Business Software for Smartsheet

altaFlow is an innovative automation platform that prioritizes documents and requires no coding, aiming to enhance and manage document-focused business processes by integrating document creation, intelligent forms, electronic signatures, and workflow automation into one cohesive solution. This platform empowers businesses to convert traditional static documents into dynamic, self-executing workflows that link individuals, data, and systems across various applications, including CRM and ERP solutions. With a user-friendly drag-and-drop interface, users can design tailored workflows that automate tasks like contract creation, approvals, invoicing, onboarding, and quoting, all without the need for programming knowledge. It boasts advanced document generation capabilities that extract data from connected systems to maintain precision, alongside web-based forms that efficiently gather data and initiate workflows as soon as they are submitted. Furthermore, automation bots are included to verify data, issue reminders, and facilitate the movement of documents across different systems, thus minimizing manual transfers and expediting processes. Overall, altaFlow stands out as a comprehensive solution for organizations seeking to optimize their document workflows and improve operational efficiency.

Flow XO is an advanced automation tool designed to enable users to effortlessly create impressive chatbots that facilitate communication and engagement with customers across various websites, applications, and social media platforms. A chatbot serves as a software application capable of simulating natural conversations with humans, allowing users to interact without the sensation of conversing with a machine. While it’s important for a chatbot to maintain its identity as a program, it should also emulate human-like interactions. Acting as a welcoming point for businesses, chatbots provide an easy and approachable method for customers to pose simple inquiries or relay information, eliminating the need for them to sift through website details or fill out conventional online forms. The potential applications of chatbots are vast and diverse. Clients of Flow XO have successfully created numerous chatbots to handle a variety of tasks, enhancing their ability to connect with their clientele effectively and efficiently. Additionally, these chatbots can be programmed to learn from interactions, further improving their performance over time.

Integrately simplifies the automation of your manual tasks with just a single click. Designed for businesses, professionals, and entrepreneurs seeking a quick and easy way to streamline their operations, it eliminates the need for coding expertise. All you have to do is select your applications and choose from over 250,000 ready-to-use one-click integrations to activate them effortlessly! By utilizing Integrately, you can seamlessly connect apps like Salesforce, Google, Hubspot, and Facebook, allowing for automatic data transfers that ultimately save you valuable time and resources. With a vast selection of fully prepared integrations at your fingertips, you can activate them in a single click—no complicated steps or extensive learning required, and isn’t that incredible? You can effortlessly send marketing leads to your CRM, log leads or purchases into a spreadsheet, and synchronize meetings in both your CRM and Google Calendar. Additionally, you can set up notifications via Email or Slack when a deal is won and even automate the creation of invoices in Quickbooks. With Integrately, you can connect your apps in as little as five minutes, making it an incredibly efficient solution for anyone looking to optimize their workflow. The ease of use and immediate results make it a game changer for busy professionals.

Rock is an all-in-one team productivity app, combining messaging and video calls with tasks, notes and files and seamlessly integrates with Google Drive & Zoom. Synchronous when needed, asynchronous by default -- you can easily switch between different ways of communication. This allows you to minimize distractions, take control of your work and shift towards more productive ways of communicating. Create Rock spaces to run your start-up, run recruiting and drive growth & marketing projects. Maximize your productivity while streamlining team communication and collaboration with: - Full-fledged messaging app with unlimited messages. - Unlimited tasks, project boards, to-do lists, filters, deadlines and more! - Kanban boards, sprints, recurring tasks, and more all in the Tasks mini-app. - Note taking functionality to document important information with your team. - Seamless integrations with Google Drive, Zoom, GitHub, Zapier and more!

Zenphi is a no-code process automation platform built specifically for Google Workspace, empowering any user to easily automate and optimize their workflows. Minimizing time spent in custom code development and maintenance, zenphi enables optimum use of your team’s time to focus on achieving more across higher value tasks. Plus, being built on Google, for Google, and including over 80 thoughtfully developed integrations with Google and popular SaaS services, zenphi makes it easy to connect, streamline and enhance any process using automation and Intelligent Document Processing, with no code required. From on- and offboarding to invoice processing, Google Workspace administration, approval workflows and everything in between, if you can draw a flowchart of your process, then you can automate it with zenphi. As an ISO 27001 certified and HIPAA compliant platform, zenphi provides the tools to transform productivity by turning hours of manual processes into set-and-forget workflows.

Protect essential organizational data and enhance employee efficiency with OneLogin, a reliable identity and access management (IAM) platform tailored for contemporary businesses. This solution is crafted to bolster security within enterprises while streamlining login processes, making it an ideal choice for organizations aiming to implement security measures effortlessly. OneLogin boasts a variety of highly-rated functionalities, including single sign-on (SSO), a centralized directory, user provisioning, adaptive authentication, mobile identity management, compliance reporting, and additional features. By leveraging these tools, companies can ensure both security and ease of access for their users. As organizations continue to navigate the complexities of digital security, OneLogin stands out as a comprehensive solution to meet these evolving needs.

Digitize. Automate. Transform. Fluix mobile-first workflow management software can bridge the gap between office and field. Fluix document workflow software has been used by thousands of businesses around the world to improve their processes. You can quickly fill out any form you need in your day, including purchase orders, inspection reports, and invoices. Fluix's built in annotation capabilities make PDF form filling faster, increasing productivity and optimizing your operational workflow. Fluix makes it easy to complete any type of inspection, review, and approval task in minutes. Just a few clicks away, you can now have a two-week workflow cycle. Ability to view inspection documents from a field worker, even if he is miles away. Signing urgent contracts for customers using the iPad or iPhone

Scientrix empowers business leaders to create and manage responsive organizations by providing an enterprise-ready AI digital platform that allows them to plan and execute their enterprise strategy. We do this through an end-to-end strategy-to-execution-to-impact solution. There are many benefits to using AI to increase portfolio value, including 10x faster alignment, linking execution to analysis, and scaling lean portfolio management with less effort. Scientrix also offers award-winning software and data management, as well as advisory services. Our unique thought architecture, advanced technology and change enabling services have a track record of supporting small and large companies in the design and acceleration of their strategy implementation.

Embrace digital workflows and watch your team flourish. By leveraging advanced solutions, your organization can enhance productivity and foster greater employee engagement. ServiceNow revolutionizes the way work is done, transforming outdated manual processes into efficient digital workflows, ensuring that both employees and customers receive prompt and seamless support. With ServiceNow, you gain access to digital workflows that not only enhance user experiences but also boost overall productivity for both staff and the organization as a whole. Our platform streamlines work complexities through a unified cloud system, known as the Now Platform: an intelligent and user-friendly solution tailored for modern work environments. You can select from our pre-designed workflows or craft custom applications tailored to your needs. Built on the Now Platform, our diverse product portfolio addresses critical IT, Employee, and Customer Workflows, providing the enterprise solutions necessary for a thorough digital transformation. Elevate the experiences you offer and unleash the productivity you seek, now enhanced with native mobile functionalities for daily tasks across your organization. This transition to digital workflows is not just beneficial; it is essential for staying competitive in today's fast-paced business landscape.

Empower your clients to follow up swiftly, boost conversions, and enhance their sales performance with Ohmylead. By utilizing real-time notifications, introductory emails, timely reminders, and ensuring complete transparency, your customers will either take responsibility for the follow-up process or face the consequences, but they will never question the quality of the leads provided. Equip your agency with the essential tools to elevate its success to new heights. Eliminate the hassle of manually downloading CSV files and give your clients the efficient means to connect with their leads through an easy-to-use interface. Ohmylead stands as the comprehensive solution for automatically synchronizing and verifying all incoming leads. It seamlessly channels only the most qualified, sales-ready leads to your preferred CRM, while directing others to your chosen lead nurturing platform for additional engagement. With Ohmylead’s innovative technology, you can attract new customers, maintain existing relationships, and ensure a significant boost in revenue with minimal investment, positioning your agency for sustainable growth. This streamlined approach not only enhances client satisfaction but also simplifies lead management.

OKRs can help you accelerate your business performance. Allows startups, growing departments, and large enterprises to achieve alignment and agility. You can easily create and update OKRs using tools that your team already uses. Visualize alignment throughout the organization and track progress. In near-real-time, you can see the performance of all levels of your organization. Through seamless integration with productivity tools such as Slack, you can track your objectives within your day-to-day workflow. Get the professional training, coaching, and dedicated support you need for a successful OKR rollout. You can easily create, manage, and update OKRs using popular business tools. Or connect data through our API to seamlessly connect across systems. Ally helps startups stay agile by aligning important objectives around critical outcomes that your business must achieve to succeed.

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.

All-in-one AI email marketing platform with a Customer Success Team whose sole purpose is to get better results. We are different from the norm. Be the best marketer that you can be. Our UK-based strategic consultants can help you understand your goals and challenges, and how to achieve them. Our supported learning keeps your company ahead of the competition and your game. You can say goodbye to separate business systems. With our many integrations, you can automate your manual processes and create useful automations. You can have a better understanding about who you are marketing to by having all your customer data in one location. With relevant insights, you can discover a variety of marketing opportunities that aren't being explored. Our dashboards allow you to create better campaigns, regardless of whether it's spending behavior, engagement levels, or ROI.

SIRIS protects client data from servers to virtual machines. Two-factor authentication and the immutable Datto Cloud ensure security. This provides the all-in one solution for backup and recovery in a ransomware environment. This cloud-first architecture was created for the MSP. It provides an all-in-one solution that includes backup and DRaaS. All managed from a secure, multi-tenant cloud portal. SIRIS is your best line against ransomware thanks to its immutable backups, and secure Datto Cloud. Patented Inverse Chain Technology™ fundamentally alters the way backup and recovery are done, allowing every incremental snapshot to be an entirely constructed recovery point. Is it possible to delete backups accidentally or maliciously? Cloud Deletion Defense™, which undeletes the impossible, is a great alternative.

Azurepath is a user-friendly lead management tool designed to assist in generating, overseeing, and enhancing prospects. With its intuitive drag-and-drop functionality, users can effortlessly monitor activities, maintain up-to-date leads, produce reports and forecasts, and automatically generate crucial insights in real-time. By adopting the Azurepath solution, sales teams can stay organized and never lose sight of leads again, ensuring they have the competitive advantage they have always desired while also keeping track of all account history seamlessly. This comprehensive software not only simplifies lead tracking but also empowers teams to make informed decisions based on actionable data.

Salesforce Agentforce Service is a comprehensive customer service solution built to power intelligent, always-on support. It combines AI automation with human expertise to deliver seamless omni-channel experiences. Service Cloud centralizes customer data, cases, and knowledge into a single workspace. AI assistants guide service representatives with step-by-step action plans and real-time recommendations. Automated workflows accelerate resolutions and reduce repetitive manual tasks. Knowledge management tools ensure consistent, accurate responses across channels. Integrated Slack collaboration enables teams to swarm cases and solve issues faster. Incident detection and management capabilities minimize service disruptions. Self-service portals empower customers to resolve issues independently. Agentforce Service helps businesses increase satisfaction while lowering operational costs.

COZYROC's SSIS+ suite includes 270+ Data integration adapters, ETL components and tasks for developing ETL solutions with MS SQL Server Integration Services.

Klipfolio PowerMetrics is the first & only analytics tool you need. It easily brings together all of the metrics you and your team need to make faster, more confident decisions. Bring all of your business metrics together in one place PowerMetrics eliminates manual reporting by automating every step of your analytics. - Connect and automate updates for all of your data, no coding or technical expertise required - Uncover, explore, and communicate insight with your entire team Use metrics, dashboards, and PDF reports and stay in-the-know and in control of your business and the KPIs and metrics that matter most. Get it now. FREE.

GoFormz holds multiple patents on its digitization technology, including a method that preserves the look and feel of your original paper forms. GoFormz also provides an additional viewing mode for users working on smaller devices. Users can easily toggle between their original Form View and List View. Requiring no code or IT support to get started, GoFormz focuses on the front-end user experience and remains the leader in user adoption. With our powerful form builder features you can quickly create new forms – easily drag-and-drop fields like Signatures, Images, Barcodes, and Maps, and include Logic and Calculations. GoFormz forms can be filled out from remote locations – even while offline! Once forms are completed, they are automatically stored in the GoFormz Cloud as well as routed to collaborating team members, clients, integrated platforms, and more.

FileCloud is a hyper-secure EFSS (enterprise file sync and share) platform providing industry leading compliance, data governance, data leak protection, data retention and digital rights management capabilities. FileCloud is a leader in content governance and collaboration for unstructured data, trusted and used worldwide across Global 1000 enterprises, educational institutions, government organizations, and service providers. Granular control of content sharing is fully integrated into the stack through comprehensive audit logs and access permissions, and the Compliance Center helps with regulations like GDPR, HIPAA, and NIST 800-171 (among others). FileCloud also provides Zero Trust File Sharing® an industry first innovation that allows users to share sensitive data via an encrypted zip file that cannot be accessed by unauthorized users, even in the event of a data breach. FileCloud helps customers solve complex challenges in enterprise file sharing, privacy, compliance automation and governance across public, private, and hybrid cloud environments. In addition to its enterprise file sharing solution, FileCloud’s product portfolio also includes Signority (acquired in May 2024), a Canadian-based e-signature and document workflow platform.

StarfishETL is a Cloud iPaaS solution, which gives it the unique ability to connect virtually any kind of solution to any other kind of solution as long as both of those applications have an API. This gives StarfishETL customers ultimate control over their data projects, with the ability to build more unique and scalable data connections.

Manage your business projects efficiently with Jira Work Management, previously known as Jira Core, which provides a comprehensive view of all project details. This software aids in organizing your team and projects effectively, starting with a defined workflow that allows for seamless task tracking. The Cloud version of Jira Work Management offers boards that visually represent workflows, enabling you to easily move tasks from pending to completed status. Task management is simplified with all essential elements like statuses, comments, and attachments conveniently located in one interface. This ensures that everyone stays informed about the project's specifics without the need for constant emails or meetings. Additionally, real-time notifications alert you when your input is required, making it easy to monitor task progress and workload distribution among team members. With Jira Work Management, you can keep tabs on your team's projects through various methods, including concise overviews and personalized dashboards, enhancing overall productivity and collaboration. Furthermore, the ability to customize views allows teams to adapt the software to their unique workflow needs.

StatusGator delivers timely information about critical dependencies so that DevOps, IT Help Desk, and Education teams can stay on top of downtime and react proactively. Features: Aggregated status pages with data from all your cloud vendors. Notifications on any status changes to Slack, Teams, SMS, and more.

Transform your clients into success narratives with integrated intelligence that includes advanced analytics, intuitive dashboards, and beyond. Bold BI is meticulously crafted as an embedded platform, ensuring that there are no trade-offs or shortcuts in its functionality. Traditional requirements, such as the need to consolidate all your data into a specific data store or cube, can complicate your application unnecessarily in today’s environment. Some solutions necessitate the creation of intricate systems for data integration while also ensuring that the embedded BI data store remains aligned with your data sources. However, with Bold BI, you can seamlessly connect to a multitude of data sources as well as any data warehouse that suits your needs. Choose single-tenant mode for a shared data model or opt for multi-tenant mode to keep a unified source for dashboards while distributing them across various tenants. Bold BI is built to handle both conventional and unique situations effortlessly. You can embed Bold BI directly within your application code through its robust JavaScript APIs, making it a versatile choice for developers. This flexibility ensures that whatever your data requirements may be, Bold BI is equipped to meet them effectively.

Sopact is the ultimate solution for impact-driven organizations that want to take their impact measurement and management to the next level. With its cutting-edge technology and expert consulting services, Sopact empowers organizations to optimize their impact and achieve sustainable growth. Sopact impact measurement software is an all-in-one solution that enables organizations to measure their impact, collect data, and visualize it through a user-friendly dashboard. This makes it easy to track progress, identify areas for improvement, and share impact stories with stakeholders. With traditional MS Excel and survey tools, impact measurement can be time-consuming, complex, and prone to errors. But with Sopact, you can streamline your impact measurement process and gain insights that drive real change. But Sopact doesn't just stop at providing an easy-to-use platform. They're also pushing the boundaries of impact measurement with advanced analytics and AI technology, allowing organizations to uncover insights and optimize their impact in real time. This approach to impact management gives organizations a competitive advantage, allowing them to adapt to changing circumstances and achieve their goals faster.