Business Software for Sage X3

servis.ai is a comprehensive business operations and CRM solution that consolidates workflows for customers and teams into one unified system of record, leveraging AI-driven automation, voice technology, reporting, and various integrations to enhance efficiency and understanding. Users can interact with an AI assistant and voice interface to effortlessly navigate the platform, create or modify records, dictate notes, generate reports, and perform tasks using natural language, accessible on both web and mobile devices. The platform encompasses modules for email, phone, SMS, meetings, tasks, webforms, and offers extensive integrations with popular tools such as Office 365, Zoom, Twilio, and Slack. Additionally, servis.ai features preconfigured application stacks that include suites of related apps specifically designed for workflows in areas like sales, HR operations, field service, or clinics, all of which can be fully customized and interconnected fluidly. The underlying architecture of the platform is based on AWS, utilizing serverless technology and a globally distributed infrastructure to ensure optimal performance, while also providing options for flexible data residency and exposing GraphQL APIs for developers. This combination of features not only streamlines operations but also empowers businesses to adapt to their unique needs effectively.

Prophix is a comprehensive software solution for corporate performance management (CPM) designed to meet the needs of businesses across various sizes and sectors. By integrating budgeting, planning, forecasting, financial consolidation, and reporting functionalities into a single platform, Prophix enables organizations to transition from traditional Excel methods and enhance their overall performance. Offered both on-premises and in the cloud, it has gained the trust of thousands of businesses globally, allowing them to streamline and automate essential financial operations effectively. This robust software empowers companies to make informed decisions and drive strategic growth.

Sync is an all-encompassing ERP and PLM solution tailored specifically for the apparel sector. It facilitates the management of the entire product lifecycle, allowing companies to streamline their processes from initiation to final delivery. Featuring 22 leading modules, Sync ensures that users have access to essential and current information necessary for effective decision-making. Key modules include style costing, inventory management, PLM, allocation, material purchasing, critical path tracking, tech packs, and sales management, among others. Additionally, Sync provides a B2B sales application that enhances the capabilities of sales agents, boosts inventory transparency, and supports business expansion efforts. By integrating these functionalities, Sync significantly optimizes operational efficiency in the apparel industry.

Versapay’s Features: Accounts Receivable Automation Cash Application Automation Payment Processing Services ERP Payment Integration Electronic Invoicing

Cova software has been designed specifically for cannabis retail. Its award-winning Point of Sale is the most widely recognized in the cannabis industry. It powers more than 2,000 dispensary sites and helps entrepreneurs across North America simplify and streamline compliance. Cova is known for its industry-leading reliability, with unmatched 100% uptime on 4/20. It also offers a highly-praised implementation service as well as ongoing support. Cova's suite of software, including eCommerce, POS and payments, inventory management and advanced analytics, is easy to use, and designed to support sustainable growth.

Leading multichannel enterprises worldwide rely on VL OMNI to facilitate their eCommerce and ERP integrations, ensuring data flows effortlessly within their systems as they expand and enhance their operations. Through our comprehensive managed service, VL OMNI offers expert consultation tailored to growing brands, assisting them in aligning their applications with intricate business requirements. Effortlessly manage substantial data transfers with our adaptable and scalable integration solutions that evolve alongside your business rather than forcing you to adjust to them. Directly implement your business rules into data transformations, allowing our integration connectors to be customized to meet your unique specifications. Efficiently transfer data in a multipoint, bidirectional manner that resonates with your operational needs, while seamlessly aggregating and consolidating data across all sales channels. By leveraging real-time insights and business intelligence, you can ensure a consistently exceptional customer experience at every interaction point. This commitment to enhancing visibility and usability empowers businesses to thrive in a competitive landscape.

We developed an integrated ERP system for the aviation maintenance industry based on our aviation maintenance expertise. Today, more than 25 customers use our system. We have CAMO Organisations, Airlines and major MRO organizations like: TARMAC AEROSAVE (An Airbus Company). AEROTECHNIC INDUSTRIES (Joint venture of AFI-KLM & Royale Air Maroc). These partners get the benefits of our fully integrated, highly customizable system that is 67% less expensive than major aviation ERP providers. iCare AMS offers maintenance management, airworthiness and logistics management, purchases management as well as quotes & invoices for customers & providers. iCare SMS manages audits, findings and corrective actions. All items that are related to Quality and Safety Management System. Our system will answer all your questions. If it doesn't, we promise to make every effort to fulfill them.

Access complete business management through a single online platform. We design business applications that are custom-tailored, versatile, and aligned with current market trends. You can recruit according to your specific requirements and organize management by departments, roles, and workflows. If your current software or tool is outdated or fails to fulfill your needs, Yunbit is the ideal solution. Our process-oriented, modular software encompasses every aspect of your organization. Generate isolated, detailed reports utilizing analytics and reporting tools drawn from company-wide data. Enhance decision-making by refining your reports to optimize performance. Experience ongoing enhancements that keep pace with market demands without the hassle of updates or new versions. New features and applications can be activated swiftly as required. All facets of your business—data, information, documents, workflows, and processes—remain interconnected and accessible from anywhere, at any time. Equip your team to make informed decisions more rapidly and access vital information instantly. With our innovative approach, your business can adapt seamlessly to changing needs while maintaining operational efficiency.

Fully-managed EDI & API data connectivity Automate the exchange any business documents, such as purchase orders and invoices, inventory updates, advance shipping notices, and inventory updates. - Reduce costs associated with manual data entry errors and increase profitability B2BGateway provides the support, tools, and ongoing maintenance needed to be EDI compliant for any trading partner.

Ottimate (formerly Plate IQ), the leading AI for AP automation, is a product of Ottimate. Ottimate, an AI-powered AP automation, provides a smarter, more efficient way for AP managers to manage the invoice lifecycle. This includes controllers, CFOs, and approvers. Ottimate's deep learning capabilities allow it to understand your business and AP processes down to the line item, supporting a customized approval and payment workflow. Ottimate eliminates over 90% manual accounting processes and provides insights into invoices, spending and expenditures. This helps finance professionals discover growth opportunities. This allows CFOs to make better strategic decisions and improve the day-to-day of their entire team.

SkyStem is a New York City-based company that provides a powerful month end close solution for companies looking to streamline their financial processes. ART, the company's flagship product, is an enterprise technology that allows Controllers and CFOs to reduce the month-end close time and the time it takes to issue financials. It automates balance sheet reconciliations, manages month-end tasks and performs flux analysis. It also provides insightful reporting. The web-based solution reduces manual tasks by up to 90% and strengthens internal controls and corporate governance.

In the current retail landscape, ensuring accessibility through an omni-channel approach is crucial for businesses. Fusion provides a versatile, scalable, and robust range of products and deployment alternatives, allowing you to customize our solutions to align with your specific business requirements and financial considerations. FusionPOS stands out as a comprehensive solution for those seeking centralized management, suitable for any retail setting, from single-store operations to expansive distributed networks. Meanwhile, FusionWMS serves as an advanced inventory management platform tailored for the multi-location retail sector, optimizing your accounting system's built-in processes while minimizing capital tied up in inventory, ultimately boosting your profitability. Beyond mere digital marketing, the Fusion OnLoyalty platform comprises an innovative array of promotional, brand management, and customer loyalty solutions, empowering you to oversee every phase of the customer experience seamlessly. With these tools, businesses can effectively engage their customers and enhance their overall operational efficiency.

DIMO Maint offers a wide range of scalable solutions to support the CMMS (computerized management system) maintenance function and Customer Service. It adapts to your project's scope and direction. DIMO Maint is flexible enough to meet a specific need at any given time and allows you to grow without restrictions. Our solutions offer a quick ROI and easy-to-use navigation. This is a key factor in computerizing your maintenance activities. DIMO Maint allows you to deploy your CMMS project overseas with its multilingual, multi-company, and multi-currency solutions.

Vivid Reports offers powerful, user-friendly software that integrates seamlessly with your ERP system, for: automating financial reporting, budgeting, and analysis while ensuring secure collaboration and distribution. Vivid Reports simplifies financial operations, enhances transparency, and saves time by automating manual processes - for both financial data (VIVID CPM) and operational data (VIVID FLEX) - all while keeping your reports in Excel.

StockIQ's forecasting hierarchy provides top-down data at the product-group and category levels so that you can reach general consensus about volumes and revenue. StockIQ will monitor the inventory in your warehouse and alert you if there are any problems. To help you balance your inventory efficiently, we'll recommend grouped transfers. StockIQ analyzes your promotion history to determine what is most important to the promotion response. This allows you to accurately predict the effect of the next promotions on demand. StockIQ's supplier management module lets you use actual receipt history to calculate lead times. StockIQ keeps track of the performance of all vendors. StockIQ keeps track of all dates on your orders before and after adjustments. This allows you to determine which suppliers are always on time and which ones are always late. StockIQ can help you predict when certain items will expire. StockIQ can identify excess inventory and track new items. It can also see what is back ordered.

MultiRoute allows you to gain the competitive advantage that you need to reach sales goals. MultiRoute gives your mobile sales team instant access to key information, right in front of your customers. It allows them to make order entries, review pricing and promotions, and perform inventory look-ups and collections. Quickbooks, Sage, Microsoft GP and SAP Business One are all available ready-to-use connectors. Our API SDK toolkit allows you to create your own connector.

PaymentCloud Merchant Services offers credit card processing services for all types of businesses. We can support every type of business, from Fortune 100 companies to small local stores, ecommerce, retail, and at all levels of risk. We offer a wide range of integrations with almost any platform, shopping cart and CRM. These tools allow you to reduce risk and increase your reward. To receive personalized attention and a personable service, talk to one of our dedicated account mangers. PaymentCloud provides the foundation businesses need in order to succeed. We have over 50 years of combined experience in the payments industry and we are eager to help you succeed. No cost comparison. Simple setup. Fraud prevention and chargeback. There are hundreds of integrations. Accepted in industries with low risk and difficult to place.

Introducing a comprehensive eCommerce platform specifically designed for Sage, enabling a smooth transition to the online marketplace with secure and immediate connections. Since Sage is central to your operations, embracing digital transformation is essential for generating additional revenue and enhancing efficiency—therefore, exploring a fully integrated eCommerce solution makes perfect sense. As the only eCommerce solution certified by Sage, this platform is not only cost-effective and user-friendly but also scalable from the very beginning. Gain immediate access to insights and analytics, providing extensive visibility throughout your entire eCommerce operations. Easily expand your business and brand through intuitive, mobile-responsive design templates available directly from the console. With over 1500 integration points, this solution is designed to optimize your online business processes and maximize return on investment, ensuring your company thrives in the digital age. Plus, the adaptability of the platform means you can customize it as your business grows and evolves.

Enhance your understanding of your data by mastering the features of Sage Intelligence alongside Microsoft Excel. Sage Intelligence serves as a straightforward and adaptable reporting tool that provides significant insights into your business data wherever you are. Accessible both in the cloud and on-premise for Sage Accounting, Business Management, and payroll solutions, this tool grants you instant access to a variety of pre-built reports and dashboards, enabling you to gather immediate insights without departing from your Sage environment. You can swiftly view and examine data through an extensive collection of robust reports and dashboards. Take charge of your business analytics by customizing financial reports to meet your requirements. Furthermore, gain a comprehensive overview of your business while having the capability to delve into specific details, equipping you with the insights necessary for informed decision-making and strategic planning. This comprehensive approach ensures that you have all the necessary tools to analyze, adapt, and act upon your business data effectively.

xkzero Mobile Commerce is a comprehensive platform specifically crafted to streamline Direct Store Delivery (DSD), Mobile Route Sales, and Proof of Delivery. This solution is expertly developed to harness the capabilities and adaptability of Sage X3, Sage 100, and Acumatica, making it an ideal choice for dynamic B2B brands. Additionally, xkzero provides a specialized mobile sales application tailored for outside sales representatives, showroom displays, parts counters, and more, specifically designed for users of Sage 100. By ensuring quick and convenient in-store transactions, you can stay prominent in your customers' minds through your insights. The integration of Unified ERP and DSD processes enhances your commitment to quality and facilitates growth. Team members automatically enhance each other’s productivity simply by performing their roles effectively. As your business continues to develop and expand, xkzero and XMC will be there to support you every step of the way. Unify your entire workforce—spanning delivery, sales, operations, logistics, accounting, and compliance—for a seamless operational experience that drives success. This cohesive approach allows for better communication and collaboration across all departments, ultimately leading to improved customer satisfaction and business outcomes.

The Sales App by Aphix Software offers ERP accessibility and allows users to place orders directly into the ERP system from virtually anywhere, at any time. Equip your sales team with the powerful Sales App, which is perfect for field sales, van sales, and in-store assistance. This comprehensive mobile application enhances the sales capabilities of your entire team, enabling them to operate more intelligently. Designed specifically for the wholesale sales process, Sales App is optimized for rapid performance. Users can effortlessly display their product catalog with images and descriptions, swiftly add or remove items from their orders, and submit them in real-time to back office systems—all with just a few taps on their devices. The adoption of Sales App by remote sales teams is aiding in the optimization of the sales process, while also contributing to cost reduction and enhanced productivity. With real-time ERP integration, sales representatives have constant access to the latest information, allowing them to take orders without needing an internet connection, and seamlessly place orders into the back office system. This ensures that your sales operations run smoothly and efficiently, regardless of location or connectivity.

Oxalys is a Source to Pay solution that allows organizations to digitize all aspects of their procurement and spend management process, including purchasing, invoices, sourcing and contracts, supplier relations, procurement steering, and purchasing.

Streamlining the collection and processing of tax data within your organization can greatly enhance efficiency, enabling you to devote more time to strategic initiatives that drive growth. Longview Tax empowers you to leverage tax data effectively, revealing essential insights that inform your decision-making processes. By automating tax data management from a centralized source, you can simplify tax operations, instill greater confidence in your data integrity, and minimize operational costs and associated risks. This automation eliminates the need for your tax team to rely on manual transfers from the finance department, which often delays the consolidation of book income. As a result, you experience a significant reduction in time spent on manual tasks, allowing your team to operate with increased agility and speed up the tax completion timeline, all while enhancing your department's independence. This transformation not only optimizes resources but also positions your organization to respond proactively to tax-related challenges.

As businesses increasingly adopt IT systems to streamline their operations, the demand for cohesive management solutions is rapidly growing. Central to this evolution are CRM and ERP software, which facilitate seamless process management. Greytrix stands out with its extensive experience and well-established partnership with Sage, offering top-tier ERP and CRM solutions. In addition to this, Greytrix has developed GUMU™ Cloud, an innovative cloud integration platform that simplifies the connection between these systems. This advanced framework leverages cutting-edge technology to enable effortless plug-and-play integration, eliminating the need for a separate on-premise server for these tasks. With GUMU™, users can access a robust integration solution that connects Sage ERPs (such as Sage X3, Sage Intacct, Sage 100, and Sage 300), Acumatica, and QuickBooks with various CRM platforms including MS Dynamics 365, Sage CRM, and Salesforce, as well as eCommerce solutions like Adobe Commerce (formerly Magento) and Shopify, alongside POS systems. This comprehensive connectivity ensures businesses can operate more efficiently and effectively across their entire IT landscape.

Achieve comprehensive insight into customer interactions, histories, and records from a single interface. Minimize the number of clicks and enhance efficiency through a consolidated view of customer information. Explore customer data in depth using sophisticated drill-down features. Utilize integrated AI to identify optimal opportunities and speed up the closure of deals. Receive tailored suggestions for the most effective actions to take in various sales scenarios. Concentrate on high-value prospects with predictive analytics that assess deal success probabilities. Emulate successful strategies by employing advanced forecasting techniques and time-sensitive analytics. Monitor sales performance with real-time metrics and reporting, eliminating the need for manual spreadsheets. Anticipate pipeline changes and quota success using dashboards designed for specific roles. Streamline and automate your sales workflows with user-friendly drag-and-drop features and built-in instructional guides. Employ Smart Guides to manage intricate sales tasks seamlessly. Collaborate easily by leveraging native integrations with external document management tools, ensuring a smooth process across platforms. This comprehensive approach not only enhances efficiency but also empowers sales teams to work more effectively and strategically.