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Glossary
Software terms, explained
Short, plain definitions of the words you'll see on product pages and spec sheets. Each one links to a guide when there's more to know.
B
- Bank feed
- An automatic import of bank and card transactions into accounting software. Read the guide →
C
- CRM
- Customer relationship management software that stores contacts, conversations and deals in one place. Read the guide →
K
- Kanban board
- A view that shows tasks as cards moving through columns such as to do, doing and done. Read the guide →
P
- Per-seat pricing
- A price charged for each user on the account, so cost rises with team size. Read the guide →
S
- SaaS
- Software as a service: software you use in a browser or app and pay for by subscription.
- Sales pipeline
- The stages a deal moves through from first contact to won or lost. Read the guide →
- SOC 2
- An independent audit report on how a service provider protects customer data.
- SSO
- Single sign-on: signing in to many apps with one company account. Read the guide →
Z
- Zero-knowledge encryption
- A design where data is encrypted on your device so the provider cannot read it. Read the guide →