Business Software for Microsoft 365

PoseidonCM, a cloud-based contract management platform, integrates the best-of-breed technology to address all aspects of contract management across your entire organization. Start small and grow at your own pace Use out-of the-box, or give us your process and workflow vision Alert and reminder for Belt n' Suspenders -- Never miss a renewal or deadline again! Allowing restricted access users-groups to read only, read-write, segmented by contract type, ...) are easy-to-use permissions You can create and customize your own dashboards and reports Record Types and List views allow you to track user-definable fields that are specific for that contract type Workflows and review/approval processes can be either automated or manually created Multiple search options -- within fields or documents Intake forms provide the right information every time! From internal and external resources Contract creation, redline, version management, clause library and electronic signature

TrustBuilder is a European-based Access Management software vendor based in Europe, specializing in strengthening digital landscapes with identity-centric solutions. It's SaaS platform seamlessly integrates passwordless and deviceless Multifactor Authentication into a comprehensive Customer Identity and Access Management platform, combining airtight security with a frictionless user experience. Committed to enabling secure and efficient operations, TrustBuilder offers tailor-made solutions, empowering businesses to customize their cybersecurity defenses.

MailArchiva is an enterprise-grade email archiving, ediscovery, and compliance solution. MailArchiva has been used in some of the most challenging IT environments around the globe since 2006. MailArchiva is a server that makes it easy to retrieve and store long-term email data. It is ideal for companies who need to comply with e-Discovery records requests quickly and accurately. MailArchiva offers tight integration (including full calendar, contact & file synchronization) with a wide range of mail services including MS Exchange, Office 365, Microsoft 365 (Microsoft 365), and Google Suite. MailArchiva has many benefits. It reduces time to find information and fulfill discovery record requests. It also ensures that emails are preserved over the long-term. It also helps employees collaborate effectively. Sarbanes Oxley Act), which reduces storage costs up to 60%.

GoFormz holds multiple patents on its digitization technology, including a method that preserves the look and feel of your original paper forms. GoFormz also provides an additional viewing mode for users working on smaller devices. Users can easily toggle between their original Form View and List View. Requiring no code or IT support to get started, GoFormz focuses on the front-end user experience and remains the leader in user adoption. With our powerful form builder features you can quickly create new forms – easily drag-and-drop fields like Signatures, Images, Barcodes, and Maps, and include Logic and Calculations. GoFormz forms can be filled out from remote locations – even while offline! Once forms are completed, they are automatically stored in the GoFormz Cloud as well as routed to collaborating team members, clients, integrated platforms, and more.

PM3 is more than software, it’s an outcome-driven project, programme and portfolio management ecosystem used across retail, banking, healthcare and government. It gives organisations a single secure platform to align strategy with delivery, manage change portfolios and prove value at every stage. At its core, PM3 brings together governance, RAIDD management, benefits tracking, resource forecasting and over 200 reports and dashboards. It ensures leaders can prioritise investment, optimise resources and deliver measurable outcomes. Built on Microsoft Azure UK and certified to ISO 27001 and Cyber Essentials Plus, PM3 combines enterprise-grade security with full GDPR compliance. Adoption and maturity are driven by PM3Pathway, a three-stage framework (Launch, Evolve, Advance) that ensures the solution is embedded and sustained. PM3Learn, the integrated training portal, provides role-based modules, onboarding and best-practice guidance so teams remain confident and self-sufficient. For deeper insight, PM3BI integrates directly with Power BI, enabling real-time dashboards and portfolio analytics. PM3Time adds accurate effort and cost capture across projects and BAU. Innovation is advanced through PM3Genie, which provides contextual guidance, natural-language queries and insights. Trusted by enterprises and public bodies alike, PM3 delivers clarity, control and confidence in even the most complex transformation environments.

Avilar's employee performance and competency management system, WebMentor Skills™, helps organizations identify, analyze and manage skill gaps within their workforce. By identifying the strengths and weaknesses of your employees, you can take the necessary steps to improve your training programs, develop workforce skills, and optimize performance. Identifying skill gaps with competency-based skills assessments, a skills database, and skills tracking capabilities is a critical first step in creating a competent workforce. Our workforce analytics and development solutions also help you: Align training with corporate goals Create individual development plans Close skill gaps Perform rapid skills inventories Plan for retirement and succession Identify and train tomorrow's leaders Prepare for disasters and crises Prepare a business continuity plan Perform assessments and performance reviews Make data-driven decisions Optimize workforce performance Comply with regulatory requirements

Explore how Apptivo CRM Software can enhance your ability to attract, engage, retain, and delight a larger customer base. Say goodbye to the hassle of managing multiple applications. By utilizing this tool, you can significantly enhance your productivity and strengthen your client relationships through seamless management of Customers, Finances, and Support directly from your mobile device. This comprehensive CRM includes a variety of applications such as Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, and Expense Reports—all in one place. It's a user-friendly online CRM system designed to keep your contacts, reminders, files, and communication history organized. As your business expands and you require additional applications, you can conveniently add them from the App Store at any time. Effectively manage your sales pipeline, monitor employee performance, and close more deals than ever before. You can easily track your sales and quickly convert them into invoices for prompt payment! Our commitment is to spare no effort in supporting our clients and ensuring their businesses flourish. With Apptivo, you receive everything you need in a single cloud-based solution, encompassing CRM, Project Management, Invoicing, and much more. This integrated approach not only simplifies your workflow but also fosters long-lasting customer relationships.

Impartner unlocks the potential of your partner ecosystem by helping you Manage, Optimize and Accelerate every step of the partner journey. Our platform supports industry-leading global enterprises, including several CRN 5-S Award-winning channel programs and designated Chief Partner Officers. At Impartner, you can be confident in knowing that not only are your business needs being supported by our innovative solutions but that you are also in excellent company.

Sapience HCM provides a complete human resource and payroll management system. Modular design allows for maximum flexibility and customization. You can implement only the functionality that your company requires, from Hire to Retire. Sapience HRMS streamlines human resources management by capturing data at point of entry, applying business rules and automating transaction processing. Sapience HRMS is built on accurate and timely data. This is what makes for powerful reporting and analysis.

TreasuryView is a treasury management system (TMS) built for finance teams that have outgrown spreadsheets and need a clear, reliable view of intercompany loans, bank debt, and derivatives — without the overhead of an enterprise implementation. The platform serves as a centralized system of record for treasury, controlling, and finance professionals in mid-market organizations, commercial real estate firms, family offices, and investment structures managing cross-border or multi-entity loan portfolios. TreasuryView consolidates bank loans, intercompany funding arrangements, and hedging instruments into a single workspace. Built-in financial logic handles interest accruals, amortization schedules, and derivative fixings automatically — removing the formula errors and version control failures common in spreadsheet-based processes. Integrated market data from 30+ global sources feeds directly into the platform, giving teams the visibility to model rate scenarios, identify exposure, and bring informed recommendations to leadership. Common use cases include managing 30–100+ bank and intercompany loans across multiple entities, running clean monthly reporting without weekend reconciliation, and producing scenario analyses that inform treasury strategy rather than simply documenting it. The platform is built as a decision companion — shifting finance professionals from reactive data management to proactive financial insight. Key capabilities include automated debt lifecycle management, real-time market data integration, board-grade reporting, interest rate scenario modelling, and full timestamped transaction logging. Teams typically reach functional status within hours. Monthly subscription, with anytime cancellation.

PlanMagic Business offers a complete package to help you create your business plan and project financials. Advanced Edition (AE), offers 2 investor pitches, executive dashboard and state-of-the art analyses and scenarios, as well as an interesting Web-marketing guide. *A MS Word template for a business plan. *Fully automated close to reality financial projection application (MS Excel). *A PowerPoint presentation template to help you plan your business. *An award-winning PowerPoint investor pitch deck that has been beautifully prepared (AE only). *An online guide to complete business plans that covers all related topics *A few small, but useful business tools Extra features *Easy to Use - Simple and easily understood terms, clearly explained. *Print wizard - Pre-formatted business financial printouts in Letter, Legal, or A4 paper sizes. *Sales tax – Financials handles US sales tax, VAT and GST or similar calculations. *Multiple currencies

At Workbooks, we’re with you every step of the way, with CRM software and services from a single supplier. When you invest in Workbooks, we invest in you by co-funding your CRM project throughout your journey. We call our approach Shared Success – your success is our success. The aim of Shared Success is to reduce the risk of your CRM project failing and to reduce the cost of implementation. Here's how it works: 1. We help you understand what you need to achieve your business goals with a co-funded workshop before you invest in software 2. When you invest in Workbooks, we co-fund your implementation to give you a made-to-measure CRM for an off-the-shelf price 3. And with a co-funded customer success programme, you can future-proof your business processes with a CRM that grows with you That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them work better, work together, and work in the right way.

Whaller is an easy-to-use solution that gives users everything they need to create their own private and secure collaboration networks. It's ideal for: - Companies - Schools - Government agencies - Associations - Clubs - Individuals Whaller's unique architecture of "spheres", organizations and "federations" allows networks to grow and adapt to the ever-changing needs of their members. The platform connects all members of an organization (employees, students, partners, clients, etc.) and offers essential tools to communicate and collaborate in total security (messaging, video conferencing, file storage, shared calendars,...).

Cognota's LearnOps®, platform allows you to manage all aspects of learning and development operations from one place. You get data as your team works together, which empowers you to make better decisions and use resources more effectively. Standardize and centralize the training intake process to capture and report on training needs across the business. You can easily view the status of your projects and drag them through different stages to see what your team is doing. You can ensure that projects meet deadlines by understanding who is free to take on more and who needs a reduced task burden because they are over-capacity. Collaborate with stakeholders and SME's in one location to find learning solutions. Storyboards can be linked to your planning board and requests. You can easily view metrics to track progress and monitor activities. This will allow you to make informed decisions and prioritize your tasks. Connect Cognota to your LMS or other tools.

FileCloud is a hyper-secure EFSS (enterprise file sync and share) platform providing industry leading compliance, data governance, data leak protection, data retention and digital rights management capabilities. FileCloud is a leader in content governance and collaboration for unstructured data, trusted and used worldwide across Global 1000 enterprises, educational institutions, government organizations, and service providers. Granular control of content sharing is fully integrated into the stack through comprehensive audit logs and access permissions, and the Compliance Center helps with regulations like GDPR, HIPAA, and NIST 800-171 (among others). FileCloud also provides Zero Trust File Sharing® an industry first innovation that allows users to share sensitive data via an encrypted zip file that cannot be accessed by unauthorized users, even in the event of a data breach. FileCloud helps customers solve complex challenges in enterprise file sharing, privacy, compliance automation and governance across public, private, and hybrid cloud environments. In addition to its enterprise file sharing solution, FileCloud’s product portfolio also includes Signority (acquired in May 2024), a Canadian-based e-signature and document workflow platform.

Rethink your intranet with HUB and discover a smarter, greener way of working. HUB revolutionizes your organization by uniting resources, streamlining communication, and empowering your team to achieve more. Say goodbye to clunky directories, disorganized workflows, and overloaded inboxes—HUB is your secure, intuitive, all-in-one digital workplace designed for success. HUB simplifies processes, making project management, content sharing, and collaboration effortless. It ensures targeted communications reach the right people at the right time while delivering personalized employee experiences with custom content and branding tailored to different teams. Consolidate all your tools and resources into one seamless platform that’s easy to use, manage, and scale. Designed with SMEs in mind, HUB offers every feature you need in a single, affordable package with no hidden costs—just exceptional value. But HUB goes further, as the first eco-conscious intranet, powered by low-carbon servers and supporting reforestation projects, so you can work smarter while championing sustainability. HUB isn’t just an intranet; it’s a transformation. Whatever your goals, HUB is here to make a lasting difference.

LEX247 is a cloud-based platform that manages legal practice management for law firms of any size or practice. LEX247 provides a simple interface with all the features and power of an enterprise practice management platform worldwide to law firms of all sizes. LEX247 – Add a lawyer!

Vibe.fyi – Reimagining Workplace Communication Across Digital Signage, Meeting Room Displays, and Desktop Screens Vibe.fyi transforms everyday workplace screens into powerful communication channels—helping organizations reach employees where they already are. Whether it’s digital signage in shared spaces, idle meeting room displays, desktop backgrounds and lock screens, or even mobile devices, Vibe ensures your messages are visible, timely, and engaging. By turning underutilized screen time into communication opportunities, Vibe bridges the gap between internal comms goals and real-world employee attention. Its omnichannel approach creates consistent message visibility across all work environments—from In-office to home-office to the warehouse floor. With Vibe.fyi, you can: Create with Impact – Use the Dynamic Template Library to craft on-brand, visually captivating content in minutes—no design skills required. Reinforce and Retain – Deliver important updates, cultural messages, or compliance reminders using our proprietary Snackable Learning Framework©, which spaces out content to improve message retention. Automate Intelligently – Integrate with your existing Microsoft 365 ecosystem—SharePoint, Power BI, Viva Engage, Outlook, MS Teams and more—for hands-free content updates and effortless scheduling. Vibe empowers communication teams to scale their impact, reduce manual work, and embed key messages into the flow of work—fostering awareness, alignment, and a culture of compliance with minimal effort.

BCS (Business Coordination Software) is an ERP solution for service providers, built on a powerful project management core. It enables you to plan, execute, control, and invoice projects while seamlessly integrating all related business processes in one system. All relevant data—such as time, services, resources, and costs—is captured directly within the project context. This provides full transparency over project status, budgets, and utilization at any time, and allows you to monitor progress and generate reliable forecasts based on real-time data. Project managers and teams benefit from consistent, up-to-date information, while management gains a solid basis for informed decision-making. Beyond project management, BCS connects key business functions such as resource management, CRM, and billing, ensuring consistent data and efficient, end-to-end processes. Its modular structure allows you to adapt the system flexibly to your specific requirements and scale it as your organization grows. BCS can be operated as a SaaS solution hosted in Germany or deployed on-premises, depending on your needs. Developed in Germany (“Made in Germany”), the software meets high standards for data protection and security. Compliance with GDPR as well as certified information security standards (e.g. ISO 27001) ensures the reliable and secure processing of sensitive business and financial data. With support for multiple languages, BCS is suitable for international use and is already trusted by more than 850 customers in over 16 countries.

Basaas enables you to assist every team member by offering a digital workplace that is independent of any device, allowing you to distribute applications for various teams or departments. You can merge all your applications into a customized and cohesive enterprise solution, while also integrating your current applications and internal systems seamlessly. This approach allows for effortless access to all applications, data, and information consolidated in a single location, which greatly enhances the ease of remote work through a device-agnostic environment. Additionally, the integrated password manager simplifies the process of accessing all applications, ensuring a smooth user experience for everyone involved. This comprehensive setup not only streamlines workflows but also fosters greater collaboration and productivity among colleagues.

myQuest is the world's first action-based Learning Management System. Unlike traditional learning systems, myQuest uses social learning, gamification, and active learning to improve training completion, knowledge retention, and engagement rates. Our system provides a user-friendly and intuitive experience not just for learners, but also for L&D professionals and content creators.

Govern 365 is an app that provides secure virtual data room solutions. Do you want to strike the perfect balance between administrative control and user empowerment? Our governance platform will help you empower your content owners and content consumers. Govern 365 turns your Microsoft 365 (formerly Office 365!) Governance plan into a reality. It helps you strike the right balance between administrative control and user empowerment. Get actionable insights on where your collaboration change consultants and administrators should focus their time to make the most impact. Govern 365 allows you to automate the implementation and management of your content lifecycle management policies. It also makes it possible to enable information and governance in Microsoft 365. Our governance platform will help your content owners, content consumers, and admins achieve more. Schedule a demo today!

Centrally manage email signatures for all users on all their devices. The platform is built for Microsoft 365 and Google Workspace, and it has decades of experience with email signature management. Get consistent, branded and up-to-date signatures for all employees across devices, departments, and geography. Create customized and targeted email signature marketing banners below the contact details to share updates, achievements, values, promote content and much more! All with clickable call-to-actions to help you drive traffic and interest. With role-based login, the marketing or communications department can easily manage it. After the initial setup (45 min), IT has no workload. Safely hosted at ISO 27001-certified data centers (Microsoft Azure). This ensures the best, most secure data storage available – under all laws and regulations, including GDPR.

NextAgency is an agent management system that includes CRM and commission management tools. It can be used by life, senior, and health insurance agencies. NextAgency helps you save time, money, and clients. * Increase sales with powerful CRM tools to track prospects, from lead to sale * Focus your team by sharing notes and tasks that are compatible with your calendar. * Improve customer service through our workflows and customer services reports * Maintain commitments by using follow-up tools such as personal to-do lists that you can share with your entire team Our online agency library allows you to access the forms and files whenever and wherever you need them. * Automatically assign your email addresses to your prospects or clients. * Track your commissions and get reports to show you what you have earned NextAgency is simple to use and easy to customize. Get a free trial.

Transform your meetings into a more efficient and well-structured experience with just a click using our innovative meeting tool. You can easily share the agenda with your team, delegate tasks, and ensure that everyone is equipped with the necessary information. We refer to this approach as meeting simplicity. Start by setting the agenda and distributing it to your team, making sure all participants are aware of the relevant details. Attendees receive summarized information directly in their inbox prior to the meeting, and they also have the option to contribute their own agenda items and attachments. Now, as the meeting begins, you can take notes, document decisions, and assign tasks in real-time. Those tasked with specific actions are promptly notified, receiving a personalized to-do list in their inbox. Without further hesitation, you're already ahead of the game. Since forgetfulness is a natural human trait, we provide daily reminders until every assigned task is completed to ensure nothing falls through the cracks. When the time comes for your next meeting, everyone will have easy access to the tasks that were assigned and the notes from the previous discussion, allowing them to conveniently check off accomplished tasks from their list while also preparing for future ones. This seamless continuity enhances accountability and keeps your team focused on their goals.