Business Software for Microsoft Power Automate

BizAutomation automates your ENTIRE business without any of the "Good, Better, Best", "Sell by the App", or "Teaser Pricing" shinanigans so prevelant with Big Tech software these days. If you like where this is going, take a look at our cloud business suite, the most comprehensive in the industry. It includes: Operations management, ERP, Order Management with Shipping & Fulfillment, Procurement, Accounting (no need for QuickBooks), Warehouse Management, Inventory Management, Ecommerce, MRP, and Workflow Automation, all wrapped up in a single cloud suite designed exclusively for growing small businesses. We're a transparent U.S. based family owned software company with old fashioned values that gets directly involved in our customer's success... Meaning we're a "customer" not "consultant partner" first advocate. If you're a wholesale distributor, retailer, have a shop flor where you assemble or manufacture, or are some combination of all these, you just might find that we're the perfect fit.

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, the Formstack Platform enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Build for your immediate needs—from applications to proposals to onboarding—and scale to help meet your larger, org-wide digital initiatives. All with the Formstack Platform.

Stop spending time updating every link scattered across the internet each time you make a change. With Lnk.Bio, you only need one page and one link—place it once on Instagram, TikTok, YouTube, Pinterest, Twitter, WhatsApp, Naver, Line, Kakao, or any other social media bios or websites. A single Lnk.Bio page lets your followers access all your links with one click, making it easy for them to follow you across the web. Plus, they’ll always know where to find your latest content, products, and projects. Track key metrics to better understand your followers and audience behavior. Identify your most popular links, so you can focus on creating the content or products that resonate best. Our Tip/Donation feature lets followers support your work directly—with zero commission taken by Lnk.Bio. Enhance your page by integrating music tracks and videos that play directly within Lnk.Bio. Plus, schedule links in advance to keep your content fresh!

Secure electronic signatures are a key tool to keep your business moving forward. You can create documents, accept payments, and set up automated workflows. E-Sign is a global leader in electronic signature solutions. Our eSignature platform speeds up agreements, eliminates manual tasks, makes it easy to connect to the tools and systems that you already use. Everyday life is awash with agreements. From sales contracts and offer letters, to account openings or invoices, agreements are everywhere. E-Sign's electronic signature solution allows you to quickly complete contracts, approvals, or other agreements. E-Sign can be integrated into your digital ecosystem so you can extend these benefits beyond the initial stages of the agreement process to include preparing, managing, and acting on agreements.

Parseur is the best email parser and document processing platform. With Parseur, automatically extract text from emails, PDFs, CSVs or Excels and sends it to any app, spreadsheet or database. Parseur will save your business hundreds hours of manual data entry and lets you automate your business. Parseur comes loaded with ready made templates for many industries including food delivery orders (e.g. Grubhub, DoorDash), Google Alerts, real estate leads (e.g. Zillow, Apartments.com), Job applications (e.g. LinkedIn), Bookings (e.g. Airbnb) and many more!

Ideanote is the next-generation innovation software that has everything you need to collect, develop, prioritize and act on more of the right ideas. Ideanote offers an enterprise Idea Management platform for teams and businesses of any size. Deliver efficient idea management at scale and unify your teams and customers around your innovation as your greatest lever for growth. Identify duplicate ideas before they become duplicate projects; involve co-workers and customers in innovation; automate and integrate to accelerate your innovation. Launch completely custom idea collection campaigns in seconds. By combining idea collection, idea management, engagement and impact analytics in one single and easy to use platform. Platform Sitting atop our innovation platform are features to collect ideas, engage people, manage ideas and measure impact. ‍Automation At the core of Ideanote is a powerful automation engine that makes moving ideas forward and connecting to other apps fast and efficient. ‍Infrastructure Our cloud-based infrastructure provides enterprise grade reliability, scalability, and security.

AgilePoint's Low-Code Digital Process Platform allows organizations to hasten their digital transformation journey by equipping diverse teams to automate, optimize, or integrate workflows and processes. This capability not only enhances customer experiences but also boosts operational efficiency, fosters revenue growth, and guarantees adaptability and scalability for future challenges. Moreover, the platform supports ongoing improvement initiatives that align with evolving business needs.

RAIZ (Software as a Service), is a system that streamlines and manages sourcing operations. It is a comprehensive platform which connects brands, factories and suppliers using technologies such as EDI, API and AI. The system provides several modules that facilitate different aspects of sourcing. The Merchandiser Module helps with product planning and procurement as well as vendor management. The Order Follow-Up module tracks and manages all orders to ensure timely delivery and efficient communications with suppliers. The Shipping Management module manages logistics and tracking shipments. The system also includes an Accounting module that assists with financial management, as well as transactions related to sourcing. BI Tools (Business Intelligence Tools) provide data analysis for informed decisions. The Quality module is focused on the main aspects of quality.

Documentero offers a cloud solution for automating document creation, enabling users to generate Word, Excel, and PDF files from templates through APIs, forms, spreadsheets, or AI technology. You can either create or upload templates in formats such as .docx and .xlsx, and effortlessly produce outputs in various formats. The platform supports dynamic fields, formulas, conditional sections, images, and can process HTML or Markdown. Additionally, you can generate multiple documents at once using data from CSV files, Excel spreadsheets, or Google Sheets. Furthermore, it allows for easy embedding of document forms directly on your website and integrates seamlessly with over 5,000 applications through platforms like Zapier, Make, and Power Automate. The document parsing engine guarantees consistent and reliable outputs, while the no-code setup ensures a quick implementation process. With access to more than 1,000 pre-designed templates, Documentero streamlines the automation of contracts, invoices, reports, and various other documents, significantly reducing the need for manual intervention and enhancing efficiency in your workflow.

It is no longer necessary to search for information about who to contact to report a device problem, a system crash, or request equipment. The Service Desk can be contacted by employees via the self-service portal, Teams or Outlook. You can enjoy the full Service Desk experience from within Microsoft Outlook. You can access your ticket log and browse our knowledge base, or create a new request from a catalog. The requester knows who is handling their request, what status it is at and how long it takes to resolve. They don't have to call the helpdesk in order to inquire about the status of the resolution. Don't waste your time sorting out requests. The system will assign each request to the correct team. The system automatically sorts requests according to their priority. The team has a well-organized work schedule and will not forget anything.

StaffCircle provides remote workers with a platform for performance management and culture. We offer One2One Check In's, 360 Appraisal and Performance Review, Smart Objectives and OKRs, Real Time Feedback and Recognition tied to Values and Competencies.

altaFlow is an innovative automation platform that prioritizes documents and requires no coding, aiming to enhance and manage document-focused business processes by integrating document creation, intelligent forms, electronic signatures, and workflow automation into one cohesive solution. This platform empowers businesses to convert traditional static documents into dynamic, self-executing workflows that link individuals, data, and systems across various applications, including CRM and ERP solutions. With a user-friendly drag-and-drop interface, users can design tailored workflows that automate tasks like contract creation, approvals, invoicing, onboarding, and quoting, all without the need for programming knowledge. It boasts advanced document generation capabilities that extract data from connected systems to maintain precision, alongside web-based forms that efficiently gather data and initiate workflows as soon as they are submitted. Furthermore, automation bots are included to verify data, issue reminders, and facilitate the movement of documents across different systems, thus minimizing manual transfers and expediting processes. Overall, altaFlow stands out as a comprehensive solution for organizations seeking to optimize their document workflows and improve operational efficiency.

Enhance your connections with customers by personalizing their experiences to foster deeper relationships. By refining customer communication and creating fluid customer journeys, Dynamics 365 Marketing empowers sales teams and nurtures leads effectively. Effortlessly design individualized multichannel pathways that convey the appropriate message at the optimal time and platform, thus cultivating meaningful connections. Leverage marketing automation, integrated data, and business processes linked to Dynamics 365 Sales to efficiently nurture leads and boost opportunities within the customer pipeline. Elevate the performance of your automated marketing efforts using AI-driven insights, lead scoring, and tailored dashboards, while also obtaining a comprehensive view of customers through integration with Dynamics 365 Customer Insights. The ability to personalize and augment Marketing's functionalities is simplified by connecting it with the existing apps and services you rely on. Additionally, built-in privacy features ensure compliance with GDPR regulations, allowing you to focus on building trust with your audience. This holistic approach ultimately leads to stronger customer loyalty and sustained business growth.

Streamline the process of document reviews by allowing every member of your team to easily preview, annotate, share, and markup documents in real-time, eliminating the need for emails or downloads. This method ensures that all feedback, comments, and discussions remain centralized within your secure NetDocuments environment, preventing any disruption to your workflow. With the use of Margin Notes, content edits can be communicated swiftly and feedback can be referenced effortlessly. Team members can conveniently add comments directly from the preview window, promoting seamless collaboration without the need to download or open the document itself. This approach allows for real-time cooperation and discussion surrounding the document, while avoiding direct edits within it, thereby eliminating the hassles associated with waiting for a colleague to check a document back in or creating unnecessary duplicate versions that may miss important edits. Overall, this system enhances productivity by keeping the review process organized and efficient.

RequirementONE is an advanced data platform that provides instant access to global regulatory advancements and serves as a collaborative space for digitalizing your processes and tasks. Enhance your productivity: By joining RequirementONE, you gain entry to a comprehensive platform equipped with all the tools necessary to confidently address regulatory changes. Tailor to your needs: Access regulatory updates from over 1000 regulators, industry organizations, and best practice sources in relevant jurisdictions. Take action on a single platform that covers all your informational and collaborative requirements. Efficiently analyze and prioritize changes: RequirementONE is the ultimate solution if you require fully translated regulatory updates across multiple regions. Our platform automatically routes them to you, ensures their actionability, and maintains a complete change history with extensive reporting capabilities. We simplify the process, allowing you to save up to 80% in costs and effort in no time. requirementone.com

Looking for a CRM that works inside Microsoft Outlook? Give eWay-CRM a try. It’s fully embedded in both Outlook and Microsoft Teams, so you can manage clients, deals, tasks, and campaigns without switching apps. With automatic email tracking, calendar sync, and contact integration, everything stays connected and easy to find. One standout feature is “Convert to” — right-click an email and instantly create a contact, task, or sales opportunity. Teamwork is even smoother with Teams integration, making communication and shared workspaces feel effortless. Stay productive, keep your data organized, and handle your entire workflow in the tools you already use every day.

DataScope is a SaaS platform that digitizes field operations by replacing paper processes with mobile forms, real-time data, and automated reporting. More than 300,000 users in 30+ countries rely on DataScope to manage inspections, safety workflows, quality controls, audits, maintenance tasks, and work orders across multiple sites. With DataScope, teams collect structured data offline, sync automatically when connectivity returns, and operate from a single source of truth. Dynamic digital forms support barcode and QR scanning, photo and evidence capture, GPS logging, conditional logic, and digital signatures. This transforms any operational workflow into a fast, reliable, and fully auditable process. Supervisors gain real-time dashboards, automated reports, status tracking, and analytics that highlight delays, non-conformities, and bottlenecks. The platform integrates easily with existing systems through SSO, OAuth2 Webhooks, REST APIs, Zapier, Google Sheets, Power BI, Power Automate, and more. All paid plans include unlimited users, allowing organizations to scale without per-seat costs. Pricing is based on actions, such as submitted forms, completed tests, or digitally signed documents, offering predictable and usage-based growth as operations expand. DataScope is widely used in industries such as manufacturing, food and beverage, logistics, mining, energy, construction, facility management, and field services—helping teams improve compliance, reduce errors, and accelerate decision-making. DataScope’s mission is to bring transparency, efficiency, and real-time intelligence to organizations that depend on frontline work.

SuitePro-G is a project portfolio management software, designed by IQar, a French leader in project governance for more than a decade. The PPM solution is a SaaS, built for organizations that wish to improve their project management maturity. SuitePro-G is intended for all types of businesses, large and small, in all industries. Gantt chart, Kanban board, roadmap planning, and work breakdown structure are just a few of the visual decision-making management tools included in SuitePro-G. Main features of SuitePro-G include: easy time-tracking, reporting, task management, resource management, an integrated documentary space, team collaboration, etc. Furthermore, the project management software is highly customizable; it adapts to the users’ needs, resulting in a more personalized level of service. SuitePro-G, try it once, use it forever!

Microsoft Copilot Studio is a powerful and flexible platform designed to help users create, customize, and manage AI-driven agents tailored to meet diverse business needs. Combining the simplicity of low-code development with the advanced capabilities of generative AI, the platform enables users to design intelligent agents that can access and utilize internal knowledge bases, perform complex actions through a wide range of data connectors, and operate autonomously to streamline processes and improve productivity. These AI agents can be seamlessly integrated into existing workflows and deployed across various channels, including Microsoft 365 applications, internal websites, and mobile apps, ensuring they adapt to the unique operational environments of any organization. Furthermore, Copilot Studio includes a robust suite of governance and management tools, allowing IT teams to maintain centralized control over agent usage, monitor performance with detailed analytics, and enforce security policies. This combination of ease of use, advanced functionality, and comprehensive governance makes Microsoft Copilot Studio an invaluable tool for organizations looking to leverage AI to transform their business operations.

Lumiform is a mobile-first inspections platform that turns frontline work into better operations. Companies with field teams operating across multiple locations use Lumiform to move beyond simple digitization—inspection data drives operational improvements, faster issue resolution, and data-driven decisions. The platform solves a common problem: inspection software is either easy for field teams but too simple for enterprise needs, or powerful enough for complex operations but too difficult for frontline workers. Lumiform delivers both—an intuitive mobile app that requires minimal training, combined with configurable workflows that handle complex, multi-site requirements. Operations managers configure inspection forms, approval chains, and automated workflows without technical knowledge. The form builder accommodates any inspection scenario from simple checklists to complex evaluations with conditional logic. Teams access over 12,000 ready-made templates. The platform replaces pen and paper checklists and Excel-based tracking with digital workflows. Field teams conduct inspections on smartphones or tablets with full offline functionality. AI-powered features assist with automatic detection during inspections. Reports generate in seconds, and corrective actions route automatically based on results. This helps teams resolve issues up to 4 times faster than manual processes. The platform is used across many industries with strong adoption in retail, logistics, food manufacturing, and hospitality across 70+ countries. Inspection data flows into centralized dashboards where managers track completion rates and monitor corrective actions across all sites.

Saay offers an affordable and straightforward solution for businesses to communicate and interact with their customers via text messaging. Experience the benefits of cost-effective text marketing today, with rates as low as half a cent per message! Utilizing Peer-to-Peer (P2P) texting, you can facilitate two-way conversations on a large scale, allowing you to connect with numerous customers and engage in meaningful dialogues. With Bulk SMS, you can send one-way marketing text messages immediately to your opt-in subscribers, making it perfect for delivering updates, notifications, and promotions. As customers increasingly disregard phone calls and emails, it's time to adopt a fresh approach! People prefer genuine interactions over automated responses, so make an effort to establish trust through personal engagement. Compliance is crucial, and the responsibility rests entirely on your shoulders; cutting corners can lead to serious consequences. Fortunately, Saay provides a suite of innovative tools designed to ensure you remain compliant with regulations while effectively reaching your audience. By choosing Saay, you not only enhance customer communication but also safeguard your business interests.

Meisterplan is a lean project portfolio management software focused on planning resources beyond the short-term. It enables you to reliably deliver on your commitments by guaranteeing optimal resource utilization in line with your priorities. Its features focus on the most value-driving activities in portfolio management: ensuring strategic contribution of all initiatives, resolving resource bottlenecks across projects, and monitoring overall progress. Meisterplan is based on the Lean principles that drive success in dynamic environments, and is grounded in a thorough understanding of how organizations make decisions in reality.

Camunda helps organizations coordinate and automate processes involving people, systems, and devices—removing complexity, improving efficiency, and making AI workflows operational. Designed for both business and IT teams, Camunda’s platform runs any process with the speed and scale needed to stay competitive while meeting security and governance standards. More than 700 companies, including Atlassian, ING, and Vodafone, use Camunda to design, automate, and optimize core business processes. Learn more at camunda.com.

InLoox is a project management and collaboration solution used by midsized businesses and global enterprises. It enables teams and departments throughout the company to reliably plan, monitor and evaluate their projects - convenient, simple and integrated in Microsoft Outlook and into the Microsoft 365 environment. Capabilities include project planning, task management, document management, time tracking and budgeting. The solution helps teams coordinate tasks with workflow notifications and reporting features so that users stay on track and can identify risks to project completion. Users can create structured project plans and get real-time feedback from project managers. More than 6,000 mid-sized and global companies rely on InLoox. Thanks to interfaces to CRM, business intelligence or ERP systems, InLoox delivers the real-time data you need to bring your products and services to market faster. InLoox is a great fit for project managers and teams across all industries such as engineering & manufacturing, marketing, construction, consulting, finance, education, healthcare, gov & non-profits. InLoox works both in the Cloud or Self-Hosted and comes with an API. The trial version is free for 14 days!

dox42 is a revolutionary software product that automates document and data integration. It is flexible, powerful, and intuitive. The dox42 Microsoft Office Add Ins allow business users to quickly and easily design templates in a uniform corporate design. Integrate the dox42 Server or the SaaS Version dox42 online seamlessly into Office 365, Dynamics 365 and SharePoint websites, applications, CRM systems, ERP systems, workflows, and other software.