Business Software for Salesforce

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.

We will manage ClayHR, complete your compliance documentation, offer HR advice, and respond to employee inquiries. Our services include creating tailored dashboards, employee onboarding processes, performance evaluation procedures, review cycles, onboarding templates, employee feedback forms, and much more. Whether you have a simple HR query or require guidance for intricate HR challenges, our specialists are here to help. You will receive personalized and proactive assistance from our dedicated team of HR professionals. Take advantage of our extensive library featuring job descriptions, handbooks, performance evaluations, and additional resources. Reach out to your account manager today to discover more about these valuable templates. With ClayHR, you gain access to a native SQL database, enhancing your business intelligence and analytical capabilities. This empowers you to execute any ad hoc queries, conduct various tests, and drive innovation whenever inspiration strikes. You can analyze your data using your preferred methods and tools, allowing for greater flexibility in your decision-making processes. Our commitment is to support your HR needs and foster a productive work environment.

Say farewell to disjointed customer interactions. 1mind brings together the skills of your market-facing teams into smart, adaptable AI assistants that can manage everything seamlessly. In addition to improving efficiency and productivity, 1mind's AI solutions foster genuine relationships, create exceptional experiences, and stimulate business growth. Covering every aspect of the customer journey, 1mind assists with lead qualification, sales processes, training, customer success, and technical support. Equipped with a lifelike appearance, voice, and a responsive real-time intelligence, 1mind can participate in Zoom meetings, deliver compelling presentations, lead sales discussions, and offer customized demonstrations in real-time across nearly any platform. Prospective buyers receive immediate and precise answers to their inquiries, available at any time and from anywhere, eliminating the need to coordinate schedules or relay messages through various team members. Ultimately, 1mind redefines the purchasing experience, making it smooth and enjoyable for customers while also enhancing profitability for enterprises. This innovative approach not only streamlines operations but also positions businesses for sustained success in a competitive landscape.

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.

Analytify AI seamlessly connects with any database, transforming queries into visually appealing, easily shareable insights while avoiding the pitfalls of BI bloat—no need for a credit card or fear of vendor lock-in. This contemporary GenBI tool harnesses cutting-edge AI technology, simplifying the process of data analysis and visualization for more informed decision-making. As an open-source platform, it provides users with both cloud-hosted and self-hosted alternatives, guaranteeing maximum flexibility and control over their data management. With its user-friendly interface, Analytify AI empowers organizations to harness their data effectively.

WorkBeaver is an innovative automation platform powered by AI, designed to learn repetitive tasks by observing your actions once and then seamlessly replicating them across both desktop and web applications. With its unique "show & tell" method, there is no need for coding, integrating systems, or dragging and dropping workflows; simply perform the task you want automated, and WorkBeaver will create a robust digital model that adapts to changes in user interface elements. This versatile system is capable of managing tasks like data entry, CRM updates, invoicing, scheduling, form completion, and follow-ups, all without needing any prior API connections. Emphasizing security, it employs zero-knowledge protocols and end-to-end encryption to ensure that your workflow data remains accessible only to you. Since it functions at the visual level, WorkBeaver can interact with nearly any software displayed on your screen, including custom or proprietary applications, which significantly reduces the risk of disruptions due to interface updates. Moreover, its adaptability makes it a valuable tool for businesses looking to streamline processes across diverse platforms.

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.

Linkence serves as a secure AI copilot platform designed to enhance organizational efficiency by integrating smart search, AI agents, and knowledge management into a single workspace. Functioning as a Chief of Operations for contemporary teams, it seamlessly links with existing tools such as Gmail, Outlook, Slack, Microsoft Teams, Notion, Google Drive, OneDrive, SharePoint, Jira, Confluence, GitHub, Salesforce, HubSpot, Zendesk, and several others. The Workspace AI acts as an operational lead within the organization, handling tasks such as producing recurring reports, identifying obstacles, drafting various documents, creating Excel exports, responding to inquiries based on actual company data, and carrying out authorized actions across different business platforms. Additionally, the Customer Support AI operates as an AI lead for incoming communications, efficiently managing each message, crafting tailored responses via email and WhatsApp based on established policies and ticket information, and ensuring that sensitive issues are escalated to human representatives when necessary. By combining these functionalities, Linkence not only streamlines operations but also fosters improved collaboration across all teams.

AIVM Brain serves as a regulated and verifiable AI knowledge-sharing platform utilized by a company's workforce alongside its AI agents. It integrates seamlessly with existing tools such as Slack, Google Drive, Notion, GitHub, Box, Confluence, Salesforce, and Telegram, ensuring that the original permissions of each source remain intact, allowing both users and agents to access only the information they are authorized to view. All access is meticulously logged in a tamper-proof, content-agnostic audit trail that confirms who requested information and what was revealed, while refraining from storing any actual content, and this log can be verified independently by auditors. Agents interact with Brain through a controlled MCP endpoint that incorporates mandates, human oversight, and an emergency kill switch. The platform is designed to be model-agnostic, compatible with AI models like Claude, OpenAI, and Gemini, or even a customer's proprietary model using a bring-your-own-key approach, and it ensures that no customer data is used for training purposes. Among its enterprise capabilities are single sign-on (SSO), tenant isolation, the ability to revoke permissions in real-time, and ongoing compliance with SOC 2 and ISO 42001 standards. Delivered as a software-as-a-service solution, it offers various access methods, including hosted SaaS, MCP, SDK, REST API, and CLI options, adapting to a variety of enterprise needs. Its robust security and compliance features make it a reliable choice for organizations looking to leverage AI technology responsibly.

Pike is a comprehensive agency management platform designed with a focus on optimizing capacity and margins. It consolidates project management, time tracking, resource allocation, customer relationship management, and financial oversight into a single cohesive system. In contrast to many traditional systems, Pike prioritizes user experience and interface design, making it appealing for users to consistently engage with the platform for their everyday operations. This commitment to usability guarantees precise and real-time insights into project status, resource availability, and financial metrics. Pike serves as a holistic solution for planning, managing, and invoicing client projects. With its integrated features, agencies can enhance their operational efficiency and improve client satisfaction.

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.

Certinia Professional Services Cloud is a Salesforce-native professional services automation platform built to connect every stage of the services lifecycle. The platform unifies sales, staffing, delivery, billing, financials, renewals, and customer outcomes in one system. Certinia helps organizations close the gaps between what was sold, who is staffed, how work is delivered, what gets billed, and how margins are protected. Veda AI adds a digital workforce that helps execute work across estimation, staffing, and delivery. Teams can use Veda to generate estimates from historical data, refine quotes, automate status updates, capture time, and support reporting. Certinia PS Cloud includes services estimation, resource management, project management, services billing, and services financials. The platform helps reduce time-to-staff, reclaim project manager hours, improve utilization, protect margins, and increase financial visibility. It is designed for service organizations that need real-time operational and financial data grounded in Salesforce. By combining PSA, AI agents, services estimation, resource management, project execution, billing, financials, and Salesforce-native orchestration, Certinia PS Cloud helps services businesses operate with more intelligence and control.

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.