Business Software for Salesforce

Integrify is a cloud-based, low-code workflow automation platform that allows businesses to automate processes, design dynamic forms and create self-service portals. It also tracks performance and reviews activity audit trails. Integrify integrates with all enterprise applications, including ERP, CRM, HRIS, and CRM, thanks to our open API. Our customers can move data freely between systems in any process. We offer dedicated account management, full implementation services, coaching, and other support to make your automation project a success. -Unlimited Forms -Unlimited Processes -Unlimited File/Document storage -Unlimited Transactions/Requests Unlimited Audit Trails -Unlimited Reports/Dashboards -Branded Self Service Portal -API Integration Free Workflow App Starter Templates Dedicated Account Manager

Birdview PSA provides professional service organizations with a single source for truth. This results in better visibility at all stages during the service delivery lifecycle. It allows data-driven decisions, collaboration, and increased synchronization at critical handoff points. Birdview PSA provides powerful project management functionality, resource optimization, project accounting, and a powerful set tools for optimizing and monitoring at both the portfolio and project levels. Services organizations can benefit from rich functionality without having to go through a lengthy onboarding process or compromising their budget. This is possible thanks to a more intuitive user interface, seamless integration with ERPs, CRMs, and thousands of other applications.

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.

We are your first online training platform for growing businesses. We also turn people into the workplace hero by empowering you to deliver genuinely engaging training experiences your employees deserve from beginning to end. With 20+ course templates and 30+ lesson screens to bring your content to life, we'll help deliver your training, give you a gold dust data analytics tool to track engagement, and so much more! All you need is one idea, and we'll help you grow it into a fully-fledged training experience.

pdfFiller is an online platform equipped with an extensive set of digital tools designed to simplify PDF management. You can edit, sign, store, manage, and collaborate on your documents seamlessly in one location, eliminating the need for downloads, app switching, or multiple subscriptions. Your files are securely stored in the cloud, granting you the convenience of accessing them from any location at any time, providing peace of mind regarding data loss. This platform truly streamlines the document handling process for users.

ConnexMe's platform allows for immersive virtual, hybrid, and in-person meetings & events. It simplifies setup & deployment for event planners, while allowing for powerful interaction for participants. ConnexMe makes it easy to create engaging sessions that allow participants and speakers to share, collaborate, and network in meaningful ways. To increase group knowledge, learn faster, and help achieve business goals, generate discussion and capture feedback digitally. Globally, ConnexMe is used for conferences, webinars and small meetings, leadership and small meetings as well as sales kickoffs and partner events. You will find live document sharing with annotations and streaming video/audio, brainstorming tool & visual polling, plus live Q&A or surveys with optional results display.

BlueSnap's All in-One Accounts Receivable Automation solution is the best rated software solution for payment processing, billing/invoicing, recurring billing, and subscription management. Billing and Invoicing: Create stunning invoices using our powerful invoice editor, which is integrated into your accounting system. You can create a customer portal and allow automatic charging, payment collection, late fees, and payment collection. BlueSnap offers subscription management and recurring billing for fast-growing companies worldwide. You can enable trial periods, manage subscriptions, and prorate subscriptions. Payment Processing: BlueSnap can integrate with all types of payment solutions, including credit card payments, ACH and SEPA, as well as wires. We can handle partial payments, automatic failed payments retry, or automatic payment recovery.

BAM! empowers manufacturers to enhance the involvement and productivity of their dealers and distributors while streamlining marketing processes and reducing chaos. This innovative platform is crafted to seamlessly deliver content across networks of any scale and location, utilizing a web-based Digital Asset Management (DAM) system that serves as a centralized repository. Users can conveniently access up-to-date content anytime and anywhere through a versatile mobile application, which even functions offline. Moreover, BAM! offers comprehensive management capabilities for numerous user groups, granting marketing teams the ability to maintain content security while ensuring that all users have the necessary access and visibility. Additionally, it provides insightful analytics regarding user engagement and asset usage, assisting in the refinement of content production strategies. This holistic approach not only improves efficiency but also fosters a more collaborative environment among manufacturers and their partners.

Get your event programs in front the right people. Engaging, branded experiences are possible. Optimize conversions at every stage of the event's lifecycle. Use visible, accurate data to streamline follow-ups. Your team can execute events that increase leads, reduce the sales cycle, drive new business and strengthen customer relationships. Splash is a next generation event marketing platform that allows teams to create and host virtual, in-person and hybrid events. Splash combines data and design to help you market, measure and scale your event programs in new ways. Splash makes it easy for everyone in your company to create their own branded, connected and compliant programs.

DocSend from Dropbox is a secure document sharing platform built for teams that need to control access, track engagement, and manage sensitive business documents throughout the dealmaking process. It helps companies share pitch decks, investor updates, board materials, due diligence documents, acquisition files, sales content, client materials, and other confidential assets. With DocSend, users can upload documents, create virtual data rooms, set permissions, require non-disclosure agreements, and update files after they have already been shared. Links can be shared without requiring viewers to log in, making the experience simple while still giving document owners control over access. The platform’s analytics show who viewed a document, when they opened it, and which pages or sections received the most attention. DocSend supports fundraising by helping founders keep decks current and understand investor interest throughout outreach. It also supports mergers and acquisitions, investment management, professional services, technology sales, media sales, nonprofit work, board communications, and investor relations. Features such as secure sharing, document analytics, video analytics, dynamic watermarking, data rooms, eSignature, and built-in NDA workflows help teams protect and manage critical information. DocSend is built for organizations that want a more secure, measurable, and professional way to share documents and manage high-stakes collaboration.

Datapine's dashboard and business intelligence software allows users to quickly turn data into actionable insights, and make data-driven decisions. Managers and data scientists can visualize and analyze complex data using a drag-and-drop interface. They can also ask important business questions and receive answers right away. It provides a wealth of innovative analytics features, including predictive analytics and interactive dashboards that allow for the creation of KPI-driven business dashboards. There are dozens of data connectors that connect to any common data source (databases and flat files, social media marketing analytics, CRM, ERP etc.). A wealth of pre-built dashboard templates for different business functions (marketing and sales management, HR, etc.) ), industries (retail and logistics, healthcare, market study, etc. Platforms (Google Analytics, Facebook and Twitter, Zendesk, etc. assist new users to get started quickly.

Replicon is a cloud-based platform built to manage the complex demands of time tracking, project costing, resource management, and labor compliance, no matter your industry or team size. With intelligent, AI-powered timesheets and an intuitive user interface, Replicon helps you automate time capture, reduce manual effort, and ensure data accuracy across all departments. Whether you're running client-facing projects, internal operations, or hybrid teams across global locations, Replicon provides full visibility into work hours, cost allocation, and task progress. Built-in project costing, configurable workflows, and compliance tools help you manage wage rules, overtime, location-based labor laws, and approval hierarchies with ease. Replicon also includes robust forecasting and reporting features to help managers make informed decisions about staffing, delivery timelines, and project profitability. With integrations for ERP, CRM, and payroll systems, it creates a centralized view of people, projects, and performance. Ideal for operations, HR, IT, finance, and project management teams, Replicon transforms how businesses track time, manage labor, and drive results, with real-time intelligence and automation at its core.

MineOS is a UX-focused data privacy platform that knows compliance work has been rough in the past. Our automated no-code platform can be up & running in a day to bring companies comprehensive data mapping & classification that integrates with hundreds of popular data sources and discovers nearly 100% of a company’s data. By mapping and classifying data better, DSR management, risk assessments, and data policy enforcement all become easier and faster. Simplify compliance. Gain consumer trust. MineOS.ai

Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries. Features comparable to Adaptive Planning at 15% of the price. Onboard in days rather than months. OnPlan integrates with your key operational and financial data such as Quickbooks, Intacct, NetSuite, Salesforce, Hubspot and more. Enjoy better visibility, greater transparency and more effective benchmarking. Four-way synchronization between Google Sheets, Microsoft Excel, Airtable, and OnPlan gives you unparalleled flexibility. You can use Excel formulas to model within the OnPlan platform. Also, you can download your model to Excel at any time, so you’re not locked into OnPlan. Powerful what-if scenario planning and budget vs. actual (BVA) capabilities give you the flexibility to screen opportunities and threats as your business grows.

The simple, smart, efficient & all-in-one UCaaS, Customer Engagement & Workforce Management Platform. ConneXio Cloud is a full suite of Communication and Workforce Management Tools - AI & Voice Recognition IVRs - Omni-Channel IVRs - Voicemail and Call Menu Builder - VoIP Web-Phones - CRM - UCaaS / CCaaS - Predictive Dialer - BPO & Outsourcing Create the exact solution you need to engage customers at every step of their journey on their preferred channels – anywhere in the world! Provide a white-glove, VIP service so convenient and proactive, your customers will think you can read minds! - Real-time Analytics & Reporting - Custom-Tailored - AI & Machine Learning - Industry-Leading VoIP Network

Common Ninja provides a wide range of free, fully customizable apps for all website building and e-commerce platforms. In addition to being completely responsive, the apps are easy to use, require no prior coding knowledge, and come with a built-in user analytics tool. With reliable support, GDPR compliance, constant audits, and highly secure apps, Common Ninja already has over 150,000 loyal customers who save time and money building websites. With Common Ninja’s apps, you can enhance your websites, increase conversions, improve user experience and much more! Apps on the ever-expanding list include: Messenger Chat Button Telegram Chat Button WhatsApp Chat Button PDF Gallery Countdown Bar Stories Announcements & Updates Logo Showcase FAQ Image Hotspot Testimonials Before & After Slider Social Media & RSS Feeds Audio Player Business Hours Pricing Tables Charts & Graphs Comparison Tables Brackets & Tournaments

Based on your interests, history, and role, you will receive personalized and recommended results. QuaerisAI provides near-real-time data access for all data. QuaerisAI enhances your data and document workload with AI. To increase knowledge sharing and track performance, teams can share insights and pinboards. Our advanced AI engine transforms your inquiry to a database-ready language within micro-seconds. Data is nothing without context, just like life. Our cognitive AI engine interprets search terms, interests, roles, and past history to provide ranks results that allow further exploration. You can easily add filters to search results to dig into the details and explore relevant questions.

Legitt AI, an innovative platform for contract lifecycle management, uses cutting-edge AI to streamline the creation of contracts, their signing, tracking and management. Legitt AI, powered by Assistive intelligence, acts as an intelligent advisor, enhancing accuracy and efficiency throughout the contract lifecycle. It offers customizable solutions to businesses of all sizes - from small startups up to large enterprises. Legitt AI's user-friendly interface, advanced features and powerful functionality empower organizations to optimize contracting processes, mitigate risk and drive business growth.

Habsy is an innovative platform that harnesses AI to serve as a business card scanner and lead capture tool specifically designed for trade shows, conferences, and sales teams. It allows users to effortlessly scan business cards, QR badges, and digital contacts, instantly obtaining structured data without the need for manual input. In addition to fundamental scanning capabilities, Habsy captures intent signals, records voice notes with transcription, and sets follow-up reminders during interactions, ensuring that no important context is forgotten after conversations conclude. The platform is equipped for batch scanning, making it ideal for large-scale events, and features multilingual OCR that supports over 200 languages, as well as offline capture with automatic synchronization. Users can conveniently send tailored follow-up messages via email or WhatsApp through customizable templates directly from the app, streamlining communication. With integrated de-duplication and seamless CRM connectivity, Habsy transforms raw contact information into organized, actionable leads that are ready for CRM integration, thereby accelerating the transition from networking to sales pipeline management. This comprehensive tool not only simplifies the lead capture process but also enhances overall event engagement and follow-up efficiency.

TimeTap, a web-based appointment scheduling solution for independent professionals and small businesses, is innovative. This platform functions as a shopping cart and allows users to book and manage their appointments online. This helps eliminate missed calls and no-shows. TimeTap's mobile application allows users to schedule client appointments, check daily availability, and more from anywhere at any time. Key features include customizable calendars, email notifications and text notifications, customizable reporting, private service schedulers and exportable list views.

Connect your data, segment your audience, provide seamless experiences, and track your success easily. No-code integrations allow you to integrate data from finance, marketing, sales, support, and product into one customer profile. This will reveal the actions that are most important to your business. Segmentation is a powerful tool that allows you to target audiences using any combination of demographic, firmographic and behavioral data as well as transactional data. The right message to the right person at the right moment, the right time. Hyper-personalized omnichannel experiences that connect with your audience across the entire customer journey are a great way to connect with them. Intelligent automation that feels human. Data should make decisions easier, not more difficult. Your entire team can make data-driven decisions by using visual analytics and reports that provide insight, while custom dashboards keep you on track.

CobbleStone's award-winning contract management software uses artificial intelligence to track and manage contracts. CobbleStone allows organizations to automate and streamline their entire contract lifecycle. It includes enterprise-wide contract tracking and administration, contract drafting and custom report design tools. Task and checklists, security, document and check-in management, financials, cost control, financials and more. Contract Insight Enterprise, Contract Insight Express and Contract Insight Workgroup are available. Call us today at 866-330-0156 to get a free demo or pricing.

Paradiso LMS, a top-rated eLearning platform, is trusted by training companies and educational institutions around the world. A complete learning management system. Paradiso LMS allows organizations to manage their eLearning efficiently via mobile, social, or video technologies. Our LMS features include gamification to motivate and engage learners, social learning for collaborative learning, blended learning, advanced reporting, advanced reporting, and e-commerce. The platform integrates seamlessly with more than 100 of the most popular business tools. We offer the following solutions: - User-friendly LMS - Custom course creations - Course catalog Virtual classroom platform - Mobile learning eLearning commerce - Customer training Training for partners - Customized eLearning Solutions - Game-based learning - Blended learning solutions

Minimize lost opportunities by engaging in the right tasks with the appropriate individuals. Leveraging automated tools, from interpreting buyer signals to establishing effective sales cadences, can significantly boost your deal closures. To enhance your email experience, consider acquiring the essential features for Gmail or Outlook. Cirrus Insight offers a comprehensive solution that seamlessly integrates with Salesforce, bringing all necessary information directly to your inbox. By incorporating a bit of automation into your sales workflow, you can bypass the tedious task of manually documenting activities in Salesforce. The repetitive nature of data entry, copying, pasting, and navigating between various applications can be a significant drain on your efficiency. By optimizing your time, you can focus on high-value activities rather than being bogged down by administrative tasks. Managing your CRM shouldn't feel like a burden slowing you down; with Cirrus Insight, you can gain the flexibility and time needed to refine your sales strategy and connect with a greater number of potential customers. Updating your Salesforce activities can consume a lot of your time, especially when trying to follow up with leads that may not be immediately interested in making a purchase, thus highlighting the need for a more efficient approach.

Stay informed about developments in the industry to effectively oversee your business operations. Empower your sales and field service teams to collect precisely the information you require from the field. Badger seamlessly integrates with any CRM, providing your representatives with valuable data on-site. Discover how your team can enhance sales routes and boost overall sales with Badger Maps. With personalized team pilots, you can witness firsthand how Badger contributes to improving your team's sales figures. A dedicated point of contact will ensure that everything functions according to your preferences. Our data experts will configure the optimal setup for your information within Badger. Facilitate a swift onboarding process for your team through customized training designed around your specific needs. Leveraging map-based visualization makes it straightforward to identify untapped leads and accounts that aren't being fully utilized. Managers also benefit from gaining a clearer understanding of their representatives' activities and performance, allowing for better optimization of sales territories. Furthermore, ongoing support ensures that your team remains engaged and effective in achieving sales goals.