Business Software for Salesforce

atEaseAI is an AI-powered Customer Success and Account Management platform built for B2B SaaS companies. More than a traditional Customer Success tool, it is a System of Execution that helps post-sales teams turn customer insights into meaningful action. It unifies customer data from CRM, support tickets, emails, meeting notes, product usage, surveys, and other business systems into a single AI-powered workspace. Instead of switching between multiple applications, Customer Success Managers and Account Managers receive prioritized tasks, recommended next best actions, automated workflows, and complete customer context in one place. At the heart of atEaseAI is **Caleb**, an AI-powered execution assistant that enables users to interact with the platform using natural language. Caleb can answer questions about customer accounts, summarize meetings, draft emails, create follow-up tasks, trigger workflows, schedule activities, surface risks, identify expansion opportunities, and help teams execute work faster without navigating multiple screens. Key capabilities include AI-driven customer health monitoring, renewal and expansion tracking, workflow automation, customer engagement campaigns, playbooks, task management, and intelligent recommendations powered by unified customer data. Designed for growing SaaS businesses, atEaseAI integrates with leading CRM, support, communication, and productivity tools. By combining AI with automation, atEaseAI reduces manual work, minimizes context switching, improves customer retention, and helps post-sales teams scale efficiently while delivering exceptional customer experiences.

CapOut is an innovative platform that utilizes AI technology specifically designed for roofing and restoration contractors. When a scope PDF is provided by an insurance adjuster, CapOut meticulously analyzes each line item, transforming it into a structured ESX file that can be seamlessly uploaded into Xactimate. It calculates potential profits by trade, utilizing the actual material prices and labor costs of the contractor, and produces ready-to-use material and labor orders categorized by trade, all from just one PDF upload. For professional users, there is the option to implement personalized pricing and labor cost strategies, ensuring that the profit overview accurately represents their specific cost framework rather than relying on generalized industry standards. Additionally, CapOut features an AI Claim Assistant that aids contractors in pinpointing line items that may be disputed and identifying any gaps in the scope. Developed by an experienced contractor who managed insurance restoration projects for over 15 years, CapOut emphasizes the importance of the transition from scope to production as a vital workflow rather than a mere afterthought, ensuring efficiency and reliability in the process. This attention to detail enhances the overall effectiveness of managing restoration projects in a competitive market.

dialnote is a VoIP phone system built for teams tired of paying $40–80 per seat to legacy carriers. Get a VoIP phone number, local, toll-free, or international, or port your existing business phone number for free, then add unlimited users on a flat plan with no per-seat surprises at scale. AI voice agents handle inbound calls 24/7 with transcription, summarization, and intent extraction in 15+ languages. Each agent runs against a configurable knowledge base, so it can answer FAQs, capture leads, take detailed messages, transfer high-value calls, and trigger downstream actions without human intervention. Smart IVR routing, shared inboxes, group calling, warm transfers, business-hours rules, and call queueing keep distributed teams in sync on shared numbers. The platform is API-first. REST endpoints and webhooks expose calls, messages, transcripts, contacts, and call events, so engineering teams can pipe data into Salesforce, HubSpot, Zendesk, Slack, custom dashboards, ticketing systems, or any workflow automation platform. Two-way CRM sync logs every interaction without manual entry; AI call summaries, auto-tagging, and call evaluations come through as structured fields, not just transcript dumps. Setup takes minutes, numbers provision instantly and porting is handled free of charge. Includes unlimited US/Canada calling, zone-based international rates, automatic call recording, real-time analytics, and native iOS/Android apps. Plans from $49/month with a 10-day trial, no credit card required. Built for SMBs, MSPs, dev teams, and ops folks who want a programmable VoIP phone number without carrier lock-in or per-user pricing that scales with headcount instead of revenue.

Skygen represents a cutting-edge AI solution crafted to handle intricate, multi-phase, and prolonged assignments from start to finish. By merging computer vision capabilities with robust backend API tools, it significantly surpasses conventional agents in terms of speed and token utilization. In contrast to opaque automation systems, Skygen provides users with the ability to monitor each phase and engage with the agent interactively as tasks progress. With over 500 app integrations, Skygen excels in delivering state-of-the-art performance for tasks that typically span days or weeks, such as applying to 500 job openings or identifying over 1000 potential clients. Moreover, its design emphasizes transparency and user collaboration, fostering a more effective and engaging workflow.

BluIQ stands out as the sole cloud-centric subscription management solution specifically crafted for businesses with intricate billing needs that aim to capitalize on the current subscription trend. It is tailored to assist organizations in swiftly implementing subscription and as-a-Service billing systems that align with their unique operational requirements, offering straightforward, rapid, and cost-effective fully personalized approaches to challenging billing situations. The platform simplifies the automation of complex recurring billing, manages subscriptions, and provides revenue analytics, allowing companies to efficiently scale, uncover new revenue streams, and monetize innovative offerings rapidly, regardless of the subscription, usage, or consumption-based business models they employ. By leveraging BluIQ, organizations can not only streamline their billing processes but also enhance their overall operational efficiency and responsiveness to market changes.

adCasa is an AI Marketing Operating System built for performance agencies, media buyers, and scaling brands. Developers have unified environments to live and work in; marketers just have a mess of CSVs and expensive, fragmented SaaS tools. adCasa gives performance operators a unified, daily visual workspace. Instead of a basic chatbot that forgets context, adCasa provides a secure, infinite canvas where humans dictate strategy, and the machine handles the math. CORE CAPABILITIES: • Visual Workflow Builder: Connect Google Ads, Meta, Slack, and your CRM on a drag-and-drop canvas. Automate lead routing and live campaign updates without writing a single line of code. • True ROI Analytics: Native ad platforms over-report their own success. Our causal inference engine calculates true incremental return on ad spend (ROAS), revealing which channels actually drive net revenue. • Dashboards on Demand: Stop paying for rigid analytics software. Use plain English to instantly generate custom performance dashboards connected to your live data. • 24/7 Campaign Watchdog: The OS continuously audits active campaigns. If efficiency drops, it halts the bleeding and sends an alert with a drafted repair strategy for human-in-the-loop approval. • Built-In Creative Studio: Generate video ads, images, voiceovers, and background music natively within the operating system. THE PRICING PARADIGM: We believe in transparent, usage-based compute. There are no feature paywalls or "per-seat" licenses. Every user gets full access to the entire OS and 150+ native API integrations. You only pay for the compute credits your team actually consumes.

Dolfyn is an innovative AI voice agent designed specifically for businesses that rely heavily on inbound calls, particularly targeting home service contractors and various trades. It caters to industries such as HVAC, plumbing, electrical work, roofing, general contracting, restoration services, legal firms, and healthcare practices, enabling them to handle inbound calls around the clock, qualify leads, schedule jobs directly into platforms like ServiceTitan, Jobber, or HouseCall Pro, and provide immediate call summaries once a conversation concludes. What sets dolfyn apart from standard AI receptionists is its tailored approach; it is meticulously crafted to align with each client’s unique services, pricing structures, call procedures, and geographical areas of service. This means there are no pre-set templates or do-it-yourself configurations involved—dolfyn’s dedicated team develops the voice agent from the ground up, conducts daily call monitoring, and continually refines the agent to adapt to the evolving needs of the business. With dolfyn, companies can ensure they are always presenting their best face to potential customers, enhancing both efficiency and customer satisfaction. Additionally, this tailored service allows businesses to focus on their core operations while dolfyn manages their communication needs seamlessly.

Phano serves as a composite AI solution tailored for Customer Success and Account Management teams within B2B SaaS organizations. Each night, it analyzes and correlates account usage, relationship dynamics, and support indicators to identify accounts that may be at risk of churn or poised for growth, offering insights into the likely causes and recommended actions prior to renewal. Every analysis reveals its underlying evidence, inconsistencies, and potential blind spots, ensuring that teams can make informed decisions based on reliable data. The intelligence is conveniently integrated into the platforms that teams already utilize, such as email, Slack, Microsoft Teams, CRM systems, and webhooks, along with support for API and MCP. This dual functionality means that while the Customer Success Manager focuses on retaining the customer base, the Account Manager can simultaneously work on expanding accounts using the same diagnostic insights. Phano offers easy self-service setup, a 30-day free trial, and then a subscription priced at 99 EUR per month, making it accessible for teams aiming to enhance their customer relationships and drive growth. In this way, Phano not only simplifies processes but also empowers teams to act decisively and strategically.

Caugia serves as the go-to-market (GTM) Operating System specifically designed for the B2B SaaS sector. Rather than facing a go-to-market issue, many companies grapple with a single limiting factor that restrains their growth, often obscured beneath numerous dashboards. Caugia conducts a precise diagnostic assessment across twelve GTM dimensions—including strategy, demand generation, sales execution, customer success, pricing, and revenue operations—and identifies revenue loss while highlighting the key constraint affecting current throughput. The result is a comprehensive GTM Intelligence Report that includes benchmarks, an assessment of potential revenue risks, an analysis of root causes, and a prioritized 90-day action plan complete with assigned responsibilities, all delivered in roughly an hour without the need for consultants. This deterministic engine is both auditable and reproducible, ensuring that identical inputs yield consistent diagnoses. Following this, GRIP OS manages the continuous operating system that implements the solutions, with Sophie serving as your GTM copilot. Tailored for B2B SaaS, direct-to-consumer markets, fintech B2B, and professional services, Caugia offers a complimentary diagnostic, a one-time report, and ongoing operational system tiers to support sustained growth. In a rapidly changing market, leveraging Caugia's insights can significantly enhance strategic decision-making and operational efficiency.

DialPhone is an innovative platform that utilizes AI to deliver a comprehensive Unified Communications (UCaaS) and Contact Center (CCaaS) solution, enabling organizations to efficiently oversee customer and internal communications through a single cloud-based interface. This versatile platform integrates various features, including business calling, SMS communications, video conferencing, collaborative team chat, an AI-driven receptionist, intelligent interactive voice response (IVR), call management, recording, analytics, and extensive contact center functionalities. By leveraging AI-powered automation and cloud-based communications, businesses can significantly enhance customer experiences, minimize missed calls, optimize workflows, and boost team efficiency. DialPhone caters to a diverse range of users, from small enterprises to larger organizations, all in search of a modern telephony system equipped with cutting-edge communication resources. The platform adeptly supports functions such as customer service, sales operations, remote collaboration, and overall business management while ensuring high standards of reliability, scalability, and security that are essential for enterprises. Additionally, its user-friendly interface makes it easy for organizations to adapt and integrate into their existing systems.

AI can reason, but real work often stops at a login, unsupported interface, paid service, missing software, or decision that needs a person. Solid gives that missing layer a name: the operating system for always-on AI agents. Its persistent AI agent runtime keeps approved context and work moving after the chat closes. Subject to permissions and system policies, a Solid-powered agent can use APIs and MCP connections, operate browsers, desktops, phones, and software interfaces, or write and test code to create the missing path. Solid can coordinate models and tools, recover where the workflow permits, check completion, and route sensitive or out-of-policy actions through human-in-the-loop approvals. Supported computers, approved identities and accounts, credentials, phone numbers, cloud resources, and paid services remain subject to customer permissions, budgets, policies, and availability. Developers can use Solid's API to place an agent inside their own product.

You can promote your brand and grow your business with Australia’s most reliable email & SMS marketing software. Trusted by thousands of small- to large businesses, financial institutions, government agencies, nonprofit organizations, and other small to medium-sized businesses. Our email designer and professionally designed templates make it easy to create beautiful email campaigns on any device. You can send powerful promotional and transactional emails using workflow automation and personalisation tools. SMS marketing can increase your engagement. Web Forms can help you grow your leads and increase your ROI. Plus support when you need. Prices starting at $9 AUD/mo

One call can connect your entire business. Fusion Connect is your Managed Services Provider, providing business internet solutions for your SDWAN, business VoIP (UCaaS), internet accessibility, secure networking, and other requirements. Fusion Connect's Business VoIP includes Internet-based faxing and softphones. Compatible with Windows and Mac as well as other devices.

Computer Market Research offers automated channel management solutions that automate channels, revitalize partner relationships, and drive mutual bottom. Computer Market Research's channel management services eliminate the need to manage high-volume data feeds from partners. This makes it easier and less costly. CMR provides a complete view of price adjustment programs, such as marketing and rebates. Our client/server and web-based solutions accelerate and automate distributor and reseller data collection, processing, analysis, and reporting. Computer Market Research provides a wide array of channel management applications which improve and solidify partner loyalty. Our Software-as-a-Service (SaaS) solutions will help cut the clutter and chaos of your sales channels. With automation, you can seamlessly capture unrealized revenue, standardize POS and inventory data, easily manage sales and marketing programs, increase partner enablement, collaborate on marketing initiatives, close more deals, and much more. All our solutions come with ongoing service and support, so you can leave the hard work to us!

Sign In App is a fun and modern way to sign in visitors, staff, and book meeting rooms and desks. Flexible tools for modern workplaces, including smartphone contactless sign in, RFID and QR code scanning. Safety+ by Sign in App sets a new standard for efficient evacuations. It provides real-time updates across all devices. To ensure safety for everyone, join or create an evacuation report. Safety check provides you with the tools to ensure you comply with all safety regulations and guidance. You can issue health certificates based upon vaccination status or test results or keep a block list to prevent high-risk individuals from unauthorized access. Spaces can help you manage the changes in your workplace. Spaces is the smart, flexible desk and meeting room booking extension for the Sign in App. Spaces allows you to embrace the hybrid workforce and manage your reduced capacity.

Empower your global workforce using Sitrion ONE, an innovative internal communications platform designed specifically for employees. This application enables managers to connect with all staff members, including those who work remotely or do not have corporate email access. Sitrion ONE provides a single in-app stream where users can conveniently access their daily assignments, notifications, activities, and relevant content. Additionally, it offers the capability to tailor tasks and information to employees according to their specific roles or geographical locations within the organization, enhancing overall engagement and efficiency. By utilizing Sitrion ONE, companies can foster a more connected and informed workforce.

Award Force is the global leader in awards management software, relied upon by thousands of awards programs and millions of participants across the world. Built from the ground up for awards, Award Force unifies entries, judging, payments and reporting in a single secure, elegant and easy-to-use platform — helping programs get up and running faster while delivering exceptional experiences for entrants, judges and the teams behind the scenes. Award Force goes beyond the fundamentals that earned it the #1 spot in awards software, expanding what teams can accomplish through intelligent automations, private and secure AI capabilities, robust integrations and award-winning support — increasing capacity and driving better outcomes without introducing complexity, compliance burdens or security compromises. Organisations can run their programs locally or on a global scale with confidence, with seamless support for more than 45 simultaneous languages, multiple currencies and flexible data residency options. Programs using Award Force see entry volumes grow by an average of 26% year on year — and every one of those entries belongs entirely to their clients. Award Force takes no cut of entry fees, applies no per-seat pricing and never wavers on data privacy, security or client control. For organisations that need awards to run seamlessly today while remaining ready for whatever comes next, Award Force is the clear choice.

Riskified serves as a sophisticated solution for preventing fraud in the eCommerce sector, aiming to enhance sales while minimizing operational expenses. This dependable end-to-end software for card-not-present (CNP) transactions assists companies in safeguarding against online fraud by analyzing, validating, and guaranteeing their orders. Each approval through Riskified comes with a chargeback guarantee, providing protection in instances of fraud. Furthermore, the platform’s rapid and seamless review mechanism empowers retailers to increase their sales and confidently enter new markets, allowing for greater business growth and opportunity. Through these features, Riskified not only protects businesses but also fosters a more secure online shopping environment.

Enplug DisplayOS stands out as a celebrated digital signage platform, catering to a diverse range of sectors such as corporate communication, hospitality, retail, and educational institutions. With an extensive array of automated and complimentary content options—including social media integrations, news updates, digital menus, visuals, videos, performance dashboards, and meeting room schedules—Enplug empowers organizations to engage effectively with both their employees and clientele. Additional functionalities comprise remote management, a content repository, automatic content formatting, RSS feed integration, text editing capabilities, an Instagram Wall, and support for multiple user accounts, all designed to enhance user experience. This versatility makes Enplug a vital tool for improving communication and information dissemination in various business environments.

Built for energy and commodity trading firms, BroadPeak Partners (BroadPeak) delivers clean, structured trade data in real time and automates workflows that support trading, risk, and compliance teams. You get fast, reliable connectivity across exchanges and brokers, without complex IT development, so you can move faster and take control of your data. With certified connectivity to more than 100 global exchanges and brokers through standard protocols including API, FIX, XML, CSV, Kafka, and Message Queue, BroadPeak delivers clean, structured trade data in real time. Data integration serves as the foundation for BroadPeak's suite of solutions, which includes Trade Capture, Trade Reconciliation, Trade Allocation, Position Limits, Regulatory Reporting, and Trade Surveillance.

Cloud Elements is an API integration platform that connects software as a Service (SaaS), digital enterprises and the applications used by their customers or partners. Cloud Elements offers 115+ pre-built integrations that allow users to quickly build client-facing connections to internal solutions through powerful API integration. Cloud Elements offers formula management, resource management and element-builder functionalities. It also provides a repository of integrations that can be grouped by type of service, such as accounting, finance and customer relationship management.

Paradiso LMS, a robust learning management platform embedded within Salesforce platform, is Paradiso LMS. Paradiso LMS is innovative, flexible, and fully customizable. It allows organizations to seamlessly use mobile, social, and video technologies to manage elearning. Paradiso LMS allows you to take your training program up a notch with embedded Salesforce training for customer, partner, employee, and sales training.

ChargeOver is a web-based, standalone billing and invoicing solution that can be used by businesses of all industries. This recurring billing and payment platform is affordable and features rich. It offers a self-service customer portal and standard or customized reporting. There are also options to set up billing or invoicing. You can also brand your billing-related communications. ChargeOver automates recurring subscriptions and payments, which can help you improve customer service, save time, increase cash flow, and reduce costs. Other features include automated dunning, phone, chat and email support, fully searchable databases, customer payment portal, custom payments links, and many more.

HelpOnClick is an innovative cloud-based live chat and help desk software tailored for small and medium-sized enterprises. Its user-friendly interface enables businesses to engage with their website visitors effortlessly, enhancing customer support and boosting sales in the process. The Live Chat software from HelpOnClick comes equipped with a range of features, including real-time traffic tracking, customizable alerts, icons, and messages, a virtual chat agent, as well as compatibility with popular platforms like Facebook, Drupal, WordPress, and Joomla. Furthermore, this solution empowers businesses to create a more interactive and responsive online presence.

Cognidox is an online document-management system for high-tech, life sciences and medical device product development. Cognidox is available in the cloud and as an on-premise solution. It promotes product lifecycle management and knowledge sharing between developers and clients, partners, customers, and customers. Cognidox is secure and reliable. We offer plug-ins for many programs, such as Microsoft Office. We also offer an API that allows you to integrate almost any process with Cognidox. Cognidox's core function is a DMS. An add-on for Cognidox allows you to license and distribute documents to third parties via a fully sandboxed website. This allows you to publish specific documents while keeping your main storage secure. Another popular add-on is gBMS - Graphical Business Management System. Visio can be used to capture your business processes. A good BMS should give clear oversight of your entire operation.