Business Software for Zendesk

BI Book is a comprehensive business intelligence and reporting platform that operates on Microsoft Power BI, enabling organizations to aggregate data from various systems into a single, cohesive environment for efficient reporting, analysis, planning, budgeting, forecasting, and visualization through clear dashboards and real-time updates. It comes equipped with ready-made integrations and templates to connect to various data sources, allowing users to create, modify, share, and automate Power BI reports in just minutes, all without the need for intricate data warehouses or advanced technical expertise. This software not only centralizes and organizes business data for reliable analytics but also fosters automated workflows that significantly minimize manual tasks, while offering essential tools for in-depth analysis and scenario planning. Users enjoy the ability to securely distribute reports with role-based access, enhancing collaboration across different teams, and effectively breaking down data silos, all while benefiting from robust enterprise-grade security and compliance measures. Furthermore, BI Book's user-friendly interface ensures that individuals at any skill level can leverage its powerful features to drive informed decision-making.

Tellescope is a comprehensive digital health platform that adheres to HIPAA regulations, bringing together patient relationship management, multi-channel communication, care coordination, and workflow automation into one cohesive system tailored for organizations focused on digital and virtual healthcare. The platform consolidates various communication methods, including email, SMS, secure messaging, and phone and video calls, into a unified inbox, while also connecting seamlessly with EHR systems and existing clinical tools. It offers branded and mobile-responsive patient portals that facilitate self-scheduling, form submissions, reminders, educational resources, and surveys, thereby enhancing the entire patient experience from initial outreach to continuous care. Tellescope also supports the development of automated workflows for reminders, task assignments, and data collection, which not only minimizes manual efforts but also boosts team productivity. Additionally, it provides features for tracking outcomes, generating custom reports, managing roles and permissions, and enhancing internal collaboration. Developers have the flexibility to extend Tellescope's capabilities and integrate it further through various means, including APIs, SDKs, React components, and more than 20 built-in integrations, making it a versatile tool for modern healthcare needs. This adaptability ensures that healthcare providers can customize their interactions and processes to better meet the needs of their patients.

Plura is a cutting-edge platform that prioritizes AI in its omnichannel conversational automation, enabling companies to create, implement, and enhance intelligent agents across voice, SMS/RCS, and web chat for both incoming and outgoing customer communications, all while leveraging context-aware, stateful memory and robust infrastructure to ensure that every interaction is tailored to the user and maintains continuity across various channels. The platform features an intuitive no-code drag-and-drop workflow builder for visually crafting dynamic conversation flows, an AI-driven predictive dialer for efficient outreach, and a Unified AI Inbox that integrates complete interaction histories across calls, messages, and chats, complemented by top-tier compliance and security measures such as SOC 2, HIPAA, and ISO certifications, as well as real-time TCPA/DNC scrubbing and comprehensive audit trails to cater to industries with stringent regulations. Additionally, Plura’s intelligent agents streamline operations by automating numerous tasks, including but not limited to lead qualification, appointment bookings, reminder notifications, support routing, surveys, follow-ups, and alerts, thus ensuring a smooth and efficient customer experience. As a result, businesses utilizing Plura can expect not only enhanced customer engagement but also improved operational efficiency, leading to higher satisfaction and retention rates among their clientele.

Insider One serves as an AI-driven platform for customer engagement and omnichannel marketing, seamlessly integrating customer data, personalization, predictive intelligence, and journey orchestration into one cohesive system. This allows marketing teams to provide immediate and tailored experiences across various channels, including web, app, email, SMS, WhatsApp, push notifications, and site search, all without the need to toggle between different tools. By analyzing customer behavior, it can foresee interests and subsequent actions, which empowers marketers to accurately segment their audiences, initiate automated journeys, and enhance campaigns using real-time AI that predicts needs while boosting engagement and conversion rates. Additionally, the platform features a built-in Customer Data Platform (CDP) that integrates data from over 100 connectors, forming unified customer profiles for customized messaging and insightful recommendations. Users are equipped to craft and automate interconnected experiences using a visual canvas that incorporates triggers and conditions, allowing for A/B testing and the initiation of personalized interactions, thus enhancing overall marketing effectiveness. Moreover, Insider One's adaptability ensures that it can evolve alongside changing customer preferences, further solidifying its value in the dynamic landscape of digital marketing.

Truzta is an advanced platform that leverages artificial intelligence to streamline security and compliance automation, enabling organizations to efficiently achieve, sustain, and scale their adherence to key regulatory frameworks like ISO 27001, SOC 2, HIPAA, and GDPR. By automating critical processes such as gap assessments, control implementations, policy creation, evidence gathering, ongoing monitoring, and audit preparedness, Truzta offers a comprehensive dashboard for users. The platform enhances compliance readiness through automated evidence gathering that connects with numerous tools, timely notifications for failing controls, and ongoing penetration testing paired with risk assessments to identify vulnerabilities before they can be exploited. Truzta also encompasses features like secure code reviews, cloud security posture management, API security, automated access evaluations, incident management, third-party risk oversight, and customizable policy templates, significantly minimizing manual tasks and the potential for errors while ensuring that all documentation is always ready for audits. Additionally, it streamlines operational workflows through smooth integrations, organized change management, and centralized reporting, making it an invaluable asset for organizations aiming to enhance their security posture and compliance efforts. Ultimately, Truzta stands out as a solution that not only reduces complexity but also fosters a proactive approach to compliance and security.

PAQATO is an innovative platform designed to enhance the post-purchase experience in ecommerce by turning the delivery process into a key driver of growth and customer interaction through the automation of personalized communications, tracking, and comprehensive analytics. By offering branded, proactive shipping notifications via various channels such as email and SMS, PAQATO ensures that customers are consistently updated on their package status, which not only keeps them engaged but also encourages them to revisit the online store, ultimately leading to increased sales and a decrease in service-related inquiries. Additionally, PAQATO enables merchants to create tailored track and trace pages within their own shop environment, allowing customers to engage with the brand while accessing product recommendations, special offers, and upsell opportunities, all while monitoring their order status—effectively turning delivery updates into opportunities for conversion. Furthermore, the platform provides insightful shipping performance controls and dashboards that enhance transparency around carrier KPIs, transit times, delays, and logistics data, equipping businesses with the tools needed to refine fulfillment strategies and make informed decisions that can lead to better operational efficiency and customer satisfaction. By integrating these features, PAQATO not only optimizes the shipping experience but also fosters long-term relationships between brands and their customers.

Gino LegalTech is an advanced platform for Contract Lifecycle Management (CLM) that leverages artificial intelligence to streamline, secure, and enhance every phase of the corporate contracting process. By integrating contract creation, negotiation, execution, and monitoring into one cohesive environment, it facilitates seamless collaboration among legal, procurement, finance, sales, and HR teams. Its intuitive Word-like interface, paired with automated template generation, allows users to swiftly create compliant contracts, minimizing both manual effort and the risk of human error. The platform is equipped with robust automation and AI features that assist in negotiation, provide drafting support, enable translation, and conduct compliance analysis, thereby aiding organizations in standardizing their workflows and ensuring legal oversight. With version tracking and collaborative editing capabilities, Gino LegalTech guarantees complete transparency throughout the negotiation process, while automated alerts and deadline tracking assist teams in managing their obligations post-signature. Overall, Gino LegalTech not only enhances efficiency but also empowers teams to maintain rigorous control over their contract management processes.

Simon AI is a marketing platform driven by artificial intelligence, aimed at assisting organizations in leveraging customer data to effortlessly initiate personalized campaigns across various digital platforms. By merging a flexible customer data system with self-sufficient AI agents, it assesses customer behaviors, contextual cues, and business metrics to develop precisely tailored marketing experiences. Rather than having marketing teams manually sort through audience segments or execute intricate queries, Simon AI empowers marketers to establish business objectives, like boosting conversions, reducing churn, or encouraging repeat purchases, while its AI agents take care of data organization, insight extraction, and campaign implementation. Furthermore, it incorporates a variety of information, including customer interactions, transaction history, and contextual variables such as browsing habits, inventory status, weather fluctuations, and social media activity, to facilitate timely and pertinent marketing responses. This innovative approach not only streamlines marketing efforts but also enhances the relevance of customer interactions, ultimately leading to improved business outcomes.

Tendro serves as a comprehensive lead capture platform that assists teams in gathering, enriching, and managing event leads in real time through a unified mobile application. Users can effortlessly collect contacts from various in-person interactions by utilizing methods such as scanning event badges, business cards, QR codes, or taking pictures of handwritten notes, which are then transformed into organized, actionable data without delay. The platform enhances and validates contact details by integrating additional information like company data, job titles, and LinkedIn profiles, ensuring precision before seamlessly transferring leads into CRM systems. Designed to address the shortcomings of conventional event tools, Tendro replaces outdated hardware badge scanners and manual data entry with an adaptable software solution suitable for trade shows, conferences, networking gatherings, and field activities. Furthermore, Tendro functions effectively both online and offline, enabling teams to gather leads even when disconnected and synchronize the data as soon as a connection is reestablished, thus enhancing overall efficiency and reliability. This capability ensures that no potential lead is missed, making it an invaluable tool for any team attending events.

Matters.AI stands out as the pioneering AI Security Engineer for Data, specifically designed to autonomously detect, comprehend, and address instances of data misuse before any ticket is generated by the Security Operations Center (SOC). This innovative solution safeguards what truly matters, overseeing sensitive data as it exists or moves across various platforms, functioning similarly to a human security engineer that comprehends context, monitors activities, and protects sensitive information independently across environments such as cloud services, SaaS, endpoints, microservices, and AI pipelines. Built upon advanced technologies like semantic intelligence, nearest neighbor search, data lineage modeling, and predictive behavior analysis, Matters goes beyond mere threat detection; it interprets context, foresees potential risks, and takes proactive measures. Rather than depending on outdated static rules, regex patterns, cumbersome dashboards, and incessant alerts, Matters adeptly reads nuanced data signals, tracks risks in real-time, and operates around the clock. By identifying sensitive data based not solely on appearance but also on its significance, Matters employs techniques like fingerprinting and eBPF to monitor data across cloud environments, SaaS applications, endpoints, and beyond, ensuring comprehensive protection and awareness. In this way, Matters.AI not only enhances data security but also transforms the landscape of risk management in the digital age.

Meta Business Agent is an AI-driven customer engagement and business automation solution developed to help companies manage customer interactions across Meta’s ecosystem of messaging applications. The platform enables businesses to provide around-the-clock support through WhatsApp, Messenger, and Instagram while delivering personalized experiences tailored to individual customer needs. Organizations can use the agent to answer business-specific questions, recommend products, schedule appointments, qualify leads, and facilitate sales conversations. Businesses have the flexibility to determine when human representatives should intervene and take over customer interactions. Beyond customer support, the solution acts as a business assistant by generating daily briefings that summarize conversations, highlight important interactions, and provide actionable insights. The platform supports multiple languages and adapts responses to match a company’s preferred tone and communication style. For larger organizations, the Meta Business Agent Platform provides infrastructure for building, customizing, and deploying AI agents at scale. Integration capabilities connect the platform with business systems such as eCommerce, customer service, and operational tools to extend functionality. Meta Business Agent helps organizations improve responsiveness, increase efficiency, and strengthen customer relationships through AI-powered automation.

ciopulse stands out as the sole customer feedback platform rooted in Net Promoter principles, tailored specifically for IT service management. Unlike conventional satisfaction surveys that typically yield default ratings and meager response rates of around 5 percent, ciopulse employs NPS micro-surveys that activate immediately upon ticket resolution. The platform seamlessly integrates with popular tools such as ServiceNow, Zendesk, Jira Service Management, BMC Remedy, and Freshservice. With its ready-to-use features, ciopulse offers NPS trend dashboards categorized by teams and agents, as well as productivity impact metrics reflected in lost minutes, along with benchmark analyses that compare internal IT services against managed service providers. Additionally, PulseAI intelligently extracts themes from open-text feedback, enhancing the understanding of customer sentiments. Recognized as a ServiceNow Select Partner, ciopulse boasts a certified Store app that guarantees a streamlined installation process, automatic updates, and ensures data remains within the customer’s ServiceNow environment. This unique alignment with ServiceNow not only enhances user experience but also adds a layer of reliability for organizations seeking effective feedback solutions.

Reddy is a CX Intelligence platform that uses artificial intelligence to help enterprise contact centers train, coach, and support customer service agents throughout their entire lifecycle. The platform combines AI-powered simulation training, live conversation assistance, quality monitoring, and personalized coaching within a single intelligent system. Simulation Training allows agents to practice challenging calls, chats, and emails before interacting with real customers, improving confidence and preparedness. During live interactions, the Live Assist Co-Pilot delivers contextual guidance and recommendations so agents can respond accurately without searching through documentation. Reddy automatically reviews every customer conversation to identify performance trends, generate coaching opportunities, and provide actionable feedback tailored to each individual agent. Customer interaction data is transformed into organizational intelligence that can be shared across learning and development, quality assurance, operations, and leadership teams. The platform's automated setup minimizes implementation effort while continuously adapting to an organization's best practices. Built on modern AI, Reddy enables businesses to improve call quality, shorten onboarding time, and create a connected feedback loop that drives ongoing performance improvement. Reddy helps enterprise contact centers transform customer conversations into measurable improvements for agents, managers, and the broader organization.

Enzy serves as a dynamic performance operating system designed to empower sales teams by transforming live business intelligence into coordinated actions, enhanced engagement, and a culture of high performance. It integrates seamlessly with current CRM systems and data sources, consolidating team activities into a single real-time feed that displays results, objectives, progress, and communication all in one accessible location. With Enzy AI, managers can pose straightforward questions regarding connected data, pinpoint team members who are either falling behind or excelling, identify potential revenue leaks, and receive timely recommendations for next steps. Instead of merely presenting historical data, it highlights important signals early on and translates raw activities into actionable coaching, competitions, incentives, and suggested strategies rooted in actual sales performance. The presence of live leaderboards ensures that performance remains a focal point, while individual profiles compile each representative's achievements and progress, fostering a sense of recognition. Additionally, goal tracking monitors pacing, allowing teams to evaluate if their current efforts are sufficient to meet targets, promoting an environment of accountability and continuous improvement. Ultimately, Enzy enables sales teams to harness their data effectively, driving productivity and ensuring everyone is aligned with their collective objectives.

Clariel is a platform that enhances performance visibility and people intelligence through an evidence-based approach. It eliminates the need for subjective assessments by linking workforce expectations to ongoing work evidence sourced from various tools such as Jira, GitHub, Bitbucket, Azure DevOps, Zendesk, Teams, and Google Calendar. By consolidating performance data at the individual, group, and organizational levels, Clariel focuses on two main aspects: Contribution, which measures the delivery of outcomes, and Potential, which assesses growth capabilities. Its features include the automatic collection of work signals, comprehensive 360 review scorecards, role mapping across multiple groups, and Watchtower analytics for the early identification of performance risks, all driven by a governed AI copilot that ensures reliable insights. This innovative approach not only streamlines performance evaluations but also fosters a culture of accountability and continuous improvement within teams.

Edra serves as an AI-driven automation platform that comprehensively understands a business's actual operations, transforming existing operational data into actionable insights that AI agents can utilize. Rather than depending on teams to document processes through interviews and workshops, Edra analyzes tickets, logs, and messages to reverse-engineer workflows, compiling them into a structured library of executable knowledge. This effortless discovery process grants teams a clear view of their work practices across current systems. Subsequently, Edra translates that knowledge into easily understandable playbooks that outline the automation rules, enabling users to review, modify, and take ownership of the instructions prior to deploying AI agents within their familiar platforms. The platform is explicitly designed to prevent opaque automation, ensuring that the knowledge and guidelines that drive the agents remain transparent and manageable for users. Through this approach, Edra empowers organizations to streamline their operations while retaining control over the automation process.

Guzli functions as an AI chat and voice assistant, providing responses on your website while enabling real-time conversations directly on the page. It also has the capability to answer phone calls and return them as needed, all without requiring any coding skills. This versatile tool seamlessly integrates with platforms like Shopify, Stripe, Calendly, Zendesk, HubSpot, Salesforce, Slack, and WhatsApp, making it a comprehensive solution for customer interaction. Additionally, Guzli ensures that users receive consistent responses throughout their engagement.

Senttr is a digital workforce solution designed to streamline and automate tedious manual operational tasks, encompassing everything from initial lead generation to the management of cash collection invoices, particularly for operational teams in sectors such as construction, manufacturing, and services. Users in business roles can quickly implement these automations in just minutes and without needing assistance from IT or any specialized technical knowledge, all while maintaining human supervision throughout the workflow. This flexibility allows organizations to enhance efficiency and free-up valuable team members to focus on what really matters for the business.

Dokai is an innovative AI platform that streamlines prospect prioritization for go-to-market teams, enabling them to boost the productivity of sales representatives by spotlighting the most promising opportunities. By automatically ranking accounts, it allows reps to minimize the time spent on prospecting across various platforms and instead focus on engaging with the most relevant leads. The platform effectively captures, monitors, and facilitates actions on Marketing Qualified Leads, ensuring that sales and marketing efforts remain synchronized to prevent valuable opportunities from slipping away. Additionally, Dokai can filter out accounts that are not a good fit, which not only conserves research time but also empowers reps to broaden their outreach without resorting to guesswork. Teams can also design personalized engagement sequences based on interactions with marketing initiatives, thereby enhancing both meeting rates and pipeline development. Furthermore, Dokai adapts to existing go-to-market workflows by learning from user actions within the browser, which significantly lessens the onboarding process and aligns with the established working methods of teams. Overall, Dokai serves as a vital tool that empowers sales teams to maximize their efficiency and effectiveness in identifying and pursuing high-quality leads.

Rymiq AI serves as a comprehensive platform designed for the creation and management of AI agents tailored for various applications such as customer support, voice communications, sales, and operational workflows. The system offers voice agents capable of managing both incoming and outgoing calls, chat agents for engaging with website visitors, and automation agents that seamlessly connect to existing business systems. Teams are empowered to customize their agents, establish guidelines defining the types of inquiries they can resolve or the scenarios that necessitate human intervention, and analyze interactions via robust monitoring and analytics tools. The platform effectively addresses a range of scenarios, including responding to common customer inquiries, assessing potential leads, managing appointment scheduling, and directing calls or chats to the appropriate channels. Furthermore, it provides numerous integrations with CRM, helpdesk, messaging platforms, and enterprise applications, complemented by a REST API and options for bespoke integrations. Rymiq AI is ideally suited for organizations aiming to enhance their customer engagement and streamline repetitive operational processes while ensuring that human oversight and escalation routes are maintained. This dual approach allows businesses to balance automation efficiency with the personal touch of human representatives.

Scritch serves as an AI recovery agent tailored for support and product teams within B2B software organizations. Its software development kit (SDK) links a failed action within an application to a recovery process that analyzes the server's response alongside pertinent read-only data. This process translates the issue into simple terms and solicits information from the user that only they would possess. When a modification is required, Scritch seeks approval and verifies through code that the solution is effective before notifying the user that they can proceed. Teams have the flexibility to outline the tools and repair procedures accessible to the agent. In instances where Scritch is unable to resolve an issue, it compiles a detailed explanation and case history for the support team and can seamlessly transfer the case to associated ticketing and messaging systems. Typical scenarios include issues like rejected invoices, unsuccessful imports or uploads, expired sessions, and access-related problems. Importantly, the product focuses specifically on addressing technical barriers in B2B applications, steering clear of consumer-oriented tasks such as social media ban appeals or content moderation challenges, ensuring that it remains dedicated to enhancing operational efficiency in the business sector.

The Applicant Manager (TAM) is a flexible, cloud-driven applicant tracking system aimed at enhancing the efficiency of hiring and onboarding processes. Its user-friendly design facilitates organizations in effectively monitoring job postings, engaging with top-tier candidates, and enabling team members to review, select, and collaborate on applicant details seamlessly. By utilizing TAM, you can securely gather and maintain sensitive applicant information, allowing for streamlined recruitment of high-caliber talent or well-suited candidates. Noteworthy functionalities encompass a personalized careers page, integration with job boards, applicant management, sophisticated search options, email and calendar integration, onboarding features, and additional tools that enhance the overall experience. This comprehensive system not only simplifies recruitment but also enriches the collaboration within hiring teams.

Vanilla Forums makes it easy to create an online community your customers and audience will love. Our open source and hosted products are used by thousands of companies to increase brand loyalty, brand advocacy, and lower customer service costs. Vanilla's customers include a wide range of companies from all over the globe.

SAP Business One is a robust ERP solution that can be deployed on-premise, in the cloud, or via SAP HANA, which is SAP's advanced in-memory computing database. This software integrates all essential business operations into a single platform, providing managers with vital information that facilitates faster and more informed decision-making. Key features of SAP Business One include customer relationship management (CRM), inventory management, sales oversight, financial tracking, purchasing, comprehensive reporting, and additional functionalities. This all-in-one, cost-effective solution is designed to oversee your entire small business, encompassing areas such as accounting, finance, purchasing, inventory, sales, customer relations, and analytics. With SAP Business One, you can enhance control over your business or branch, optimize critical processes, and gain valuable insights that enable you to make decisions based on real-time data, ultimately driving sustainable and profitable growth for your organization. By leveraging this platform, businesses can adapt more readily to market changes and improve overall efficiency.

Planview PPM Pro, previously known as Innotas, is designed to enhance the effectiveness of Project Management Offices (PMOs). This secure, cloud-based Project Portfolio Management (PPM) tool offers a comprehensive approach to overseeing PMO functions. It covers all aspects from demand intake management to portfolio performance reporting, allowing teams to elevate their PMO operations. Whether you're initiating your PMO journey or seeking to enhance its capabilities, Planview PPM Pro™ software provides the tools necessary to gather, rank, and implement projects, thereby enabling PMOs to direct their resources towards the most impactful tasks. Establishing a centralized project portfolio can lead to greater visibility into both projects and resources, which fosters governance and enhances execution throughout the organization. Additionally, it helps capture project requests and new ideas efficiently, preventing the challenges associated with intake overload, while also allowing for effective management of work demand through strategic scoring and prioritization. By adopting Planview PPM Pro, organizations can streamline their project management efforts and drive significant value from their initiatives.