Features

Everything you need to
manage relationships

Ten powerful features designed to keep you connected to everyone and everything that matters to your business.

🔗

Unified Entity Management

Manage companies, people, and animals in one unified system. Each entity can have unlimited custom fields, relationships, and linked records.

  • • Companies with full hierarchy
  • • People with contact history
  • • Animals with breed & medical info
  • • Custom entity types
⚙️

Smart Connector Framework

Connect to 18+ external systems with a flexible, pluggable architecture. Guided setup wizards, encrypted credential storage, and configurable sync schedules.

  • • 18+ pre-built connectors
  • • CRM, ERP, email, documents
  • • Encrypted credential vault
  • • Custom connector framework
🔄

Bidirectional Sync & CRM Writeback

Go beyond one-way imports. CRM Writeback allows you to push changes back to source systems with four flexible modes: Ask, Immediate, Scheduled, or Manual.

  • • Ask mode (confirm before sync)
  • • Immediate mode (real-time push)
  • • Scheduled mode (batch updates)
  • • Manual mode (user-triggered)
📧

Unified Email Integration

Connect multiple email accounts with smart threading, automatic entity matching by domain, reusable response templates, and powerful automation rules.

  • • Multi-account support
  • • Smart threading & matching
  • • Template library
  • • Automation rules (PRO)
📋

Rich Contact Timeline

See every interaction, document, and event in one unified timeline. Aktera Connect aggregates emails, tickets, invoices, documents, and notes into a single view.

  • • Unified activity feed
  • • Cross-system aggregation
  • • Timeline search & filter
  • • AI-powered condensation (PRO)
🏷️

Labels, Relations & Organization

Create unlimited labels, relationships, and custom properties. Organize entities hierarchically, link them semantically, and build your own data structure.

  • • Unlimited custom labels
  • • Semantic relationships
  • • Custom fields & types
  • • Hierarchical organization
📊

Dashboard & Real-Time Analytics

Grafana-inspired analytics with connector health monitoring, activity timelines, entity distribution charts, and system performance metrics — all updated in real time.

  • • Real-time metrics
  • • Connector health monitoring
  • • Activity distribution
  • • Customizable dashboards
🤖

AI-Powered Assistance (PRO)

Powered by Claude (Anthropic) or OpenAI. Automatic contact summaries, smart suggestions, email drafting assistance, and intelligent timeline condensation.

  • • Auto-generated summaries
  • • Smart suggestions
  • • Email drafting
  • • Timeline condensation
🛡️

Enterprise Security & Compliance

Role-based access control, row-level permissions, immutable audit logging, GDPR compliance tools, and encrypted credential storage for enterprise peace of mind.

  • • Role-based access control
  • • Row-level security
  • • Immutable audit logs
  • • GDPR compliance tools
📜

License System (Standard vs PRO)

Start free with Standard. Upgrade to PRO for AI assistance, email automation, advanced audit logging, priority support, and custom connector development.

  • • Free Standard plan
  • • PRO with AI features
  • • No credit card required
  • • Per-seat pricing (PRO)

Ready to explore all features?

Deploy Aktera Connect on your own infrastructure today and experience unified relationship management.

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