Business Software for Microsoft Dynamics 365

At Workbooks, we’re with you every step of the way, with CRM software and services from a single supplier. When you invest in Workbooks, we invest in you by co-funding your CRM project throughout your journey. We call our approach Shared Success – your success is our success. The aim of Shared Success is to reduce the risk of your CRM project failing and to reduce the cost of implementation. Here's how it works: 1. We help you understand what you need to achieve your business goals with a co-funded workshop before you invest in software 2. When you invest in Workbooks, we co-fund your implementation to give you a made-to-measure CRM for an off-the-shelf price 3. And with a co-funded customer success programme, you can future-proof your business processes with a CRM that grows with you That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them work better, work together, and work in the right way.

Spinify makes hitting sales goals exciting. Our sales gamification platform turns KPIs into live competitions, instant recognition, and rewards that keep teams motivated, accountable, and performing at their best—whether in the office, remote, or hybrid. Motivate & Engage Your Team Sales teams thrive with clear goals, real-time feedback, and the drive to win. Spinify uses real-time leaderboards, challenges, and achievements to make performance visible and inspire healthy competition. Reps always know where they stand and how to reach the top. Celebrate Wins Instantly Recognition fuels motivation. Spinify automates celebrations with personalized messages, music, badges, and confetti. Whether it’s closing a deal, logging calls, or hitting an activity target, every success gets the spotlight it deserves. Custom Competitions That Fit Your Goals Every business is unique. Spinify lets you fully customize competitions, KPIs, and rewards so they align with your sales process and company culture. Run individual or team-based challenges, set short sprints or long-term goals, and adjust incentives to keep performance high. AI-Powered Coaching for Faster Growth Great sales leaders don’t just track numbers—they coach. Spinify’s AI Coaching Agent analyzes performance trends, highlights strengths and opportunities, and provides actionable insights to help reps improve faster while maintaining healthy engagement. Why Sales Teams Love Spinify Real-time visibility drives accountability Automated recognition keeps morale high Custom gamification fits your strategy AI coaching accelerates improvement Trusted by GE Appliances, Re/MAX, Amica, and Dialpad, Spinify has powered over 1.5 million leaderboards to boost engagement, productivity, and revenue.

DNV's Synergi Life HSE and Quality, Risk Management and ESG software solution provides the platform for sharing, collaborating and continuously improving your organization's HSE, risk and sustainability initiatives. Synergi Life is custom-built to help companies effectively monitor risk, incident, quality and operational initiatives, enabling the ability to act on challenging requirements in a fast-moving and high-risk business environment. Synergi Life's HSE software solution is a solid solution for flexible process and workflow implementation across the value chain, contributing to streamlined operations and increased efficiency. • Synergi Life HSE and Quality Management Software: Improve safety standards and elevate quality assurance to attain operational excellence. • Synergi Life Risk and Barrier Management Software: Ensure compliance to regulations and gain control over both business and operational risks. • Synergi Life ESG Software Solution: Effortlessly record and communicate ESG data with assurance and accuracy. For decades, our customers have relied on Synergi Life to gain actionable insights, protect their workforce and embed workflows and processes throughout their organization.

ProcureDesk is a streamlined purchasing and invoicing solution designed specifically for small and medium-sized enterprises. The platform automates key procurement activities and offers a unified dashboard to oversee expenditures and procurement operations. It features easy-to-use tools for creating requisitions, real-time cash flow tracking, and automated invoice reconciliation, helping businesses reduce manual work and enhance efficiency. With ProcureDesk, smaller companies can adopt advanced cost-reduction tactics typically used by larger corporations, effectively optimizing their procurement processes. Explore how ProcureDesk can elevate your procurement strategy and simplify financial oversight.

A single platform that allows you to sell, ship, and promote your products online, across social media, and via a mobile application, equipped with a plethora of built-in features, tools, and services. ExpandCart stands out as the foremost ecommerce platform in the Middle East. This platform is a fully-fledged true cloud ecommerce solution that offers native support for Arabic. With ExpandCart, both individuals and businesses can effortlessly create a visually appealing and professional online store in mere minutes without needing any technical skills or external help. Furthermore, it is accessible in multiple languages, including English, Arabic, and French, allowing business owners to operate their stores on a versatile multilingual platform that focuses on essential details. The dedicated support team is accessible around the clock through phone, email, and live chat, ensuring comprehensive assistance in all areas of eCommerce and addressing any challenges that may arise. Additionally, users can tap into an extensive resource hub that includes eBooks, instructional videos, webinars, and practical guides to enhance their knowledge and skills in online retail. This combination of features makes ExpandCart an invaluable asset for anyone looking to thrive in the digital marketplace.

With so many CRM platforms to choose from and many new options coming out every day, the likelihood of you needing to migrate your data from one CRM to another is very high. Do you want to entrust your customer data to just anyone? MigrateMyCRM by SyncMatters is the leading platform for effortless CRM data migration. Designed to support over 25 different CRM systems, MigrateMyCRM ensures a smooth and efficient migration process without the need for technical skills or additional software. Businesses can migrate data with zero downtime, maintaining productivity and continuity. With features like automapping, data filtering, custom object creation, and field usage tracking, MigrateMyCRM offers a robust solution for both one-time and repeated migrations. Trusted by CRM partners and agencies, MigrateMyCRM is the go-to choice for reliable and seamless CRM data migration.

Advantage CSP is a robust content services platform designed for enterprises that facilitates the creation of intricate websites, mobile applications, and business solutions while allowing customization to fit the distinct workflows and processes of each organization. By integrating public-facing sites with business applications that enhance operational efficiency, Advantage CSP streamlines enterprise functions. Users can manage thousands of websites through a single interface, resulting in development and deployment speeds that are 30% quicker than conventional content management systems. This means teams can allocate less time to coding and focus more on expanding their business reach. Its multi-tenant architecture supports deployments across multiple sites and languages from one dashboard, making it simple for teams to craft stunning digital experiences tailored for every user, regardless of the device. With Advantage CSP, organizations can truly unlock the potential for flexibility and power in their digital initiatives. Ultimately, this platform empowers businesses to innovate and grow in an increasingly competitive landscape.

Acefone (founded in 2019) is a company focusing on simplifying communication for businesses. We are a product company that’s making interactions simple, powerful, and customer focused. Our cloud-based omnichannel Customer Experience (CX) platform, AceX hosts powerful products, including: -Interactions Hub -Contact Center Studio -API Connect -Campaigns These products are designed to help businesses deliver exceptional experiences at every touchpoint of the customer's journey. Based in Gurgaon, we serve over 5,000 global businesses with the support of a dedicated team of 200+ professionals across Gurgaon, Mumbai, and Bangalore. We deliver seamless communication through industry-leading integrations, ensuring a customer experience that is both efficient and effective. Our ISO 27001 certification attests to our commitment to top-tier security, backed by a 99.95% uptime guarantee. Acefone's user-friendly, insight-driven products offer 300+ features, serving different channels, like Voice, WhatsApp, SMS and more. With custom integrations powered by neat APIs, it smoothly aligns with every business’ unique demands.

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.

Amphora’s Symphony, a leading Commodity Trading and Risk Management (CTRM) platform, boasts the most extensive multi-commodity features available and facilitates scenario modeling throughout the entire lifecycle of even the most intricate trades. It encompasses the entire process from deal capture to settlement, incorporates straight-through processing, and enables real-time tracking of positions and P&L management. The Amphora commodities trading platform is both adaptable and time-tested. With Amphora's CTRM solutions, you can reduce risks, enhance profitability, and plan effectively for the future. Our mission revolves around delivering an exceptional experience, drawing on decades of expertise to offer unmatched support for both customers and partners. In the constantly changing landscape of trading, merely keeping up with trends or resting on past achievements is insufficient. At Amphora, we continuously challenge established beliefs, push limits, and confront conventional norms. Moreover, the complexities of commodity trading require innovative thinking, as relying solely on data and systems will not suffice. Embracing this mindset is essential for navigating the intricate dynamics of the industry.

Cloud4Wi turns WiFi into a strategic growth engine. Built on AI and delivered from the cloud, our platform enables companies to provide people and devices with secure, effortless WiFi access—then converts that access into insight, efficiency, and revenue, all with a lighter IT footprint. We help companies like Campari Group, Ferrari, MSC, Prada Group, and Starbucks turn their physical locations into responsive, intelligence-rich environments, serving 300M+ mobile users across 70,000 locations in 150+ countries.

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.

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.