Business Software for Microsoft Dynamics 365

Prowi is an innovative cloud solution that transforms the management of commissions and bonuses into a seamless, transparent process in real-time. Users can effortlessly import deals and activities directly from their CRM, implement personalized rules through a flexible engine, and instantly share results with managers and employees via an app that enhances sales by providing immediate updates on earnings as soon as deals are finalized. Sales representatives have the ability to confirm their earnings statements while managers can approve everything in a unified workflow, with payout information easily exported to payroll systems. You can create any compensation plan using straightforward components such as flat rates, tiered structures, accelerators, caps, overrides, team splits, product multipliers, and rules for absences due to holidays or sickness. The platform allows for backtesting of new rules using historical data, enabling users to model and assess plan changes before the start of a new quarter, and to compare costs and achievement levels across different scenarios. All calculations are meticulously logged for auditing purposes, ensuring transparency and accountability. Moreover, Prowi integrates seamlessly with various platforms, including Salesforce, HubSpot, Pipedrive, Microsoft Dynamics, Podio, and CSV, while also allowing payroll exports to systems like Zenegy, Salary, Intect, Lessor, Visma Dataløn, and many others. The result of using this platform is a significant reduction in errors, a quicker month-end closing process, fewer disputes, and enhanced data quality, ultimately leading to improved operational efficiency. By streamlining these processes, Prowi empowers organizations to focus on driving sales and achieving their financial goals.

iSentinel OMS is a comprehensive and contemporary software suite designed to oversee individuals throughout their correctional experience, encompassing everything from custodial settings like prisons and jails to community-based options such as probation and parole. This platform effectively gathers and organizes critical information regarding every phase of an inmate’s experience, which includes aspects like initial intake, management of sentences, personal property, housing arrangements, medical needs, evaluations, sentence planning, job placements, educational opportunities, transfers, routine reporting, community service activities, and ultimately, their release. Additionally, the system features advanced biometric identification capabilities, integrating technologies such as facial recognition, fingerprint scanning, iris recognition, palm vein analysis, or any other necessary biometric methods. Built on the latest Microsoft technology stack, the platform boasts advanced functionalities including role-based security, identity management, workflow management, and message-based integration, among numerous other features that enhance its effectiveness and security. With its cutting-edge design and comprehensive utility, iSentinel OMS is well-equipped to adapt to the evolving needs of correctional facilities and community supervision programs.

FiniFi seamlessly integrates your cash cycles—Payables and Receivables—into a single, intelligent platform that enhances financial management. In the realm of Accounts Payable, the system streamlines vendor onboarding, employs AI for invoice processing, automates advance and debit note adjustments, conducts GSTR checks, and simplifies payment ticket automation, effectively minimizing revenue leakage by 2-3%. On the Accounts Receivable side, it automates customer onboarding, manages customer orders, and matches payments to invoices while generating credit notes for any deductions, thus eliminating the manual processes that typically lead to 5-8% leakage across teams. Furthermore, the procurement module facilitates user requests, RFQs, and vendor order creation, all within a unified automated framework, making it easier for businesses to manage their procurement needs efficiently.

Sally AI serves as a sophisticated meeting assistant, effortlessly participating in your virtual meetings while capturing full transcriptions in more than 35 languages, and promptly providing a concise summary that highlights key decisions, action items, and next steps. This platform boasts seamless integration with leading conferencing applications like Zoom, Teams, and Google Meet, alongside calendar services such as Google Calendar, Outlook, and Apple Calendar, as well as productivity tools including Slack, Asana, Trello, and Monday.com. Its advanced transcription capabilities ensure high accuracy, even when dealing with complex terminology, while it also features speaker recognition, real-time task extraction with automatic assignment, and built-in analytics for evaluating meeting outcomes. Furthermore, Sally AI offers comprehensive integrations with CRM systems like Salesforce, HubSpot, and Dynamics 365, along with automation services such as Zapier and Power Automate, enabling a smooth flow of meeting notes, tasks, and follow-ups directly into your existing workflow. This level of automation not only enhances productivity but also ensures that nothing important falls through the cracks in your professional engagements.

ReturnPro delivers a comprehensive returns-management platform that encompasses everything from customer-initiated returns to reverse logistics, ultimately facilitating resale and recycling, which allows retailers, brands, and marketplace sellers to convert returns into a source of value rather than merely a cost. The solution includes omnichannel return initiation options such as ecommerce, in-store, and drop-off, along with advanced AI-driven decision-making for disposition strategies like restocking, refurbishing, and liquidating products. Additionally, it incorporates tools for enforcing vendor agreements and policies, fraud detection mechanisms, and automated routing and processing through distribution centers, all while integrating ReCommerce marketplaces to enhance recovery rates and promote sustainability. With specialized reverse-logistics hubs and a customizable portal, ReturnPro streamlines returns routing, employs a warehouse management system tailored for reverse flows, and provides analytics on cost, time, and margins. This end-to-end SaaS and supply chain solution not only helps in minimizing overhead costs and expediting inventory turnover but also significantly increases revenue from resales. By leveraging such innovative approaches, ReturnPro positions itself as a leader in optimizing the returns process for various businesses.

Blings is an innovative video marketing solution that leverages its unique MP5 technology to convert static content into engaging, personalized video experiences that adapt to individual viewers in real time. This tool seamlessly connects with existing CRM and marketing platforms, allowing videos to automatically access user data such as names, loyalty points, and purchase histories, thus providing relevant content without the need for manual intervention. Users can create and customize videos using user-friendly no-code templates and dynamic data fields, incorporating interactive features like clickable calls to action and forms, while also fostering exploration paths within the videos that enhance two-way engagement. With the ability to distribute content across multiple channels, including email, SMS, push notifications, and websites, Blings ensures a broad reach for its interactive videos. The MP5 format is designed to be lightweight, enabling rapid loading times and the capacity to generate infinite unique video experiences from a single template, all while safeguarding user privacy by keeping personal information confidential. Additionally, Blings offers comprehensive analytics and AI-driven optimization tools that allow users to monitor viewer engagement effectively, ensuring continuous improvement and maximizing the impact of their video marketing strategies. Ultimately, Blings empowers marketers to create highly engaging video content that resonates with their audience on a personal level.

Impargo is a comprehensive cloud-based Transport Management Platform aimed at revolutionizing road freight logistics through the digitalization and automation of various processes. This innovative system integrates robust truck route planning, AI-driven order management, fleet execution, and cost optimization tools to enhance dispatch and transport operations for carriers, freight forwarders, and shippers throughout Europe. It features an intuitive truck route planner that accurately calculates distances, travel times, toll costs, and vehicle expenses while considering driving restrictions, mandatory rest periods, and real-time traffic conditions, enabling logistics teams to quickly generate profitable quotes and practical schedules. Additionally, the platform offers integrated digital order management capabilities, allowing users to easily upload PDFs, emails, or scanned documents for AI-based extraction of essential order data, centralizing customer and route information, and effortlessly converting offers into active transport jobs. This seamless integration of features not only improves efficiency but also empowers logistics professionals to make informed decisions in a dynamic market.

Volunteero is a software solution for volunteer management developed collaboratively with charities in the UK, aimed at streamlining, automating, and centralising the entire volunteer lifecycle from recruitment and onboarding to engagement, coordination, reporting, and communication; this platform enables organisations to save time, enhance volunteer experiences, and provide superior service by merging various processes into one user-friendly system. It facilitates online registration and application processes for volunteers, allows for customisable onboarding experiences, automates task and event management, supports volunteer grouping and tagging, enables real-time activity tracking, provides feedback reporting from volunteers, and includes built-in applications that lessen administrative loads while boosting transparency and oversight for managers. Additionally, Volunteero features secure API and webhook integrations, ensuring that data can be synchronized with pre-existing CRM, project management, or reporting tools, and it aims to eliminate the need for manual record-keeping by offering a unified source of truth for all volunteer-related information. By offering such comprehensive tools, Volunteero significantly enhances the effectiveness of volunteer programmes, making it easier for organisations to focus on their mission while managing their volunteers efficiently.

Dynamics Mobile offers a versatile range of mobile business applications that can either integrate seamlessly with Microsoft Dynamics or function independently, thereby enhancing ERP features for mobile devices in both offline and online environments, which allows field teams to gather and manage data from any location. This platform provides both pre-built and tailored mobile solutions catering to various needs such as field sales, service operations, warehouse logistics, fleet management, approvals, route optimization, and customer interaction portals, with specific functionalities designed for managing sales orders, deliveries, inventory control, payment processing, task organization, and asset management that are synchronized with back-end systems. Furthermore, administrators have the capability to register and oversee mobile users and IoT devices, organize them by division or channel, and track real-time transactions and fleet performance, utilizing comprehensive reporting and analytics features that include heat maps and insights into route compliance, thereby enhancing operational efficiency. The adaptability and extensive features of Dynamics Mobile make it an essential tool for businesses looking to optimize field operations and improve overall productivity.

Phonely is an innovative AI voice automation platform designed for businesses to efficiently manage and respond to phone calls through realistic AI agents skilled in customer support and outreach on a large scale. This technology empowers organizations to use human-like voice agents that not only greet callers but also engage in natural conversations while performing various tasks such as arranging appointments, updating customer relationship management records, processing payments, and directing calls seamlessly. With the ability to handle an unlimited number of calls simultaneously without any waiting time, Phonely utilizes generative AI to understand intent, resolve ambiguities, and ensure conversations flow smoothly, resembling human interaction rather than a scripted dialogue. Additionally, it connects with popular business applications like CRM systems, calendars, and helpdesk software, facilitating automated processes that require no human involvement. Phonely enhances its functionality by recording, transcribing, and analyzing conversations to provide valuable AI-driven insights, and its extensive knowledge base enables agents to draw from company data, ensuring responses are accurate and rich in context. This combination of features positions Phonely as a powerful tool for businesses looking to elevate their customer service experience while optimizing operational efficiency.

MedScout stands out as a specialized platform for revenue growth and sales intelligence, tailored for companies in the medical device, diagnostics, and life sciences sectors, with the goal of enhancing the efficiency of their commercial teams in recognizing opportunities and implementing sales strategies within healthcare markets. By converting extensive healthcare claims data into practical insights, it equips sales representatives, marketing personnel, and sales executives to effectively prioritize the most relevant physicians, healthcare facilities, and systems to approach. The platform consolidates various data sources, such as Medicare and commercial payer claims, public healthcare information, proprietary datasets, and the organization's existing CRM data, thereby providing a comprehensive perspective on the healthcare landscape. This unified view allows teams to scrutinize aspects like procedure volumes, diagnostic trends, prescription activity, referral networks, and payer compositions for specific providers or institutions, ultimately leading to more informed decision-making. With MedScout, organizations can not only enhance their targeting strategies but also facilitate better alignment between their sales efforts and the evolving dynamics of the healthcare industry.

Fleece AI serves as a collaborative AI workspace designed to facilitate effortless workflow automation without requiring any coding skills. It leverages autonomous AI agents to streamline tasks by integrating over 3,000 applications. By simply describing tasks in straightforward terms, these AI agents can link different applications, create workflow maps, and carry out complete automation processes from start to finish. Users can construct hierarchical teams of agents that reflect the structure of real organizations: a lead agent can delegate tasks to specialized sub-agents, gather their outputs, and provide final results—all without the need for supervision. This powerful tool can be utilized for various applications, such as managing email, updating customer relationship management systems, generating reports, processing invoices, and synchronizing data across different applications. In essence, Fleece AI transforms complex automation into a simple, efficient process that enhances productivity across numerous tasks.

WinFactor is an all-in-one accounts receivable factoring platform meticulously crafted to oversee and automate the entire lifecycle of invoice financing processes. This solution empowers factoring firms to enhance their workflows from the moment of submission right through to funding, all within a cohesive system. It accommodates various types of receivables, covering both general and transportation factoring, and offers a suite of tools for tasks such as invoice verification, the delivery of notices of assignment, tracking of missing documentation, and management of funding. Additionally, it features automated processes for receipt posting and invoice settlement, delivering accurate calculations for fees, reserves, and rebates. With robust document management functionalities, WinFactor facilitates invoice submissions via multiple channels and employs OCR and artificial intelligence for real-time data extraction and validation. Furthermore, the platform keeps users informed by providing alerts regarding credit limits and outstanding accounts receivable, ensuring comprehensive oversight and management of financial operations. This makes WinFactor an indispensable tool for factoring companies aiming to optimize their efficiency and accuracy.

HybridAI serves as a comprehensive enterprise AI platform that streamlines intricate business processes by merging various specialized AI models with human oversight and tight integration into existing enterprise frameworks. Functioning as both a chatbot and an agent-based system, it maintains a "human in the loop" approach, which guarantees that the outputs generated by AI are manageable, understandable, and in line with organizational goals. Through its multi-model orchestration capability, HybridAI can dynamically choose the most appropriate AI model—be it GPT-4, Claude, Mistral, or tailored solutions—for any given task, resulting in superior accuracy and efficiency compared to single-model approaches. This platform connects seamlessly with leading ERP systems such as SAP, Oracle, and Microsoft Dynamics, facilitating instantaneous data exchange and empowering AI to interact directly with financial and operational datasets. HybridAI places a strong emphasis on automating financial processes, assisting with various tasks, including VAT classification, transaction processing, compliance verification, and generating business intelligence insights. By leveraging the combined strengths of AI and human expertise, HybridAI aims to enhance productivity across an organization’s operations.

Lighthouse serves as a comprehensive AI-driven platform designed specifically for venture capital investors, seamlessly integrating sourcing and CRM functionalities into one unified workspace. By automating the processes of sourcing, evaluating, and monitoring, it identifies startups and founders that align with your investment thesis, enabling you to oversee the entire deal flow from start to finish with features like an integrated CRM, collaborative timelines, notes, tasks, and various pipeline stages. With a deep institutional understanding of your data, Lighthouse provides real-time insights and tailored recommendations, empowering your team to operate more efficiently, maintain cohesion, and make informed investment choices. Additionally, this innovative platform enhances collaboration among team members, ensuring that everyone is on the same page throughout the investment process.

Salesbook is an all-encompassing sales platform and methodology designed to enhance and automate the workflow of sales professionals, leading to a boost in their productivity by as much as 50%. We optimize the complete direct sales journey, which includes engaging clients, presenting offers, utilizing CRM tools, and generating comprehensive reporting data that aids in decision-making. By integrating automation, advanced analytics, and artificial intelligence into traditional sales methods, we significantly improve effectiveness while allowing sales representatives to reclaim valuable time. Our successful operations span across various sectors, including energy, automotive, and insurance. The application has already gained traction with over 50,000 salespeople and managers globally, featuring prominent companies like OVB, Fortum, and Orange among its users. Additionally, our company has received multiple accolades on the international stage, underscoring our commitment to excellence in sales innovation.

AI Workers are independent agents crafted specifically for your organization; these advanced AI entities function like genuine colleagues rather than mere chatbots awaiting instructions. Each comes equipped with its own professional identity, including an email, phone number, and presence on platforms like Slack and Teams, demonstrating initiative and the capacity to operate around the clock without needing prompts. Rather than dictating every detail of their tasks, you simply define the objectives, and they autonomously develop the necessary workflows, accommodating a variety of tasks such as generating daily reports, conducting weekly follow-ups, managing CRM updates, handling client interactions, performing research, overseeing content creation, executing finance responsibilities, coordinating HR activities, supporting design projects, and assisting with development operations. This system includes a diverse range of specialized AI Workers tailored for functions in marketing, development, design, HR, finance, and more, with each worker crafted for a specific role and practical applications. Furthermore, AI Workers can integrate seamlessly with over 3,000 tools, such as Slack, Microsoft Teams, Gmail, Notion, HubSpot, Salesforce, and various other business applications, ensuring they fit effortlessly into your existing workflows. Their versatility and adaptability make them an invaluable asset for enhancing productivity and streamlining processes in any business environment.

Sellizer serves as a proposal tracking platform tailored for B2B sales teams, providing insights into the journey of your proposals post-dispatch. You can either create your proposal using the integrated builder or upload an existing PDF file. Once your document is accessed, you receive comprehensive data: including who viewed it and at what time, the duration spent on individual pages, the sections revisited, and the total number of viewers. The tool's heatmaps and session recordings reveal which parts captured the reader's interest and which sections were overlooked. Additionally, you will be notified via email or SMS the instant your proposal is opened, allowing you to time your follow-up perfectly. With Priority and Engagement scores, ranging from 0 to 100, you can prioritize your leads efficiently, while automated follow-up reminders help maintain engagement with your contacts. Furthermore, Sellizer seamlessly connects with 11 different CRMs, including Pipedrive, HubSpot, and Salesforce, as well as Gmail and Outlook, and allows you to personalize your proposals by incorporating your own logo and subdomain. This combination of features ensures a streamlined and effective sales process for your team.

Simplicity should not be complicated. Medius makes AP autonomic--using intelligent technology to reimagine the way invoices flow through your business. This process doesn't require you to touch it and gets smarter with each step. The Medius Accounts payable suite automates the entire source-to pay process. Automate and simplify your entire AP process with the Medius Accounts Payable suite. This includes manual invoice matching, keying, matching, processing, and paper removal. You will always have complete visibility of your invoices, spend, and cash flow so you can close the books on schedule. Improve the payment process within your company to reduce complexity, reduce fraud, and save money. Medius Pay automates the process of paying suppliers. It eliminates manual processes like processing checks and encourages automated work. Give your procurement team the tools they need for eliminating maverick spending.

Adverity is the fully-integrated data platform for automating the connectivity, transformation, governance and utilization of data at scale. Adverity is the simplest way to get your data how you want it, where you want it, and when you need it. The platform enables businesses to blend disparate datasets such as sales, finance, marketing, and advertising, to create a single source of truth over business performance. Through automated connectivity to hundreds of data sources and destinations, unrivaled data transformation options, and powerful data governance features, Adverity is the easiest way to get your data how you want it, where you want it, and when you need it.

Loopio is a technology company that assists enterprises in supercharging their responses to RFPs and DDQs as well as Security Questionnaires. Since 2014, Loopio has been adopted by over 800+ global leaders, including DocuSign and FedEx. Loopio users can generate better responses by using a searchable library that is up-to-date with their intuitive RFP Content Management System. Intelligent import and question auto-detection make it easier to kickstart responses quicker. Users can stop answering the same questions over-and-over by letting their Magic Request Automation tool answer FAQs in one click. Loopio's flexible pricing options allow you to take advantage of the platform's intelligent content and automation features. You can also try the platform for free.

SutiExpense, developed by SutiSoft, is a cloud-based tool for managing expenses that assists organizations in monitoring expenditures, booking travel online, implementing spending policies, overseeing approval processes, capturing receipts, and assigning expenses to specific projects. With a highly customizable design and an easy-to-navigate interface, SutiExpense caters to the distinct reporting requirements of various businesses. Additionally, the platform allows users to conveniently create, submit, or approve expense reports via dedicated applications for both Android and iOS devices. Key functionalities include support for VAT, GST, and HST tax regulations, cost allocation across projects, clients, and time, currency conversion, receipt matching, integration with accounting systems for seamless export, and the ability to import credit card statements. This comprehensive solution not only enhances financial oversight but also streamlines the overall expense management process for organizations of all sizes.

Lockstep, an award-winning platform that connects finance teams around the world, is helping them to work more effectively together. Lockstep was founded in 2019 to eliminate cash traps and leaks caused by manual synchronization between B2B trading partners' books. Lockstep, based in Seattle, provides a connected accounting cloud that enables businesses to establish trusting, compliant accounting relationships. Lockstep is a trusted accounting cloud that enables high-performance businesses large and small to manage their collections.

Elevate and refine the customer experience using AskNicely, a cutting-edge real-time feedback platform built on the principles of the Net Promoter Score (NPS). This tool simplifies the process for brands and organizations to gather insights through one-touch surveys, enabling seamless sharing of real-time data with everyone from frontline staff to the CEO, and allowing teams to take swift action based on customer input. Additionally, AskNicely offers integration with the leading tools that businesses rely on daily, enhancing its usability and effectiveness. By leveraging this innovative solution, companies can foster a proactive approach to customer satisfaction and drive continuous improvement.

Experts provide a truly unlimited service desk. All-inclusive cloud platform that connects your entire organization. It is designed to streamline workflows. Transform old ways of working into modern, intuitive workflows that empower teams to provide excellent service to customers. Standardize your processes and gain valuable insights to align IT with the business needs. You can make your business more cost-effective by having unlimited assets, customers, customers, reports and mailboxes. All modules are included as standard so you can scale your business efficiently. Halo Service Desk is trusted by customers from many sectors worldwide. We have 25 years of industry experience and work with our clients to make it a success. Halo Service Desk is an all-inclusive platform that streamlines your workflows. It's easy to customize and use.