Business Software for Microsoft Dynamics 365

Mailercloud is an all in one email marketing platform that offers a simple and efficient experience. Mailercloud's core features allow marketers to increase engagement and convert leads into customers. You can create email campaigns that reach the right customer at right time using the drag-and-drop editor.

Organizations strive to evolve, innovate, and remain competitive in their industries. They reflect the complexity of the individuals within them, brimming with potential yet often hindered by established routines. Embracing business agility involves cultivating a mindset and adopting practices and tools that prioritize value creation and a deep focus on customer needs. The OnePlan team is dedicated to guiding your organization towards enhanced innovation, adaptability, and speed through tailored technology and consulting services that align with your unique journey. It is essential to identify critical business strategies and link these to execution activities across the enterprise. Ensuring that work aligns with objectives, desired business outcomes, and real-time performance metrics is paramount. By broadening agile practices to encompass more teams, including those at the executive level, organizations can significantly improve their time to market, product quality, and overall productivity. Teams should be empowered to utilize the execution methods and tools that best meet their distinct requirements. Furthermore, maintaining visibility and facilitating decision-making across all levels is crucial in navigating the complexities of change. Ultimately, effective leadership involves the capability to respond to change swiftly and with assuredness, fostering an environment where innovation can thrive.

EASY eSignature presents a revolutionary way to streamline the signing of documents electronically, allowing users to sign with ease and legality from any location at any time. This process mirrors the simplicity of traditional handwritten signatures while eliminating the cumbersome barriers they impose in today’s digital business landscape. Handwritten signatures often lead to wasted time, drain resources, and introduce unnecessary stress, particularly when it necessitates printing documents merely for a signature. Such delays can hinder the entire workflow, especially when documents are dispatched via postal services. With EASY eSignature, integrating digital signatures into your operational processes becomes seamless and efficient. Not only are these digital signatures as swift as traditional ones, but they also reduce the likelihood of errors, promote a uniform signing procedure, and enhance transparency for everyone involved. Embracing EASY eSignature means you can sign documents digitally with confidence, ensuring compliance and security throughout the process. Ultimately, this innovative solution transforms how businesses handle signatures, fostering a more efficient and modern approach to document management.

A contemporary approach to handling fluctuations in supplier costs will not only save you precious time but also allow you to focus more on customer engagement and refining your product assortment. With access to catalogs, order guides, and promotions from a multitude of DSD suppliers right at your fingertips, you can streamline operations significantly. This added efficiency also benefits your suppliers by enhancing communication and order accuracy. Vori integrates seamlessly with various store management systems such as BRData, Microsoft Dynamics, Quickbooks, FMS, and Sage, with the aim of reducing disorganization within your store environment. Instead of sifting through paperwork, you’ll have visibility into issue notifications and order modifications consolidated in one place for all departments. Our platform enables you to create the ideal order, or at least make substantial progress towards it. The order recommendations provided by our system are informed by current inventory levels, historical data, trends, and seasonal variations, minimizing redundant efforts and reducing the likelihood of human error. Furthermore, any approvals, issues, and credit requests that arise during the receiving process are instantly communicated across the organization, ensuring everyone stays informed in real-time. This holistic approach to supply chain management not only enhances operational efficiency but also fosters stronger relationships with suppliers.

Progressus powered by Microsoft Dynamics 365 Business Central is designed for small- and medium-sized professional service firms. It helps you plan for profitability right from the beginning. Profit requires the perfect combination of planning and execution, from allocating resources to tracking every dollar spent. Progressus for Microsoft Dynamics 365 Business Central Professional Services Management Software provides everything you need to make profitability a priority. Track, view and analyze your costs easily. Instant expense visibility before the end a financial period. Record inventory and items against a project. Access information in simple-to-view dashboards and reports. Unlimited budget revisions. Budget generic resources to be used as placeholders. Copy budgets from other projects. Register material consumption directly on the project. Compare the budget details to the task level. Outlook integration, CRM functionality, as well as simple-to-use workflows, can be used to empower teams.

Our clientele includes wholesalers, distributors, and manufacturers who are engaged in shipping various types of goods such as pallets, cartons, and parcels, utilizing multiple carriers primarily to serve businesses, retail outlets, and even directly to consumers. With extensive experience in this field, our dedicated team is prepared to guide you through the entire process, ensuring a seamless experience without any disruptions. Our innovative technology eliminates the need for any initial investment and offers self-service connections to a wide array of ERPs, CRMs, stores, and carriers. You can easily add or switch carriers on-demand, integrate systems and processes to achieve the continuity you desire, and experiment with new strategies. With our platform, you can effortlessly quote, book, and track shipments from various carriers all in one location, resulting in a 25% reduction in labor costs and an impressive fivefold increase in order processing speed. FreightExchange empowers businesses to efficiently streamline, manage, and expand their shipping operations. By enhancing your team's problem-solving capabilities, we help you avoid being constrained by conventional shipping software that could hinder your business growth. Let’s connect and discuss how we can support your shipping needs! Instantly compare quotes from all carriers and scale your shipping operations without the necessity of increasing your workforce. Moreover, our solutions are designed to evolve with your business, ensuring you remain competitive in a fast-paced market.

AarwinMEP stands out as the inaugural fully integrated platform designed to enhance member engagement. We understand that associations require more than just an AMS, a CRM, or even a website paired with a CMS; they need a comprehensive solution. Our vision is to empower members with access to a wide range of technologies that facilitate their interaction with your association, engage with your content, and fully utilize the benefits of their memberships, including meetings, events, and fundraising initiatives. Moreover, it is essential for members to have the flexibility to connect through various devices, whether they are using smartphones, tablets, laptops, or desktop computers. This connectivity should extend across traditional web browsers and robust mobile applications available for both iPhones and Android devices. For the first time, AarwinMEP unifies all these features into a single cohesive platform, ensuring a seamless experience for every member. By doing so, we aim to redefine how associations engage with their communities.

Streamline the planning of both individual and recurring training initiatives while assessing their success with minimal administrative input. By simply clicking a few buttons, department managers can digitally manage vacation requests submitted by employees, analyze absence patterns, and either approve or deny leave. Additionally, you can align the job requirements set by department heads with the skills and qualifications of your staff. All employee data can be efficiently organized and accessed from a centralized digital platform. Furthermore, department heads can analyze their teams based on statistical data. As an HR manager, your responsibilities are extensive. Currently, the management of daily and monthly training and development initiatives is predominantly carried out using Excel, which often proves insufficient for such tasks. Consequently, exploring specialized HR solutions in the market becomes a necessary step. You will also need to assess the workload associated with mandatory training programs alongside those designed to benefit the organization as a whole, ensuring compliance and growth. This comprehensive approach not only enhances efficiency but also fosters a more engaged workforce.

Identify the ideal companies, track your clients in real-time, and conduct thorough research with ease. Goava's Sales Intelligence platform offers tailored recommendations to B2B sales professionals across Sweden, Finland, Denmark, and Norway. On average, B2B salespeople dedicate around 33% of their time to research, but with Goava, they can devote more energy to selling. The platform centralizes all company information, making research more efficient. By utilizing Goava’s recommendation engine, sales teams can concentrate on their most promising prospects, facilitating meaningful and engaging conversations with potential clients. This data-driven approach not only enhances selling effectiveness but also improves the quality of interactions with the target audience. With Goava’s platform, your sales team receives guidance on which companies to pursue next. Rather than squandering valuable time searching for opportunities, Goava enables you to prioritize effectively, ensuring that your efforts yield the best results. Ultimately, this leads to increased sales productivity and stronger relationships with customers.

Optimize your advertising operations workflows to save your teams countless hours in campaign setup and management. Seamlessly connect with various ad servers, including custom solutions, and integrate with your entire technology ecosystem. Voiro simplifies the process, allowing you to focus on what matters most. Equip your teams with insightful data, keeping them informed about growth opportunities, potential revenue losses, and a comprehensive range of reports. This support enables them to drive significant growth for your organization. Transform your revenue indicators from trailing to leading by utilizing real-time, precise revenue projections across all channels and business segments. Reduce your monthly accounting and billing procedures to mere minutes with Voiro’s real-time revenue reconciliation capabilities. Automate and customize revenue reports that comply with widely-used ERP systems, all supported by Voiro’s commitment to accuracy. Achieve total transparency in your operations through Voiro’s APIs, which effortlessly push revenue data into all your downstream systems, ensuring you stay ahead in the competitive landscape. With these tools, you can focus on strategic growth while Voiro handles the complexities.

Transform your greenhouse and plant nursery operations with Mprise Agriware, a state-of-the-art ERP Management Software designed exclusively for the horticultural industry. Built on Microsoft's robust platform, our software delivers a tailored solution that effectively meets the specific needs of horticultural professionals. This solution integrates financial management, sales, order management, inventory control, fulfillment, production, and logistics into a single interface.

Alvys delivers a sophisticated cloud-based transportation management system designed to enhance automation and efficiency. By focusing on optimizing workflows, Alvys distinguishes itself by enabling carriers and brokers to save more time on each load than any other TMS available. We pledge to help you transport loads with greater efficiency. Imagine a system where load creation is automated, digital workflows are user-friendly, and a mobile application eliminates the need for check calls altogether. Tired of juggling multiple systems to finalize a load? It's time to stop wasting precious hours. Alvys consolidates all your operations within a single platform, accessible through one login. This is the essence of simplified shipping. The system efficiently manages dispatch, driver oversight, billing, safety, compliance, reporting, and much more. Our goal is to facilitate the growth of your business. With improved communication across departments, you will experience quicker operations with a reduction in errors. Thanks to our integrations, the hassle of switching between various platforms is a challenge of the past. Now, you can manage your entire operation seamlessly in one digital environment, all under one login. Embrace the future of transportation management and watch your efficiency soar.

You can schedule meetings faster and stop sending back-and-forth emails. Your calendar is full and you are productive. Let prospects book a time that suits them both. You can book more meetings and appointments in less time. Syncs with Google Calendar or Office 365 Calendar. Do not get bogged down in an email chain trying to find a time for everyone to meet. HubSpot's meeting tool allows prospects to book meetings with you and multiple people within your company. The HubSpot meeting planner works with the apps you already use and is connected to your HubSpot contacts list. This means that every prospect who books a meeting, your database grows and stays in sync. Book more appointments in less time and allow your time to be spent on the important things. Give prospects the ability to book meetings with your company and save hours on emailing.

Slash your work management time by 80% to facilitate quicker growth and scaling. The enterprise-grade transformation simplifies processes for businesses of all sizes. Say goodbye to the hassle of juggling multiple complex and costly applications that fail to communicate effectively, and let missionX handle everything seamlessly from the start. Manage all your tasks from a visually appealing workspace that provides real-time insights into proposals, projects, clients, and financials. Streamline administrative tasks, cut down on meetings, and maintain your preferred working style. With missionX, you’ll have more time for strategic thinking. Diminish app overload and empower teams to operate independently while remaining aligned with overarching objectives. Monitor proposal efforts, project revenue, expenses, and resource demands efficiently. Accurately model estimates and quickly transition from proposal to active project in just five minutes, complete with team allocations. This innovative, comprehensive management system is designed to operate effortlessly right from the beginning, ensuring you can focus on what truly matters for your business's success. Embrace a future where work management is not only efficient but also enjoyable.

MappyField 365, a geo-mapping plugin compatible with Dynamics 365 CRM users, is compatible with Power apps as well as Dataverse. It allows you to visualize all of your CRM records on a map. It is ideal for sales agents, delivery agents and marketing agents, as well as partners and suppliers. These features can help you increase the productivity of your staff. Data Plotting - Territory Management - Heat Map Visualization Route Optimization and Sharing - Proximity search - Reporting and analytical dashboard Advanced Search - Check-in/Check-out Support for Tablets and Mobile Devices Multi-Language Support

Finmatics is a specialized AI layer for automated document processing that slots into the accounting system you already use, rather than a platform you migrate to. What sets it apart from ordinary OCR is that it understands accounting logic instead of just scanning text: it reads each line item, applies tax rules and most standard charts of accounts (SKR), and proposes traceable bookings in seconds — handling even complex, multi-line documents via promptable AI split bookings. Invoices and receipts of every kind (paper, PDF, e-invoice) are captured centrally, then automatically separated, sorted, and matched to the right client, roughly 99% without manual work. Continuous background checks catch duplicates, missing VAT IDs, and mismatches through automatic VIES lookups. Its Training Center learns your firm's booking behavior over time. Connects natively to DATEV, BMD, RZL, and Agenda. EU-hosted, GDPR-compliant, part of the Visma Group, trusted by 1,300+ firms.

BUILDFitters is a cutting-edge construction management software designed to streamline and optimize the entire lifecycle of construction projects, specifically tailored for Architecture, Engineering, and Construction (AEC) firms. Powered by Microsoft Dynamics 365 and the Power Platform, BUILDFitters offers a unified, end-to-end solution that simplifies complex workflows—from sales and estimating to project execution and post-construction closeout. This comprehensive platform enables teams to automate proposal generation, track bids, manage schedules, allocate resources, and control documents efficiently, ensuring projects stay on time and within budget. The platform's mobile capabilities allow field teams to update timesheets, upload photos, and communicate seamlessly with office staff in real time, enhancing transparency and collaboration on the job site. BUILDFitters integrates smoothly with Microsoft tools like Outlook, SharePoint, and Azure, creating a cohesive ecosystem supporting better communication and data sharing across departments. Its powerful analytics, driven by Power BI, provide actionable insights into project performance, helping companies identify risks, streamline processes, and make data-driven decisions. BUILDFitters is highly scalable and customizable, making it suitable for businesses of all sizes and a broad range of industries including civil engineering, HVAC, roofing, renewable energy, and more. By adopting BUILDFitters, companies benefit from improved efficiency, enhanced collaboration, and greater control over complex construction projects. Trusted by numerous firms in the AEC sector, BUILDFitters empowers organizations to deliver higher-quality projects faster and with increased profitability.

Cutting expenses, saving time, and minimizing risks can be achieved through automation with PROCESIO. Transform your business operations to enhance agility, refine decision-making, and elevate customer satisfaction. Teams within businesses leverage PROCESIO to drive innovation, streamline operations, and attain greater results. This platform empowers operational teams to become adept automation creators, facilitating the seamless integration of various tools. Additionally, it enables the automation of workflows, significantly lessening the burden of manual tasks. Both executives and sales personnel rely on accurate data to inform their decisions. With PROCESIO, operational teams can support decision-makers by managing, validating, and enhancing data in real-time. At the heart of organizational efficiency, business operations teams are continually seeking innovative strategies to optimize processes. Scale rapidly by utilizing adaptive, cloud-native technology and infrastructure that can grow as needed. Should you require features not readily available, you have the option to develop your own custom actions, ensuring that your process design is fully tailored to your needs. This flexibility fosters an environment where continuous improvement is not only possible but encouraged.

Bring all your learning, communication and content into one place to help your employees upskill faster and collaboratively than ever. Say goodbye to the LMS/LXP debate and the eye-watering costs of a skills solution. THRIVE's learning & skills platform combines the robust capabilities of a LMS with the hyper-personalized and learner-led social learning of an LXP. It also provides a way to identify, understand and manage new and emerging skills within your workforce in a transparent manner. 800+ campaign-driven resources for work and home, mapped out into pathways. The market has never seen 250+ accredited safety and compliance courses. All your learning, collaboration, and content tools are in one platform. You can onboard faster, communicate more effectively, and finally personalize training at scale. THRIVE helps businesses modernize their learning processes by creating totally addictive learning experiences.

TRAXXEO is a sophisticated platform designed to oversee your site resources, allowing for better control over your projects and enhancing the effectiveness of your internal workflows. It tailors its offerings to your specific requirements by providing a variety of digital solutions that facilitate data gathering from numerous connected devices, including smartphones, tablets, vehicle black boxes, attendance clocks, RFID tags, badges, BLE tags, QR codes, and various identification methods like ID cards, BTP cards, construable, and limosa. This innovative tool not only helps you manage site resources effectively but also boosts your daily productivity on the ground by enabling precise hour recording per task and monitoring operations via mobile devices. Furthermore, TRAXXEO is essential for human resources linking to salary management systems, finance teams interfacing with ERP systems, and project engineers who require mobile access to tools, ensuring seamless integration across all necessary connections. In essence, TRAXXEO serves as a comprehensive solution to enhance project oversight and operational efficiency.

Effortless field documentation is now a reality, organized into practical insights. VoiceLine simplifies field sales intelligence, enabling you to utilize your voice to capture any field interaction in just moments. Harness the power of AI to facilitate data-driven decisions for your sales team. With VoiceLine, you can effortlessly record any field engagement by simply tapping and speaking, allowing our AI to identify and extract essential data points. The process of creating a VoiceLine is seven times quicker than traditional typing and is designed for use while you're on the go. You can document any thought or observation that arises during your fieldwork, and VoiceLine will seamlessly integrate it into your CRM system. Using your voice, you can record details hands-free; VoiceLine allows for quick recordings with just a single click. Turn your commuting time into a productive opportunity by using your voice in the car or any other location. Ensure that every interaction in the field leads to actionable outcomes, as our AI effectively organizes and extracts vital business information from the VoiceLines you record. Additionally, Smart Reports can be tailored to your needs in just a few clicks, enhancing your workflow even further. This innovative approach to field documentation transforms the way sales teams operate.

Chloepay by Chloe.ai, enables small to mid-market business owners to engage with customers across a multitude of platforms and media. Integrations with Intuit QuickBooks, Xero, Microsoft Dynamics, Slack, WhatsApp, and more ensure seamless invoicing and payments where your customers live and work. ChloePay also uses the same payment processing platform as Stripe, delivering best-in-class security and regulatory compliance. Just a few of the advantages of choosing ChloePay include: • Transaction-based plans with no monthly subscription fee • Simple SMS and mobile payments that your customers will love • Social media invoicing and payment options • Access to API's and custom development (fees may apply) • Integration with major CRM, accounting, and social platforms

Merge the finest aspects of conversational AI with ChatGPT chatbots to streamline your customer support operations, achieving over 70% automation. Experience a remarkable acceleration in your business processes, becoming ten times faster with the innovative capabilities of Môveo AI powered by GPT-3. In just a few minutes, you can establish an AI virtual agent by outlining your business workflows. The intuitive interface and convenient drag-and-drop functionality empower you to create an AI virtual assistant independently, without the need for extensive developer support. This makes Môveo the simplest customer service support software available. Our cutting-edge Natural Language Processing technology enables our chatbots to comprehend human communication across various languages seamlessly. Additionally, our sophisticated statistical models are designed to identify spelling errors, grammatical inaccuracies, syntax issues, and colloquial expressions effortlessly, ensuring effective communication with users. Embrace a transformative approach to customer service with Môveo AI and elevate your business's efficiency.

Datahive360 is a comprehensive data management solution tailored for data-driven marketers, digital analysts, CMOs, and marketing teams. We are committed to harnessing the potential of data-inspired marketing, enabling organizations to effortlessly explore, share, and realize the benefits of their data assets. In pursuit of this goal, we are innovating within the realm of marketing middleware through Datahive360, a platform that automates the processes of data extraction, unification, and consolidation, providing users with a centralized hub for their data needs. Our mission is to enhance marketing performance by equipping marketers with the tools necessary to fully utilize data's value. Consequently, Datahive360 is crafted as a low-code data management platform that delivers integrated, business-ready data from various sources without the need for technical skills. This platform seamlessly combines advertising, analytics, CRM, and other third-party data to facilitate reporting, automation, and data warehousing. By doing so, Datahive360 empowers marketing teams to make data-driven decisions with confidence and ease.

Utilize both voice and text commands to effortlessly gather all the information you require about your clients. Every piece of customer data, sourced from your internal systems as well as public web resources, can be accessed from a single location whenever needed. This innovative approach can save your prospecting and customer experience teams countless hours that would otherwise be spent on research. In just seconds each day, stay informed about all developments within your region or product line. You’ll receive reminders to express gratitude to loyal customers, follow up on overdue invoices, prepare for upcoming meetings, document notes from previous discussions, and much more. Many CRM implementations fall short due to poor or incomplete data; however, with Sales Assistant, you can gather extensive customer data in one centralized location, maximizing your CRM investment. Seamlessly manage intricate integration processes across various systems, incorporating SaaS data into your applications, portals, and intranets with ease. You'll have access to a single API that serves all your corporate software needs. Furthermore, this streamlined approach not only enhances data accessibility but also fosters improved collaboration among your teams.