of the most important customer service trends for 2023. Additionally, Salesforce found that the percentage of customers that use self-service portals grew from 59% to 65% between 2020 and 2022. Millennials in particular are more likely to prefer self-service tools over other modes of customer service.

Knowledge management software allows you to take advantage of these emerging trends to reduce pressure on your staff while simultaneously improving customer experience.

Primary Benefits

A report by Gartner found that knowledge management is a major priority for business leaders in 2023. 51% of respondents said that they want to prioritize funneling support queries to knowledge bases for self-service. Let’s look at some of the potential benefits driving this trend.

Knowledge Management Software Primary Benefits

Empowering Customers

Since customers don’t have to wait to talk to a representative and can look up resources on their own, knowledge bases expedite query resolution. These resources also give customers a sense of accomplishment and self-sufficiency in being able to solve their problems without external help.

89% of customers interviewed by Zendesk in 2022 said that they preferred companies that allowed them to resolve queries themselves without contacting customer service, citing convenience, independence and flexibility as some of the main advantages.

Simplifying Agent Training

Knowledge bases are not only useful for customer support — they’re also great employee training and onboarding resources. Your knowledge base is a comprehensive repository of tutorials, FAQs and other training materials that you can manage and update per your needs. It’s a permanent resource that agents can refer to at any time, whether they’re just starting their career or need a refresher on a key topic.

You can also maintain a separate internal knowledge base specifically for agent training.

Reducing Ticket Volume

In 2022, 65% of business leaders interviewed by McKinsey said that improving their self-service tools was a key factor in helping reduce ticket volumes.

Knowledge bases help reduce ticket volume by allowing customers to resolve basic issues without contacting your help desk. Reduced ticket volumes means you need fewer agents and less infrastructure to provide your support services.These resources can be diverted to other more important processes, which can save money and improve efficiency.

Increasing Agent Productivity

Reduced ticket volume also has the benefit of reducing agent workloads. Agents have fewer tickets to deal with and can redirect customers with simpler queries to the knowledge base. This gives them more time to work on complex and time-sensitive tickets. Agents can also refer to the knowledge bases themselves to assist customers better.

Key Features & Functionality

Content Authoring and Management

Author, edit, update and manage content for your knowledge base to make sure your content is always up to date.

Text Editor

A WYSIWYG (what you see is what you get) editor ensures that anyone can easily edit or update your knowledge base without specialized training.

Access Controls

Secure your knowledge base against vandalism or unauthorized edits. Access controls, which can include restricted accounts and password protection, ensure that only authorized persons are allowed to edit the content in your knowledge base.

Customizable Front-end

Customize the front-end of your knowledge base or help website. This is important for branding, making your help website unique to your business. You can use customizable color schemes, fonts and add your brand logo to your knowledge base.

Search Capabilities

If you have an extensive knowledge base, customers might struggle to find the information they need. A search bar can help customers find exactly what they’re looking for without hassle. This also lowers your customer effort score, an important help desk KPI.

Version Histories

View different versions of the same knowledge base article or other content for archival purposes, cross-checking and auditing. It’s also an important fail-safe mechanism that allows you to restore older versions that may have been edited or deleted by mistake.

Multilingual Support

Give each customer the best support possible regardless of their background. Create localized versions of the same content in multiple languages and enable multilingual search.

Mobile-optimization

Mobile device users generated more than half of all web traffic in the US in 2022. Mobile-optimization ensures that users can view, browse and search through your knowledge base on mobile devices without hassle.

Software Comparison Strategy

Before you decide on which knowledge management platform to use for your organization, you’ll want to compare all the available options to determine which one is ideal for you.

The first step here is to determine your specific needs. Consider how complex your product or service is and how extensive your knowledge base needs to be. Something like an enterprise software, which handles a lot of different processes and operations, will require a much more extensive knowledge base. Security and spam protection are also important considerations.

Next, you should determine what other features you want to prioritize and which ones aren’t as important. For example, if your business mainly caters to a small, localized demographic that speaks a single language, multilingual support may not be as much of a priority.

Once you have considered these factors, you can make a list of vendors that meet your requirements and compare their products in terms of aspects like pricing and features to arrive at a final decision.

Cost & Pricing Considerations

Having the right software capabilities is important, but you want to make sure the tool you choose fits your budget. Knowledge management software platforms can come with a variety of pricing structures, with some charging a subscription fee and others charging a one-time payment. As a general rule, cloud-based or SaaS platforms tend to come with a monthly or annual subscription.

Apart from the cost of initial deployment, you should also factor in the cost of various add-ons, like plug-ins or third-party integrations. For example, you may want to use a third-party translation tool to create multilingual versions of your knowledge base. Maintenance costs and the cost of upgrades down the line are also some things you should consider.

The Most Popular Knowledge Management Software

Making a decision can be difficult when facing a market that’s inundated with options. To help you out, we’ve compiled a list of some of the most popular knowledge management solutions. Check out our picks below!

Freshdesk

Freshdesk is a help desk platform that can increase customer engagement and satisfaction by simplifying ticketing, streamlining operational workflows and automating processes. It allows users to create multilingual, external and internal knowledge bases for customers and employees.

This cloud-based platform also offers various field service modules, including quick query resolution, omnichannel customer engagement and automated ticket routing.

Freshdesk

Ticket management with Freshdesk. Source

Salesforce Service Cloud

Salesforce Service Cloud is a help desk automation tool by Salesforce that provides omnichannel ticketing support, customizable knowledge bases, telephony integration, service analytics and a host of other tools. The KCSv5 verified knowledge management tool includes incident management features to ensure the accuracy of content.

Salesforce Service cloud helps make your customer service workflows more efficient and productive and enables agents to better, more personalized and faster service.

Salesforce Service Cloud<

Salesforce Service Cloud agent dashboard. Source

Zendesk

Zendesk’s streamlined customer support platform allows agents to solve problems efficiently, track issues and prioritize support tickets. The knowledge base tool allows you to create, categorize and section off your help center articles. It also supports multiple languages and includes spam protection to ensure the security of your content.

Zendesk also offers other self-service support tools like community forums for peer-based support. For more information, see our Ultimate Zendesk Review.

Zendesk

Live chat-based support with Zendesk. Source

 

 

Questions To Ask

Use these questions as a starting point for internal discussions about your software search:

  • What’s our budget?
  • Is the knowledge base primarily meant for customer self-service or employee training?
  • How extensive does the knowledge base need to be?
  • What are our organization’s key pain points and how can this software help us solve them?
  • Is scalability a priority?

Knowledge Management Software Key Questions

Here are some questions you should ask potential vendors about their services and the software to determine whether the product is suitable for your company:

  • How many years of expertise do you have in the industry?
  • What customer support and training do you offer?
  • What integrations does the software offer?
  • How customizable is the front-end of the knowledge base?
  • What protocols do you follow to protect the knowledge base from vandalism and spam?

Next Steps

The right knowledge management software can help reduce both customer effort and the workload of your support agents, improving productivity and customer satisfaction.

The best software for you is the one that meets your needs most closely. We hope this buyer’s guide gave you the headstart you needed on your software selection journey. If you want more detailed insight into the best knowledge management platforms, check out our comparison report!

Product Comparisons

Additional Resources

About The Contributors

The following expert team members are responsible for creating, reviewing, and fact checking the accuracy of this content.

Technical Content Writer
Kriti Sahay is a Technical Content Writer at SelectHub, writing content for Help Desk and Call Center Software. Kriti is based out of New Delhi, India. When she's not handling Buyer's Guides and other informational articles, she can be found experimenting in her kitchen, street shopping, or painting!
Technical Research By Joan Akash
Senior Analyst
Joan Akash, a Senior Research Analyst at SelectHub, holds a Post-Graduate Diploma in Management with a specialization in Marketing. Her expertise as a researcher and reviewer spans diverse software categories, including Project Management, Customer Relationship Management, Live Chat, and Help Desk. Beyond her professional pursuits, Joan is spiritually driven, with a passion for teaching children and a penchant for reading biblical blogs and crafting poetry.
Technical Review By Manan Roy
Principal Analyst
Manan is a native of Tezpur, Assam (India), who currently lives in Kolkata, West Bengal (India). At SelectHub, he works on categories like CRM, HR, PPM, BI, and EHR. He has a Bachelor of Technology in CSE from The Gandhi Institute of Engineering and Technology, a Master of Technology from The Institute of Engineering and Management IT, and an MBA in Finance from St. Xavier's College. He's published two research papers, one in a conference and the other in a journal, during his Master of Technology.
Content Editor
As an editor, Dianna Dragonetti leads a team of five writers in writing about a variety of software, with an emphasis on how these tools empower businesses. Categories include accounting, learning management systems, content management systems, supply chain management, and electronic data interchange.