Captio Integrations

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Tableau, an industry-leading analytics platform, empowers businesses to make smarter, data-driven decisions with AI-powered insights and advanced data visualization. By leveraging Tableau Next, which integrates seamlessly with Salesforce and Agentforce, users can access intelligent analytics and unlock the full potential of their data. Tableau provides flexible deployment options—whether cloud-based, on-premises, or directly integrated with Salesforce CRM—ensuring organizations can access a comprehensive data management solution. With built-in AI and machine learning capabilities, Tableau helps users uncover patterns, predict outcomes, and improve decision-making at every level of the organization. Its intuitive interface allows analysts, business leaders, and IT teams to explore data, visualize trends, and collaborate efficiently, while fostering a Data Culture that accelerates innovation and enhances operational efficiency.

Microsoft Dynamics SL serves as a comprehensive enterprise resource planning (ERP) system that integrates robust project and financial management features, enabling businesses to effectively respond to customer needs, adhere to compliance standards, and ensure timely and budget-friendly service delivery. Many accounting programs fall short when it comes to handling project-related tasks, while most industry-focused solutions lack essential accounting functionalities. Dynamics SL effectively addresses this issue by merging project management tools with accounting capabilities, offering a seamless end-to-end solution. Enhance various aspects of your operations, including sales, project oversight, job costing, and materials management, all while ensuring integration with your financial systems. Successfully complete projects within deadlines and budget constraints, all while gathering and maintaining crucial information necessary for regulatory compliance. By leveraging this data, you can make informed decisions, oversee your workforce and finances, and sustain profitability across client services and project initiatives. Ultimately, Microsoft Dynamics SL empowers businesses to achieve a higher level of efficiency and effectiveness in their operations.

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.

Sage 500's latest release includes enhancements to accounts payable, credit card processing, general updates, and updates to the solution’s modules. Powerful, fully integrated core financial accounting software can increase productivity and efficiency. Sage 500 offers a robust suite of GAAP-compliant financial and accounting modules that are tightly integrated and easily customizable to your business. Sage 500 ERP offers distribution and supply chain management, which helps you reduce carrying costs and ensure sufficient product availability. To maximize inventory control and profits, automated warehouse and supply chain management processes are integrated with demand forecasting. Sage 500 provides flexible manufacturing capabilities that can be scaled to meet the needs for light assembly and advanced manufacturing. It is all contained in a tightly integrated series of modules. These modules address common concerns such as costing, workflow and material tracking, as well as supply and demand.