Business Software for Microsoft Dynamics 365

CRM Analytics from Salesforce is a robust analytics platform designed to help businesses leverage their data to drive better outcomes. By combining AI-powered predictions with data insights, CRM Analytics enables businesses to quickly uncover actionable intelligence and make decisions faster. The platform offers customizable dashboards and key performance indicators (KPIs) tailored to different industries and roles, ensuring that businesses get valuable insights without needing to rely on complex data models. Integration with over 50 external data connectors allows businesses to get a complete view of their customer data, enhancing sales, service, and marketing strategies. CRM Analytics also automates repetitive tasks, streamlining operations and providing a more personalized experience for both employees and customers. With its ability to auto-scale and support billions of rows of data, the platform is built to grow with enterprises, offering secure, governed insights directly within the Salesforce workflow.

Malbek is an advanced AI-driven contract lifecycle management (CLM) platform built to empower enterprises in managing complex contracts with ease and transparency. It provides a dynamic, centralized environment where businesses can glean actionable insights from contracts, enabling smarter decision-making and maximizing profitability. The platform streamlines contracting by offering intuitive workflows, quick contract creation, and seamless approval processes that boost operational efficiency and compliance. Malbek’s robust integrations with widely used business tools like Salesforce, HubSpot, SAP, Slack, and DocuSign connect contract management with broader enterprise operations, maintaining a single source of truth. Embedded AI throughout the system automates manual, time-consuming tasks and provides timely insights and recommendations, accelerating negotiations and shortening contract review cycles. With a customer retention rate over 120% and nearly all users recommending the platform, Malbek is recognized for enhancing productivity and collaboration across global teams. The platform also offers comprehensive support and training, ensuring clients get the most out of their CLM investment. Its trusted reputation is built on delivering meaningful business impact through technology and innovation.

Codat helps their clients build deeper connections with business customers. We offer products that make it easy to access, synchronize and interpret data from customers’ financial software for specific use cases, such as onboarding suppliers to commercial card programs and underwriting business loans. The depth of specialization and expertise that runs through our products and service enables our clients to more effectively grow share of wallet, reduce churn and scale operations.

Dealtale stands out as the pioneering No-Code platform for data exploration. We recognize the challenges and inefficiencies that arise from juggling numerous complex digital tools, which is why we developed a solution that seamlessly integrates and organizes data for analysis, offering teams an incredibly straightforward interface to obtain quick insights without the need for coding, managing data silos, or dealing with outdated data frameworks, data science, or engineering concerns. This innovative platform empowers marketing, sales, and customer success teams to conduct extensive analyses of customer journeys. Our unique technology aggregates every customer interaction across various channels including social media, paid ads, websites, emails, and meetings into a centralized customer data hub, enabling the formulation of data-driven, customer-focused revenue strategies. By utilizing advanced predictive modeling, organizations can enhance their ROI and revenue by identifying the optimal allocations for their marketing expenditures. Furthermore, connecting a multitude of business applications, such as CRM systems, marketing automation tools, websites, and advertising platforms, to Dealtale is a straightforward process that enriches data accessibility and usability. Ultimately, Dealtale not only simplifies data exploration but also fosters a deeper understanding of customer behavior and preferences.

Aptivio’s Buyer Intent AI platform is the future of sales. We leverage artificial intelligence to enhance inefficient and generic sales pipeline development processes through opportunity discovery, hyper-personalization, unified sales and marketing, and real-time actionable insights at every stage of the buyer lifecycle that drive revenue outcomes. ​

Digital event invitations for modern organizations. Choose from our exclusive cards and invitations to customize with your own company branding, or upload your own design and simply benefit from Greenvelope's fully-integrated event management, tracking, and ticketing functionalities: the choice is yours, and we are here to make it effortless. - RSVP Tracking: View 'Yes' and 'No' responses, open rates and survey responses, all in real time. - Survey Questions: Easily collect all the information you want, no matter the question. - Import Guest List: Import contacts from a spreadsheet, from your email, or by using your Greenvelope address book. - Address Validation: Each email address will be automatically verified to ensure optimal delivery and minimize bouncebacks. - Auto-Reminders: Schedule and send reminders to subsets of your guest list to alert them of an upcoming RSVP deadline or event date. - Daily Updates: Receive updates that are most important to you, from RSVP notifications to daily summaries and more.

Transform your clients into success narratives with integrated intelligence that includes advanced analytics, intuitive dashboards, and beyond. Bold BI is meticulously crafted as an embedded platform, ensuring that there are no trade-offs or shortcuts in its functionality. Traditional requirements, such as the need to consolidate all your data into a specific data store or cube, can complicate your application unnecessarily in today’s environment. Some solutions necessitate the creation of intricate systems for data integration while also ensuring that the embedded BI data store remains aligned with your data sources. However, with Bold BI, you can seamlessly connect to a multitude of data sources as well as any data warehouse that suits your needs. Choose single-tenant mode for a shared data model or opt for multi-tenant mode to keep a unified source for dashboards while distributing them across various tenants. Bold BI is built to handle both conventional and unique situations effortlessly. You can embed Bold BI directly within your application code through its robust JavaScript APIs, making it a versatile choice for developers. This flexibility ensures that whatever your data requirements may be, Bold BI is equipped to meet them effectively.

Flotiq is an API-first content management platform that works with any technology, framework, or language. It bridges developers and content managers, streamlining collaboration and boosting efficiency. Simply define your data model, and Flotiq’s managed platform handles the complexity. Get started quickly with auto-generated APIs and SDKs, and launch projects faster. Key Features: - API-First Design: Auto-generates RESTful APIs or GraphQL for seamless integration. - Flexible Content Modeling: Easily customize data structures for any project. - Omnichannel Delivery: Deliver content across websites, apps, and devices. - CDN Integration: Fast, scalable media delivery. - Webhooks: Automate workflows and improve efficiency. - SDKs & Integrations: Ready-to-use tools for popular languages. Flotiq helps developers and content creators collaborate smoothly, offering a scalable, high-performance solution for modern projects. Start building today!

For many companies, the CRM system fails to indicate where their web leads originate, which can lead to significant expenditure on unproductive leads that fail to convert. Relying solely on the number of form submissions isn't sufficient, as various traffic sources can yield clients of vastly differing quality. One particular channel might bring in a few high-value, long-term customers, whereas another could result in a flood of unqualified prospects. To truly assess the effectiveness of a marketing strategy, it's essential to monitor the revenue generated from each initiative. This means evaluating the monetary impact of all campaigns and channels, including the first-click, last-click, and everything in between. By focusing your investment exclusively on channels that actually contribute to sales, you can optimize your marketing budget and achieve better results. Thus, understanding the source of your leads can significantly enhance your overall marketing strategy.

Tiledesk delivers scalable customer service to your mobile apps and your website. It is the first messaging platform that seamlessly connects applications, chatbots and humans, with its orchestration layer and built-in AI powered Bots. It is an open source project, based on the MQTT protocol for the messaging. Main Features: • Live Chat Widget with full multichannel experience on Web and Mobile; • Resolution Bot to automate customer support; • Easy Integration with all major AI-platforms, cloud and Open source, from DialogFlow to RASA; • Ticketing Management system perfectly integrated into the platform and into the flow of instant conversations; • Chat Tools like typing indicator, off-line access, delivery receipts, contact list, conversation history and much more; • Team Organization with multi-project management, SLAs setting, smart assignment of the queues, departments organization and much more; • Seamless conversation allows to “jump” between different channels in a transparent way for end customers and agents; • Dashboard with real time analytics; • Knowledge base.

Teliqon is a modern cloud communication platform built to unify business telephony and messaging in a single environment. It enables companies to manage voice calls, SMS communication, and outbound campaigns without relying on complex infrastructure. The solution includes virtual phone numbers, a fully featured Cloud PBX system, and an advanced auto dialer that helps teams automate outreach and improve productivity. Businesses can launch large-scale calling campaigns, handle incoming calls efficiently, and deliver SMS notifications or marketing messages worldwide. Teliqon integrates with CRM systems and internal tools, allowing teams to centralize customer data, track communication history, and automate workflows. This makes it easier to manage sales pipelines, support operations, and customer engagement from one platform. With reliable global connectivity, scalable architecture, and detailed reporting tools, Teliqon supports growing companies and enterprise teams looking to optimize communication processes and expand internationally.

Sopact is the ultimate solution for impact-driven organizations that want to take their impact measurement and management to the next level. With its cutting-edge technology and expert consulting services, Sopact empowers organizations to optimize their impact and achieve sustainable growth. Sopact impact measurement software is an all-in-one solution that enables organizations to measure their impact, collect data, and visualize it through a user-friendly dashboard. This makes it easy to track progress, identify areas for improvement, and share impact stories with stakeholders. With traditional MS Excel and survey tools, impact measurement can be time-consuming, complex, and prone to errors. But with Sopact, you can streamline your impact measurement process and gain insights that drive real change. But Sopact doesn't just stop at providing an easy-to-use platform. They're also pushing the boundaries of impact measurement with advanced analytics and AI technology, allowing organizations to uncover insights and optimize their impact in real time. This approach to impact management gives organizations a competitive advantage, allowing them to adapt to changing circumstances and achieve their goals faster.

Kwest is a powerful solar project management software designed to enhance control and efficiency for managing directors, project managers, and installers. With an intuitive interface, real-time analytics, and comprehensive tools for resource allocation and task management, Kwest simplifies solar project planning and collaboration with subcontractors. Our workflow builder helps you to automate processes and save valuable time. With Kwest, you install faster.

Connecting every data source with analytics services on a single AI-powered platform will transform how people access, manage, and act on data and insights. All your data. All your teams. All your teams in one place. Create an open, lake-centric hub to help data engineers connect data from various sources and curate it. This will eliminate sprawl and create custom views for all. Accelerate analysis through the development of AI models without moving data. This reduces the time needed by data scientists to deliver value. Microsoft Teams, Microsoft Excel, and Microsoft Teams are all great tools to help your team innovate faster. Connect people and data responsibly with an open, scalable solution. This solution gives data stewards more control, thanks to its built-in security, compliance, and governance.

Introducing DonorDock, the ultimate CRM solution for nonprofits. Simplify your fundraising efforts with our intuitive interface. Easily manage donors, track interactions, and drive sustainable growth. Say farewell to scattered spreadsheets and tedious data entry. DonorDock centralizes donor information for effortless management. Engage donors with personalized communication tools. Craft targeted emails, schedule automated campaigns, and send customized thank-you notes. Gain insights with advanced analytics. Track performance, monitor donor retention, and make data-driven decisions. Your data is also secure with top-notch measures. DonorDock seamlessly integrates with QuickBooks and Mailchimp, enhancing productivity. Join our nonprofit community and experience the transformative power of DonorDock. Our dedicated support team is here to assist you. Elevate fundraising and create impact with DonorDock – the CRM designed for nonprofits.

Sourcetable is an AI-powered spreadsheet and data platform designed for a wide range of data-related tasks, including analyzing files, cleaning and enriching data, conducting research, creating visualizations, generating reports, and supporting business intelligence. It combines the functionality of traditional spreadsheets like Excel and Google Sheets with enhanced capabilities for data integration and analysis. Sourcetable supports standard spreadsheet formulas and functions while allowing users to connect to over 100 databases and applications, enabling real-time data centralization and analysis. The platform integrates advanced AI models to automate workflows, identify patterns, and assist with decision-making. This reduces the need for manual processes and improves efficiency in working with data. Sourcetable is suitable for building dashboards, running financial analyses, preparing data for machine learning, or organizing and analyzing information for various applications. Its combination of traditional spreadsheet features and modern data capabilities provides users with tools for efficient, data-driven problem-solving.

Qobra is the all-in-one sales compensation and commission management platform built for revenue, finance, and operations leaders who want to replace spreadsheets with automation, transparency, and control. Designed to handle the most complex commission structures, Qobra connects seamlessly to your CRM and data tools, providing real-time insights and 100% reliable calculations. With Qobra, teams can design and automate any compensation plan—from recurring commissions to bonuses, SPIFs, and draw models—using a no-code, drag-and-drop interface. Finance teams ensure accuracy and compliance through audit trails and validation workflows, while sales reps gain live visibility into earnings, targets, and performance dashboards that build trust and motivation. Qobra empowers leaders to analyze performance and model scenarios with actionable analytics that align incentives with business goals. Its flexible architecture supports multi-currency, multilingual, and multi-hierarchy structures, enabling global scalability with ease. Rated among the best sales compensation solutions by G2 and Capterra, Qobra helps companies reduce commission processing time by up to 80% and increase sales performance by 20%. From startups to enterprise organizations, Qobra is the trusted partner to automate, secure, and optimize your sales compensation strategy, so you can focus on growth, not spreadsheets.

Delivr serves as a holistic identity resolution platform designed to allow businesses to access and collaborate seamlessly on data from any cloud or platform. This versatile solution caters to numerous use cases, helping organizations gain deeper insights and effectively engage with their audiences driven by zero-party data. As the pioneering identity resolution platform, Delivr enables companies to refine and enhance their go-to-market strategies. Organizations can discover reliable and scalable methods for achieving growth. By leveraging zero-party data alongside closed-loop attribution, businesses can obtain a clearer understanding of their audiences and activate them effectively. Through cutting-edge approaches to data privacy, ethics, and enterprise identity, our platform enhances your operational ecosystem, ensuring that engagement is both precise and confident. Ultimately, Delivr equips companies with the tools they need to thrive in a data-driven landscape.

Microsoft Dynamics 365 Project Operations, Project Service Automation and Time Tracking are compatible with the add-on Time Tracking. Time Tracking enhances the functionality of the time and expense tracking features. • Edit bookings until the point where they are submitted and create time and expense entries for other resources. • Improve the accuracy of time entries by using exact time stamps. • Improve your control capabilities by using the multi-project and multitask view.

Beam AI stands out as a premier platform focused on agentic process automation, empowering organizations to implement self-learning AI agents that improve operational efficiency and lower expenses. Both Fortune 500 firms and emerging startups leverage Beam AI's agents, which offer task automation that rivals human accuracy and performance, functioning around the clock to reduce mistakes and boost productivity. The platform features an extensive array of pre-trained agents designed for various tasks such as customer service, data extraction, email sorting, appointment scheduling, and financial reporting. Furthermore, Beam AI equips users with tools to develop and tailor AI agents according to specific organizational requirements, ensuring smooth integration with current systems to enhance workflows and elevate business effectiveness. This flexibility and adaptability make Beam AI an invaluable resource for companies looking to innovate and stay competitive in their industries.

Call Optix is an innovative platform that utilizes AI for sales intelligence and voice analytics, turning customer interactions into actionable revenue insights. It provides automatic transcription and analysis of each call, incorporating sentiment analysis and dynamic tagging to uncover trends and identify upselling possibilities. Additionally, the AI is capable of extracting tailored fields pertinent to your business, such as check-in dates, policy numbers, and vehicle preferences. Performance scorecards for agents evaluate call quality and efficiency, offering managers insightful visibility regarding both strengths and areas needing improvement for focused coaching. The Business Intelligence Dashboard functions as an up-to-the-minute command center, displaying call metrics, talk time, and revenue statistics, while the visual Sales Board and Pipeline Funnel facilitate the tracking of deals through customizable stages, complete with win/loss ratios and conversion information. By streamlining the entire process from lead acquisition to deal management while maintaining a comprehensive activity history, Call Optix integrates conversation intelligence and CRM into a single platform, supported by AI agents that manage bookings, qualify leads, and conduct follow-ups effectively. This cohesive approach not only enhances operational efficiency but also empowers teams to make informed decisions that drive sales growth.

One call can connect your entire business. Fusion Connect is your Managed Services Provider, providing business internet solutions for your SDWAN, business VoIP (UCaaS), internet accessibility, secure networking, and other requirements. Fusion Connect's Business VoIP includes Internet-based faxing and softphones. Compatible with Windows and Mac as well as other devices.

ShipHawk provides modern transportation management and shipping software (TMS) for manufacturers, retailers, distributors, and other businesses. This cloud-based software supports over 200 carriers and offers multi-carrier rating on parcel, freight, and LTL in one system. Our advanced shipping automation software helps find the best shipping carriers and rates while saving companies time and money throughout the shipping process.

Gatekeeper is an AI-driven, powerful contract management solution that gives businesses complete control and visibility over their contracts. Gatekeeper supports its customers: Reduce costs Customers can see all contracts clearly and identify areas that need consolidation or waste, as well as manage all contract renewals. Save time. Gatekeeper's workflow engine automates contract processes, reducing manual effort and ensuring that agreed procedures are followed. Mitigate risks. Gatekeeper's customers reduce contract risk by effective categorisation, management, and the establishment of fully auditable records for all contract activity. Realise agreed contract benefits. Research shows that on average, half of the savings negotiated are not realized after a contract has been signed. This is due to a lack of oversight and monitoring. Gatekeeper helps customers stay on track.

Bloomfire stands out as the frontrunner in knowledge engagement, providing a seamless experience that links teams and individuals to the essential information required for job success. Our cloud-based platform serves as a centralized, searchable hub where users can interact with shared knowledge, fostering the growth of their organization's collective intelligence while enhancing collaboration and efficiency.