Business Software for Microsoft Excel

FIELDBOSS, an end-to-end field-service software solution, is built on the Microsoft Dynamics Platform. FIELDBOSS simplifies complex operations and makes it easy to connect field service contractors with customers and equipment. FIELDBOSS empowers companies and provides real-time profitability information for management. The organization is managed by a team made up of Certified Microsoft Technology Specialists and Chartered Professional Accountants who have been providing high-quality service in the Microsoft solution consulting market since 1989. FIELDBOSS offices can be found in New York City, USA and Toronto, Canada.

Solver is a cloud-based extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate better decisions. Patented QuickStart integration technology enables immediate access to a collection of ready-to-use reports and budget models for finance and other management users.

NPS Software for your business. Start collecting customer feedback by sending a simple Net Promoter Score® survey. Our automated survey platform will help increase response rates, collect actionable customer feedback, and maximize business growth. Multiple campaigns can be run to survey different audiences based on predefined schedules or events that were triggered in another application. You can combine email and in-app templates to reach customers on the channels that are most likely to respond to your surveys. You can personalize the survey templates' design and language and create a follow-up question that is based on the feedback. You can increase your response rate by using your domain and A/B testing subject lines. Also, have your audience verified for deliverability. Keep track of all the surveys sent to your audience. Workflows allow you to automate different processes and create unique scenarios.

Experience the comprehensive solution that empowers your law firm with the freedom and control it needs. Manage case details, journal entries, and time tracking seamlessly within Outlook and Teams. Oversee invoicing and maintain financial health using Microsoft’s robust ERP system. Hold client meetings on Teams, securely share essential documents, and engage in private chats with your colleagues while accessing all necessary case files directly from Teams. Whether you're in a courtroom or a serene countryside location, you can keep all your case materials at hand, even without an internet connection. Work offline on critical documents during your retreat, and effortlessly synchronize your updates upon your return. The limitations of remote desktop software often hinder productivity and complicate collaboration with your team, which can be quite frustrating. Thankfully, those days of remote desktop constraints are behind us. Instead, embrace a new era of efficiency and collaboration in your legal practice.

Discover the all-encompassing Process Management Platform that enhances collaboration through intuitive engagement, creative brainstorming, constructive feedback, and the creation of a comprehensive handbook, alongside a scrum board for adaptable task management and detailed compliance and risk management reporting. Essentially, Engage Process is crafted to actively engage your team in the exploration, documentation, and refinement of your processes, ensuring everyone plays a role in continuous improvement. Plus, with its fully SaaS model, you can start utilizing its features within a single day, streamlining your operational efficiency right from the outset. The platform is built to foster a culture of innovation and accountability among your staff, empowering them to contribute effectively to your organization's success.

yEd simplifies the process of diagram creation, combining robust features with an easy-to-navigate interface, making it a delightful experience. This versatile desktop application allows users to swiftly and efficiently produce high-quality diagrams tailored to their needs. You can either create diagrams from scratch or import external data for a detailed analysis. With just a click, the automatic layout algorithms can organize even the most extensive data sets seamlessly. yEd also boasts a rich selection of attractive, pre-designed elements, providing an excellent starting point for new diagrams. Additionally, the application offers advanced capabilities for managing intricate data sets, thanks to its sophisticated mathematical layout algorithms that can assist in both automated and manual arrangements. Users will find that yEd not only enhances productivity but also empowers creativity in visual representation.

Tagging multiple campaigns often posed a challenge, but now there is an effective, streamlined solution that reliably tags, validates, and oversees all your campaigns, providing you with a strategic edge. CampaignAlyzer is a cloud-based tool designed for digital marketers to maintain all their marketing campaign parameters within a unified database. This innovation allows you to enhance both your online and offline tagging processes, ensuring reliable performance and accurate measurement. By establishing uniform naming conventions across all campaigns, you can easily reference past campaign parameters to inform your future strategies in a responsive manner. With CampaignAlyzer, you can confidently analyze campaign performance using Google Analytics. The platform guarantees consistent tagging practices, and previous values can serve as a benchmark for upcoming campaigns. Additionally, predefined mediums help prevent unauthorized tagging, and only administrators have the authority to modify the list of mediums. This level of control enhances the integrity of your tagging system and helps maintain clarity in your marketing efforts.

AlphaLearn is a user-friendly learning management system designed to facilitate the creation, management, delivery, and tracking of online courses. As a fully SaaS solution, it serves as a powerful and flexible LMS that revolutionizes the teaching and learning experience. With AlphaLearn, you can kickstart your eLearning program in just minutes, providing immediate access to educational content for learners worldwide and across various devices. This LMS software enables you to transition your entire corporate training program online swiftly and efficiently. Featuring an array of advanced LMS capabilities alongside state-of-the-art content creation and management tools, AlphaLearn allows you to craft effective training programs with ease. Its useful collaboration tools enable seamless sharing of documents and videos, as well as the creation and monitoring of assignments, polls, announcements, and reports, simplifying your workflow. Additionally, you can design courses that span single or multiple subjects, allowing for the creation of modules and chapters enriched with diverse content types, enhancing the learning experience even further. Ultimately, AlphaLearn empowers instructors and learners alike by streamlining the educational process and fostering an engaging learning environment.

Docparser extracts data from Word, PDF and image-based documents. It uses Zonal OCR technology, advanced patterns recognition and anchor keywords. To set up your document parser, there are three steps. Upload your document directly, connect with cloud storage (Dropbox. Box. Google Drive. OneDrive), email your files in attachments, or use the REST API. Docparser can extract the data you need without any programming. Use the options that best suit your document type to select preset rules that are specific to your PDF and image documents. You can either download directly to Excel, CSV or JSON formats or connect Docparser with thousands of cloud applications such as Zapier and Workato. You can choose from a variety of Docparser templates or create your own custom document rule. You can extract important invoice data and then integrate it into your accounting system. Data such as line items, dates, totals, and reference numbers can be pulled.

Attracting a larger and more satisfied customer base is achievable. With a visual and user-friendly CRM system tailored to your specific requirements, your daily tasks can become easier and more enjoyable. Lime CRM offers a solution that you will genuinely utilize, encompassing all the standard features you would expect from a CRM, including contact management, historical notes, task lists, case oversight, sales transactions, and marketing initiatives. However, the capabilities of Lime CRM extend far beyond the basics. Drawing from three decades of industry experience, we have a deep understanding of the diverse needs that various clients have from a CRM system. This insight has led us to create specialized packages designed for specific industries. If you're utilizing other IT systems in your routine operations, there's no need to worry! Lime CRM seamlessly integrates with most platforms, ensuring you have a comprehensive view of your customers consolidated in one accessible location. Plus, this integration enhances your operational efficiency and equips you with valuable insights for better decision-making.

Case Master Pro is a legal management software that aids debt collectors and law firms in managing their case files and accounting operations. It allows lawyers to store important documents in a central database, assign task list to specific employees, track case files with information about opponents, accounts, litigation, or judgments. Case Master Pro's key features include bookkeeping, scheduling and check printing. Invoicing, transaction management, and account reconciliation are some of the other key features. Administrators can set up security settings and create reports to gain insight into the performance of their organization. It also includes a self-service portal that allows clients to access documents, images, and claims related online to their individual case files.

Addresses the challenges of overseeing contacts and tracking activities from numerous field agents, sales representatives, dealers, channel partners, and staff members. It offers extensive customization options to align with your specific business needs. This comprehensive application boasts both web and mobile interfaces, along with additional modules for digital business cards and file sharing. It also facilitates data preparation, including intricate de-duplication, entity resolution, transformation, merging, and purging of extensive databases located on private clouds or on-site. The system is capable of ingesting structured and unstructured data in various formats. It employs fuzzy logic-based pattern matching algorithms that have been validated across tens of millions of records. Additionally, it supports both on-premise and API-based implementations of a sophisticated contact data extraction program, designed to deliver key/value pairs from textual content. Furthermore, it seamlessly integrates with robotic process automation (RPA) tools, scanners, digital transformation solutions, and OCR/automation software, ensuring a comprehensive approach to data management. This integration enhances the efficiency and accuracy of operations across diverse business environments.

Transferring data exports into Excel through manual copying and pasting is often a tedious, imprecise, and exasperating process. While spreadsheets serve well for presenting data, they are not built to handle the frequent updates necessary for hundreds of thousands of rows. Many business software solutions and reporting tools either lack essential features or are overly complex to use. The hidden costs associated with maintaining a manual workflow can far exceed the time lost in the process. With just a single click, you can streamline your operations without needing to export or navigate a complicated setup. We offer video tutorials for guidance, and if you're short on time, we can set everything up for you. You have the option to invite your colleagues to Wink or schedule automated reports to be sent to others. Hundreds of organizations have already made the transition to Wink—when will you join them? Wink is currently assisting teams similar to yours in increasing profitability by shedding light on previously hidden issues. Access live data, arrange scheduled emails, or export information in your preferred formats, all while enjoying comprehensive access control and security features. Not only does Wink enhance efficiency, but it also fosters better collaboration within your team.

Uncover fresh revenue streams and optimize your operations effortlessly with our services. Simply provide us with your diverse data sources, and we will handle all the intricate tasks for you. Your data will be meticulously repaired, enriched, cleansed, and smartly organized. We prioritize speed—while many competitors have implementation timelines ranging from 6 to 18 months, we deliver results in just a few weeks. Our solution is designed to be practical; by integrating data visualization tools with your data warehouse, you and your colleagues can access a comprehensive view of your organization through interactive dashboards. To fully harness the power of analytics, it is essential to establish a robust data infrastructure. We prepare your data so that analysts and business users can manipulate it freely and easily without needing IT assistance. With our platform, you can simply drag and drop data elements into your dashboards, share them seamlessly with your teams, and foster a genuinely transparent, data-driven culture within your organization. This transformation not only enhances decision-making but also empowers every team member to engage with data meaningfully.

Say goodbye to the hassle of emailing spreadsheets or relying on document storage platforms. LeaseMatrix is designed to be fully operational on any computer or tablet, eliminating the need for software downloads or updates. You can access and modify your analyses from virtually anywhere, with web-based reports that refresh automatically. Collaborate seamlessly with your entire team, ensuring that no file is ever lost due to computer malfunctions. This innovative spreadsheet allows both brokers and tenants to weigh the benefits of leasing versus owning office, retail, or industrial properties. With clear and visually appealing charts, users receive straightforward recommendations that are easy to present. The tool facilitates side-by-side comparisons of cash flows before and after taxes, making it simple for all parties involved to analyze the data. It also includes calculations for Net Present Value (NPV) and Internal Rate of Return (IRR), empowering users to determine whether to reinvest in their primary business or pursue real estate opportunities. Additionally, a Pros and Cons Summary page is provided, detailing the respective benefits and drawbacks of leasing versus owning, helping users make informed decisions. Overall, LeaseMatrix streamlines the decision-making process in real estate transactions, enhancing both efficiency and clarity.

FloQast provides a transformative accounting platform that uses AI to automate and streamline the financial close process. By integrating with existing tools, it enhances efficiency in reconciling accounts, preparing financial reports, and conducting audits. The AI agents help accounting teams by matching transactions and identifying inefficiencies, allowing accountants to transition from data preparation to strategic oversight. With real-time collaboration and tracking features, FloQast supports accounting teams in delivering faster, more accurate results with reduced operational complexity.

Precisely is the most user-friendly platform to manage enterprise contracts. Complex contract workflows are now easier and more secure than ever before. Our digital contracting platform is able to meet even the most complex contracting requirements with unmatched ease. We digitize contract management so that legal teams and colleagues in other departments can benefit. Our CLM platform replaces the need for tedious legacy solutions with an automated, consolidated workflow. Our CLM platform enhances every stage of the contract lifecycle. Advanced contract workflows automate repetitive tasks based on trigger events. This allows you to ensure operational excellence across the company. Reduce repetitive tasks and shift your focus to business intelligence, growth, and business intelligence. Our customizable and automated contracting workflows are 10x faster than manual processes, regardless of whether you're preparing a shareholder agreement or NDA.

Efficiently manage service tasks, keep clients informed, generate proofs, facilitate online payments, and much more. Begin by launching a new job and inputting the necessary information, which will seamlessly integrate across different job phases. Save your attempts and service specifics, while selecting which events you wish to communicate with the client. The details of the job and services will be reflected in the template you choose. After reviewing or making edits, you can print and sign the documentation. Monitor your services from initiation to completion, entering data only once to save time as information automatically flows through each service's lifecycle. You can also send email alerts or invite clients to create a free account, enabling them to enter services, upload documents, and check their status without needing to contact you. Streamline your payment process by enabling clients to pay directly from the invoice online, reducing the time and effort required for payment collection. Enhance transparency by incorporating GPS data into your serves, as many clients are now requesting this information, and it is a requirement in certain court cases. This efficient system will ultimately lead to improved client satisfaction and a more organized workflow.

Leverage our comprehensive Learning Management System to design, host, and distribute your personalized online courses, assessments, and surveys utilizing our secure course delivery platform and examination tools. This enterprise-grade system enables you to swiftly create captivating training resources by incorporating a diverse range of SCORM and multimedia content. After developing your course and configuring the necessary settings, you can effortlessly assign it to your workforce using access codes, the built-in training matrix, or permissions tailored to specific individuals, locations, or roles. Additionally, our document uploader feature empowers users to submit their documentation and training certificates directly while completing their online courses, which are then sent to an administrator for review. Following approval, these documents contribute to fulfilling a training requirement and will subsequently be removed from the training gap report, thereby streamlining your compliance process. With such a robust system in place, both administrators and employees can enjoy a more efficient training experience.

Operational reporting, task automation, and uploads for Microsoft Dynamics can be efficiently managed inside Excel. Manual tasks such as bulk uploads, distributing reports, and entering data again into Microsoft Dynamics consume valuable time, are prone to errors, and create undue stress for your finance team on a monthly basis. The process of identifying and rectifying reconciliation discrepancies is labor-intensive and can lead to significant issues with data integrity. Without proper visibility into your ERP and other data sources, gaining a comprehensive understanding of your financial status and closing the month can be quite challenging. The standard reporting tools that come with Microsoft Dynamics often necessitate substantial IT support, resulting in delays in report generation and creating bottlenecks for your IT department. However, with Atlas, you can effortlessly create and disseminate real-time reports without needing IT’s assistance, as it seamlessly integrates live data from Microsoft Dynamics and other sources, empowering you to generate precise financial and operational reports efficiently. This not only enhances productivity but also allows your finance team to focus on more strategic tasks, ultimately driving better decision-making for your organization.

Ardoq revolutionizes Enterprise Architecture by turning complex data into connected insights that drive better business outcomes. Built for modern enterprises, it replaces static documentation with a living, data-integrated repository that reflects your IT ecosystem in real time. From application rationalization to cloud migration and business capability modeling, Ardoq enables teams to visualize dependencies, identify risks, and optimize investments. It helps Enterprise Architects, CIOs, and Business Leaders align IT and business goals by connecting data from multiple systems to measurable outcomes. Users can model change scenarios, uncover redundancies, and generate insights that save both time and money—like one customer who saved $800,000 annually by rationalizing 30 unused applications. Ardoq’s collaborative interface makes data maintenance effortless, allowing stakeholders to contribute updates that ensure accuracy and accountability. Recognized as a five-time leader in the Gartner® Magic Quadrant™, it is built for organizations that want strategic agility backed by real-time intelligence. With Ardoq, architecture becomes the core driver of innovation, risk reduction, and operational excellence.

We offer more than digital signage software. We help our customers stand out from the crowd. CommandCenterHD is a SaaS solution that allows subscribers to create, schedule, and publish multimedia content to screens and tablets. The solution is suitable for all industries. It includes 24/7 support and training, as well as design and creative services.

bluQube accounting software gives mid-sized businesses the tools and insights they need to succeed. The right software will allow your finance team to focus on the important things, such as strategy and bottom line. We do things differently to deliver real, tangible benefits to our customers. We're an Oracle Gold partner that delivers True Cloud Accounting, fixed-cost implementations, real-time reporting, full UK support and software that integrates with anything!

Your search concludes here, as MLeads offers an innovative cloud-based mobile platform designed for efficient lead management that you can conveniently access from any device, at any time. It facilitates the quick capture and organization of leads by events or groups through a variety of retrieval methods such as speaking, scanning business cards, scanning badges, scanning QR codes, bumping leads, taking quick notes, recording leads, or simply typing them in. Users can effortlessly send bulk personalized email follow-ups using pre-defined templates in just seconds, while also scheduling drip emails, setting tasks, and organizing meetings, among other features. The platform provides valuable insights into leads' backgrounds across various social media platforms, including Facebook, LinkedIn, Twitter, Google, and websites. Moreover, users can immediately engage in follow-up actions via calls, messages, emails, meetings, and tasks, ensuring no lead is neglected. Additionally, MLeads allows for easy export of leads to platforms like Excel, Aweber, and Salesforce, while also enabling the import of leads from numerous sources such as Excel files, Gmail, Yahoo, Aweber, and Salesforce. This comprehensive approach streamlines lead management, making it an invaluable tool for professionals looking to enhance their networking and sales efforts.

Design engaging and interactive training experiences complete with deployable tasks, challenges, scoring systems, and comprehensive analytics suitable for any group size, all without the need for coding skills. You have the flexibility to tailor the account creation process for participants, allowing them to utilize their Google or Microsoft credentials for easy access! Once logged in, guide your audience to a personalized welcome message along with a Portal page that contains their unique details. Showcase your Courses prominently while incorporating essential links to documents, websites, videos, surveys, social media platforms, and beyond! Furthermore, you can modify your template's design and refine the content to align perfectly with your brand identity and storytelling principles, ensuring a cohesive and appealing experience for your users. This approach not only enhances participant engagement but also strengthens your brand presence in a competitive landscape.