What Integrates with Microsoft Dynamics 365?

Find out what Microsoft Dynamics 365 integrations exist in 2026. Learn what software and services currently integrate with Microsoft Dynamics 365, and sort them by reviews, cost, features, and more. Below is a list of products that Microsoft Dynamics 365 currently integrates with:

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    Lative Reviews

    Lative

    Lative

    $10,000 per year
    Lative serves as a comprehensive platform for revenue planning, strategic development, and execution monitoring, designed to facilitate profitable and efficient growth. By integrating overarching targets and strategies with grassroots operational data, you can enhance investment decisions and meet your objectives more effectively. Real-time calculations of sales productivity and return on investment empower you to make informed choices that drive growth. The platform aligns your high-level revenue strategies with detailed operational insights, resulting in a unified and thorough perspective on your sales organization. It also enables you to pinpoint gaps as they arise and leverage AI to explore various what-if scenarios, ensuring you meet your sales goals. The solution promises rapid value realization through effortless connectivity and integration. With the ability to aggregate data from over 150 different sources, it delivers a single, reliable source of truth. Moreover, it offers precise and immediate revenue insights, enabling agile decision-making that adapts to the constantly changing landscape of your business, ensuring sustained success and adaptability in your growth strategy.
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    Versori Reviews

    Versori

    Versori

    $150 per month
    Versori's platform is designed for seamless integration, requiring no technical expertise from users. With a robust set of integrations and straightforward implementation as its core principles, it allows you to either incorporate your custom systems or select from a vast library of over 2,000 options to begin your integration journey. Each organization's integrations operate in a separate environment, which helps to reduce latency and enhance security. Furthermore, the platform ensures that all communications are compartmentalized per organization, safeguarding sensitive information. Data retention is customizable to fit your enterprise's specific needs, whether it's for sensitive information that needs swift deletion or for analytics that require data storage for up to a month. Additionally, all integration activities and workflows are meticulously monitored and recorded, providing valuable insights for troubleshooting and resolution of technical difficulties. Discover how businesses similar to yours are optimizing their budgets and significantly shortening integration timelines by utilizing Versori's effective integration platform, paving the way for a more streamlined operational process.
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    Peaka Reviews

    Peaka

    Peaka

    $1 per month
    Unify all your data sources, encompassing both relational and NoSQL databases, SaaS applications, and APIs, allowing you to query them as if they were a single data entity instantly. Process data at its source without delay, enabling you to query, cache, and merge information from various origins seamlessly. Utilize webhooks to bring in real-time streaming data from platforms like Kafka and Segment into the Peaka BI Table, moving away from the traditional nightly batch ingestion in favor of immediate data accessibility. Approach every data source as though it were a relational database, transforming any API into a table that can be integrated and joined with your other datasets. Employ familiar SQL syntax to execute queries in NoSQL environments, allowing you to access data from both SQL and NoSQL databases using the same skill set. Consolidate your data to query and refine it into new sets, which you can then expose through APIs to support other applications and systems. Streamline your data stack setup without becoming overwhelmed by scripts and logs, and remove the complexities associated with building, managing, and maintaining ETL pipelines. This approach not only enhances efficiency but also empowers teams to focus on deriving insights rather than being bogged down by technical hurdles.
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    QVANTUM Reviews

    QVANTUM

    QVANTUM

    €49 per month
    QVANTUM is a sophisticated cloud-based operational planning solution designed to help organizations enhance their financial, workforce, and sales planning efforts. It provides seamless integration with current ERP, BI, and HR systems, fostering effective collaboration among various departments on a centralized platform. Equipped with robust tools for predictive forecasting, cost center oversight, and ESG reporting, QVANTUM delivers real-time insights that aid in informed decision-making. The platform reduces reliance on Excel by offering tailored templates, automated workflows, and stringent rights management to uphold compliance and protect data. Featuring an easy-to-navigate interface reminiscent of Excel, it significantly reduces the training required for users, while its scalable architecture ensures it grows alongside the business. Compliance measures are based on detailed rights assignments and automatic data backups, ensuring a secure operational environment. Additionally, it provides connections to all major ERP, BI, and HR systems to streamline processes further. This comprehensive functionality makes QVANTUM an indispensable tool for modern enterprises striving for efficiency and agility.
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    Paidnice Reviews

    Paidnice

    Paidnice

    $39 per month
    Say goodbye to disorganized spreadsheets, sticky notes, and tedious calculations. Streamline your late fee processes, reminders, statements, and communication. Establish a reliable receivables system based on best practices, ensuring you can depend on a steady cash flow with timely payments. With automated reminders, late fees, and statements, you can set it and forget it, prompting your customers to prioritize your invoices and avoid incurring penalties, which leads to prompt payments. The hassle of chasing late payments can be eliminated by automating the accounts receivable tasks that are currently consuming your valuable time each month. Automatically uphold your payment terms through a system of reminders, calls, fees, discounts, and statements, all while keeping your accounts receivable organized in a single location. Collaborate effectively with your team to ensure that no late payment slips through the cracks. By holding your customers accountable, you can dispel any excuses for delayed payments. Identify potential risks, capitalize on available opportunities, and enhance your collection efforts. With this streamlined approach, your invoices will be more effective, allowing you to focus on other important aspects of your business. Ultimately, this efficient system will empower you to achieve greater financial stability and success.
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    Stadium Reviews

    Stadium

    Stadium

    $5,000 per year
    Unite all team members on a dedicated platform designed to enhance recognition, swag, and overall engagement. Our tailored offerings and exclusive swag catalog will elevate your engagement efforts significantly. Explore endless opportunities with our extensive catalog, which includes onboarding shops and swag kits to facilitate employee integration. Streamline HR operations, acknowledge employee achievements, and enhance the overall employee experience using Stadium's solutions. Automate celebrations for work anniversaries and significant milestones through targeted campaigns. Cultivate a vibrant company culture with a peer-to-peer recognition initiative. Amplify brand visibility, support marketing strategies, and draw in new clients through the capabilities of Stadium. Prevent unauthorized use of your company's logo by managing swag effectively. Commemorate rebranding efforts with a dedicated swag shop for staff members. Initiate a client gifting campaign to effectively promote new product launches. Strengthen and attract strategic partnerships with a selection of local eats, snacks, and more. Encourage a positive team environment by combining rewards, recognition, and gifting strategies, fostering unity and motivation among employees. By implementing these initiatives, your organization can build a stronger sense of community and commitment.
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    Okticket Reviews
    Experience the most rapid, robust, and comprehensive software solution for overseeing business expenses. Capture information instantly, eliminating any delays in data collection. This software excels in swiftly extracting crucial expenditure details. No longer will you need to dedicate hours to expense reporting after traveling. Once you’ve recorded the expense using the application, you can eliminate the clutter of paper receipts. Effectively pinpoint and manage the spending patterns that raise concerns with our sophisticated automatic review engine. The Okticket system transcends basic notifications, such as alerts for duplicate receipts or expenses incurred on weekends. We implement customized logic to make informed decisions regarding the approval or rejection of expense reports, adhering to the guidelines set by your financial department. Select your preferred payment method; utilize the OKT Card, our Mastercard debit card, which you can tailor to align with your company's expense policies, and issue either physical or virtual cards. For those who opt to use corporate bank cards, we provide seamless reconciliation with over 100 banking institutions, ensuring a smooth financial process. This integrated approach not only enhances efficiency but also fosters better financial management across your organization.
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    Packiyo Reviews

    Packiyo

    Packiyo

    $849 per month
    Integrate your sales channels, streamline order processes, monitor each inventory item, enhance shipping costs, increase order fulfillment, and manage your warehouse efficiently. Access the essential tools required for a more intelligent and rapid warehouse operation without incurring exorbitant expenses. Additionally, benefit from a top-notch support team ready to assist you. Keep an eye on every inventory detail, refine inbound and storage locations, and stay informed of every change in real-time. Effortlessly review and modify orders, and set up automated rules to assign boxes, shipping methods, and other important tasks. Utilize the Packiyo mobile app, designed for both Android and iOS, to expedite and improve order picking accuracy. Elevate your shipping process with dynamic rate comparison and smart label creation, fully integrated with over 150 shipping carriers globally. Obtain valuable insights that allow your warehouse team to maintain focus, tracking everything from shipments to inventory levels and productivity metrics—putting operational intelligence directly at your fingertips for better decision-making. With these solutions, you can ensure your warehouse operates at peak efficiency and effectiveness.
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    Pemo Reviews

    Pemo

    Pemo

    $15.79 per month
    Simplify your expense management with Pemo’s corporate cards and comprehensive spend management software. Designed specifically for businesses in the MENA region, Pemo serves as a holistic financial management solution that encompasses both virtual and physical corporate cards to automate expense tracking. This innovative platform offers real-time insights into transactions while allowing businesses to establish tailored spending limits and regulations. By consolidating invoices, expenses, approvals, and spending choices, Pemo enhances efficiency in managing expenses and removes the necessity for conventional expense reports. Additionally, the system streamlines invoice payments, enabling users to gather, approve, and pay invoices effortlessly, along with features such as automatic data extraction and efficient approval processes. Furthermore, seamless integration with widely-used accounting software helps synchronize financial data, promoting quicker book closures and improving overall financial management. With Pemo, businesses can experience a new level of financial clarity and control that was previously hard to achieve.
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    Helpfruit Reviews

    Helpfruit

    Helpfruit

    $199 per month
    Helpfruit combines chatbots across web and social media platforms, live chat, and a comprehensive knowledge base into a single solution for brands committed to delivering reliable customer service. Trust is essential for any brand, and Helpfruit incorporates numerous safeguards to ensure that your customer interactions are secure and dependable. With a robust ISO27001 certification, Helpfruit guarantees that there are no inaccuracies or data breaches related to public GPT models. All content is managed through a unified knowledge base, ensuring that only verified information is accessible to users. While businesses often rely on email, ticketing systems, and call centers for customer support, these methods can fall short when customers seek immediate answers. Helpfruit addresses this issue by serving as an effective self-service platform, capable of resolving 80% of customer inquiries across preferred channels such as social media (including Instagram, Facebook, and WhatsApp), web chat, and help pages. By streamlining customer support, Helpfruit empowers your customers to find the solutions they need quickly and conveniently, enhancing their overall experience. Ultimately, this not only boosts customer satisfaction but also fosters loyalty towards your brand.
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    ProspectingToolkit Reviews

    ProspectingToolkit

    ProspectingToolkit

    $99 per month
    ProspectingToolkit is an all-in-one lead generation solution that simplifies outreach efforts by combining LinkedIn, email, phone calls, and SMS into a cohesive platform. With the ability to search through a vast database of over 100 million potential leads, users can filter prospects based on various factors including company size, geographic location, job position, industry, and revenue. The platform boasts advanced AI features that aid in responding to leads, drafting outreach messages, and tailoring communications to individual prospects. Users can easily oversee conversations from LinkedIn, email, and SMS in a single, organized inbox, and further enhance their data by acquiring email addresses and phone numbers directly from LinkedIn. Additionally, ProspectingToolkit provides email warmup tools to improve message deliverability and offers straightforward reporting capabilities for tracking outreach effectiveness. Aimed at enhancing outbound sales efforts, it supplies unlimited B2B data to facilitate lead generation and sales activities, with subscription options designed to fit different phases of business growth. This multifaceted approach ensures that users can effectively connect with their target audience and maximize their sales potential.
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    008 Reviews
    008 Agent is an innovative, open-source softphone that leverages AI and event-driven technology to transform VoIP communications. This platform allows users to initiate calls effortlessly, while automatically logging call events and interactions, and enabling seamless transfer of call data to preferred CRM systems and other tools. Among its features, it includes speech-to-text transcription, which facilitates the conversion of calls into written format for automatic export to CRMs or similar applications. Future enhancements will introduce sentiment analysis to track changes in caller emotions during conversations, summarization capabilities to distill vital information into easily digestible insights, and a programmable conversational agent powered by advanced language models like ChatGPT, enabling personalized and context-specific interactions. Supporting macOS, Windows, and Linux, along with web accessibility, 008 Agent serves as a highly adaptable solution suitable for a variety of professional environments. With its continuous updates and feature expansions, users can expect an increasingly robust and efficient communication tool that meets evolving business demands.
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    OmegaFi Reviews
    OmegaFi delivers specialized and scalable management solutions tailored for fraternity and sorority chapters, aimed at enhancing operational efficiency. Their payment and billing software boosts dues collection by 20% while making financial oversight easier through features like unlimited complimentary FDIC-insured accounts, spending controls, automated bill payments, budget calculators, and free debit cards. Additionally, the Member Engagement solution improves interaction and involvement via a mobile application that includes integrated chat, shared calendars, event tracking, a points management system, rapid emergency check-in, and automated reminders. For recruitment purposes, OmegaFi offers a suite of tools including automated matching, secure registration and payment processes, customizable groups and photo directories, chapter selection management, intuitive reporting, outstanding customer support, and quick mobile voting capabilities. Collectively, these features ensure that chapters can operate more efficiently and engage their members effectively.
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    Goodcall Reviews

    Goodcall

    Goodcall

    $59 per month
    Goodcall is an innovative phone assistant powered by AI, specifically crafted to streamline customer interactions for businesses ranging from small startups to large enterprises. Utilizing cutting-edge natural language understanding, it operates around the clock, managing a variety of tasks such as capturing leads, scheduling appointments, and responding to common inquiries. With response times under half a second and customizable conversation pathways, Goodcall promotes effective and engaging dialogues, significantly improving the overall customer experience. The platform offers seamless integration with multiple business tools, including CRM systems and calendars, enabling companies to optimize their workflows without requiring specialized technical skills. Organizations can set up their AI phone assistant in just a few minutes, taking advantage of features such as spam call filtering, tailored greetings, and comprehensive call analytics. With a robust track record of servicing over 4 million calls across the United States and earning the trust of thousands of businesses, Goodcall democratizes access to advanced AI voice technology, making it an invaluable asset in modern customer service. Additionally, its user-friendly interface and efficient setup process make it a popular choice among businesses looking to enhance their customer engagement.
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    Aatmunn Reviews
    Aatmunn is a connected data platform that helps industrial organizations manage worker safety, workplace environments, and asset intelligence through real-time insights. The platform consolidates data from devices, systems, and applications into a unified platform that improves operational visibility across worksites. Aatmunn enables organizations to digitize safety inspections, monitor lone workers, track hazardous gas exposure, and manage equipment usage through a single system. Its underlying intelligence platform, SPANR, collects and normalizes data from multiple sources to create a centralized view of industrial operations. This unified data layer allows organizations to automate workflows, trigger alerts, and generate insights that help prevent incidents and improve safety compliance. The platform also supports features such as access zoning, human condition monitoring, and asset tracking to provide comprehensive workplace safety oversight. Aatmunn is designed for enterprises operating in industries such as manufacturing, oil and gas, construction, and logistics where worker safety and asset management are critical. By connecting safety technologies and operational data into one platform, Aatmunn helps organizations eliminate data silos and make smarter, faster decisions.
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    5X Reviews

    5X

    5X

    $350 per month
    5X is a comprehensive data management platform that consolidates all the necessary tools for centralizing, cleaning, modeling, and analyzing your data. With its user-friendly design, 5X seamlessly integrates with more than 500 data sources, allowing for smooth and continuous data flow across various systems through both pre-built and custom connectors. The platform features a wide array of functions, including ingestion, data warehousing, modeling, orchestration, and business intelligence, all presented within an intuitive interface. It efficiently manages diverse data movements from SaaS applications, databases, ERPs, and files, ensuring that data is automatically and securely transferred to data warehouses and lakes. Security is a top priority for 5X, as it encrypts data at the source and identifies personally identifiable information, applying encryption at the column level to safeguard sensitive data. Additionally, the platform is engineered to lower the total cost of ownership by 30% when compared to developing a custom solution, thereby boosting productivity through a single interface that enables the construction of complete data pipelines from start to finish. This makes 5X an ideal choice for businesses aiming to streamline their data processes effectively.
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    Activepieces Reviews

    Activepieces

    Activepieces

    $25/month
    Activepieces is an intuitive, open-source automation platform that enables teams to build powerful AI-driven workflows without any coding. With 280+ pre-built automation pieces (MCPs), users can easily integrate various applications, streamline repetitive tasks, and automate business processes. The platform offers no-code tools for creating chat interfaces, automating approvals, and generating AI-powered agents. Whether for small businesses or large corporations, Activepieces supports decentralized innovation and seamless collaboration, empowering teams to automate daily operations, improve productivity, and unlock the full potential of AI in their workflows.
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    Smart Apartment Data Reviews

    Smart Apartment Data

    Smart Apartment Data

    $385 per month
    Smart Apartment Data serves as an all-encompassing platform that delivers extensive multifamily data and analytics across the nation, catering to over 10,000 professionals within the industry. It offers specialized tools for various roles in the real estate field, including advanced analytics for investors and analysts, supplier solutions for vendors and sales reps, locating services for apartment locators and real estate agents, and community support for apartment complexes and onsite personnel. The platform encompasses a vast database of more than 230,000 properties, along with 14,000 projects in the pipeline, 11,000 management firms, and 90,000 personnel, spanning all 50 states and 180 markets. Data collection is conducted meticulously by skilled researchers who engage directly with on-site staff, supplemented by rigorous quality audits to guarantee both accuracy and dependability. By utilizing Smart Apartment Data's services, professionals can effectively monitor performance, assess strategies, uncover investment possibilities, and make well-informed choices to maintain a competitive edge in the multifamily sector. This comprehensive approach ensures that users are equipped with the latest insights and tools necessary for navigating the dynamic landscape of real estate.
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    Data8 Reviews

    Data8

    Data8

    $0.053 per lookup
    Data8 provides an extensive range of cloud-based solutions focused on data quality, ensuring your information remains clean, precise, and current. Our offerings include tailored services for data validation, cleansing, migration, and monitoring to address specific organizational requirements. Among our validation services are real-time verification tools that cover address autocomplete, postcode lookup, bank account validation, email verification, name and phone validation, as well as business insights, all designed to capture accurate customer data during initial entry. To enhance both B2B and B2C databases, Data8 offers various services such as appending and enhancement, email and phone validation, suppression of records for individuals who have moved or passed away, deduplication, merging of records, PAF cleansing, and preference services. Additionally, Data8 features an automated deduplication solution that seamlessly integrates with Microsoft Dynamics 365, allowing for the efficient deduplication, merging, and standardization of multiple records. This comprehensive approach not only improves data integrity but also streamlines operations, ultimately supporting better decision-making within your organization.
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    Tarvent Reviews

    Tarvent

    Tarvent

    $16/month
    Tarvent is an all-in-one email marketing solution designed to streamline campaign management and improve customer engagement through powerful automation. The platform provides intuitive tools for setting up automated email sequences, segmentation, and real-time performance tracking. Tarvent’s dynamic content and A/B testing capabilities help businesses optimize campaigns and drive higher open rates and conversions. With seamless integrations with over 1200 CRM, marketing, and eCommerce platforms, businesses can easily manage their email marketing efforts across different tools. The platform also ensures data privacy and provides features such as automatic list cleaning and suppression rules to maintain email hygiene. Whether for transactional emails or marketing automation, Tarvent offers an accessible and effective solution for businesses of all sizes to improve their email marketing strategy.
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    Base.com Reviews

    Base.com

    Base.com

    $39 per month
    Base.com serves as a comprehensive multi-channel ecommerce management platform, gaining the trust of over 27,000 businesses globally. This system facilitates sales across a myriad of international channels by consolidating order, warehouse, and product information management, while also automating tedious tasks and optimizing shipping and returns processes. With more than 1,300 integrations available for marketplaces, store platforms like WooCommerce, carriers, accounting systems, communication tools, and other essential ecommerce services, users can save time and boost operational efficiency. Its automation capabilities manage repetitive duties such as updating order statuses, notifying customers, generating invoices, and coordinating shipping, thereby allowing businesses to focus on more strategic activities. Furthermore, Base.com provides robust features for price automation, returns management, and B2B collaboration via BaseLinker Connect, making it an invaluable tool for modern ecommerce operations. Ultimately, this platform not only simplifies ecommerce management but also empowers businesses to thrive in a competitive landscape.
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    Edistera Reviews
    Edistera provides a cloud-based B2B commerce platform that leverages AI technology to transform wholesale distribution networks for manufacturers, brands, and distributors through a cohesive set of tools. It features a fully customizable branded B2B online store and mobile ordering application that includes high-definition digital catalogs, AI-driven personalization, intelligent search capabilities, stock visibility, and expedited reordering processes. Additionally, Edistera Rep serves as a mobile CRM tool that enables field sales representatives to efficiently place orders, access pricing details, view inventory, and track order history while also monitoring their productivity on the move. Furthermore, Edistera Hub acts as a centralized management system that facilitates the handling of customers, catalogs, orders, GST-compliant invoicing, packaging, bundling, pricing structures, channel-specific catalogs, and inventory management across multiple warehouses, ensuring streamlined fulfillment, payment processing, and returns, all customizable with branding, custom fields, business protocols, and omnichannel support. With these comprehensive features, Edistera enhances operational efficiency and optimizes the B2B commerce experience for its users.
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    Prowi Reviews

    Prowi

    Prowi ApS

    $45/month
    Prowi is an innovative cloud solution that transforms the management of commissions and bonuses into a seamless, transparent process in real-time. Users can effortlessly import deals and activities directly from their CRM, implement personalized rules through a flexible engine, and instantly share results with managers and employees via an app that enhances sales by providing immediate updates on earnings as soon as deals are finalized. Sales representatives have the ability to confirm their earnings statements while managers can approve everything in a unified workflow, with payout information easily exported to payroll systems. You can create any compensation plan using straightforward components such as flat rates, tiered structures, accelerators, caps, overrides, team splits, product multipliers, and rules for absences due to holidays or sickness. The platform allows for backtesting of new rules using historical data, enabling users to model and assess plan changes before the start of a new quarter, and to compare costs and achievement levels across different scenarios. All calculations are meticulously logged for auditing purposes, ensuring transparency and accountability. Moreover, Prowi integrates seamlessly with various platforms, including Salesforce, HubSpot, Pipedrive, Microsoft Dynamics, Podio, and CSV, while also allowing payroll exports to systems like Zenegy, Salary, Intect, Lessor, Visma Dataløn, and many others. The result of using this platform is a significant reduction in errors, a quicker month-end closing process, fewer disputes, and enhanced data quality, ultimately leading to improved operational efficiency. By streamlining these processes, Prowi empowers organizations to focus on driving sales and achieving their financial goals.
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    iSentinel OMS Reviews

    iSentinel OMS

    MYtech Consulting Services Pty Limited

    U$15,000 per annum
    iSentinel OMS is a comprehensive and contemporary software suite designed to oversee individuals throughout their correctional experience, encompassing everything from custodial settings like prisons and jails to community-based options such as probation and parole. This platform effectively gathers and organizes critical information regarding every phase of an inmate’s experience, which includes aspects like initial intake, management of sentences, personal property, housing arrangements, medical needs, evaluations, sentence planning, job placements, educational opportunities, transfers, routine reporting, community service activities, and ultimately, their release. Additionally, the system features advanced biometric identification capabilities, integrating technologies such as facial recognition, fingerprint scanning, iris recognition, palm vein analysis, or any other necessary biometric methods. Built on the latest Microsoft technology stack, the platform boasts advanced functionalities including role-based security, identity management, workflow management, and message-based integration, among numerous other features that enhance its effectiveness and security. With its cutting-edge design and comprehensive utility, iSentinel OMS is well-equipped to adapt to the evolving needs of correctional facilities and community supervision programs.
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    FiniFi Reviews

    FiniFi

    Finifi

    INR 15,000/Month
    FiniFi seamlessly integrates your cash cycles—Payables and Receivables—into a single, intelligent platform that enhances financial management. In the realm of Accounts Payable, the system streamlines vendor onboarding, employs AI for invoice processing, automates advance and debit note adjustments, conducts GSTR checks, and simplifies payment ticket automation, effectively minimizing revenue leakage by 2-3%. On the Accounts Receivable side, it automates customer onboarding, manages customer orders, and matches payments to invoices while generating credit notes for any deductions, thus eliminating the manual processes that typically lead to 5-8% leakage across teams. Furthermore, the procurement module facilitates user requests, RFQs, and vendor order creation, all within a unified automated framework, making it easier for businesses to manage their procurement needs efficiently.
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    Sally AI Reviews

    Sally AI

    Sally AI

    $10 per month
    Sally AI serves as a sophisticated meeting assistant, effortlessly participating in your virtual meetings while capturing full transcriptions in more than 35 languages, and promptly providing a concise summary that highlights key decisions, action items, and next steps. This platform boasts seamless integration with leading conferencing applications like Zoom, Teams, and Google Meet, alongside calendar services such as Google Calendar, Outlook, and Apple Calendar, as well as productivity tools including Slack, Asana, Trello, and Monday.com. Its advanced transcription capabilities ensure high accuracy, even when dealing with complex terminology, while it also features speaker recognition, real-time task extraction with automatic assignment, and built-in analytics for evaluating meeting outcomes. Furthermore, Sally AI offers comprehensive integrations with CRM systems like Salesforce, HubSpot, and Dynamics 365, along with automation services such as Zapier and Power Automate, enabling a smooth flow of meeting notes, tasks, and follow-ups directly into your existing workflow. This level of automation not only enhances productivity but also ensures that nothing important falls through the cracks in your professional engagements.
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    ReturnPro Reviews

    ReturnPro

    ReturnPro

    $29.99 per month
    ReturnPro delivers a comprehensive returns-management platform that encompasses everything from customer-initiated returns to reverse logistics, ultimately facilitating resale and recycling, which allows retailers, brands, and marketplace sellers to convert returns into a source of value rather than merely a cost. The solution includes omnichannel return initiation options such as ecommerce, in-store, and drop-off, along with advanced AI-driven decision-making for disposition strategies like restocking, refurbishing, and liquidating products. Additionally, it incorporates tools for enforcing vendor agreements and policies, fraud detection mechanisms, and automated routing and processing through distribution centers, all while integrating ReCommerce marketplaces to enhance recovery rates and promote sustainability. With specialized reverse-logistics hubs and a customizable portal, ReturnPro streamlines returns routing, employs a warehouse management system tailored for reverse flows, and provides analytics on cost, time, and margins. This end-to-end SaaS and supply chain solution not only helps in minimizing overhead costs and expediting inventory turnover but also significantly increases revenue from resales. By leveraging such innovative approaches, ReturnPro positions itself as a leader in optimizing the returns process for various businesses.
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    Blings Reviews
    Blings is an innovative video marketing solution that leverages its unique MP5 technology to convert static content into engaging, personalized video experiences that adapt to individual viewers in real time. This tool seamlessly connects with existing CRM and marketing platforms, allowing videos to automatically access user data such as names, loyalty points, and purchase histories, thus providing relevant content without the need for manual intervention. Users can create and customize videos using user-friendly no-code templates and dynamic data fields, incorporating interactive features like clickable calls to action and forms, while also fostering exploration paths within the videos that enhance two-way engagement. With the ability to distribute content across multiple channels, including email, SMS, push notifications, and websites, Blings ensures a broad reach for its interactive videos. The MP5 format is designed to be lightweight, enabling rapid loading times and the capacity to generate infinite unique video experiences from a single template, all while safeguarding user privacy by keeping personal information confidential. Additionally, Blings offers comprehensive analytics and AI-driven optimization tools that allow users to monitor viewer engagement effectively, ensuring continuous improvement and maximizing the impact of their video marketing strategies. Ultimately, Blings empowers marketers to create highly engaging video content that resonates with their audience on a personal level.
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    Impargo Reviews

    Impargo

    Impargo

    €34.90 per month
    Impargo is a comprehensive cloud-based Transport Management Platform aimed at revolutionizing road freight logistics through the digitalization and automation of various processes. This innovative system integrates robust truck route planning, AI-driven order management, fleet execution, and cost optimization tools to enhance dispatch and transport operations for carriers, freight forwarders, and shippers throughout Europe. It features an intuitive truck route planner that accurately calculates distances, travel times, toll costs, and vehicle expenses while considering driving restrictions, mandatory rest periods, and real-time traffic conditions, enabling logistics teams to quickly generate profitable quotes and practical schedules. Additionally, the platform offers integrated digital order management capabilities, allowing users to easily upload PDFs, emails, or scanned documents for AI-based extraction of essential order data, centralizing customer and route information, and effortlessly converting offers into active transport jobs. This seamless integration of features not only improves efficiency but also empowers logistics professionals to make informed decisions in a dynamic market.
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    Volunteero Reviews
    Volunteero is a software solution for volunteer management developed collaboratively with charities in the UK, aimed at streamlining, automating, and centralising the entire volunteer lifecycle from recruitment and onboarding to engagement, coordination, reporting, and communication; this platform enables organisations to save time, enhance volunteer experiences, and provide superior service by merging various processes into one user-friendly system. It facilitates online registration and application processes for volunteers, allows for customisable onboarding experiences, automates task and event management, supports volunteer grouping and tagging, enables real-time activity tracking, provides feedback reporting from volunteers, and includes built-in applications that lessen administrative loads while boosting transparency and oversight for managers. Additionally, Volunteero features secure API and webhook integrations, ensuring that data can be synchronized with pre-existing CRM, project management, or reporting tools, and it aims to eliminate the need for manual record-keeping by offering a unified source of truth for all volunteer-related information. By offering such comprehensive tools, Volunteero significantly enhances the effectiveness of volunteer programmes, making it easier for organisations to focus on their mission while managing their volunteers efficiently.
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    Dynamics Mobile Reviews

    Dynamics Mobile

    Dynamics Mobile

    Free
    Dynamics Mobile offers a versatile range of mobile business applications that can either integrate seamlessly with Microsoft Dynamics or function independently, thereby enhancing ERP features for mobile devices in both offline and online environments, which allows field teams to gather and manage data from any location. This platform provides both pre-built and tailored mobile solutions catering to various needs such as field sales, service operations, warehouse logistics, fleet management, approvals, route optimization, and customer interaction portals, with specific functionalities designed for managing sales orders, deliveries, inventory control, payment processing, task organization, and asset management that are synchronized with back-end systems. Furthermore, administrators have the capability to register and oversee mobile users and IoT devices, organize them by division or channel, and track real-time transactions and fleet performance, utilizing comprehensive reporting and analytics features that include heat maps and insights into route compliance, thereby enhancing operational efficiency. The adaptability and extensive features of Dynamics Mobile make it an essential tool for businesses looking to optimize field operations and improve overall productivity.
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    Phonely Reviews
    Phonely is an innovative AI voice automation platform designed for businesses to efficiently manage and respond to phone calls through realistic AI agents skilled in customer support and outreach on a large scale. This technology empowers organizations to use human-like voice agents that not only greet callers but also engage in natural conversations while performing various tasks such as arranging appointments, updating customer relationship management records, processing payments, and directing calls seamlessly. With the ability to handle an unlimited number of calls simultaneously without any waiting time, Phonely utilizes generative AI to understand intent, resolve ambiguities, and ensure conversations flow smoothly, resembling human interaction rather than a scripted dialogue. Additionally, it connects with popular business applications like CRM systems, calendars, and helpdesk software, facilitating automated processes that require no human involvement. Phonely enhances its functionality by recording, transcribing, and analyzing conversations to provide valuable AI-driven insights, and its extensive knowledge base enables agents to draw from company data, ensuring responses are accurate and rich in context. This combination of features positions Phonely as a powerful tool for businesses looking to elevate their customer service experience while optimizing operational efficiency.
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    MedScout Reviews
    MedScout stands out as a specialized platform for revenue growth and sales intelligence, tailored for companies in the medical device, diagnostics, and life sciences sectors, with the goal of enhancing the efficiency of their commercial teams in recognizing opportunities and implementing sales strategies within healthcare markets. By converting extensive healthcare claims data into practical insights, it equips sales representatives, marketing personnel, and sales executives to effectively prioritize the most relevant physicians, healthcare facilities, and systems to approach. The platform consolidates various data sources, such as Medicare and commercial payer claims, public healthcare information, proprietary datasets, and the organization's existing CRM data, thereby providing a comprehensive perspective on the healthcare landscape. This unified view allows teams to scrutinize aspects like procedure volumes, diagnostic trends, prescription activity, referral networks, and payer compositions for specific providers or institutions, ultimately leading to more informed decision-making. With MedScout, organizations can not only enhance their targeting strategies but also facilitate better alignment between their sales efforts and the evolving dynamics of the healthcare industry.
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    Fleece AI Reviews

    Fleece AI

    Fleece AI

    $39/month/user
    Fleece AI serves as a collaborative AI workspace designed to facilitate effortless workflow automation without requiring any coding skills. It leverages autonomous AI agents to streamline tasks by integrating over 3,000 applications. By simply describing tasks in straightforward terms, these AI agents can link different applications, create workflow maps, and carry out complete automation processes from start to finish. Users can construct hierarchical teams of agents that reflect the structure of real organizations: a lead agent can delegate tasks to specialized sub-agents, gather their outputs, and provide final results—all without the need for supervision. This powerful tool can be utilized for various applications, such as managing email, updating customer relationship management systems, generating reports, processing invoices, and synchronizing data across different applications. In essence, Fleece AI transforms complex automation into a simple, efficient process that enhances productivity across numerous tasks.
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    WinFactor Reviews
    WinFactor is an all-in-one accounts receivable factoring platform meticulously crafted to oversee and automate the entire lifecycle of invoice financing processes. This solution empowers factoring firms to enhance their workflows from the moment of submission right through to funding, all within a cohesive system. It accommodates various types of receivables, covering both general and transportation factoring, and offers a suite of tools for tasks such as invoice verification, the delivery of notices of assignment, tracking of missing documentation, and management of funding. Additionally, it features automated processes for receipt posting and invoice settlement, delivering accurate calculations for fees, reserves, and rebates. With robust document management functionalities, WinFactor facilitates invoice submissions via multiple channels and employs OCR and artificial intelligence for real-time data extraction and validation. Furthermore, the platform keeps users informed by providing alerts regarding credit limits and outstanding accounts receivable, ensuring comprehensive oversight and management of financial operations. This makes WinFactor an indispensable tool for factoring companies aiming to optimize their efficiency and accuracy.
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    HybridAI Reviews

    HybridAI

    HybridAI

    €99 per month
    HybridAI serves as a comprehensive enterprise AI platform that streamlines intricate business processes by merging various specialized AI models with human oversight and tight integration into existing enterprise frameworks. Functioning as both a chatbot and an agent-based system, it maintains a "human in the loop" approach, which guarantees that the outputs generated by AI are manageable, understandable, and in line with organizational goals. Through its multi-model orchestration capability, HybridAI can dynamically choose the most appropriate AI model—be it GPT-4, Claude, Mistral, or tailored solutions—for any given task, resulting in superior accuracy and efficiency compared to single-model approaches. This platform connects seamlessly with leading ERP systems such as SAP, Oracle, and Microsoft Dynamics, facilitating instantaneous data exchange and empowering AI to interact directly with financial and operational datasets. HybridAI places a strong emphasis on automating financial processes, assisting with various tasks, including VAT classification, transaction processing, compliance verification, and generating business intelligence insights. By leveraging the combined strengths of AI and human expertise, HybridAI aims to enhance productivity across an organization’s operations.
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    Lighthouse Reviews
    Lighthouse serves as a comprehensive AI-driven platform designed specifically for venture capital investors, seamlessly integrating sourcing and CRM functionalities into one unified workspace. By automating the processes of sourcing, evaluating, and monitoring, it identifies startups and founders that align with your investment thesis, enabling you to oversee the entire deal flow from start to finish with features like an integrated CRM, collaborative timelines, notes, tasks, and various pipeline stages. With a deep institutional understanding of your data, Lighthouse provides real-time insights and tailored recommendations, empowering your team to operate more efficiently, maintain cohesion, and make informed investment choices. Additionally, this innovative platform enhances collaboration among team members, ensuring that everyone is on the same page throughout the investment process.
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    Salesbook Reviews

    Salesbook

    Salesbook

    $10/month/user
    Salesbook is an all-encompassing sales platform and methodology designed to enhance and automate the workflow of sales professionals, leading to a boost in their productivity by as much as 50%. We optimize the complete direct sales journey, which includes engaging clients, presenting offers, utilizing CRM tools, and generating comprehensive reporting data that aids in decision-making. By integrating automation, advanced analytics, and artificial intelligence into traditional sales methods, we significantly improve effectiveness while allowing sales representatives to reclaim valuable time. Our successful operations span across various sectors, including energy, automotive, and insurance. The application has already gained traction with over 50,000 salespeople and managers globally, featuring prominent companies like OVB, Fortum, and Orange among its users. Additionally, our company has received multiple accolades on the international stage, underscoring our commitment to excellence in sales innovation.
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    Workers by Delos Reviews
    AI Workers are independent agents crafted specifically for your organization; these advanced AI entities function like genuine colleagues rather than mere chatbots awaiting instructions. Each comes equipped with its own professional identity, including an email, phone number, and presence on platforms like Slack and Teams, demonstrating initiative and the capacity to operate around the clock without needing prompts. Rather than dictating every detail of their tasks, you simply define the objectives, and they autonomously develop the necessary workflows, accommodating a variety of tasks such as generating daily reports, conducting weekly follow-ups, managing CRM updates, handling client interactions, performing research, overseeing content creation, executing finance responsibilities, coordinating HR activities, supporting design projects, and assisting with development operations. This system includes a diverse range of specialized AI Workers tailored for functions in marketing, development, design, HR, finance, and more, with each worker crafted for a specific role and practical applications. Furthermore, AI Workers can integrate seamlessly with over 3,000 tools, such as Slack, Microsoft Teams, Gmail, Notion, HubSpot, Salesforce, and various other business applications, ensuring they fit effortlessly into your existing workflows. Their versatility and adaptability make them an invaluable asset for enhancing productivity and streamlining processes in any business environment.
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    Sellizer Reviews

    Sellizer

    Sellizer

    $17.60/month
    Sellizer serves as a proposal tracking platform tailored for B2B sales teams, providing insights into the journey of your proposals post-dispatch. You can either create your proposal using the integrated builder or upload an existing PDF file. Once your document is accessed, you receive comprehensive data: including who viewed it and at what time, the duration spent on individual pages, the sections revisited, and the total number of viewers. The tool's heatmaps and session recordings reveal which parts captured the reader's interest and which sections were overlooked. Additionally, you will be notified via email or SMS the instant your proposal is opened, allowing you to time your follow-up perfectly. With Priority and Engagement scores, ranging from 0 to 100, you can prioritize your leads efficiently, while automated follow-up reminders help maintain engagement with your contacts. Furthermore, Sellizer seamlessly connects with 11 different CRMs, including Pipedrive, HubSpot, and Salesforce, as well as Gmail and Outlook, and allows you to personalize your proposals by incorporating your own logo and subdomain. This combination of features ensures a streamlined and effective sales process for your team.
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    Loopion Reviews

    Loopion

    Loopion

    $251month/team no per-seat fee
    Loopion stands out as the globe's pioneering comprehensive AI-driven accountability platform, designed to transform meetings into actionable outcomes rather than merely taking notes. It seamlessly integrates with Microsoft Teams and Zoom to join meetings, capturing dialogues, pinpointing actions, assigning responsibilities, and establishing deadlines, while diligently monitoring commitments until they are fulfilled. Unfinished tasks are automatically carried forward to subsequent meetings and reintroduced into the chat, ensuring that accountability is maintained until all work is completed. Supporting over 99 languages with advanced speaker identification and the capability to handle mixed-language discussions, Loopion is tailored for diverse teams across the globe. The Ask Loopion feature offers an AI-enhanced memory of your meeting history, enabling you to swiftly inquire about decisions made, action ownership, overdue items, and outstanding tasks. Additionally, automated follow-ups and reminders facilitate continuous progress between meetings. While other AI meeting solutions simply report on discussions, Loopion is dedicated to ensuring that agreed-upon actions are effectively executed and tracked. This unique approach fosters a culture of accountability and enhances team productivity.
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    Medius Reviews
    Simplicity should not be complicated. Medius makes AP autonomic--using intelligent technology to reimagine the way invoices flow through your business. This process doesn't require you to touch it and gets smarter with each step. The Medius Accounts payable suite automates the entire source-to pay process. Automate and simplify your entire AP process with the Medius Accounts Payable suite. This includes manual invoice matching, keying, matching, processing, and paper removal. You will always have complete visibility of your invoices, spend, and cash flow so you can close the books on schedule. Improve the payment process within your company to reduce complexity, reduce fraud, and save money. Medius Pay automates the process of paying suppliers. It eliminates manual processes like processing checks and encourages automated work. Give your procurement team the tools they need for eliminating maverick spending.
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    Adverity Reviews
    Adverity is the fully-integrated data platform for automating the connectivity, transformation, governance and utilization of data at scale. Adverity is the simplest way to get your data how you want it, where you want it, and when you need it. The platform enables businesses to blend disparate datasets such as sales, finance, marketing, and advertising, to create a single source of truth over business performance. Through automated connectivity to hundreds of data sources and destinations, unrivaled data transformation options, and powerful data governance features, Adverity is the easiest way to get your data how you want it, where you want it, and when you need it.
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    Loopio Reviews
    Loopio is a technology company that assists enterprises in supercharging their responses to RFPs and DDQs as well as Security Questionnaires. Since 2014, Loopio has been adopted by over 800+ global leaders, including DocuSign and FedEx. Loopio users can generate better responses by using a searchable library that is up-to-date with their intuitive RFP Content Management System. Intelligent import and question auto-detection make it easier to kickstart responses quicker. Users can stop answering the same questions over-and-over by letting their Magic Request Automation tool answer FAQs in one click. Loopio's flexible pricing options allow you to take advantage of the platform's intelligent content and automation features. You can also try the platform for free.
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    SutiExpense Reviews

    SutiExpense

    SutiSoft

    $6.50/month/user
    SutiExpense, developed by SutiSoft, is a cloud-based tool for managing expenses that assists organizations in monitoring expenditures, booking travel online, implementing spending policies, overseeing approval processes, capturing receipts, and assigning expenses to specific projects. With a highly customizable design and an easy-to-navigate interface, SutiExpense caters to the distinct reporting requirements of various businesses. Additionally, the platform allows users to conveniently create, submit, or approve expense reports via dedicated applications for both Android and iOS devices. Key functionalities include support for VAT, GST, and HST tax regulations, cost allocation across projects, clients, and time, currency conversion, receipt matching, integration with accounting systems for seamless export, and the ability to import credit card statements. This comprehensive solution not only enhances financial oversight but also streamlines the overall expense management process for organizations of all sizes.
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    Lockstep Reviews
    Lockstep, an award-winning platform that connects finance teams around the world, is helping them to work more effectively together. Lockstep was founded in 2019 to eliminate cash traps and leaks caused by manual synchronization between B2B trading partners' books. Lockstep, based in Seattle, provides a connected accounting cloud that enables businesses to establish trusting, compliant accounting relationships. Lockstep is a trusted accounting cloud that enables high-performance businesses large and small to manage their collections.
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    AskNicely Reviews
    Elevate and refine the customer experience using AskNicely, a cutting-edge real-time feedback platform built on the principles of the Net Promoter Score (NPS). This tool simplifies the process for brands and organizations to gather insights through one-touch surveys, enabling seamless sharing of real-time data with everyone from frontline staff to the CEO, and allowing teams to take swift action based on customer input. Additionally, AskNicely offers integration with the leading tools that businesses rely on daily, enhancing its usability and effectiveness. By leveraging this innovative solution, companies can foster a proactive approach to customer satisfaction and drive continuous improvement.
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    Halo Service Desk Reviews

    Halo Service Desk

    Halo Service Solutions

    $55.00 per user per month
    Experts provide a truly unlimited service desk. All-inclusive cloud platform that connects your entire organization. It is designed to streamline workflows. Transform old ways of working into modern, intuitive workflows that empower teams to provide excellent service to customers. Standardize your processes and gain valuable insights to align IT with the business needs. You can make your business more cost-effective by having unlimited assets, customers, customers, reports and mailboxes. All modules are included as standard so you can scale your business efficiently. Halo Service Desk is trusted by customers from many sectors worldwide. We have 25 years of industry experience and work with our clients to make it a success. Halo Service Desk is an all-inclusive platform that streamlines your workflows. It's easy to customize and use.
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    ViewCenter Reviews

    ViewCenter

    ICM Document Solutions

    $36.00/month/user
    ViewCenter by ICM Document Solutions, a scalable document management system, is designed to be accessible from any device that has an Internet connection, whether it's a desktop, laptop, or mobile. It is flexible enough to be used by businesses of all sizes and can be customized to meet specific company needs. ViewCenter features include customizable permissions, support of all file types, detailed logs, keyword/content searching, revision control and automated retention and disposition processes. ICM's suite includes eForms portals, high-volume scanning modules, custom development, and a suite of supporting services. This gives companies all the tools they need to improve their business processes around the collection, maintenance, distribution, and retention of important documents and records. ViewCenter meets industry-specific security and regulatory compliance requirements.
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    Allotrac Reviews
    Allotrac is a cloud-based Transport Management System that offers end-to-end visibility over your transport and logistics operations through real-time flow of information, providing you with a clear view of transportation operations as they occur. With over 2 million deliveries being made using Allotrac per year, we aim to transform and modernise the operations of transport and logistics businesses of all sizes by providing intuitive and flexible tools for owners and managers to easily see available drivers, access all job data, run reports, and track entire jobs. By seamlessly integrating into your legacy systems, our easy-to-use web and mobile applications allow you to transition to a paperless environment, reduce unnecessary data entry, and save time and money on administration costs while maximising operational efficiency. Allotrac has been developed on the back of some great ideas from our clients and the issues that administration staff and drivers were looking to solve. What sets us apart from our competitors is our exceptional industry knowledge, which helps us tailor our solution to meet your specific needs, with the added convenience of plug-and-play and configurable options.