Business Software for NetSuite

Managing proposals, contracts, and client communications just got easier. ClientPoint Enterprise simplifies document generation, automation, and AI-powered collaboration through ClientPoints—dedicated workspaces and relationship sidebar for prospects, customers, and partners. Schedule meetings, chat, video conference, share content, e-sign documents, and even process payments—all in one centralized platform. Seamlessly integrate your CRM, ERP, BI, and other business tools, or leverage ClientPoint’s custom CPQ and endpoint solutions to optimize your tech stack and cut unnecessary costs. The platform also includes a content library, document storage, template creation, and automation for sales decks, proposals, and RFPs. Pricing is tailored to your business needs, branding, and customization level. For solopreneurs and basic users, ClientPoint.me offers a free solution.

EnergyCAP is a comprehensive energy and utility management platform built to eliminate chaos from utility data and spending. It centralizes utility bills, energy usage, and carbon data into a single, reliable system that replaces spreadsheets and manual processes. By surfacing errors, anomalies, and savings opportunities, EnergyCAP helps organizations regain control over rising energy costs. The platform starts with best-in-class utility management and expands with advanced analytics, emissions tracking, and automated bill services. EnergyCAP integrates seamlessly with ENERGY STAR® and business intelligence tools for deeper insight. Finance, energy, and sustainability teams benefit from shared visibility and accurate, financial-grade data. Built to scale across portfolios and industries, the platform supports everything from budgeting to cost recovery. EnergyCAP flags unusual usage and duplicate bills automatically, saving time and money. With proven ROI and decades of experience, it delivers measurable results year after year. EnergyCAP empowers organizations to turn utility data into a strategic advantage.

Our cloud-based solution excels in processing EDI transactions and managing online orders, offering a combination of a powerful, user-friendly interface along with dedicated, expert Customer Support. This comprehensive service effectively streamlines EDI and order management, transforming them from a burdensome task into a fluid aspect of your supply chain that provides a significant competitive edge. To mitigate the risk of chargebacks associated with incomplete or missing documentation, we implement built-in validation through our mapping protocols and allow for custom checks to be configured in the Settings. Additionally, our inventory reporting capabilities include the EDI 846 format for sending stock updates to partners, EDI FTP uploads via third-party platforms such as Dsco, CommerceHub, or Radial, as well as updates from integrated systems like ERP, accounting software, or WMS. We adhere to all EDI document exchange standards, including VAN, API, FTP, SFTP, among others, ensuring comprehensive compliance across the board. As a result, businesses can expect not only efficiency but also enhanced accuracy in their transactions.

Phocas provides an all-in-one business intelligence (BI) and financial planning and analysis (FP&A) platform for mid-market businesses who make, move and sell. Driven by a mission to make people feel good about data, Phocas helps businesses connect, understand, and plan better together. Partnering with ERP systems like Epicor, Sage, Oracle NetSuite, Phocas extends their capabilities by consolidating ERP, CRM, spreadsheets and other data sources into one easy-to-use platform, offering a range of tools to analyze, report, and plan. Its key features include intuitive dashboards, ad hoc reporting, dynamic financial statements, flexible budgeting, accurate forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions confidently. Designed to be self-serve for all business users, Phocas simplifies data-driven processes by automating manual tasks like consolidating financial and operational data – saving time and reducing errors. Whether you're preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates, Phocas provides the clarity you need to stay ahead.

Effortlessly implement digital procedures that enhance operational efficiency through a simple drag-and-drop interface. Develop and launch top-tier mobile procedures in mere seconds, enabling the seamless transformation of your traditional paper checklists into digital formats without any coding required. Conduct inspections on any device, even without an internet connection, ensuring flexibility and accessibility. Optimize your workflows by directing users with intelligent logic and timely alerts, while harnessing AI to extract meaningful insights from your data. Quickly generate professional PDF and Excel inspection reports to deliver fast solutions. Integrate your current systems to facilitate real-time data exchange, allowing for dynamic updates. The intuitive drag-and-drop builder allows anyone to create digital procedures in an instant, fostering an environment where everyone is encouraged to drive positive changes. Our "No-Code" approach, as opposed to "Low-Code," ensures that anyone can easily turn problems into profit opportunities. To thrive in today's rapidly evolving landscape, it is essential to empower every individual, from entry-level employees to top executives, to take initiative and lead transformation efforts. This democratization of technology is key to staying competitive in a fast-paced world.

SimpliField is a fully integrated mobile platform that combines retail operations, communications and advanced performance analytics. SimpliField opens the door to real-time, end–to-end analysis and optimization of business processes in a way that has never been possible before. SimpliField is trusted by over 130 international retailers and brands, with 400K stores across 65 countries. SimpliField helps them keep their promise to provide an exceptional experience for their customers and employees, every day. Visit simplifield.com to learn more.

Iconixx enhances sales efficiency and elevates profitability by streamlining commission and incentive procedures. Achieve your goals with our Sales Performance Management and Incentive Platform designed specifically for your distinct needs. Regardless of whether you operate in sales, finance, human resources, IT, or channel partner management, the comprehensive capabilities of the Iconixx platform will propel your processes forward and maximize the effectiveness of your organization’s sales and incentive compensation strategies. Our offerings are fully adaptable to fit your specific application requirements, ensuring you get the most out of your investment. With Iconixx, you can unlock new levels of performance and success in your sales operations.

Increase field sales by 20% and reduce admin time with the all-in-one sales automation solution. Perenso Field Sales provides technology that helps businesses sell better in the field. The platform offers an unmatched array of features to help reach the most people with the correct information to make the best deals, increase efficiency, and maximize sales. Perenso Field Sales is a sales execution platform that is suitable for corporate to enterprise-size wholesalers, manufacturers, or distributors selling to retail businesses. Bulk data import and export capabilities. Bulk content upload and auto-matching capabilities. Intuitive user interface for content search. You can email content directly from the app. You can create multiple calls in the diary at once. Interface for intuitive diary management. Repeat bulk scheduled calls. Access product content within an order To meet business needs, you can configure an order screen. Capture photos and make notes, then consolidate and combine reports on competitors. You can view progress and target goals at any time within the application. In-application, set targets for a wide variety of items.

B2Sell integrates seamlessly with your ERP/Business software system to create a seamless shopping cart that your customers can use. B2Sell offers solutions such as PIM, B2B eCommerce, Catalog Management, API's that are tailored to distributors and manufacturers, and can manage your entire marketing and sales channels. We offer turnkey solutions that save you time and money. B2Sell is a specialist in customizing features for eCommerce websites. If you have an idea, we can build it! Your ERP can be used to export product information to an online sales channel. Customers can place orders, view order history, view invoices, and look up inventory and pricing in real time. We work with each client in order to create a unique design that will make you stand out from the rest. Do you have a design in mind? We can also use your design.

We know about finance and the challenges of financial planning. We also know that the success of your planning is dependent on how fast you can create, analyse, and adapt the plan information. Global business makes planning and analysis more difficult due to the different regional requirements. This is why you need a system which can adapt to local variations within one global planning strategy. It is difficult and time-consuming to do this manually. Our financial planning and analysis software automates all planning activities, which saves time and reduces costs. ORYX Plan can be managed from one environment. Activities and business logic can also be managed and updated by regular team members. This means that you and your finance team have complete plan cycle control and version control.

Avatier Identity Anywhere delivers a unified identity and access management platform designed to secure employees, automate identity operations, and simplify governance across modern enterprises. The solution brings together password management, passwordless authentication, lifecycle management, access governance, single sign-on, and self-service capabilities into one centralized platform. Organizations can deploy the software in the cloud, on-premises, or in hybrid environments while continuing to leverage their existing identity directories and infrastructure. Extensive integrations with enterprise software, cloud applications, messaging platforms, productivity tools, and authentication providers allow users to securely access resources from virtually anywhere. Built-in workflow automation, AI-powered identity intelligence, and configurable approval processes reduce manual administration while improving operational efficiency. Businesses can also customize integrations using REST APIs and low-code tools without requiring extensive development resources. Continuous upgrades, high availability, and around-the-clock support help ensure the platform remains secure and reliable as organizational requirements evolve. By consolidating multiple identity security functions into a single platform, Avatier enables organizations to reduce complexity while improving compliance, user productivity, and security posture.

Automate all your accounting, inventory and shipping. Are you ready to optimize your operations and maximize profits? Give Webgility an opportunity today. Stop doing busywork. Get back to work. Automate accounting and operations to support multi-channel commerce. Automate the posting, tracking, and synchronization of all orders, expenses and shipping costs directly into QuickBooks Online and QuickBooks Enterprise. Each order can be recorded individually or grouped by week, month, or settlement period using journal entries.

ReconArt, an enterprise-class web-based platform, is designed to automate all data reconciliation processes and integrate management. Our reconciliation software solution uses best practices and technology to keep up with digital transformation trends in finance and accounting. ReconArt's integrated functionality supports every aspect of the reconciliation lifecycle: from administrative management and data management, to robust transactional matching and exception management technology, to comprehensive, fully auditable reconciliation of balance sheets, as well as other supporting functionality like journal approvals or variance analysis. ReconArt's user-owned functionality allows for any type of reconciliation. This includes bank accounts, credit cards, payments, GL/suspense and AR/AP. It also supports ledger to subledger, intercompany trades, positions and balance sheets.

All in one place: Spend management, cards and payments. For companies who want to transform their spending culture and manage their business expenditures proactively. Modules for all aspects of spend control. Start with just one module and add more as needed. No more hidden spreadsheets. You can now see your budgets as you spend, so that you can make smart and sensible purchasing decisions. Set up options such as multi-dimensions and opening balances. Reporting is also available. Create, submit, and approve claims anywhere, anytime, on any device. You can use it for corporate, business, or personal cards as well as mileage, travel, or reimbursements. With daily credit card feeds, smart receipt matching, and auto-coding, you can claim expenses without having to touch a thing. Automate and move all your accounts payable processes to the cloud. Eliminate the expensive problem of paper bills, manual entry, and slow approvals.

TimeTrax, a recipient of 5 P@SHA ICT Awards - is an all in one Human Capital Management & ERP solution 'On the Cloud' & ’On-Premise' for all your HR and business needs. This is a highly-respected single solution that covers all HR and business-critical functions. 31 Super-modules: Personnel, Attendance and Leave, Finance, Fixed Assets. Document, Manpower Planning. Recruitment. Separation. Training. Appraisal. Survey. Incident. Travel. Expense. Task. Help-Desk. Customer Relationship. Sales. Inventory. Procurement. Cash management. Access Control. Announcements. Messenger/Chat. ESS Kiosk. Bio Enable Disbursement. HR/Business Analytics. Mobile App. TimeTrax provides a clear view of your business, allowing you to digitally transform your HR, optimize all operations, and delight your customers.

Uplevl allows you to consolidate all your accounts payable documents in one centralized location, offering convenient access from nearly any device thanks to our cloud-based solution. Our robust and intuitive search feature helps you quickly locate the specific documents you need while automatically managing versions and revisions for you. In addition, our flexible workflow functionalities ensure that documents are seamlessly routed for review and approval according to predefined criteria. You can arrange your invoices and related paperwork in a manner that suits your operational needs, allowing you to dedicate less time to searching for documents and more time to processing them. With features like tagging, metadata organization, and automated document routing, accessing and managing your AP documents becomes a breeze. You can rest assured that your data is securely stored and backed up through AWS, providing multiple layers of redundancy. Furthermore, Uplevl adheres to HIPAA compliance and implements stringent security measures across datacenters, networks, data, and applications. This comprehensive approach guarantees that your information remains protected while enhancing efficiency in your accounts payable processes.

Harness advanced B2B eCommerce software to drive your business forward. Regardless of your company size or industry, the CSX eCommerce software platform puts you in control so you can deliver an easy-to-use shopping experience and grow your online sales. Purpose-built B2B eCommerce for industrial distributors and manufacturers to simplify website management and increase revenue. Benefits of the CSX eCommerce software platform include: > ALL-IN-ONE ECOMMERCE – Consolidate management and control of your entire catalog including products, data and assets using a central web management portal. > REAL-TIME INFORMATION – Deliver real-time product information to your customers when your ERP is seamlessly integrated into the CSX eCommerce platform. > SALES GROWTH - Attract new customers and retain and sell more to existing customers. > SHOPPING – Give your customers an elegant user experience whether they visit your website on a desktop, tablet, or mobile phone. Deliver all the product data, pricing, and information so they can research, decide, and buy. > SUPPORT YOUR SALES TEAM – Give your sales team better visibility into customer orders, pricing, and inventory to better serve customer needs.

Sentinel Software Monetization solutions provide licensing, protection and entitlement management to help drive business growth. Sentinel can help you get the most out of your software. Our software solutions allow customers to generate new revenue streams, improve operational efficiency and customer satisfaction, as well as gain valuable business insight. Sentinel's award-winning technology has helped build a strong global customer base, with more than 10,000 customers in over 30 industries and 100 countries. Sentinel solutions allow you to offer flexible business models and capture new revenue opportunities. They also minimize revenue leakage. Sentinel solutions can simplify supply chain processes, increase business continuity, reduce risk, and eliminate operational overhead. Sentinel solutions allow you to create a highly personal and connected user experience to increase customer satisfaction and reduce churn.

Priava is a cloud-based, enterprise-grade venue booking & management solution for large venues. It can be used to book conference & exhibition rooms, corporate meeting rooms and performing arts venues, museums, galleries, sporting venues, caterers and universities. Priava is a global company and integrates with popular apps like NetSuite, Hubspot Salesforce, MailChimp Outlook, SAP, MailChimp, Outlook, and SAP. Priava is PCI DDS-compliant and protects data with SSL encryption. Priava is well-known for its intuitive and easy-to-use interface. They also have a reputation for providing local, knowledgeable, and helpful customer service. Priava's integrated customer relationship management (CRM), allows users to associate events and contacts with multiple contacts. Leads and enquiries can all be managed and tracked. The platform provides tools for managing availability, bookings and resources, logistics, customers, catering, reporting and more.

EPIC by HOC is a robust, AI-enabled platform tailored for the evolving needs of the modern Office of the CFO. Designed with flexibility in mind, EPIC empowers finance teams to automate processes, unify data across systems, and gain real-time, actionable insights—without overhauling existing infrastructure. Whether you're struggling with fragmented reporting, multi-entity data silos, or delayed decision-making, EPIC serves as a centralized financial intelligence hub to streamline operations and enhance control. Built for Finance Teams: - Automate GL postings, reconciliations & compliance workflows - Seamlessly integrate with ERP, ETRM & other systems - Ask finance questions in plain English via NLQ (Natural Language Query) - Leverage AI-like analysis to identify trends, risks & savings opportunities Why Choose EPIC? ✅ Seamless Integration with Existing Systems ✅ Centralized Multi-Entity Data Management ✅ Flexible, Real-Time Reporting ✅ Audit-Ready Accuracy & Speed ✅ Minimal Manual Intervention ✅ Tailored to Your Business Processes With 20+ years of experience serving the Energy and Financial Services industries, HOC delivers enterprise-grade solutions you can trust. Get in touch with us to know more.

FieldAware's field service management platform serves as the central hub for your everyday operations, streamlining time-consuming tasks such as scheduling, dispatching, and invoicing to enhance the efficiency of your field personnel by providing essential project information readily available. This innovative solution, referred to as the FieldAware Field Service Hub, represents a significant advancement toward achieving operational excellence. The software efficiently manages the scheduling process and maximizes the productivity of your field team; by entering details such as service areas, expertise, and historical project data, the system can automatically optimize schedules for the entire team with just a click, instantly sending updates to their mobile devices. Moreover, the FieldAware Field Service Hub simplifies the complexities of field service management, ensuring that our technology prioritizes what is truly important—supporting operations in the field. With our comprehensive features and functionalities, your service organization can achieve impressive results that have a lasting impact on your business. Ultimately, FieldAware empowers your team to focus on what they do best while our software takes care of the intricacies.

ShipBob, the leading global omnifulfillment solution, is designed for businesses of any size. It provides them with access to best-in class supply chain capabilities. ShipBob's platform gives merchants a single view of all their sales channels, including their customers, products, inventory and orders. It also allows them to leverage real-time reporting and analytics. ShipBob allows merchants to optimize their fulfillment operations within their own facilities using ShipBob’s WMS (ShipBob’s proprietary warehouse management software) or to outsource their fulfillment operations completely, having their orders picked up, packed and shipped by over 40 fulfillment centres across the United States and Canada, Europe and Australia. ShipBob's proprietary fulfillment software, comprehensive customer support, and dozens tech and retail partners enable brands to build an affordable, scalable fulfillment strategy, and fulfill orders using seamless omnichannel connectivity.

FreightPOP gives mid-market and enterprise shippers a single system of record for moving goods. Warehouse, order, and transportation management run on one platform under one login, so teams stop reconciling three disconnected tools and one version of the truth. Every mode lives in the same workflow — parcel, LTL, FTL, ocean, rail, and international air — and the platform connects to the ERP, carrier, marketplace, and logistics systems already in place through 1,500+ supported integrations. FreightPOP AI is the intelligence layer running across that ecosystem. It learns continuously from shipment data, operational behavior, and system activity, then applies what it learns to guide decisions and execute work automatically. Day to day, that covers rate shopping, dispatching, tracking, and freight audit. Further out, it extends into load consolidation, route optimization, yard management, and dock scheduling.

Dispatch is the leading Service Orchestration platform for enterprises that rely on a mix of internal teams, contractors, dealers, and third-party service providers to deliver exceptional customer experiences. Dispatch connects every stakeholder involved in service delivery on a single platform, giving organizations complete visibility and control across their service ecosystem. From work assignment and scheduling to provider performance and customer satisfaction, Dispatch helps enterprises coordinate complex service networks with confidence. Designed to work alongside your existing CRM, FSM, ERP, and customer service systems, Dispatch fills the operational gaps that traditional field service solutions leave behind. Organizations can launch faster, reduce operational overhead, and gain real-time insights into every service interaction. With Dispatch, businesses can monitor service provider compliance, scheduling efficiency, job progress, on-time performance, SLA attainment, and customer satisfaction—all from a unified platform. Our Commitment - Connected, Not Siloed – We bridge the gap between businesses, service providers, and customers for real-time coordination and visibility. - Intelligent & Adaptive – By equipping providers with real-time insights, we ensure every action is precise, predictive, and impactful. - Scalable & Flexible – Service needs evolve, and so does Dispatch. Our platform grows with businesses, offering a scalable solution for both independent contractors and internal teams. - Customer-Centric – Service should feel personal, transparent, and responsive. We don’t just meet requests—we anticipate them, delivering an experience that exceeds expectations.

You can increase activity, set more appointments, and drive revenue with less effort. Spotio Mobile App helps your reps stay organized and productive in the field. This App Gives You the Visibility You Need to Improve Field Sales Performance and Get Real-Time Data. Your representatives will be able to keep track of all their appointments, tasks, routes, sales activities, lead notes, and other information. Automated data entry allows field reps to be more productive and focused in the field.