Business Software for Salesforce

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.

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.

Demodesk is the number one customer meeting platform for success teams and sales reps. Our platform empowers customer-facing reps to be top performers by guiding them in real time, automating non-selling tasks, and engaging customers at a whole new level. Demodesk automatically loads the best playbook into every customer meeting, providing reps with the right slides and web apps to present, talk tracks, and battle cards on the spot. Sales teams can automate tasks that are not related to selling, such as meeting preparation, scheduling, and CRM documentation. Our screen sharing technology allows customers to interact with the software during meetings. AI-based insights allow sales leaders to understand what's happening on the call, what works, and coach teams in an environment where everyone works remotely. Demodesk seamlessly integrates with your entire tech stack, including G Suite, Microsoft Office and Salesforce.

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.

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.

Zoey is a B2B ecommerce and wholesale ordering platform purpose-built for distributors and manufacturers. Buyers get a fully branded self-service portal with account-specific catalogs, customer-level pricing, reorder from history, and invoice management. No phone calls, no emails, no manual processing required on your end. The portal is built and managed with a no-code drag-and-drop editor. No developers or agency partners needed. Your team controls the buyer experience, catalog visibility, pricing rules, and account access without writing a line of code. Inside sales teams and customer service reps handle quotes, approvals, and order entry from a web dashboard without switching tools. When customers call or email, orders are created in seconds on their behalf. Field reps, delivery drivers, and trade show teams write orders from a native mobile app that works without internet and syncs automatically when back online. The app supports barcode scanning, quick order entry, and AI ingestion that converts PDFs and photos into order drafts without manual re-entry. Built-in CRM, order management, quoting, and invoicing replace third-party tools. Native integrations include NetSuite, QuickBooks Online, and ShipStation. A data mapper connects to any ERP or back-office system without custom development. A full REST API is available for additional integrations. Onboarding is instructor-led. Businesses go live without hiring developers or agency partners. Distributors use Zoey to cut manual order entry, scale without adding headcount, and sync to existing back-office systems without disrupting current operations.

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.

Get rid of your clutter today and keep it clean forever. SaneBox uses personal algorithms to quickly learn about your email habits, and then show you the most important messages first. It also filters out the noise. It works on all devices and clients, so it can be used wherever you check your email. You can be sure that email will return your love with glowing reviews from TechCrunch and Forbes, The New York Times, and emailers all over the world. Register today to save $25 on any subscription

Online community platform that can be customized to connect, engage and retain users. Bettermode is an online community software that uses cloud technology to empower the next generation of branded communities. Your users can discuss and connect with each other under your brand. Users can create articles, ask questions, answer them, create polls and upvote, comment, and share many types of content. Use our modular community platform, native widgets, widgets, API to build habit-forming online communities. Bettermode provides unique value to clients through the following key elements. - A fully customizable community platform that allows you to display your community site exactly how you want. - Fully adaptable for your brand guidelines and navigation structure of primary website or product. - Add community experience to the customer journey with embedded widgets - Extensive API store and app store (SEO App, virtual coins App, social Log In and many more). - 20+ Integrations with top third-party apps (includes Zapier).

Adobe Document Cloud, featuring top-tier PDF and electronic signature tools, enables you to transform traditional document workflows into streamlined digital experiences. Your team can swiftly engage with documents, manage workflows, and tackle tasks seamlessly across various devices and screens, available anytime and anywhere, even within familiar Microsoft and corporate applications. Access your PDFs from any location and easily share them with others. With Acrobat Pro DC, you can review reports on your smartphone, make edits to proposals on your tablet, and annotate presentations right from your browser, allowing you to enhance productivity without interruption. Adobe Sign facilitates fully digital signature processes, making it simple and quick for anyone to generate, route, and obtain legally binding agreements. Organizations can optimize their onboarding processes for new employees, while individuals can swiftly get their applications approved. Moreover, everyone benefits from accelerated completion of multi-step procedures, leading to a more efficient workflow overall.

Rastrac offers a wide range of services and the ability to design custom solutions. You can view the current location of your assets and vehicles, and track your vehicles from your mobile device. You can quickly see what's happening in your fleet and take action. You can monitor your fleet's health by obtaining information about devices that are not reporting, idle time and speeding incidents. Our non-proprietary GPS tracking software and devices can be used with almost any third-party system. This flexibility allows you to integrate Rastrac’s equipment or software into existing systems, saving time, energy, money, and money. Rastrac's vehicle tracking features can be accessed from any programming environment via the Rastrac Web API. This allows for automated scripting of common tasks and seamless integration into customer user interfaces with other business-specific tools.

SignalHire is a comprehensive contact intelligence platform built to provide verified email addresses and phone numbers for professionals worldwide. It enables sales, recruiting, and marketing teams to quickly access accurate contact details in real time. With its Contact Finder feature, users can retrieve both personal and business emails along with direct phone numbers, ensuring reliable outreach. The platform maintains a massive database containing hundreds of millions of profiles and millions of companies, offering extensive coverage across industries. Its browser extension allows users to uncover contact details instantly while browsing social media or company websites. SignalHire also supports bulk data enrichment, allowing users to process up to 1,000 profiles at once for large-scale campaigns. Built-in email sequence tools help automate outreach workflows and track engagement metrics like opens and replies. The platform integrates seamlessly with popular CRMs and ATS systems, improving workflow efficiency. Its API enables businesses to embed contact discovery capabilities into their own applications. Overall, SignalHire empowers teams to identify, reach, and engage prospects with confidence using highly accurate data.

net2phone is a leading Unified Communications provider offering innovative and affordable cloud based telephony services in the US and worldwide. With an embedded Voice over IP experience at the core, 30+ years of on-going innovation, and an ever expanding global presence, net2phone is one of the fastest growing providers in the industry. Our cloud-based, unified communications and contact center solutions help businesses around the globe succeed by interacting with their consumers with enhanced intelligence and insights.