Business Software for Salesforce

Streamline your operations, finish projects punctually, and boost your profitability with JobTread, a comprehensive construction management software that facilitates the oversight of all your business activities, extending from sales and estimating to the successful completion of projects. This innovative software ensures that your jobs and your entire business remain organized and financially sound. You can efficiently create uniform job budgets and pricing structures that will help you meet target profit margins while securing more projects through well-crafted, professional estimates and proposals. Accelerate the budgeting process by utilizing reusable cost templates for improved speed and accuracy. Generate estimates and change orders directly from your budget items, enhancing workflow efficiency. Additionally, you can solicit and monitor bids from subcontractors and suppliers while allowing your customers to digitally make and approve their selections. All elements—estimates, bids, change orders, purchase orders, invoices, and bills—can be managed seamlessly on a single platform. Furthermore, centralize the management of your team members, documents, images, clients, vendors, subcontractors, job sites, and ongoing projects in one convenient location, ensuring that your operations run smoothly and effectively. This holistic approach not only saves time but also enables better collaboration among all stakeholders involved.

EHSQuest offers a comprehensive and automated platform designed to oversee all essential EHS functions, such as incident and environmental reporting, plant and process safety, permit oversight, hazardous material management, and EHS audits and inspections, among others. This single solution consolidates the vital elements of environmental, health, and safety management into one accessible system. It allows for the administration of each permit throughout its entire lifecycle, starting from the notice of intent and application development, to efficiently handling monitoring and reporting obligations, and culminating in expiry notifications and renewal procedures. Users can enhance communication by attaching multimedia files, such as images and videos, to clearly articulate problems and their resolutions during the process. Additionally, the platform seamlessly links all EHS procedures to the necessary controlled documents and training materials. The system is customizable to fit specific operational needs and preferences for EHS management, ensuring full traceability of all modifications made within the EHS framework while providing a reliable and efficient management experience. This level of integration not only improves compliance but also fosters a proactive safety culture within organizations.

Sertifier is a trusted digital badge solution for training providers, corporations, associations, and universities. Sertifier's digital badge creator makes it easy to design badges. Next, add your credential details to further detail the achievement. You can then publish badges in bulk once you have created your credential. The access link to the credential will be sent to the earner. They will then use it to share it on social media. Keep track of your published credentials and learn how your earners interact with their digital badges. Your digital badges will shine with premium branded or white-labeled web pages. Sertifier's branding capabilities will make your digital badges an integral part of your brand and website. Enhanced analytics gives you the best tools to understand what happens to your digital certificates and badges. You can track campaign metrics and measure earner engagement. You can also calculate the marketing contribution to your badges.

Boost your efficiency, expedite your sales pipeline, and unlock unprecedented revenue potential with ZoomInfo Sales. Create a comprehensive account universe tailored to your Ideal Customer Profiles and connect with decision-makers using an expansive B2B contact database featuring over 65 million direct dial numbers and more than 150 million verified email addresses. Pinpoint and engage prospects early in their purchasing journey by monitoring companies that are actively researching solutions similar to yours online. Discover and reach out to decision-makers from organizations that have shown interest in your business website. Assess customer communications, including calls, meetings, and emails, to implement process enhancements that positively affect your financial outcomes. Develop and implement multi-touch sales strategies utilizing our integrated phone dialer and email solution. Accelerate your sales cycle with ZoomInfo Chat, a user-friendly, data-driven chatbot tool designed for efficiency. Additionally, establish real-time lead notifications to interact with the most suitable buyers, or automate the lead qualification process to allow your internal team to focus on high-impact activities. With these tools, you'll not only streamline operations but also create a more agile sales environment.

Sign.Plus, a legally binding electronic signature solution, is designed to speed up workflows for all businesses, large and small, as well as individuals. Sign.Plus Features: Fill out, sign, then send PDF documents, contracts and leases, NDAs, and agreements. eSignature is extremely easy to use and available on multiple platforms including mobile, web, and Google Workspace. You can monitor the progress of your signature requests live. Use these templates to send multiple documents to different recipients. A certificate of completion with a tamperproof audit report and details about the signers. Create a team and include your employees. Conformance with electronic signature regulations like ESIGN and eIDAS, ZertES and many more. Conforms to the strictest data regulations in the world, such as ISO 27001 and SOC2 Type 2. Data encryption at rest and in transit Data residency is required to meet all data compliance requirements.

Skill Lake is a powerful learning platform that offers AI/ML-based course recommendations, AR/VR experiences, competency management and learner dashboards. It also includes mentoring, content authoring with gamification, a mobile app, events, Learning Bytes, tracking and reporting. It is SCORM-compliant and offers multicloud hosting, integration with content platforms, learning journals, and reporting.

Transform your professional services business with KEBS, the comprehensive operating system for modern revenue management. Designed for IT consultancies, GCCs, and product engineering teams, KEBS replaces fragmented tools by integrating CRM, project management, resource planning, and financial reporting into one seamless workflow. What sets KEBS apart is its active intelligence layer. Instead of just recording data, our autonomous AI agents work in the background to predict billing gaps, match the right talent to open roles, and instantly flag projects that are drifting off-budget. By automating the entire lifecycle from the initial sales quote to final cash collection, leaders gain real-time visibility and control. Eliminate manual spreadsheets, stop revenue leakage, and drive higher profitability with a platform built to scale with your growth.

Forget about outdated lead lists, unreliable data, and tedious manual research. Discover new opportunities at an accelerated pace, utilizing compliant B2B buyer-intent data that is continuously refreshed. Create and categorize lead lists tailored to your ideal buyer persona within moments, ensuring you only pay for the leads you wish to uncover. Consistently exceed your sales goals each month by leveraging sophisticated lead intelligence. Our platform integrates B2B insights with company contact information to pinpoint your most promising leads based on real-time activities in your target market. By merging B2B intelligence, contact data, engagement tools, and adaptable workflows, you can enhance your conversion rates. Additionally, craft professional and customized multichannel sales outreach in just seconds, streamlining your sales process for maximum efficiency. With this innovative approach, you can elevate your sales strategy and drive substantial growth for your business.

Captello Lead Capture & Engagement Software provides event and marketing professionals with full control over prospect engagement. It gathers, qualifies, distributes & tracks trade show leads. Captello's Universal Lead Capture App will provide your entire team with a consistent and premium lead capture experience for every event. Captello allows you to create and edit custom forms on-the-fly, integrates with major CRM and marketing automation platforms, and has a 24/7 support team. Attract a larger audience with dozens customizable activations. These activities will foster deeper engagement, create new conversations, and offer immersive educational experiences. Incentivize participation with leaderboards and team competitions. Instant e-gift cards can be redeemed from the Rewards Center. Captello Lead Capture and Engagement Solutions are available anywhere. Connect to any CRM or marketing automation platform and get instant access to leads data.

Your go-to-market teams often find themselves dedicating significant time to the tedious tasks of data research and organization. With Scalestack's advanced AI, all your GTM data is seamlessly integrated, providing actionable insights and assisting in the execution of your sales strategies. This innovative solution enables a remarkable boost in sales efficiency and overall growth. You can enrich and evaluate potential customer profiles in real-time and at any scale using our AI-driven universal API. It’s time to activate your funnel effectively to ensure the right prospects are directed toward nurturing, self-service, or sales assistance. Scalestack consolidates all your go-to-market data, equipping your teams with enriched and prioritized account insights that align with the essential attributes of your ideal customer profile. The challenges of targeting, account mapping, allocation, and territory management are now addressed. Whether you’re aiming to maximize the value from your inbound leads or score specific accounts based on ICP characteristics, Scalestack’s AI-enhanced enrichment and prioritization platform is designed to meet those needs. Shift your focus towards engaging the most relevant accounts and leads at the opportune moment, providing your sales representatives with the necessary context to enhance customer interactions and drive success. This transformation allows your teams to operate more strategically and effectively in a competitive marketplace.

DeepAgent is an advanced AI tool designed to automate intricate, comprehensive tasks by seamlessly integrating with your existing systems and workflows. With just a straightforward prompt, it can develop fully operational web and mobile applications, complete with databases and chatbots, craft in-depth research reports enriched with interdisciplinary insights and references, and create visually appealing PowerPoint presentations filled with relevant content, images, and graphs. Additionally, it efficiently manages browser-based tasks, such as extracting and interpreting Salesforce data into weekly performance reports, while also designing engaging interactive games, themed social media content, personalized fitness and meal-planning tools, and AI-enhanced customer support or sales outreach agents that automatically record their interactions. DeepAgent caters to custom applications, ranging from detailed contract assessments and resume evaluations to crafting travel plans and devising market entry tactics. Its versatility makes it an invaluable asset for businesses seeking to streamline their operations and enhance productivity.

Goliath offers a comprehensive software solution designed for real estate investors and realtors, enabling them to identify motivated sellers, cultivate leads, and successfully finalize more transactions. The platform aggregates information from various sources, including property records and current events such as divorces, deaths, preforeclosures, tax delinquencies, and liens, to highlight promising opportunities. With Goliath, users can oversee every phase of the transaction process in a centralized location, utilizing a CRM that facilitates calling, texting, emailing, tracking tasks, scheduling appointments, and automating workflows. Additionally, Goliath features an innovative voice assistant named David, who handles incoming calls, follows up with potential leads, and ensures that no opportunities slip through the cracks. This integration of technology allows real estate professionals to work more efficiently and effectively in a competitive market.

Orbiq serves as a Trust Center platform that transforms internal compliance efforts into externally verifiable evidence for buyers, auditors, and regulatory bodies. By linking their existing Information Security Management Systems (ISMS), SharePoint, Confluence, or Drive to a customized Trust Center (trust.yourcompany), companies can implement layered access controls—public, restricted, or NDA-protected—ensuring that each stakeholder has access to the appropriate level of information. Designed to meet the demands of the NIS2 and DORA regulations, Orbiq transcends traditional document sharing by offering features such as real-time vendor registers, incident reporting with detailed audit logs, AI-enhanced questionnaire answers, and ongoing monitoring, providing regulated companies with the necessary third-party visibility essential for modern procurement. Unlike other tools that primarily aim to minimize the number of questionnaires, Orbiq delivers a structured and always up-to-date proof layer that financial institutions, regulatory agencies, and corporate buyers now require and expect—stored securely in the EU, incorporating watermarking, download tracking, and comprehensive audit trails. By streamlining compliance and enhancing transparency, Orbiq empowers organizations to navigate the complexities of regulatory requirements with confidence.

ClosedLoop AI is an AI-driven product discovery and intelligence platform designed to convert everyday customer conversations into strategic product decisions. Instead of relying on manual tagging and scattered notes, it automatically transforms tickets, calls, chats, and surveys into structured product signals. The system extracts meaningful insights such as recurring pain points, feature gaps, workarounds, and severity levels in real time. It then groups related signals into patterns, revealing hidden trends that may not have been formally reported. With outcome-based scoring, each insight is tied directly to measurable business impact including retention, revenue growth, and customer expansion. Trend velocity tracking shows whether issues are accelerating, stabilizing, or declining over time. Teams can interact with their data through AI chat, slash commands, CLI, or API access for deeper analysis. Scheduled intelligence briefs deliver role-specific summaries directly to inboxes, keeping stakeholders aligned. ClosedLoop AI integrates seamlessly with existing tools like Salesforce, Jira, Linear, GitHub, and Slack, requiring minimal setup. By providing a unified, evidence-backed source of truth, the platform empowers organizations to proactively shape their product roadmap based on real customer voice data.

LeadSift, a B2B intent data provider, helps organizations identify and prioritize prospects and accounts that they should be targeting. We use millions of Unstructured Public Web Data data to identify prospects who are more interested in competing topics and other relevant topics. Once we have identified a signal, we use a sophisticated mapping process that reveals who these prospects are and their work environment to determine if it is relevant. The final output is a contact that has been actively researching a company or topic. LeadSift data allows organizations to optimize their ad spend, marketing nurturing campaigns, and sales outreach.

Descartes Pacejet is an advanced multi-carrier shipping software that integrates tightly with ERP systems to streamline the management of LTL freight, parcel, and wholesale shipments. It offers a comprehensive suite of features including rate shopping across carriers, predictive packing to reduce unexpected surcharges, and scan-pack processes to achieve near-perfect shipping accuracy. The software automates label and paperwork printing to ensure compliance and brand consistency, significantly reducing manual workload. Businesses can configure detailed shipping rules via a pre-built library or custom settings to match specific operational requirements. Interactive dashboards and reports provide real-time insight into shipping costs, labor, and carrier performance metrics. Pacejet’s address validation module helps avoid costly shipping errors and penalties by verifying delivery addresses upfront. Its broad carrier network and robust API integrations ensure reliable connectivity with ERP and warehouse management systems. Trusted by over 800 customers, Descartes Pacejet delivers cost savings, improved efficiency, and faster fulfillment.

OutSystems stands out as the leading low-code platform tailored to assist users in creating and deploying superior applications more efficiently. By merging the efficiency of low-code development with robust mobile and enterprise integration features, OutSystems empowers users to visually design and oversee their complete application portfolio, coordinate interconnected applications and components, integrate smoothly with current systems, and enhance DevOps workflows. This holistic approach significantly accelerates the app development lifecycle, ensuring that businesses can respond swiftly to changing market demands.

Dokmee makes it easy to organize, manage and secure documents. This document management software solution by OfficeGemini is simple to use and allows you to manage all your electronic documents seamlessly. Dokmee is both cloud-hosted and on-premises. It promotes efficient document storage, capture, text-based searching, file sharing and retrieval, as well as document storage and capture. Multi-user access, document management and audit logs, as well as periodic backups and file and folder restrictions, are core features.

Cleo Integration Cloud is an award-winning EDI solution that enables B2B integration and visibility. CIC simplifies EDI problem resolution, accelerates partner onboarding and automates EDI automation. End-to-end integration transparency across EDI and non-EDI integrations, as well as API integrations, enables you to grow revenue-generating processes faster and better. CIC optimizes thousands of supply chain for logistics providers, manufacturers and wholesalers. Our cloud-based B2B platform, which includes seamless ERP integration, TMS and WMS integrations, transforms complex, costly processes into efficient, agile and scalable operations. Our ecosystem integration approach provides the best B2B capabilities, so you can automate EDI transactions and API transactions, quickly onboard partners, gain competitive control, and more.

Dixa is customer service software that empowers brands to create great experiences for customers and support teams alike in a conversational, friendly, and engaging way. Dixa unifies voice, email, chat, and messaging apps in one single platform, enabling brands to have more meaningful conversations with their customers, driving customer loyalty, and ultimately “customer friendships.” With Dixa, agents have all the context they need to provide fast, efficient, and effective customer service every time. With customer recognition features, Dixa makes it possible to know your customers the second they reach out. We do this by displaying each customer's conversation history with your business in a timeline as well as their order history instantly. This ensures teams have the information they need to solve customer inquiries faster while delivering more personalized support. Flexible pricing and global scalability allows you to only pay for what you need and scale up or down without additional costs or effort. All conversation types (phone, email, chat, Facebook Messenger, and WhatsApp) are placed into queues and automatically routed to the appropriate agents while conversation data is translated into real-time analytics. Dix

SAP Litmos is a cloud-based software platform designed for e-learning, commonly referred to as a learning management system (LMS). This innovative LMS is crafted to enhance learner engagement by providing exceptional user experiences that are accessible at any time and from any device. With SAP Litmos, users can design courses and learning tracks using various multimedia formats such as video, audio, text, and surveys, all compatible with SCORM, Tin Can, or AICC standards. This comprehensive LMS equips training professionals with the tools necessary to oversee their entire training initiatives from a single, secure platform. By integrating virtual, classroom, mobile, and social learning, SAP Litmos facilitates collaboration among training departments, sales and service leaders, safety and compliance managers, and HR teams, enabling them to create, globally distribute, and monitor online training courses, while also managing instructor-led sessions. The system streamlines previously time-consuming tasks, allowing teams to concentrate their efforts on ensuring that training aligns effectively with the organization’s strategic goals, ultimately fostering a culture of continuous improvement and development.

Hivebrite is the most powerful community management and engagement platform. Hivebrite is easy to set up and can be fully branded to match your brand colors. This will help you to build brand engagement and create opportunities in your private community. You can manage your member base, centralize communication with them, create events, and collect online payments all from one interface.

Harness the collective strength of your audience to transform your website into a vibrant social hub using Khoros Community, previously known as Lithium Communities. As a premier platform for online communities and customer engagement, Khoros Community empowers companies to deliver exceptional digital experiences for their customers. This versatile platform offers an extensive array of features designed to enhance customer satisfaction and loyalty, such as discussion forums, blogs, community groups, Q&A sections, a repository of shared knowledge, user ratings and reviews, gamification elements, value analytics, multimedia support, contests, and much more, ensuring that businesses have everything they need to thrive in today's digital landscape. With Khoros Community, companies can foster deeper connections with their clientele while cultivating a sense of belonging and collaboration.

As the number of remote employees continues to rise, the reliance on cloud applications grows, and cyber theft surges, organizations of all sizes must prioritize Secure Identity & Access Management. With Passly™ from ID Agent (a Kaseya company), IT departments can seamlessly and affordably grant appropriate access to authorized users, ensuring they can connect from the right devices and locations. This platform incorporates essential features like Secure Password Management, Single Sign-On, and Multi-Factor Authentication, which are vital in today's landscape where the risk of cyberattacks is at an all-time high. Considering that approximately 80% of data breaches stem from lost, weak, or stolen passwords, choosing a robust secure identity and access management solution is more important than ever. Passly stands out as a comprehensive and cost-effective option that promotes security, compliance, and operational efficiency. Additionally, its Shared Password Vaults empower technicians to securely manage and store credentials for business, personal, or shared accounts, all in a centralized and user-friendly interface. Organizations that invest in such solutions will be better equipped to protect their data and maintain trust with their clients.

Maxio empowers B2B SaaS leaders in monetizing their businesses and uncovering critical financial insights in a volatile market. Natural growth is not a straight line. It ebbs-and-flows with the market. Maxio can help you navigate your business through any inflection point, no matter where you are on your growth path. Maxio is a system that supports your monetization model, no matter how complex or simple, without compromising the agility necessary to meet changing market needs. Maxio is able to strike the right balance. Maxio will not let your systems stop you from going to market. Maxio is the core of your tech stack. Maxio automates the manual tasks between your CRM, GL and reporting tools. You need to have insights now, not two weeks later, in order to navigate a constantly changing market. Maxio allows you to quickly and accurately answer your most difficult business questions.