Business Software for Microsoft Dynamics 365

PDM Studio is an advanced software solution for product data management (PDM) tailored specifically for mechanical and plant engineers, enabling them to systematically organize, control, and retrieve all relevant product data in a manner that aligns with traditional product development workflows and the needs of users. By centralizing CAD models, technical drawings, documents, and associated metadata, it facilitates seamless multi-CAD integration with various platforms, including Solid Edge, SOLIDWORKS, NX, Inventor, and AutoCAD, allowing users to efficiently manage assemblies, versions, revisions, lifecycles, and where-used lists without the hassle of toggling between different applications. Routine tasks such as property filling and the mass generation of neutral file formats like PDF, STEP, and DXF are automated, which enhances data accuracy, minimizes manual errors, and boosts overall productivity. The interface of PDM Studio is highly configurable and user-friendly, and it is continuously enhanced through regular updates and the addition of new modules, developed in close partnership with users to meet their evolving needs. This commitment to user collaboration ensures that PDM Studio remains a leading choice in the realm of product data management solutions.

Panax is an innovative cash management software designed specifically for the needs of finance and treasury teams, allowing them to escape the burdens of manual tasks by consolidating data from various banks, ERPs, and payment systems into a cohesive real-time interface equipped with advanced AI insights that enhance operational efficiency, liquidity management, and risk mitigation. By automating essential treasury functions such as transaction categorization, reconciliation, forecasting, reporting, and cash application, it eliminates the reliance on error-prone spreadsheets and manual processes, thereby empowering teams with greater strategic clarity and confidence in their decision-making. Panax also offers features like real-time cash positioning, predictive cash forecasting, and proactive alerts, ensuring seamless integration with global banks, ERPs, and payment platforms. Additionally, its AI agents and conversational assistant provide enhanced forecasting capabilities, identify anomalies, and assist in predicting cash shortages, allowing teams to take proactive measures before problems arise. This comprehensive approach not only streamlines finance operations but also equips organizations with the tools necessary to navigate the complexities of modern cash management effectively.

Topkey serves as a sophisticated, AI-driven financial operating system tailored for managers in the vacation rental and hospitality sectors, automating and consolidating essential financial operations like expense tracking, bill payments, corporate card transactions, banking activities, revenue reconciliation, and bookkeeping. By seamlessly integrating with property management systems and accounting software, it minimizes manual interventions and enhances precision in financial processes. The platform effectively categorizes every bill, receipt, and payment by property, utilizes mobile tools for receipt capture, and implements intelligent tagging to ensure smooth transaction flows into owner statements and general ledgers. This functionality is crucial for assisting teams in recovering lost profits, expediting the closing of financial records, and obtaining real-time insights into financial performance across numerous properties. Additionally, Topkey’s AI capabilities detect errors, eliminate duplicate entries, and identify mismatched charges, while also enforcing tailored approval workflows and accommodating multi-entity expense filtering, vendor management, and comprehensive transaction reporting. With Topkey, businesses can not only streamline their financial operations but also enhance decision-making through insightful data analysis.

Encodify is a versatile and scalable no-code platform designed for marketing work management that aids organizations in coordinating intricate processes between teams, suppliers, and systems by consolidating various functions such as project management, digital asset management, product information management, promotion planning, proofing, creative automation, and workflow automation into one cohesive interface. This streamlined approach eliminates barriers between departments and enhances the efficiency of marketing operations from start to finish. Users can seamlessly plan, execute, and monitor campaigns and promotions throughout their lifecycle, manage detailed product information associated with digital assets for uniform outputs across different channels, and organize multimedia content with appropriate metadata and access permissions. Additionally, the platform automates repetitive tasks and business rules, including notifications, validations, and file handling, allowing teams to customize their views—whether in split, spreadsheet, kanban, or timeline formats—and workflows to better suit their specific requirements, thereby fostering a more collaborative environment. It not only simplifies operations but also empowers users to focus on strategic initiatives rather than mundane administrative tasks.

Insider One serves as an AI-driven platform for customer engagement and omnichannel marketing, seamlessly integrating customer data, personalization, predictive intelligence, and journey orchestration into one cohesive system. This allows marketing teams to provide immediate and tailored experiences across various channels, including web, app, email, SMS, WhatsApp, push notifications, and site search, all without the need to toggle between different tools. By analyzing customer behavior, it can foresee interests and subsequent actions, which empowers marketers to accurately segment their audiences, initiate automated journeys, and enhance campaigns using real-time AI that predicts needs while boosting engagement and conversion rates. Additionally, the platform features a built-in Customer Data Platform (CDP) that integrates data from over 100 connectors, forming unified customer profiles for customized messaging and insightful recommendations. Users are equipped to craft and automate interconnected experiences using a visual canvas that incorporates triggers and conditions, allowing for A/B testing and the initiation of personalized interactions, thus enhancing overall marketing effectiveness. Moreover, Insider One's adaptability ensures that it can evolve alongside changing customer preferences, further solidifying its value in the dynamic landscape of digital marketing.

LetterFriend provides a unique service for direct mail and handwritten letters, enabling organizations to produce customized, authentically handwritten notes, envelopes, and cards created by skilled writers, rather than relying on automated systems or printed materials, allowing them to effectively penetrate the digital landscape and enhance customer relations, referrals, and overall growth through impactful physical communication. Users can easily upload their contact lists using CSV files or connect through various CRM tools, Zapier, or an API, which facilitates the automation and scaling of their outreach efforts, whether it's for sending thank-you notes, prospecting letters, seasonal greetings, or any other tailored correspondence that is personally addressed, handwritten, and mailed directly from the organization. With a strong focus on human-centered direct mail, LetterFriend employs real writers located in New Jersey to craft each message, resulting in significantly better open and response rates compared to standard printed materials or email campaigns, while also offering a range of customizable features like envelopes, sticky notes, signatures, postcards, and more to suit individual preferences. This service not only stands out for its personal touch but also aims to forge deeper connections between businesses and their clients through the art of handwritten communication.

Optimus MIS is a versatile and celebrated Management Information System (MIS) designed for print and manufacturing, enabling organizations to optimize essential business functions like sales inquiries, estimating, job tracking, order management, production processes, inventory oversight, purchasing, shipping, and invoicing all through a single, cohesive platform tailored to meet specific industry requirements. This system features a modular suite that encompasses Core foundations, dash for speeding up workflows, Automate to minimize manual efforts, Extend for added functionalities, Intelligence for insightful data analysis, Plus for improved operational instruments, and Web-to-Print integration, which not only adapts to the growth of a business but also caters to various industries such as digital printing, direct mail, labels, packaging, and large format production, ensuring comprehensive support for a wide range of operational needs. With its integrated approach, Optimus MIS enhances productivity and operational efficiency across diverse sectors.

Kavida.ai serves as a sophisticated platform for knowledge management and workspace collaboration, leveraging artificial intelligence to assist users and teams in seamlessly capturing, connecting, and contextualizing their information all within a single notebook interface. By eliminating the need for manual tagging, folders, and scattered documents, it efficiently processes notes, research materials, documents, links, and conversations, employing semantic AI to construct a comprehensive knowledge graph that highlights interconnected concepts. This innovative system not only generates summaries automatically but also provides relevant insights in real-time as users engage with their projects, thereby alleviating cognitive burden and enhancing the ease of locating and reusing information. Furthermore, it enables natural language querying, allowing users to pose inquiries regarding their knowledge base and receive succinct AI-generated responses complete with references to the original context. Additionally, Kavida.ai includes versatile tools designed for outlining, brainstorming, planning, and project tracking, which are tailored to accommodate the unique workflows of each user, ensuring a personalized and efficient experience. The platform ultimately aims to transform the way individuals and teams interact with their knowledge assets, fostering better collaboration and productivity across various tasks.

PAQATO is an innovative platform designed to enhance the post-purchase experience in ecommerce by turning the delivery process into a key driver of growth and customer interaction through the automation of personalized communications, tracking, and comprehensive analytics. By offering branded, proactive shipping notifications via various channels such as email and SMS, PAQATO ensures that customers are consistently updated on their package status, which not only keeps them engaged but also encourages them to revisit the online store, ultimately leading to increased sales and a decrease in service-related inquiries. Additionally, PAQATO enables merchants to create tailored track and trace pages within their own shop environment, allowing customers to engage with the brand while accessing product recommendations, special offers, and upsell opportunities, all while monitoring their order status—effectively turning delivery updates into opportunities for conversion. Furthermore, the platform provides insightful shipping performance controls and dashboards that enhance transparency around carrier KPIs, transit times, delays, and logistics data, equipping businesses with the tools needed to refine fulfillment strategies and make informed decisions that can lead to better operational efficiency and customer satisfaction. By integrating these features, PAQATO not only optimizes the shipping experience but also fosters long-term relationships between brands and their customers.

Payra is a comprehensive platform for automating accounts receivable and payment processes, aimed at assisting businesses in eliminating payment delays and enhancing cash flow while ensuring their current workflows remain undisturbed. By seamlessly integrating with a company's ERP or accounting software, it facilitates automated invoicing, efficient collections, and real-time payment reconciliation, all within the familiar tools that teams already utilize. The platform is crafted to minimize transaction expenses and eliminate time-consuming manual tasks in the back office by optimizing the entire receivables process, which includes everything from invoice dispatch to payment entry in the general ledger. Additionally, Payra enhances the client payment experience with a personalized interface and automated reminders, ensuring that businesses receive payments more quickly while upholding a professional relationship with their customers. With a particular focus on sectors like trades, construction suppliers, and blue-collar operations, Payra addresses the unique challenges these industries face with slow collections and disjointed financial management systems. This targeted approach not only boosts efficiency but also fosters better cash flow management across organizations that often find themselves struggling with financial delays.

Docuten serves as a comprehensive digitalization solution that aims to consolidate and automate various administrative functions, including digital signatures, electronic invoicing, and document management, all within one cohesive platform. This innovative tool empowers businesses to electronically send, sign, and certify documents with legal authenticity, adhering to all signature types specified by the eIDAS Regulation, while functioning as a Qualified Trust Service Provider to maintain compliance in over 90 countries. By streamlining document workflows, it minimizes manual interventions, speeds up signing processes, and enhances the experience for all stakeholders through secure, remote signing capabilities accessible from any device. Beyond just digital signatures, Docuten also transforms invoicing operations by enabling organizations to generate and receive electronic invoices in a centralized system, which boosts control, efficiency, and adherence to regulatory standards. Furthermore, this platform's integrated features not only facilitate seamless collaboration but also contribute to a more sustainable approach by reducing paper usage and minimizing environmental impact.

Canals is an innovative operating platform powered by artificial intelligence, specifically tailored for wholesale distributors, aiming to streamline the most labor-intensive processes in sales, customer service, accounting, and purchasing. This platform adeptly converts unstructured customer inquiries—such as those found in emails, PDFs, spreadsheets, handwritten notes, or voicemails—into organized quotes or sales orders that can be swiftly reviewed and submitted directly into ERP systems. By leveraging sophisticated AI technology, it accurately interprets customer intent, aligns requested items with product catalogs, and autonomously creates complete and precise orders, thereby eliminating the need for tedious manual data entry and product searching. Covering the entire spectrum of revenue and operational cycles, Canals empowers teams to react more quickly to customer requests, enhance quote turnaround rates, and boost win percentages while simultaneously minimizing errors and returns. Moreover, the platform continually adapts by learning from user interactions, customer preferences, and historical trends, ensuring that it evolves to meet the changing needs of its users. Ultimately, Canals not only simplifies workflows but also enhances the overall efficiency of wholesale distribution operations.

Stuut serves as an AI colleague that efficiently automates cash collection, managing the entire accounts receivable and order-to-cash process seamlessly, from initial outreach to final payment. Rather than burdening finance teams with additional dashboards or extra clicks, Stuut's AI agents take full ownership of workflows involving collections, payments, cash application, deductions, and credit. By proactively engaging with customers before invoices reach their due dates, Stuut identifies the appropriate billing contacts and communicates through various channels, including email, SMS, and voice. It also effectively processes incoming payments, accurately matching them to corresponding invoices while maintaining precise financial records by minimizing manual reconciliation tasks. Stuut retains every interaction and adapts to each customer's payment habits and communication styles, ensuring that information is consistently shared throughout collections, payments, cash application, and deductions, which leads to increasingly personalized interactions over time. Additionally, the system enhances efficiency and reduces the likelihood of errors as it learns and evolves with each customer engagement.

nava Ai represents a digital intelligence platform powered by artificial intelligence, specifically tailored for manufacturing and distribution sectors, designed to integrate various data sources, including ERP, CRM, finance, sales, inventory, and operational data, into a cohesive single source of truth. This platform enables teams to transition from disparate systems and outdated dashboards to a dynamic, predictive intelligence framework that enhances decision-making speed, clarity, and confidence. By transforming intricate data into comprehensive visibility across the organization, nava Ai eliminates the need for custom coding, lengthy implementations, and substantial IT expenditures. Rather than merely reflecting past events, nava Ai continuously scrutinizes data, forecasts potential outcomes, and offers actionable insights to preemptively tackle issues as they arise. Additionally, it fosters real-time visibility into business operations, automated decision-making, and margin enhancement, while also facilitating capacity planning and scalable growth; ultimately aiding organizations in proactively managing demand shifts, pinpointing inefficiencies at an early stage, aligning resources with anticipated future requirements, and minimizing the need for reactive problem-solving efforts. By leveraging nava Ai, businesses can not only streamline their operations but also position themselves for sustainable success in an ever-evolving market landscape.

Axiamatic serves as a control platform rooted in artificial intelligence for enterprise transformation, aimed at empowering transformation teams to visualize, make decisions, and take action throughout the intricate steps of complex initiatives. It perpetually constructs a shared context by mapping live program activities, resulting in a continuously updated digital twin that documents every decision, reasoning, dependency, artifact, and signal as the work progresses. By assimilating and evaluating both structured and unstructured data from various sources such as enterprise systems, documents, tickets, workshops, conversations, and meetings, it generates a Living Context Graph that ensures comprehensive program context remains accessible, rather than merely reducing the reality to static status reports. Furthermore, specialized transformation agents identify structural issues as they arise, addressing concerns like translation loss, cross-stream drift, scope changes, overlooked requirements, conflicting dependencies, misaligned stakeholders, and resistance to change that may develop over time. This proactive approach allows teams to stay ahead of challenges and adapt their strategies effectively.

The Lucidworks Platform is an advanced enterprise solution that utilizes artificial intelligence to revolutionize the way organizations interact with vast amounts of data, creating impactful digital experiences in real time. This platform empowers teams in search, commerce, knowledge management, and digital experiences to provide pertinent results, decipher user intentions, enhance conversion rates, and transform data into practical insights. By integrating Signals, Data Acquisition, Lucidworks Search, Lucidworks AI, and Lucidworks Studios, it facilitates the rapid launch of intelligent search experiences in a cohesive environment. Additionally, Lucidworks Data Acquisition connects with existing systems, seamlessly unifying both structured and unstructured data, which simplifies the processes of preparing, indexing, and utilizing information throughout the organization. Meanwhile, Lucidworks Search offers reliable enterprise search and discovery features, efficiently managing data preparation and query execution to ensure users receive relevant results in a timely manner. Overall, this platform serves as a comprehensive tool designed to optimize the way businesses harness and leverage their data resources.

Girikon AI stands out as a premier provider of sophisticated Agentic AI solutions aimed at revolutionizing customer interaction and enhancing business processes. Our all-in-one Unified AI Agent Platform empowers organizations to streamline communication and automate workflows across various channels, including voice, SMS, WhatsApp, email, web chat, and more—all from a single intelligent interface. Designed specifically for contemporary enterprises, Girikon AI seamlessly integrates with top-tier CRM and business systems such as Salesforce, HubSpot, Microsoft Dynamics, and ServiceNow. This integration allows companies to provide personalized, round-the-clock customer support while simultaneously minimizing operational expenses. Utilizing cutting-edge natural language processing, workflow automation, and real-time integrations, our AI agents efficiently manage customer service inquiries, facilitate sales, schedule appointments, qualify leads, and optimize internal business operations with remarkable speed and precision. This comprehensive approach not only enhances customer satisfaction but also drives overall business efficiency.

Protected Flow Manufacturing is a SaaS-based manufacturing execution platform that helps you to simplify floor scheduling and better resource planning. Protected Flow Manufacturing integrates seamlessly with any ERP. Protected Flow Manufacturing is an intuitive system that allows users to maximize their ROI and reduce the time their jobs are waiting. Protected Flow Manufacturing can be used by small and medium-sized businesses and job shops that are looking to grow and attract new business.

Aptean is a world-leading provider of industry-specific software. This software helps distributors and manufacturers run their businesses efficiently and grows their profits. Aptean's products and services, as well as unmatched expertise, allow businesses of all sizes and industries to be ready for what's next, now®. Aptean has offices across North America, Europe, and Asia-Pacific. Its headquarters are in Alpharetta in Georgia. Aptean Food & Beverage ERP provides an end-to-end solution for food and beverage processors, manufacturers, distributors, and distributors.

XaitCPQ (Configure price, quote) stores all complex product, pricing and business rules in one central location. This allows for automation and streamlining in real-time. We help organizations win more deals with better margins. We make it quick and easy for customers to price and build the right product and service combinations. Reduce the sales cycle and eliminate bottlenecks. Sales teams can present the right solution at the right price to the right customer at the right time. XaitCPQ is a cloud-based solution that allows sales reps to work anywhere and from any device. Management can see exactly where a purchase is at any point in the process, its status and who's working. There are more chances to sell and add value than ever before.

Use RFID or barcode technology to quickly capture data in your warehouses and manufacturing operations. Real-time visibility into inventory, work in process, containers, labor and machine statistics. Radley Data Collection is compatible with Android and Windows devices. It connects multiple systems, databases, equipment, and machines, eliminating errors and manual effort. Radley will tailor a workflow to your process and combine many tasks into one easy-to-use workflow. It also has a multilingual interface. Flexible, configurable and scalable Radley solutions that meet your future needs.

Streamline and expand your lending operations with our comprehensive CRM and loan management software, which provides a contemporary experience for borrowers through online and mobile-friendly portals, personalized workflows, and a completely paperless application process. By integrating our rapid and comprehensive application web forms directly onto your website, you can expedite submissions and ensure the efficient collection of necessary documents. Our platform facilitates real-time updates for all team members, including brokers, borrowers, and third parties, keeping everyone informed about the loan's progress. Built entirely on AWS, our solution adheres to SOC 2, ISO 27001, and PCI compliance standards, guaranteeing that your data and documents are encrypted, secured, and backed up for life. The customizable dashboard and pipeline enhance your workflow, while features like email marketing with drip campaigns, lead tagging, and tracking of referral sources empower your business. You can effortlessly assign leads and deals to loan officers or processors, and with LendingWise LOS software, you gain a versatile tool that is pre-configured for various loan types such as Fix & Flip, Rental, CRE Bridge/Perm, and SBA loans, with the option for further customization to meet your specific needs. This robust platform not only optimizes your lending process but also positions your business for sustained growth and success in the competitive market.

Kapiche is an analytics and insights product that makes sense of customer feedback data. It empowers you to make better decisions and positively impact your bottom line. Combine multiple data sources to quickly analyze 1000s of customer feedback responses. No setup, no manual coding, no code frames. Discover insights in minutes and not weeks. You can have complete confidence in your analysis. Answer business questions quickly with deep, actionable insights from all customer data sources. It takes only minutes, not weeks. Your insights analysts will provide insight to help ensure buy-in for your CX programs throughout the organization and drive customer-centric, impactful change. It is impossible to make the most effective business decisions using only quantitative customer information. The best insights come from combining qualitative and quantitative data at every stage of the customer journey.

Leaders in WhatsApp customer service. Sparkcentral is a platform that enables innovative brands to improve customer service and efficiency. Our product roadmap is focused upon being the leader in advanced customer service solutions for WhatsApp and other asynchronous messaging platforms. Customer service SaaS platform for enterprises. Sparkcentral lets you manage all your asynchronous messages channels with virtual and human customer service agents. Sparkcentral offers a single workflow and a user interface that is easy to use for your customer service team. Global brands who launch WhatsApp use Sparkcentral as their preferred platform. Sparkcentral is a leader in the industry, revolutionizing how enterprises engage customers. Sparkcentral's goal is to create and enable exceptional customer experiences. We do this by completely reinventing enterprise customer service software.

iRely i21 is a sophisticated software solution designed for commodity trading and risk management (CTRM), assisting organizations in managing various operations such as logistics, procurement, finance, and claims processing from a unified platform. This software empowers employees to receive automated risk alerts, access market exposure reports, monitor risk positions, produce margin analyses, and perform stress testing efficiently. Furthermore, iRely i21 facilitates the reservation of inventory contingent on customer sample approvals and purchasing choices while overseeing contractual conditions tied to pricing fluctuations. It allows team members to customize analysis periods for both realized and unrealized profitability, thereby minimizing inaccuracies in month-end profitability evaluations. Additionally, the real-time accounting feature enables users to create invoices based on varied criteria like delivery schedules, contractual obligations, and fixation parameters. Moreover, it provides supervisors with the ability to create documents and automatically update the status of parcels along with pertinent shipping instructions, release orders, and shipping advice, ensuring seamless operations throughout the entire process. This integrated approach not only streamlines workflows but also enhances overall decision-making and operational efficiency.