Business Software for Salesforce

AgentVoice is a sophisticated platform designed for creating AI-driven voice agents capable of managing phone calls and performing various tasks, such as scheduling meetings, sending messages, and updating customer relationship management systems, all without the need for programming expertise. Each interaction is processed through advanced speech recognition technology to convert spoken words into text, a large language model that decides on responses and actions, and a voice generated by AI that communicates in a natural manner. These agents not only reply but also carry out tasks in real-time or post-call by utilizing actual data, memory capabilities, and access to tools. Users can effortlessly design no-code workflows to enhance CRM updates, arrange meetings, send follow-up communications, screen potential leads, manage voicemails, and filter unwanted calls, all within a single call. The setup process is remarkably quick, allowing users to create and deploy a fully functional agent in under 30 minutes without needing to write any code: simply outline your agent's parameters, select a voice, integrate with over 200 native tools, utilize low-code alternatives, or leverage a comprehensive API and webhooks, and then either upload or generate a script tailored to your needs. With its user-friendly interface and efficient capabilities, AgentVoice transforms the way businesses interact over the phone, enhancing productivity and streamlining operations.

Heartbeat serves as the essential platform for businesses driven by community engagement, allowing you to facilitate discussions, threads, voice and video gatherings, live events, educational courses, and resource documents, all hosted on your personal domain or within restricted-access areas. Tailor your communication channels for in-depth conversations, initiate voice rooms effortlessly, and utilize presence indicators to create an immersive “in-room” atmosphere. Transform engaging dialogues into lasting documents or articles, while structuring educational paths through integrated courses. Effortlessly generate revenue from your community by offering memberships, paid events, exclusive deals, and course enrollments, with the convenience of integrated payment solutions. Streamline processes with automated onboarding, member matchmaking, workflows, and reminders by leveraging powerful integrations with tools like Zoom, Google Calendar, Salesforce, HubSpot, Airtable, and more. Administer member access through detailed permissions and access groups, personalize your community’s branding, and enhance your growth with insightful analytics and community dashboards, fostering a thriving environment for all participants. This comprehensive ecosystem empowers you to cultivate a vibrant community while driving sustainable growth.

Fin is the #1 AI agent for customer service, recognized for delivering superior performance by resolving up to 65% of complex support queries end-to-end. The platform offers a unified workspace where teams can monitor, analyze, train, test, and deploy AI models effortlessly without any coding skills, driving continuous improvements in response quality. Fin’s patented AI Engine™ employs advanced retrieval-augmented generation technology to refine queries, generate accurate responses, validate outputs, and optimize overall efficiency. It supports seamless integration with any helpdesk system, including Intercom, Zendesk, Salesforce, and more, enabling omnichannel customer support across voice, email, live chat, WhatsApp, Facebook Messenger, Slack, and others. The system is highly adaptable, following existing automation rules and providing smooth handoffs to human agents when needed. Fin is trusted by leading companies like Lightspeed and Anthropic and comes with certifications for data security and privacy compliance. Its pricing is based on a pay-per-resolution model, making it a cost-effective solution for businesses of all sizes. A free 14-day trial and personalized demos are available to help teams get started quickly.

The Strategy Overview is an automation platform designed for vCIOs and quarterly business reviews, created by managed service providers (MSPs) to enhance client strategic planning and facilitate digital transformation. It streamlines the quarterly business review process by automating tasks such as assessments, executive summaries, dashboards, roadmaps, budgets, and reporting on Office 365 and asset lifecycles, utilizing a modular template engine driven by the Arya AI agent. This comprehensive system connects with various PSA/RMM tools like ConnectWise, Autotask, Kaseya BMS, Syncro, and Halo PSA, as well as Office 365, allowing for the synchronization of essential company data like assets, user lists, tickets, warranties, and licensing information. Clients benefit from a customizable white-labeled portal that presents detailed insights into their strategy, health scores, and essential data points such as asset and user information, tickets, budgets, and roadmaps. Furthermore, the platform automatically refreshes warranty and asset data, which helps MSPs dramatically cut down on quarterly business review preparation time from several hours to mere minutes, while also standardizing processes, highlighting security and compliance insights, promoting proactive recommendations, and transforming assessments into strategic avenues for revenue growth. This innovative approach not only enhances efficiency but also empowers MSPs to deliver more value to their clients.

Voxbay is a cloud-based platform that leverages AI to enhance telephony and unified communications for businesses, regardless of their size. This all-encompassing contact center solution includes features such as multilevel IVR, predictive dialing, virtual phone numbers, call masking, conferencing capabilities, live call monitoring and transfers, call recording, as well as management for leads and tickets. In addition, it offers SMS and WhatsApp messaging functions, paired with AI-driven routing for calls. The platform effortlessly connects with CRM systems like Zoho, ensuring that all interactions are logged automatically, and it provides access to virtual numbers in over 65 countries worldwide. Users benefit from real-time dashboards that track agent performance, receive automated notifications, and can integrate social media for a more holistic communication strategy. With an impressive uptime of 99.9%, strong security measures, and the ability to scale according to business needs, Voxbay significantly enhances both inbound and outbound communications while optimizing workflows and improving customer engagement through centralized management and intelligent data analytics. This combination of features positions Voxbay as a leader in the communication technology space, making it an invaluable asset for any growing business.

Avina is an advanced platform that leverages AI for automating revenue processes and providing signals intelligence specifically designed for B2B sales teams. It consistently gathers and enhances real-time buying indicators by analyzing anonymous website visits, which include intricate interactions such as scrolling, highlighting, and copying text, along with engagement metrics from advertisements and emails, LinkedIn activities, job transitions, updates from CRM systems, and additional sources. These signals are then scored and organized into a prioritized “Signals Inbox” to facilitate better decision-making. With an easy-to-use web SDK and seamless integrations with popular tools like HubSpot, Salesforce, Slack, Outreach, and SalesLoft, Avina constructs an automated and cohesive customer data platform that highlights the most valuable prospects and suggests optimal actions. The AI also aids in creating tailored outreach messages, generating briefs for meetings before and after they occur, synchronizing activities with CRM systems, and activating specific workflows. Implementation is quick, allowing teams to get started in under 30 minutes and witness improvements in their sales pipeline within just a week. Furthermore, the platform is supported by robust security measures, including TLS/AES encryption, role-based access controls, and comprehensive audit trails to ensure data integrity and confidentiality. Overall, Avina empowers sales teams to operate more efficiently and effectively in a competitive landscape.

String is an innovative SaaS solution that enhances business communication through texting, voice calling, and direct messaging across various sectors. It can be accessed via both desktop and mobile devices, offering a cohesive interface for managing automated SMS campaigns, mass texting, and voice interactions. Users have the ability to import their contacts, utilize tagging for effective segmentation, and design tailored campaigns with customizable message templates. The platform supports keyword responses for lead generation and promotional efforts, while its compatibility with tools like Zapier, Salesforce, Mailchimp, Shopify, Slack, QuickBooks, and countless other applications ensures automated workflows and data synchronization across platforms. With features such as Wi-Fi calling and the capacity to handle multiple numbers—including existing landlines, new local, toll-free, premium, or vanity numbers—users can effortlessly manage voice and text communication from a single app. Additionally, the integrated dashboards provide insights into open rates, response times, conversion statistics, and customer engagement patterns, empowering teams to concentrate on strategic initiatives instead of tedious manual tasks. This comprehensive solution not only streamlines communication but also enhances overall operational efficiency for businesses.

Knowz AI offers a comprehensive enterprise solution that provides immediate answers to queries, streamlines workflows, and safeguards company knowledge across all business applications. Designed with security in mind, it adheres to compliance and governance standards, boasting certifications such as SOC 2, ISO 27001, HIPAA, and GDPR, and can be utilized in on-premise, private, or GovCloud settings. Its AI Search feature is tailored to match your organization's specific language, seamlessly integrates with platforms like Google Drive, SharePoint, Salesforce, SAP, Workday, Slack, Zoom, and more than 1,000 additional systems, and automates the classification, approval, and distribution of documents, eliminating the need for manual intervention. The Workflow Automation capability enables AI-powered approvals for HR, legal, and IT functions, generates reports and compliance documents automatically, and initiates company-wide actions, such as updating Salesforce or approving policies directly through the platform. Additionally, the integrated Genius Mode provides real-time fact-checking, complex multi-step reasoning capabilities, AI voice coaching during meetings, and insights that can be accessed as needed. This multifaceted approach empowers businesses to enhance efficiency and decision-making within their operations.

PitchMonster is an innovative platform that leverages AI to enhance sales role-play training, enabling teams to increase their deal closures by 20–40 percent. By allowing sales representatives to engage in realistic, customized conversations prior to interacting with customers, it effectively prepares them for various scenarios such as cold calls and presentations. The platform employs AI-generated buyer personas that align with ideal customer profiles, providing immediate, tailored feedback reports by evaluating each session against established coaching benchmarks. Its integrated speech coaching functionality acts like a "sales Grammarly," offering recommendations for clearer language, ideal pacing, and flagging clichés or unnecessary filler words. Additionally, the custom AI scorecard assesses representatives based on specific metrics or a comprehensive set of proven criteria. Users can effortlessly create role-plays using actual call data, assign them as needed, and analyze transcripts with in-depth vocabulary and sentiment insights. The platform also allows users to request re-runs for further practice and solidifies learning by incorporating supplementary exercises, ensuring that sales teams are thoroughly prepared for any customer interaction. This holistic approach to training not only boosts performance but also fosters continuous improvement among sales professionals.

Portia AI is an open-source developer framework that includes optional cloud services, enabling teams to quickly create, deploy, and oversee stateful, authenticated AI agents while maintaining full visibility and control over the process. Developers initiate the process by using the SDK to generate clear, organized multi-step "plans" that integrate LLM reasoning with various tool calls, executing these plans incrementally and enhancing the plan state at each step, while also allowing for pauses to seek clarifications, whether from human users or machine inputs, when authentication or additional information is necessary. With its cohesive authentication framework and an easily customizable tool catalog, Portia automatically manages the credentials and permissions needed for remote API and MCP tool calls. Furthermore, the accompanying cloud solution provides persistent storage for plan execution states, historical log tracking, telemetry dashboards, and managed scaling, ensuring that production deployments remain dependable, traceable, and compliant with regulatory standards. This comprehensive approach not only simplifies the development process but also enhances the overall efficiency and effectiveness of AI agent deployments.

Context is a cutting-edge, AI-enhanced office suite that brings together your communications, documents, spreadsheets, support tickets, and various data sources into a unified workspace, transforming disorganized inputs into sleek, professional-quality outputs. It includes integrated editors for presentations, documents, and spreadsheets, leveraging advanced research capabilities to ensure every result is firmly rooted in your data and specific needs. With a single click, Context can create polished, client-facing slides, format and refine reports ready for handoff, and streamline spreadsheet data. By analyzing your existing files, it adapts to your typography, color schemes, layout preferences, and writing style, guaranteeing that all future creations resonate with your brand identity. Its intelligent collaboration tools allow multiple users to work together seamlessly on different drafts, and with compatibility for over 300 applications, including Slack, Gmail, Salesforce, Excel, and PowerPoint, you can rely on Context to minimize app-switching and maximize productivity. This innovative platform not only enhances efficiency but also elevates the quality of your deliverables, making it an indispensable asset for any professional environment.

DAT specializes in digital freight solutions, powering the DAT One platform—recognized as the top truckload freight network across North America—alongside DAT iQ, which delivers advanced analytics for freight market intelligence, and Trucker Tools, known for excellence in shipment tracking. Businesses across the supply chain, including shippers, brokers, trucking companies, media outlets, and industry researchers, depend on DAT for real-time insights and comprehensive market analysis. Every day, nearly 700,000 shipments are posted to their system, contributing to a transactional database that represents over $1 trillion in freight activity. Established in 1978 and based in Beaverton, Oregon, DAT operates as part of Roper Technologies (Nasdaq: ROP), a portfolio company listed in the Nasdaq 100, S&P 500, and Fortune 1000, positioning DAT as a trailblazer in logistics technology and transportation innovation.

CogniAgent is an AI agent platform built for businesses that need their AI to do more than answer questions. Most platforms make you choose between a conversational tool that talks but can't act, and a workflow tool that acts but can't hold a dialogue. CogniAgent runs both on the same canvas: an agent can check a live system - your CRM, dispatch software, or order database - in the middle of a conversation and respond with the real answer, instead of promising to follow up later. Three capabilities, one platform: • Conversational AI agents - virtual employees that communicate: multi-turn dialogue across voice, SMS, chat, WhatsApp, email, Slack, Teams. They qualify leads, collect data, answer questions, and route requests through natural dialogue. • Autonomous AI agents run in the background, triggered by events, schedules, or thresholds, executing multi-step tasks across your connected tools without a person in the loop. • Cognitive AI agents combine both: they carry on a conversation and take action inside it - looking up an order, updating a record, or booking a slot - in real time. No handoffs, no separate automation layer. Getting started doesn't require a developer. Ready-to-deploy templates cover common use cases like lead qualification and follow-up, appointment booking, customer support and status updates, candidate screening, HR onboarding, and invoice or payment verification. The AI Concierge builds a working canvas from a plain-language description and can adjust existing agents on request - no canvas experience needed. CogniAgent connects natively to 2,700+ business tools, including major CRM, scheduling, ERP, and support platforms, so agents read and write live data instead of working from a static script.

Collate is a metadata platform powered by AI that equips data teams with automated tools for discovery, observability, quality, and governance, utilizing agent-based workflows for efficiency. It is constructed on the foundation of OpenMetadata and features a cohesive metadata graph, providing over 90 seamless connectors for gathering metadata from various sources like databases, data warehouses, BI tools, and data pipelines. This platform not only offers detailed column-level lineage and data profiling but also implements no-code quality tests to ensure data integrity. The AI agents play a crucial role in streamlining processes such as data discovery, permission-sensitive querying, alert notifications, and incident management workflows on a large scale. Furthermore, the platform includes real-time dashboards, interactive analyses, and a shared business glossary that cater to both technical and non-technical users, facilitating the management of high-quality data assets. Additionally, its continuous monitoring and governance automation help uphold compliance with regulations such as GDPR and CCPA, which significantly minimizes the time taken to resolve data-related issues and reduces the overall cost of ownership. This comprehensive approach to data management not only enhances operational efficiency but also fosters a culture of data stewardship across the organization.

Callab AI is a platform that specializes in voice automation, allowing businesses to create, implement, and oversee AI voice agents that closely mimic human interactions for both incoming and outgoing calls via a single, user-friendly interface. These advanced agents have the capability to access a range of resources including internal knowledge bases, PDFs, websites, Google Docs, and more during both live and delayed interactions, and they can effortlessly transfer calls based on contextual needs between AI agents, departments, or human representatives. Additionally, they capture essential structured data such as names, budgets, and subsequent steps directly from voice conversations. Each interaction is meticulously recorded, transcribed, and tagged for sentiment, all of which is compiled in a centralized dashboard for thorough post-call evaluations and follow-ups. The Batch Calling feature enables the concurrent initiation of hundreds of customized AI-driven calls, while the support for various Arabic dialects ensures conversations are culturally relevant and sensitive throughout the MENA region. Furthermore, Callab AI seamlessly integrates with chosen CRM systems and other external platforms, thereby streamlining workflows and enhancing operational efficiency. This comprehensive approach not only improves communication but also empowers organizations to leverage data effectively for better decision-making.

Value Viewpoint is an engagement platform focused on value that streamlines the process of generating business cases, crafting ROI narratives, and facilitating outreach based on benchmarks throughout the entire sales process. Sales representatives can quickly create customized, concise executive reports that address the specific challenges faced by prospects, which can enhance response rates by as much as 400% and reduce the length of sales cycles by an average of 60%. Additionally, these brief case studies can be effortlessly transformed into comprehensive collaborative value assessments alongside customers. The platform operates through a straightforward three-step process that includes data input, AI-driven ROI analysis, and the generation of executive reports, all while supporting functions such as industry research, benchmark evaluations, financial modeling, hypothesis-driven exploration, business process optimization, and the design of visually appealing reports in one cohesive interface. By harnessing six essential capabilities, Value Viewpoint not only accelerates the conversion process but also fosters trust through data-driven insights, enhances deal sizes by showcasing the costs of alternative solutions, and sets offerings apart with distinct value propositions. Ultimately, this holistic approach empowers sales teams to engage more effectively and efficiently with potential clients.

Enablism is an innovative SaaS platform designed for lead conversion and pre-sales enhancement, replacing outdated static spreadsheets and presentations with dynamic calculators, assessments, and solution explorers that clearly demonstrate value, resonate with buyers, and speed up deal closures. It features fully customizable growth and revenue calculators, engaging maturity assessments, and solution explorers that can be easily embedded using a single line of code, integrating perfectly with popular CRMs like HubSpot. By utilizing these advanced tools, businesses can convert a greater number of visitors into qualified leads, reduce their sales cycles by up to 40%, and experience conversion rates that are up to three times higher, all while gaining valuable insights into prospect needs and engagement behaviors. The platform's adaptability allows it to align with any brand or product, automatically qualifying and educating prospects in real time, providing actionable insights to help teams prioritize the most promising leads. Additionally, it offers expert consulting services for the development of tailored calculators and the implementation of assessments, ensuring that each client's unique needs are met effectively. This holistic approach empowers businesses to enhance their sales strategies and ultimately drive growth.

NeoFlo is a specialized registration platform developed to streamline the process of attendee onboarding while elevating the event experience for organizers and participants alike. Its focus on speed, deep customization options, and enterprise-level security allows event teams to quickly deploy branded registration portals. By automating key attendee workflows, NeoFlo reduces manual effort and increases accuracy. The platform provides real-time tracking of attendee engagement, giving organizers insights to improve event performance. NeoFlo’s flexible architecture supports events ranging from large-scale conferences to intimate roundtables and seamlessly scales to meet varying needs. Compliance with ISO 27001, GDPR, and SOC 2 standards offers users full confidence in data security. Additionally, built-in email marketing features and versatile form builders make communication and data collection easy. The actionable analytics dashboard helps event teams make informed decisions throughout the event lifecycle.

TillyPay serves as a no-code payment solution that enables businesses to gather both one-time and recurring payments through customized, mobile-friendly checkout pages that operate under their own domain name. By employing a user-friendly form builder, users can set up subscriptions with tailored billing cycles ranging from daily to annually, including options for trials, setup fees, taxes, and a secure billing portal that allows customers to manage their invoices, update payment methods, and oversee subscription details. Invoices can be dispatched with integrated payment links that support over 120 currencies along with all major credit and debit cards, while a comprehensive dashboard offers immediate insights into payments, customer accounts, and cash-flow predictions. TillyPay's integration with more than 2,000 tools facilitates the automation of accounting tasks and notification processes, and its infrastructure is compliant with PCI and SCP standards, ensuring data security without the need for additional coding or infrastructure. This versatile platform empowers businesses to efficiently manage their payment processes while enhancing the overall customer experience.

Lapala is a user-friendly, collaborative no-code platform designed to simplify intricate processes into straightforward guided workflows, making routine tasks efficient, quick, and error-free. It ensures that the appropriate tasks are directed to the right individuals at the exact moment they are needed, eliminating unnecessary clicks and providing complete oversight of task management while automating the processes of searching, creating, and updating information. By requiring no coding knowledge, it enhances workflows through customizable task assignments, approval processes, conditional logic, an intuitive form builder, insightful monitoring dashboards, and various automations. Teams can liberate themselves from monotonous activities such as purchase approvals, client interactions, quality assessments, HR onboarding, quotation approvals, and ticket management, thereby boosting productivity across departments like sales, logistics, HR, finance, and supply chain management. Additionally, seamless integrations with platforms such as SAP, Microsoft 365, Google Workspace, HubSpot, and others ensure that existing ERPs and systems are effectively connected, further enhancing operational efficiency. The overall result is a dynamic environment where teams can focus on more strategic tasks rather than getting bogged down with repetitive ones.

ToolSDK.ai is a complimentary TypeScript SDK and marketplace designed to expedite the development of agentic AI applications by offering immediate access to more than 5,300 MCP (Model Context Protocol) servers and modular tools with just a single line of code. This capability allows developers to seamlessly integrate real-world workflows that merge language models with various external systems. The platform provides a cohesive client for loading structured MCP servers, which include functionalities like search, email, CRM, task management, storage, and analytics, transforming them into tools compatible with OpenAI. It efficiently manages authentication, invocation, and the orchestration of results, enabling virtual assistants to interact with, compare, and utilize live data from a range of services such as Gmail, Salesforce, Google Drive, ClickUp, Notion, Slack, GitHub, and various analytics platforms, as well as custom web search or automation endpoints. Additionally, the SDK comes with example quick-start integrations, supports metadata and conditional logic for multi-step orchestrations, and facilitates smooth scaling to accommodate parallel agents and intricate pipelines, making it an invaluable resource for developers aiming to innovate in the AI landscape. With these features, ToolSDK.ai significantly lowers the barriers for developers to create sophisticated AI-driven solutions.

Project Broadcast is a versatile messaging platform designed for businesses that prioritize relationship-building, allowing them to effortlessly send tailored texts, emails, ringless voicemail drops, and in-app notifications on a large scale while maintaining the essence of personal communication. With a straightforward setup, users can utilize dedicated ten-digit numbers to effectively connect with diverse audiences, ranging from small enterprises to larger teams, and customize each communication using configurable forms, dynamic fields, tags, and personalized contact attributes. The platform boasts advanced automation capabilities, featuring scheduled broadcasts, drip campaigns, keyword triggers, bundles, and integrated “app flows” that help connect Project Broadcast with various external tools and workflows seamlessly. Users also benefit from real-time delivery insights, trackable links, and message metrics, alongside Aiva-powered smart opt-out management that provides engagement analytics and compliance controls through user-friendly dashboards. This comprehensive solution not only enhances communication but also empowers businesses to optimize their outreach strategies effectively.

Handwrite.io allows companies to produce genuine, personalized handwritten cards on a large scale by utilizing innovative robots that write with actual pens and ink, featuring authentic human-like variations in their handwriting style and spacing; they even offer handwritten envelopes with real stamps to enhance their impact. Users can easily upload recipient information or integrate with a CRM system, select from a variety of premium stationery designs or upload their own custom design, and compose their message—which can be saved as a template—to craft unique cards that stand out amidst the digital clutter and foster significant engagement. This platform boasts an impressive 96% open rate, far exceeding the typical email engagement rate of around 20%, which enables users to close more sales, stimulate organic word-of-mouth referrals, and boost customer retention. Additionally, it incorporates automated workflows through Zapier, compatible with over 3,000 applications, including Shopify, Salesforce, Google Sheets, and Typeform, alongside offering a developer-friendly API for tailored integrations. Ultimately, Handwrite.io transforms the way businesses connect with their audience through the power of handwritten communication.

Arcade.dev is a platform designed for AI tool calling that empowers AI agents to safely carry out real-world tasks such as sending emails, messaging, updating systems, or activating workflows through integrations authorized by users. Serving as a secure authenticated proxy in line with the OpenAI API specification, Arcade.dev allows models to access various external services, including Gmail, Slack, GitHub, Salesforce, and Notion, through both pre-built connectors and custom tool SDKs while efficiently handling authentication, token management, and security. Developers can utilize a streamlined client interface—arcadepy for Python or arcadejs for JavaScript—that simplifies tool execution and authorization processes without complicating application logic with the need for credentials or API details. The platform is versatile, supporting secure deployments in the cloud, private VPCs, or local environments and features a control plane designed for managing tools, users, permissions, and observability. This comprehensive management system ensures that developers can maintain oversight and control while leveraging the power of AI to automate various tasks effectively.

DualEntry is #1 AI-native ERP built by and for accountants. It’s designed to scale with high-performing teams from mid-market to IPO, handling up to 40 billion transactions per business per month. ✓ Consolidate results from subsidiaries worldwide—instantly and accurately ✓ Handle 180 currencies across 240 countries with up-to-the-minute FX rates ✓ Eliminate intercompany transactions and post journals automatically ✓ Create workflows tailored to your process with detailed user permissions ✓ Get real-time visibility through role-specific dashboards ✓ Ensure compliance with SOX, SOC 2, and GDPR for audit readiness ✓ Adapt your general ledger with unlimited classifications and custom data sources ✓ Drill into multi-entity reports with live, multi-dimensional insights ✓ Connect to 13,000+ banks across more than 60 countries ✓ Plug into 200+ out-of-the-box integrations covering CRM, AP, AR, and beyond High-performing finance teams close the books faster by automating 90% of manual tasks with DualEntry, freeing up their time to focus on strategy.