Business Software for Microsoft Dynamics 365

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.

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.

ViewCenter by ICM Document Solutions, a scalable document management system, is designed to be accessible from any device that has an Internet connection, whether it's a desktop, laptop, or mobile. It is flexible enough to be used by businesses of all sizes and can be customized to meet specific company needs. ViewCenter features include customizable permissions, support of all file types, detailed logs, keyword/content searching, revision control and automated retention and disposition processes. ICM's suite includes eForms portals, high-volume scanning modules, custom development, and a suite of supporting services. This gives companies all the tools they need to improve their business processes around the collection, maintenance, distribution, and retention of important documents and records. ViewCenter meets industry-specific security and regulatory compliance requirements.

Allotrac is a cloud-based Transport Management System that offers end-to-end visibility over your transport and logistics operations through real-time flow of information, providing you with a clear view of transportation operations as they occur. With over 2 million deliveries being made using Allotrac per year, we aim to transform and modernise the operations of transport and logistics businesses of all sizes by providing intuitive and flexible tools for owners and managers to easily see available drivers, access all job data, run reports, and track entire jobs. By seamlessly integrating into your legacy systems, our easy-to-use web and mobile applications allow you to transition to a paperless environment, reduce unnecessary data entry, and save time and money on administration costs while maximising operational efficiency. Allotrac has been developed on the back of some great ideas from our clients and the issues that administration staff and drivers were looking to solve. What sets us apart from our competitors is our exceptional industry knowledge, which helps us tailor our solution to meet your specific needs, with the added convenience of plug-and-play and configurable options.

Paminga is a modern marketing automation platform engineered to meet the evolving needs of today’s marketing operations professionals. Known as the “MAP for MOPs™,” it reimagines marketing automation with an elegant, intuitive interface and enterprise-grade functionality. Its unified builders for emails, forms, CTAs, and landing pages share a consistent foundation—so teams learn once and build everywhere. Paminga’s token-based personalization, folder cloning, and brand kit system ensure campaigns remain scalable and perfectly on-brand. Integrated directly with Salesforce, Dynamics 365, and IFS Cloud CRM, it offers unmatched data sync speeds of up to 250,000 records per hour, empowering real-time marketing orchestration. The platform’s Segment Builder provides advanced, nested logic to drive workflows, scoring, content personalization, and reporting—all with consistent simplicity. Unique capabilities like CRM Sync Actions and CSV Import Actions allow marketers to automate operations during record updates or imports, saving hours of manual work. Fair, transparent pricing, backed by world-class live support and SOC 2/ISO 27001 compliance, make Paminga a trusted partner for enterprise marketing teams worldwide.

Email marketing software designed by an award-winning agency will boost your B2B and B2C communications. Enabler offers enterprise software, email templates design and campaign management services to your business. Key features include segmentation, trigger campaign, personalization, campaign reporting, advanced analytics, and lead scoring. Enabler has partnered with renowned brands such as Ralph Lauren, Hiscox, and RSA to provide a comprehensive GDPR-compliant, email solution that drives customer retention, and strong ROI. Enabler can help you with sophisticated email software, strategy, and template design.

SnapAP, a cloud-based accounting payable solution, enables organizations digitize their entire Procure to Pay workflow. SnapAP allows users to manage all invoices regardless of whether they are covered under a purchase order. SnapAP can also be used as a communication platform that includes buyers, suppliers, APs, finance, and payables. The supplier portal integrates vendors into a self-serve account receivable management tool. This eliminates the need to manually enter invoices or scan them. ERP flexible searchability allows for instant access to supplier information, PO and revisions as well as approvals, invoices and payment information. SnapAP offers enhanced control, secure data sharing, cash flow visibility, and increased control. Accessible with all modern internet browsers and on Android and iOS mobile devices.

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

Our custom VoIP solution allows you to connect with your clients from any location around the globe. Say goodbye to high hardware expenses and the burden of multiple line rentals each month. Whether you are working from home or in the office, our cloud-based communication platform is always available, ensuring you stay connected at all times. In today's world, having a communication system that is both adaptable and easily accessible is crucial. As remote work continues to grow, traditional hardware becomes increasingly expensive and less effective compared to a VoIP system. No matter where you or your team members decide to work—be it at home or in the workplace—our innovative system offers not only flexibility but also a variety of communication options to engage with your clients effectively, enhancing your overall business operations. With this approach, you can streamline communication while ensuring that your team remains productive and responsive.

DocAgent™ serves as the document management portal and foundational software platform for Digital Designs. Utilizing a .NET framework, it efficiently manages coordination, establishes customer-specific rules, and facilitates communication among various solution modules such as AP Invoice Automation, Electronic Payments, Payroll Management, and Data Capture, among others. Its functionalities extend beyond mere module integration; DocAgent™ seamlessly connects with essential applications operating on IBM AS-400/I Series, including INFOR, Infinium, JD Edwards, and MS Dynamics. By leveraging the solutions offered by DocAgent™, businesses can significantly enhance their operational efficiency for the future. Additionally, this platform enables cost reduction, improved oversight, expedited payment processes, increased flexibility, and can result in annual savings amounting to millions of dollars. You can select from one of the available DocAgent™ Suites below or customize your options to perfectly align with your business objectives. Furthermore, this adaptability ensures that companies can stay ahead in a rapidly changing market landscape.