Business Software for Workato

Let's be honest: Spreadsheets are not equipped to handle the complex workflows of your organization. For an expanding nonprofit, a sophisticated donor management and fundraising software solution is essential, enabling you to invest less time while maximizing outcomes. Blackbaud eTapestry's cloud-based fundraising software is specifically crafted to cater to the unique requirements of burgeoning nonprofits. Its integrated and intelligent data enrichment, along with a comprehensive analytics suite, provides the essential insights needed to assess your data's health, refine donor information, and increase revenue. With Blackbaud eTapestry, your organization can operate more efficiently, engage with donors in a more impactful manner, and reduce expenses by amalgamating information into one central database, thus offering a unified perspective on relationships and overall performance. Ultimately, adopting such a tailored solution can empower your nonprofit to thrive in a competitive landscape.

Salesforce Agentforce 360 for Financial Services is an industry-specific CRM solution designed to transform financial institutions into AI-driven enterprises. It connects data, automation, and intelligent agents to help teams deliver personalized and proactive service. Advisors and relationship managers gain real-time insights to better understand customer goals and financial journeys. The platform streamlines onboarding, compliance, lending, and service workflows across channels. Financial Services Cloud unifies customer information to create a single, actionable view. AI capabilities enhance productivity while improving customer satisfaction and engagement. The solution supports retail banks, credit unions, insurers, brokerages, and asset managers. Built-in automation reduces manual processes and operational complexity. Integrated analytics help institutions uncover growth opportunities and optimize performance. Agentforce 360 enables financial firms to innovate confidently while strengthening trust and loyalty.

FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform helps teams increase productivity and sales easily. AI-guided sales helps you stay in the zone. With a flow-based feed that prioritizes and prioritizes tasks, you can only see what you need at the right time. You can zoom in and out between high-level overviews or deep-dive activity tracking, which all happens automatically. Track and celebrate the activities that lead sales and happy customers.

In minutes, create custom database web applications. No-code software that is loved by small and large teams. Automate your business processes. Your office hero, and get rid of cookie-cutter software. Is your company outgrowing its current software? Your data can be invested in a platform that is open to all users, records, and scale. No two businesses are the same, so why should every business app look the exact same? You can customize your app with custom domains or true white labeling. You can protect your data with the best platform. Tadabase offers superior security features specifically designed to give you complete control over your app. You can see who is using your app, what they are doing, and when. Get real insight into user activity and details, force user logouts, monitor all app activity via email, login, audit logs, and monitor all user activity.

A scheduling platform that saves time and allows you to customize your meeting workflow will help you skip the "when is it free?" dance. CalendarHero (formerly Zoom.ai), is easy to set up. It syncs with your Google and Microsoft calendars automatically so that you can book meetings immediately. CalendarHero offers flexible meeting scheduling options: You can share your scheduling link in an e-mail, request a Zoom.ai group meeting, embed Zoom.ai onto your website, create a meeting directory webpage, or add CalendarHero to your chat platform such as Gmail, Microsoft Teams, or Slack. Your invitees can choose a time that suits them from your real-time availability for 1:1 meetings. CalendarHero intelligently determines the best time for you to meet, based on your mutual availability. CalendarHero supports 1:1 and group availability.

Active Directory serves as a centralized repository for information regarding various objects within a network, facilitating easy access and management for both administrators and users. It employs a structured data storage approach, which underpins a logical and hierarchical arrangement of directory information. This repository, referred to as the directory, holds details about various Active Directory entities, which commonly include shared resources like servers, volumes, printers, as well as user and computer accounts on the network. For a deeper understanding of the Active Directory data repository, one can refer to the section on Directory data store. Security measures are seamlessly integrated with Active Directory, encompassing logon authentication and the control of access to directory objects. Through a single network logon, administrators are empowered to oversee directory information and organizational structures across the entire network, while authorized users can readily access resources from any location within the network. Additionally, policy-based administration simplifies the management process, making it more efficient even for the most intricate network configurations. This framework not only enhances security but also streamlines resource management, making network operations more effective.

An all-encompassing workflow for writing, assessing, and deploying code is available without the need for client involvement. You can effortlessly add files, create branches, and make edits directly within your browser for immediate results. Gain complete authority over individual and team permissions by setting rules at both the repository and branch levels. This adaptable system accommodates organizations of all sizes. Ensure your entire team remains aligned with features like notifications, email summaries, a comparison view, and a comprehensive history of commits and files. You can initiate a code review, delegate tasks, and dive into your work seamlessly. The code review process is crafted to encourage early discussions and integrates smoothly with your branch, leading to enhanced feedback from your colleagues. It offers two distinct forms of feedback: Issues and Discussions. Comments that necessitate specific actions are categorized as issues, making it clear what hurdles need to be overcome for your feature to gain approval. Additionally, understanding how much code review coverage your repository has can help in managing potential risks. Effective communication and collaboration are key to a successful development process, ultimately contributing to a more robust codebase.

atSpoke revolutionizes your service desk experience by transforming chaotic Slack IT support channels into a streamlined service platform. With the help of AI, it can instantly resolve 40% of incoming tickets, ensuring that issues are addressed quickly and efficiently. The system intelligently triages, classifies, and assigns service requests, while also allowing for actions to be triggered across various tools directly from within tickets. This modern workplace service desk simplifies the complexities of traditional IT ticketing, promoting faster and more effective internal support. It is expertly designed for usability and speed, making it accessible to every team member. Utilizing machine learning, atSpoke automates both knowledge sharing and service requests, creating a seamless conversational ticketing experience that integrates with Slack, Teams, email, web, and SMS. With its robust integrations across your technology stack, users can accomplish more without ever leaving the ticketing interface. Tailored specifically for Slack, it provides the ultimate chat experience, and onboarding is a breeze—every employee can start using atSpoke in mere seconds. By automating repetitive tasks with AI, atSpoke significantly boosts overall efficiency in the workplace, allowing teams to focus on more strategic initiatives. Ultimately, atSpoke not only enhances service desk functionality but also empowers employees to work smarter.

Persefoni's SaaS Platform allows financial institutions and companies to meet regulatory and stakeholder climate disclosure requirements. It used to be difficult to calculate carbon footprints and meet climate disclosure requests. Persefoni doesn't require you to be a technical expert. Simply answer a few questions and upload your data. Our automated Persefoni advisor™ will guide through the entire process. Persefoni doesn't require any prior knowledge of carbon accounting methodologies or climate disclosure frameworks. Your subscription includes a wide range of support and deployment options. You can choose between expert-led, structured roll-out support or self-service onboarding through our extensive library of how to articles and videos.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

RingCentral's RingCX is an advanced contact center solution that leverages artificial intelligence to optimize customer support and improve communication. By unifying voice, video, and more than 20 digital channels on a single platform, it allows agents to connect with customers using their preferred modes of communication. The integration of RingSense AI enhances the experience by providing immediate insights, automating various tasks, and supporting agents throughout the customer journey, thereby boosting agent efficiency and overall customer satisfaction. With its intuitive interface and easy setup, businesses can quickly adopt RingCX, often within just a few days. The service is competitively priced, starting at $65 per user each month, which encompasses unlimited calling and access to essential contact center functionalities. Additionally, this solution is designed to scale with business growth, making it a flexible choice for companies of all sizes.

Contracts are essential to every business. It is therefore crucial to end manual and disjointed contracts processes. Conga's contract management tools allow you to improve customer experience and user experience, increase visibility, speed up cycle times and lower risk. Conga CLM makes it easy to manage and tackle contracting issues. Conga CLM is perfect for anyone who is just starting out in contracting, or wants to improve an existing contract management process. Conga CLM allows you to quickly create complex or long contracts without making any errors. Automate tedious tasks such as authoring, negotiation and approvals, as well as reporting. Conga Contracts can be used to control processes and ensure compliance.

Axon Software is innovative, feature-packed and specifically designed for trucking companies. Axon provides a flexible suite of tools that help companies save time, increase efficiency, cash flow, and make customers and employees happier. This includes order planning and dispatch, accounting, custom reporting as well as satellite tracking and real-time integration between different applications.

Configure smart, accurate deals faster. No matter how complex your business is, empower your sellers to accurately quote and spend less time selling. Conga CPQ makes it easier for sellers to close more deals and achieve a higher win rate. Construct complex products and services, provide accurate quotes and make smarter deals by using the most current pricing and product information. The process is smooth and error-free, which will be appreciated by your customers. 82% of B2B decision makers believe sales reps lack preparation. Conga CPQ allows you to scale the actions your top sales reps across the entire organization by providing pricing guidance, guided selling, and margin protection.

SQL-RD is an automated tool that allows you to select, format, schedule, and deliver business intelligence reports. SQL-RD is suitable for large and mid-sized businesses that need to automate Microsoft SQL Server Reporting Services reports (SSRS). It can be set up free of charge. Users can send reports to Printers, Faxes, Folders, FTP, Dropbox and SharePoint in a variety of formats. It also features event-triggers, date & time scheduling, dynamic & data driven automation, pre- and post delivery workflows.

SAP CPQ, previously known as CallidusCloud CPQ, enhances the customer journey by equipping your sales personnel and partners with the capability to manage intricate product configurations, streamline pricing, and create visually appealing proposals. With the SAP CPQ platform, you can ensure that customers receive the most suitable product at the ideal price and moment, thereby accelerating sales across various channels through seamless integration with any CRM or ERP system. By enabling sales representatives to expedite transactions across multiple platforms, the solution helps eliminate ordering mistakes, produce proposals in real-time, and tailor pricing for specific customers and channels. This integration fosters intelligent and streamlined sales processes that expedite quote generation, simplify approval workflows, shorten sales cycles, and allow staff to concentrate on driving sales. Additionally, it enhances business intelligence to capitalize on sales opportunities, boost cross- and up-selling efforts, and fine-tune pricing strategies while safeguarding profit margins. Ultimately, implementing SAP CPQ can lead to a more efficient sales environment that drives growth and enhances customer satisfaction.

Achieve outstanding outcomes for your sales and marketing initiatives with Marketing 360. This acclaimed platform, designed specifically for small to medium-sized enterprises, merges digital marketing software with personalized marketing services to facilitate growth for SMBs. Among its standout features are an advanced marketing CRM, UXi Rainmaker Websites, Natural Listing Ads, Top Placement Ads, Social Targeting Ads, and On-Demand Marketing Services, among others. Additionally, Marketing 360 offers comprehensive analytics tools to help businesses track their performance and optimize their strategies effectively.

Transform your subscription service with a top-tier solution designed for efficient monetization and management. Current systems might be hindering your progress, leaving finance departments overwhelmed with spreadsheets and developers facing delays. Zuora simplifies subscription management, allowing you to swiftly adapt to evolving go-to-market strategies on a unified platform. Accelerate billing processes for high volumes of invoices while maintaining precision and accuracy. Organize customers into groups and establish automated billing schedules tailored to each group’s needs. Each time a customer alters their subscription—whether through upgrades, downgrades, or other changes—billing is inevitably affected. With the Rating Engine from the Zuora Central Platform, these prorations and calculations are automatically managed, preventing bottlenecks in your workflow. Additionally, leverage Zuora’s tax engine or connect with a third-party tax solution to ensure real-time tax calculations for every invoice processed, enhancing your operational efficiency even further. This integrated approach not only streamlines your billing operations but also improves customer satisfaction by ensuring accurate and timely invoicing.

Your ERP can provide real-time planning, forecasting, and reporting. Limelight, the next-generation Excel, allows data integration, collaboration, and control. All your data is in one place. Limelight connects your data and people in one location. This increases communication, makes work visible, and speeds up time to insight. You can get your forecasting and budgeting done faster, with more accuracy, and with greater collaboration from all departments. Limelight allows you to view and analyze reports in real-time, drill down into transaction details, and provide information via narratives that managers understand and can use to make informed decisions.

By implementing smartly automated financial systems and gaining deeper insights, you can shift your focus from mere transaction handling to strategic analysis and decisive actions. Businesses naturally experience fluctuations over time, and Workday is designed to keep you agile and prepared for changes with its adaptable framework. You can modify your business processes while consistently monitoring any developments along the way. The integration of machine learning minimizes obstacles by continually identifying discrepancies and offering valuable suggestions. This enables finance teams to analyze and assess outcomes while concentrating on the most critical areas of the organization. We ensure that data reaches every part of your company, providing timely insights when they are most needed. Stakeholders gain visibility into the factors influencing the business, empowering them to take informed actions. Additionally, Workday guarantees unmatched electronic documentation, as we meticulously track every transaction and modification in real-time, allowing you to proactively manage risks and ensure compliance effectively. Overall, this seamless integration enhances operational efficiency and drives better decision-making across your organization.

Shipwire, a division of CEVA Logistics, uniquely combines logistics with cutting-edge technology. We operate a vast global network of warehouses, utilizing sophisticated technology and operational know-how to enhance your order fulfillment processes, allowing you to concentrate on expanding your business. Our mission is to empower your success by offering premier 3PL services that effectively position your brand in the global market. As a comprehensive 3PL provider, we cater to ecommerce orders across direct-to-consumer, retail, and dropship channels. Tap into our advanced technologies, which include a cloud-based order and inventory management system, real-time analytics tools, and adaptable reporting features designed to foster your business's growth. Our dedicated team of professionals is ready to integrate your sales channels with our order and inventory fulfillment management platform, ensuring you gain real-time insights and actionable business analytics that drive informed decision-making. This seamless connection not only enhances efficiency but also supports your brand's strategic objectives in an increasingly competitive landscape.

Poka is a web and mobile app that allows factory workers to access, consume, and share critical information on the plant floor in real time. This improves productivity. Poka creates a multimedia knowledge base that includes procedures, training content, and solutions for each machine and workstation. This helps to reduce downtime, improve safety, and facilitate communication between factories, departments, and shifts. Poka has been a catalyst for digital transformation in the industrial sector, including 12 of the most important manufacturers based on IndustryWeek’s Global 1000 rank.

Tradeshift helps businesses automate processes, digitize invoicing and scale without limitations. This is your chance to grow and evolve, whether you're in payables, finance, or procurement. Tradeshift is the gateway to success for your sellers. Like collaboration, analytics and digital invoicing. They'll be on board. You'll also get a digitalized and compliant supply-chain. We simplify global electronic invoicing by seamlessly integrating government systems and ensuring no data gaps. We have a proven track-record in over 71 different countries, including 12 that have full clearance. As a registered PDP in France (PDP immatriculee), we can provide you with the technical expertise and compliance assurances you need. Tradeshift uses AI to automate legacy processes and solve real issues. Tradeshift sellers get paid in just two days, for every invoice. Ensure that your sellers have enough cash to continue supplying your company.

Prophet 21 was designed to increase growth, modernize workflows and build strong customer relationships. Software that is too flexible can cause problems for businesses. Prophet 21 was created to help distributors scale without compromising their ability to grow. Microsoft Azure Cloud offers the speed, security and scalability you need. Prophet 21 can be accessed from any browser on any device, any place, and any time. You can personalize views and customize fields to create your business logic. RESTful API allows you to integrate with business applications, customers, and partners. Epicor Prophet 21 allows you to understand your customers. You can exceed your customers' expectations with dashboards and tools and earn their loyalty. You can streamline your quote-to cash cycle, increase margins, and complete orders flawlessly. Your team will have the ability to close sales at the counter, on mobile devices, and tablets. Strategic pricing based on market data, your sales history, and other factors can increase margins.

CA Flowdock centralizes all your discussions, tasks, and resources into a single platform. It allows you to prioritize tasks, tackle issues, and search across teams, locations, and time zones efficiently. With real-time communication capabilities, your entire organization can engage in team chats seamlessly. The essence of Flowdock lies in its Flows, which serve as open arenas for team dialogue and collaboration. You can invite project stakeholders to your Flow, enabling them to participate in conversations, view updates from your tools, and receive tailored notifications. Conversations within a team Flow are neatly organized into Threads, allowing members to reply directly and maintain clarity on various topics. Each conversation is color-coded for easy identification, helping users to quickly rejoin discussions. For confidential matters, team members can utilize our 1:1 Flows for private conversations. Additionally, the /appear command facilitates instant video chats and screen sharing using our favored integration, Appear.in, which is accessible to all team members. Overall, Flowdock enhances teamwork by providing a structured and efficient environment for collaboration.