Microsoft Dynamics 365 Integrations

Paminga is a modern marketing automation platform engineered to meet the evolving needs of today’s marketing operations professionals. Known as the “MAP for MOPs™,” it reimagines marketing automation with an elegant, intuitive interface and enterprise-grade functionality. Its unified builders for emails, forms, CTAs, and landing pages share a consistent foundation—so teams learn once and build everywhere. Paminga’s token-based personalization, folder cloning, and brand kit system ensure campaigns remain scalable and perfectly on-brand. Integrated directly with Salesforce, Dynamics 365, and IFS Cloud CRM, it offers unmatched data sync speeds of up to 250,000 records per hour, empowering real-time marketing orchestration. The platform’s Segment Builder provides advanced, nested logic to drive workflows, scoring, content personalization, and reporting—all with consistent simplicity. Unique capabilities like CRM Sync Actions and CSV Import Actions allow marketers to automate operations during record updates or imports, saving hours of manual work. Fair, transparent pricing, backed by world-class live support and SOC 2/ISO 27001 compliance, make Paminga a trusted partner for enterprise marketing teams worldwide.

Email marketing software designed by an award-winning agency will boost your B2B and B2C communications. Enabler offers enterprise software, email templates design and campaign management services to your business. Key features include segmentation, trigger campaign, personalization, campaign reporting, advanced analytics, and lead scoring. Enabler has partnered with renowned brands such as Ralph Lauren, Hiscox, and RSA to provide a comprehensive GDPR-compliant, email solution that drives customer retention, and strong ROI. Enabler can help you with sophisticated email software, strategy, and template design.

SnapAP, a cloud-based accounting payable solution, enables organizations digitize their entire Procure to Pay workflow. SnapAP allows users to manage all invoices regardless of whether they are covered under a purchase order. SnapAP can also be used as a communication platform that includes buyers, suppliers, APs, finance, and payables. The supplier portal integrates vendors into a self-serve account receivable management tool. This eliminates the need to manually enter invoices or scan them. ERP flexible searchability allows for instant access to supplier information, PO and revisions as well as approvals, invoices and payment information. SnapAP offers enhanced control, secure data sharing, cash flow visibility, and increased control. Accessible with all modern internet browsers and on Android and iOS mobile devices.

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

Our custom VoIP solution allows you to connect with your clients from any location around the globe. Say goodbye to high hardware expenses and the burden of multiple line rentals each month. Whether you are working from home or in the office, our cloud-based communication platform is always available, ensuring you stay connected at all times. In today's world, having a communication system that is both adaptable and easily accessible is crucial. As remote work continues to grow, traditional hardware becomes increasingly expensive and less effective compared to a VoIP system. No matter where you or your team members decide to work—be it at home or in the workplace—our innovative system offers not only flexibility but also a variety of communication options to engage with your clients effectively, enhancing your overall business operations. With this approach, you can streamline communication while ensuring that your team remains productive and responsive.

DocAgent™ serves as the document management portal and foundational software platform for Digital Designs. Utilizing a .NET framework, it efficiently manages coordination, establishes customer-specific rules, and facilitates communication among various solution modules such as AP Invoice Automation, Electronic Payments, Payroll Management, and Data Capture, among others. Its functionalities extend beyond mere module integration; DocAgent™ seamlessly connects with essential applications operating on IBM AS-400/I Series, including INFOR, Infinium, JD Edwards, and MS Dynamics. By leveraging the solutions offered by DocAgent™, businesses can significantly enhance their operational efficiency for the future. Additionally, this platform enables cost reduction, improved oversight, expedited payment processes, increased flexibility, and can result in annual savings amounting to millions of dollars. You can select from one of the available DocAgent™ Suites below or customize your options to perfectly align with your business objectives. Furthermore, this adaptability ensures that companies can stay ahead in a rapidly changing market landscape.

Plecto, a business performance platform, is ideal for mid-market companies and enterprises that need real-time information about their sales, marketing, and finance performance. It integrates all company data into adaptable dashboards that can be viewed on TV's, mobile devices, or desktops. Plecto can be used by all employees of a company, from the CEO to the management to the commercial staff. It allows them all to work from the same data and produce the same results.

To design and execute an exceptional marketing automation campaign, it is essential to focus on features that ensure a seamless customer journey, facilitate convenient lead generation, simplify lead management, and ultimately convert leads into satisfied customers. Elevate your marketing efforts and streamline repetitive tasks by mastering marketing automation with Aritic PinPoint, which is supported by our dedicated team of marketing and sales professionals available around the clock. By utilizing Aritic's marketing automation software, you can enhance your marketing strategy through the creation of distinctive automated workflows that engage users across various online platforms, transforming leads into loyal customers. With the support of bi-directional native CRM integration technology, fully leverage the capabilities of an effective marketing automation system to build relationships more swiftly with prospects, leads, and customers alike. Moreover, gain valuable insights by accessing and utilizing detailed performance data through Aritic's comprehensive marketing automation tools, allowing you to continuously refine your strategies and improve results. Investing in these tools not only enhances efficiency but also fosters a deeper understanding of your audience's behavior and preferences.

IntegrityNext allows companies to monitor 100% suppliers for sustainability compliance and compliance to meet regulatory requirements and reduce risk. IntegrityNext automatically obtains the necessary supplier self-assessments, certificates, and monitors social media for malfeasance and reputational risk. IntegrityNext includes, among others, Anti-Bribery & Anti-Corruption and Human Rights & Labor. It also covers Data Protection, Cyber Security. Quality Management, Business Continuity. Financial Information. Blacklist Checks. Trading Partner Security. Conflict Minerals. Over 130 companies use the IntegrityNext platform in more than 130 countries, including industry-leading firms such as Clariant and Fujitsu, Miele and OSRAM.

Turtl is the first and only Revenue Content™ Platform that helps you close the gap between content and revenue. If you use PDFs for any of your marketing activity, at any point in your buyer journey, the chasm between your content and revenue is going to be vast. Poor engagement, no data, no analytics, hard fought insights - without using a PDF alternative, there’s no clear path to closing the revenue gap. One document format with limitless applications. From interactive hero content and customer case studies, to sales decks and detailed product guides - Turtl does it all. Turn prospects into opportunities & customers into raving fans. Turtl helps you better attract, engage and convert your audience across your entire buyer journey.

Solver is a cloud-based extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate better decisions. Patented QuickStart integration technology enables immediate access to a collection of ready-to-use reports and budget models for finance and other management users.

Are you looking to quickly transform leads, retain customers, and improve your marketing and customer relationships? Webmecanik Automation software and Webmecanik Pipeline software offer flexible and easy solutions to manage your prospects' journeys and inbound marketing campaigns. You can target prospects who are ready to buy, retain, and add-sell to you customers. You can also measure and optimize your marketing activities. Marketing automation can significantly increase your return on investment and your turnover. It gives you all the tools that you need to increase the conversion of your leads, nurture, and automate the relationship with them, as well as a better ROI on various communication channels (emails, SMS, notifications, etc.). . We have a wealth of experience that we can offer you through a SaaS solution, support and training to make your marketing campaigns a success.

Founded in London by four Hungarian co-founders, Antavo started its journey in 2012 with Seedcamp before pivoting its product in 2015. Since then, it has secured funding, signed major enterprise clients, and expanded globally. Today, Antavo serves industry leaders such as KFC, C&A, Benefit Cosmetics, Scandic, La Cage, Kathmandu, LuisaViaRoma, Flying Tiger, Peek & Cloppenburg, and Yara, along with global businesses in the travel, pharma, and fashion industries. Thanks to several new loyalty program launches, customer-centric product updates, and company-wide expansion, Antavo is forecasting a 30%+ year-on-year revenue increase for 2024. As the business prepares for a Series B funding round in 2025, these developments will facilitate further technological advancements and broader global growth. In response to increasing regional demand, Antavo has expanded its team across three continents, including the launch of a new team in North America. A leading provider of thought leadership in the loyalty space, regularly publishing guides, eBooks, loyalty program reviews, and technical insights on its blog. Since 2022, Antavo has been publishing the Global Customer Loyalty Report, THE Report of the industry.

NPS Software for your business. Start collecting customer feedback by sending a simple Net Promoter Score® survey. Our automated survey platform will help increase response rates, collect actionable customer feedback, and maximize business growth. Multiple campaigns can be run to survey different audiences based on predefined schedules or events that were triggered in another application. You can combine email and in-app templates to reach customers on the channels that are most likely to respond to your surveys. You can personalize the survey templates' design and language and create a follow-up question that is based on the feedback. You can increase your response rate by using your domain and A/B testing subject lines. Also, have your audience verified for deliverability. Keep track of all the surveys sent to your audience. Workflows allow you to automate different processes and create unique scenarios.

Experience the comprehensive solution that empowers your law firm with the freedom and control it needs. Manage case details, journal entries, and time tracking seamlessly within Outlook and Teams. Oversee invoicing and maintain financial health using Microsoft’s robust ERP system. Hold client meetings on Teams, securely share essential documents, and engage in private chats with your colleagues while accessing all necessary case files directly from Teams. Whether you're in a courtroom or a serene countryside location, you can keep all your case materials at hand, even without an internet connection. Work offline on critical documents during your retreat, and effortlessly synchronize your updates upon your return. The limitations of remote desktop software often hinder productivity and complicate collaboration with your team, which can be quite frustrating. Thankfully, those days of remote desktop constraints are behind us. Instead, embrace a new era of efficiency and collaboration in your legal practice.

Dialer360 leads the way in offering innovative Cloud call center software solutions. This advanced technology features a Predictive dialer, integrated Avatar, CRM capabilities, and a Web Phone, along with Voice and SMS broadcasting, a hosted Phone system, and VoIP services. It is an affordable and user-friendly option that requires minimal time to learn, making it an ideal choice for Inbound, Outbound, and Blended call centers. Additionally, it allows seamless integration with various third-party applications such as Salesforce, Pipedrive, Zendesk, Vtiger, Zoho, and Microsoft Dynamics, enhancing its versatility and functionality for users. Ultimately, Dialer360 empowers organizations to optimize their communication processes effectively.

Magentrix portal for partner relationship management (PRM) can help you increase the productivity of your channel partners. You can customize the look and feel of your brand. You can control access to standard and customized objects, files, document sharing and eLearning. FEATURES Partner onboarding, Playbooks and Training & Certification, Pop-up Alerts, Deal Registration, Document Management, Content Management and Market Development Funds (MDF), among other things! INTEGRATIONS Magentrix seamlessly integrates with your CRM (e.g. Magentrix seamlessly integrates with your CRM (e.g. Salesforce, SAP, Dynamics, HubSpot, and many more) to provide a single source of corporate data. You have complete control over security and permissions. Intelligently optimizes Salesforce data synchronization for faster data access and high performance. You can extend your portal with the growing number of 3rd-party applications (including Zapier), or you can use the RESTful API for integration.

MachineMetrics Industrial IoT Platform transforms your shop floor data from insights into actions with powerful apps that reduce machine downtime, increase your throughput, and maximize profitability driven by your manufacturing equipment.

Enhance your operational efficiency and boost your profits with the Unit4 PSA Suite. Tailored specifically for your sector, this advanced Professional Services Automation solution is designed to oversee every aspect of your business, from initial client interactions to invoicing and cash flow management, all built upon the robust Microsoft Dynamics 365 platform. Safeguard your organization with risk and compliance management facilitated by integration with WWFT/BSA/ASM, while accurately logging your hours on the appropriate project through the Mobile App equipped with a timer. Streamline revenue recognition and track Work-In-Progress seamlessly within a single solution to eliminate the hassle of tedious time and expense reporting. Additionally, optimize the scheduling of your outsourced resources using the Gantt chart feature that provides an overview of availability and utilization, ensuring that your projects run smoothly and efficiently. By implementing these innovative tools, you can transform the way your business operates, driving greater success and satisfaction.

Elevate your sales prospecting efforts with Salezeo, where you can tap into a vast pool of potential clients while seamlessly planning, organizing, and analyzing your sales activities through our innovative Sales Prospecting Software. Enhance your sales team's efficiency by structuring your efforts around key actions and leveraging our multi-choice research feature to pinpoint precise targets based on industry, role, location, and company size. Don't overlook the opportunities right in front of you! Our web tracking capabilities enable you to identify which prospects have recently shown interest in your website, providing you with essential contact details from our extensive database. Save valuable time and improve productivity by easily assigning various targets to your team members using a convenient drag-and-drop interface. With Salezeo, you access the most thorough market information available, ensuring you stay ahead of the competition. This comprehensive approach allows for a more strategic and effective sales process, ultimately driving better results for your business.

EMAsphere, a SaaS performance management platform, automates your forecasting and reporting processes. Our 50+ connectors allow you to automatically collect your operational and financial data and transform it into pre-configured, customizable KPIs or dashboards. The platform also offers expertise features, such as analytical views, management consolidations, cash flow monitoring, budgets, and forecasts. You can now concentrate on analysis and not on handling errors.

Achieve marketing and sales success by aligning your technology stack with seamless integrations that enhance your workflow rather than hinder it. You already know that using disconnected systems can hinder progress, which is why you're exploring your options. At SyncSmart, we streamline your operations through HubSpot integrations that unify your teams, enhance your understanding of customer behavior, and provide clear visibility into your data. Our user-friendly pricing calculator ensures that finding and purchasing your integrations is straightforward, avoiding any unexpected fees or surprises. What you see upfront is exactly what you’ll pay, ensuring transparency throughout the process. After your purchase, we remain committed to your success; rely on SyncSmart to assist you in customizing your integrations whenever necessary. Together, we’ll create tailored solutions that cater to your unique business requirements, empowering you to operate more efficiently and effectively. By partnering with us, you can focus on driving growth while we handle the technical details.

A comprehensive construction software solution tailored for the industry, designed to ensure you stay ahead of the curve with complete real-time project visibility, enabling you to optimize your profits. Utilizing state-of-the-art technology and built on the robust Microsoft Dynamics 365 framework, 4PS Construct offers a fully integrated solution that addresses all aspects of your end-to-end business operations. At 4PS, our philosophy is to maintain simplicity while providing a user-friendly, advanced technological platform in Microsoft Dynamics 365 Business Central. This all-encompassing tool specifically addresses the needs of your sector, effectively supporting vital business processes ranging from initial tendering to ongoing maintenance, ensuring a seamless experience throughout your project lifecycle. By choosing 4PS Construct, you are investing in a future-ready solution that enhances your operational efficiency and drives success in your construction endeavors.

Automating accounts payable processes is possible with Accounts Payable Automation. AP Automation can eliminate manual data entry, making it more efficient, error-free, and providing better control and visibility over invoice data. Our Accounts Payable Automation software allows for a seamless experience in invoice processing. This workflow is easy to set up and allows you to route exceptions or approvals to the appropriate department and managers within your company. Intertec's AP Automation makes it easier for accounts payable to become paperless and more productive. AP Automation allows you to scan paper-based invoices, convert them into digital format or images, use OCR to capture all details, perform 3-Way match verification based upon PO, invoice, and receipt data, route it to the appropriate approvals, and then populate the data into your accounting system. This makes the entire AP process much more efficient and precise.

Netstock is a leading supply chain planning software trusted by 2,200 customers globally to optimize their planning. Netstock's cloud-based solutions enable businesses to be agile, responsive, and profitable. Each solution integrates with leading ERPs and leverages enhanced analytics so you can quickly respond to market change and make the best supply chain planning decisions for your business. NOTE: NETSTOCK requires you to have an ERP system. Check out our website to see a complete list of the top ERP's that we integrate with.

FloQast provides a transformative accounting platform that uses AI to automate and streamline the financial close process. By integrating with existing tools, it enhances efficiency in reconciling accounts, preparing financial reports, and conducting audits. The AI agents help accounting teams by matching transactions and identifying inefficiencies, allowing accountants to transition from data preparation to strategic oversight. With real-time collaboration and tracking features, FloQast supports accounting teams in delivering faster, more accurate results with reduced operational complexity.

Operational reporting, task automation, and uploads for Microsoft Dynamics can be efficiently managed inside Excel. Manual tasks such as bulk uploads, distributing reports, and entering data again into Microsoft Dynamics consume valuable time, are prone to errors, and create undue stress for your finance team on a monthly basis. The process of identifying and rectifying reconciliation discrepancies is labor-intensive and can lead to significant issues with data integrity. Without proper visibility into your ERP and other data sources, gaining a comprehensive understanding of your financial status and closing the month can be quite challenging. The standard reporting tools that come with Microsoft Dynamics often necessitate substantial IT support, resulting in delays in report generation and creating bottlenecks for your IT department. However, with Atlas, you can effortlessly create and disseminate real-time reports without needing IT’s assistance, as it seamlessly integrates live data from Microsoft Dynamics and other sources, empowering you to generate precise financial and operational reports efficiently. This not only enhances productivity but also allows your finance team to focus on more strategic tasks, ultimately driving better decision-making for your organization.

CallMaker Cloud Dialer enables you to increase your sales by providing an effective sales system that includes a dialer and a platform designed for organizational growth. With its top-notch dialer algorithm and user-friendly interface, CallMaker Dialer offers all the essential features expected from a comprehensive business solution. Whether your booking department caters to corporate clients or private individuals, organizes single meetings or larger seminars, CallMaker Book stands out as the ideal choice for your bookers, project managers, and sales representatives. This sales system is tailored for ongoing B2B transactions where salespeople manage their own leads and engage with them consistently. Managing callbacks leads to a noticeable enhancement in your results, while the inbound module offers call blending, customer service functions, personal numbers, and much more. CM Software is excited to announce the new feature allowing users to purchase address lists for use with CallMaker Dialer, including options for B2B and B2C leads, as well as various types of lists such as selected, sorted, unsorted, nixed, washed, unwashed, and hot lists. This added capability empowers businesses to streamline their outreach efforts and maximize their sales potential.

Hubdrive serves as an international provider of cutting-edge HR management software built on the Microsoft Dynamics 365 Business Platform. Within the HR for Dynamics Toolbox, Hubdrive merges the most advanced HR components from Hubdrive, Microsoft, and its partners to create a cohesive and integrated HR solution for clients globally. This holistic approach to HR for Dynamics represents a significant breakthrough in the digital transformation of HR departments worldwide. By enabling full integration, it maximizes efficiency and automation for organizations while ensuring optimal convenience for their employees. Hubdrive is poised to shape the future landscape of HR operations around the globe! As such, businesses can expect a revolutionary shift in how human resources are managed and streamlined.

Conquer allows sellers to close more deals by reaching your economic buyers faster, where they want to talk, without ever leaving Salesforce. Sales leaders can directly correlate each omnichannel touchpoint to closed-won business to gain a deeper understanding of your revenue generation process. - Reach and close buyers faster by combining enterprise grade voice and omnichannel communications with smart follow-up cadences. - Gain visibility and drive rep efficiency without relying on rep data input through automated logging of all rep activities without application switching in a “single pane of glass” in Salesforce.com. - Close more revenue with less ramp up and training through guided selling with real-time delivery of competitive battlecards and objection responses. - Understand your revenue generation process at a deeper level with Conquer’s intelligent reporting correlating every rep action to closed-won opportunities. Ready to Conquer your day?

Riskonnect Business Strategy is a comprehensive software solution that helps organizations develop, manage and execute their operational and strategic plans. Users can break down high-level objectives into actionable tasks and assign responsibilities. They can also monitor progress using intuitive tree views. The platform's sophisticated KPI engines allows firms to measure the effect of operational initiatives on organization objectives, and provide real-time insight through dashboards. It also integrates risk management, empowering teams with the ability to identify and mitigate strategic threats that could impede plan implementation. Riskonnect Business Strategy software aligns individual actions with larger business goals to ensure cohesive progress towards key targets.

You have real-time visibility to your inventory data from wherever you are. Real-time analytics include shelf-life, inventory counts per location, out-of stock by SKU, expiration date by product, shrinkage, and more. You can get alerts about your inventory by warehouse, location, distribution center, and any other analytic data. The Apptricity workflow engine can be used to automate product movement, orders, and deliveries according to pre-defined rules. Apptricity I-Connect scanners can be used to equip locations and tag inventory items. This allows for real-time tracking down to the exact floor. Apptricity offers out-of-the box reports that can be run and emailed to any user. Professional reporting is also available. Users can generate reports on any data point in the system.

Apptricity’s Travel and Expense Management Software simplifies the processes of entering, reviewing, authorizing, approving, and auditing expenses. This software is designed to be user-friendly, providing advantages to everyone in the organization, from entry-level team members to top executives, ultimately enhancing productivity. The innovative drag-and-drop interface allows real-time automation of corporate travel expenses from any location across the globe. Our adaptable platform guarantees that your travel and expense management solution complies effortlessly with established standards, thanks to our robust business rules and workflow engine—facilitating a seamless integration with existing legacy systems. By implementing an automated travel expense management system, companies can expect to boost employee efficiency while reducing compliance challenges. Establishing clear business rules empowers employees while ensuring that upper management can maintain a level of oversight and control. This balance of freedom and structure fosters a more efficient work environment.

Kytes PSA can be integrated with ERP, CRM, HRMS, BI and any other third-party or home-grown application to provide the single source of truth. Kytes PSA is built on state-of-the-art-technology-stack, offers comprehensive and thoughtful functionalities, excellent user experience, secure & scalable & single tenant cloud hosting. Its highly configurable and that makes it easier to implement and response to the change requests becomes time and cost efficient. Overall Kytes PSA provides the best value to cost ration across global PSA offerings. Kytes PSA can be used to drive different project types, contract types (T&M, Fixed Price, Retainership, UFP and others), delivery methodologies like waterfall, agile, ticket based etc., Kytes PSA provides the best of both worlds, an out-of-the-box and yet tailor made solutions for customers looking to digitize and automate their complete business processes for customer projects, New Product Development (NPD) projects and Internal Initiatives projects.

Embrace a groundbreaking age of analytics through the Alteryx AI Platform. Equip your organization with streamlined data preparation, analytics powered by artificial intelligence, and accessible machine learning, all while ensuring governance and security are built in. This marks the dawn of a new era for data-driven decision-making accessible to every user and team at all levels. Enhance your teams' capabilities with a straightforward, user-friendly interface that enables everyone to develop analytical solutions that boost productivity, efficiency, and profitability. Foster a robust analytics culture by utilizing a comprehensive cloud analytics platform that allows you to convert data into meaningful insights via self-service data preparation, machine learning, and AI-generated findings. Minimize risks and safeguard your data with cutting-edge security protocols and certifications. Additionally, seamlessly connect to your data and applications through open API standards, facilitating a more integrated and efficient analytical environment. By adopting these innovations, your organization can thrive in an increasingly data-centric world.

ClickDimensions stands out as the sole integrated platform for marketing, analytics, and services tailored for organizations utilizing Dynamics. This suite of digital marketing solutions is crafted to foster growth and enhance engagement, all at competitive market rates. It serves as an enterprise-grade tool for consolidating and analyzing marketing, sales, and customer information. Additionally, it offers extensive customer success initiatives, managed services, and specialized support in both marketing and Microsoft Dynamics. The platform features multichannel marketing applications that seamlessly operate as a single solution alongside Microsoft Dynamics, ensuring cohesive functionality. With dedicated services aimed at optimizing performance, it strives to yield improved results. Furthermore, its data-driven analytics capabilities allow businesses to assess which activities are effectively driving their success. ClickDimensions not only simplifies marketing efforts but also empowers organizations to harness the full potential of their customer relationships.

Managers in departments frequently lack the call insights necessary for informed decision-making. This crucial data can be difficult to retrieve, overly complex to gather, or only accessible from past records. You may find yourself facing all these challenges simultaneously. With PBXDom, you can effortlessly begin tracking phone call activities and system usage, obtaining vital information in mere seconds. The installation process is straightforward, and the dashboards can be tailored to highlight the insights that matter most to you. Uncover chances to optimize resource allocation, identify your highest achievers, and much more. Additionally, receive alerts whenever someone in your team dials 911, allowing for prompt resource mobilization. You can also anticipate your estimated bill before it arrives, enabling proactive measures to avoid unpleasant surprises. Embrace the power of data-driven decisions and enhance your operational effectiveness.

Phocas provides an all-in-one business intelligence (BI) and financial planning and analysis (FP&A) platform for mid-market businesses who make, move and sell. Driven by a mission to make people feel good about data, Phocas helps businesses connect, understand, and plan better together. Partnering with ERP systems like Epicor, Sage, Oracle NetSuite, Phocas extends their capabilities by consolidating ERP, CRM, spreadsheets and other data sources into one easy-to-use platform, offering a range of tools to analyze, report, and plan. Its key features include intuitive dashboards, ad hoc reporting, dynamic financial statements, flexible budgeting, accurate forecasting, and automated rebate management. With real-time insights and secure access, Phocas empowers cross-functional teams to explore data and make informed decisions confidently. Designed to be self-serve for all business users, Phocas simplifies data-driven processes by automating manual tasks like consolidating financial and operational data – saving time and reducing errors. Whether you're preparing month-end reports, analyzing trends, managing cash flow, or optimizing rebates, Phocas provides the clarity you need to stay ahead.

Advanced AI algorithms transform invoices and receipts into comprehensive data sets tailored for accounts payable (AP) systems. Integration modules ensure precise and automated reconciliation of financial data. With the power of Artificial Intelligence, each field is cross-verified instantly, creating a detailed invoice log that bolsters AP automation. Any discrepancies can be swiftly identified before the payables are processed, leading to enhanced accuracy. Reliable data sets, along with trustworthy exception scores, empower team members to make faster, more informed decisions regarding AP management. Comprehensive business intelligence and reporting tools provide greater transparency into the accounts payable workflow. By speeding up the processing of payables, organizations can take advantage of Early Pay Discounts, minimize costs, and enhance cash flow. Additionally, reducing processing fees and unexpected expenses while eliminating errors streamlines the payment process. The entire AP cycle can be automated, from invoice capture and matching to approval and exception management, while delivering essential analytics that help organizations mitigate risks and ensure vendor compliance. This holistic approach not only enhances operational efficiency but also strengthens financial oversight.

EVision construction ERP software enriches the prominent Microsoft Dynamics Business Central ERP platform by offering specialized applications tailored for the construction sector, such as Subcontract Management, Plant, and CVR, thereby delivering a comprehensive solution to oversee the entire lifecycle of construction and contracting—from the initial bid to the final account settlement on site. This software touches every aspect of your operations and is built in the cloud, enabling EVision and Dynamics 365 Business Central to assist you in completing projects within deadlines and budget constraints by providing total control over your financial, commercial, and operational processes and data. As a fully cloud-based ERP solution, EVision grants your teams role-based access to essential information, ensuring that you can make informed decisions from any PC, laptop, mobile, or tablet device. Designed for larger organizations with a turnover exceeding £25 million, EVision construction ERP software not only enhances the capabilities of Microsoft Dynamics Business Central but also streamlines collaboration among teams, ultimately driving efficiency and productivity throughout the business.

Ingentis org.manager provides a powerful solution for org charts and org design. It interfaces with all major HR systems, including SAP HCM, SAP SuccessFactors and Workday, Oracle HR, PeopleSoft and any other data sources. The customer can customize the content, layout, and design of the org charts perspectives. You can calculate and display KPIs from the org chart directly or via dashboards, which allows for effective HR control and people analytics. Ingentis org.manager's powerful workforce modeling feature allows you to create various what-if scenarios. Drag-and-drop makes it easy to reorganize. Objects can be edited, added, removed, or modified. The process allows for better business decisions by updating the key metrics that have been affected. Ingentis org.manager is a valuable tool for organizational design activities due to its many options for data visualization and feature for scenario planning.

With Qmatic Experience Cloud you reduce actual and perceived wait times, increase customer satisfaction as well as employee productivity and efficiency. Qmatic Experience Cloud is a cloud based Customer Journey Management and Queue Management software that takes care of your visitors from booking an appointment, through the arrival and check-in, to service and feedback. Basically it is a platform to improve customer experience. Qmatic Experience Cloud is an intuitive, dynamic all-in-one platform for effortlessly delighting your customers, empowering your people, boosting your operations – and adapting on the fly. It is designed to work front and back – to give customers a better service, ensure employees have the time and space to perform their job effectively, and give you the management tools to stay in control.

Increase field sales by 20% and reduce admin time with the all-in-one sales automation solution. Perenso Field Sales provides technology that helps businesses sell better in the field. The platform offers an unmatched array of features to help reach the most people with the correct information to make the best deals, increase efficiency, and maximize sales. Perenso Field Sales is a sales execution platform that is suitable for corporate to enterprise-size wholesalers, manufacturers, or distributors selling to retail businesses. Bulk data import and export capabilities. Bulk content upload and auto-matching capabilities. Intuitive user interface for content search. You can email content directly from the app. You can create multiple calls in the diary at once. Interface for intuitive diary management. Repeat bulk scheduled calls. Access product content within an order To meet business needs, you can configure an order screen. Capture photos and make notes, then consolidate and combine reports on competitors. You can view progress and target goals at any time within the application. In-application, set targets for a wide variety of items.

All in one place: Spend management, cards and payments. For companies who want to transform their spending culture and manage their business expenditures proactively. Modules for all aspects of spend control. Start with just one module and add more as needed. No more hidden spreadsheets. You can now see your budgets as you spend, so that you can make smart and sensible purchasing decisions. Set up options such as multi-dimensions and opening balances. Reporting is also available. Create, submit, and approve claims anywhere, anytime, on any device. You can use it for corporate, business, or personal cards as well as mileage, travel, or reimbursements. With daily credit card feeds, smart receipt matching, and auto-coding, you can claim expenses without having to touch a thing. Automate and move all your accounts payable processes to the cloud. Eliminate the expensive problem of paper bills, manual entry, and slow approvals.

Mendix, a Siemens company and global leader in enterprise low code, is fundamentally changing the way applications are delivered in a digital enterprise. The Mendix platform allows enterprises to 'Make with More' by increasing their development capabilities to overcome the software development bottleneck. 'Make it Smart' by creating apps with rich native experiences that can be intelligent, proactive and contextual. 'Make at Scale' is a way to modernize core systems and create large app portfolios. Mendix is designed to encourage intense collaboration between IT and business teams. It dramatically accelerates application development cycles while maintaining the highest quality, security, and governance. In short, it helps enterprises leap into their digital future. More than 4,000 top companies have adopted the Mendix platform, including Conoco Phillips and Business Development Bank of Canada. Post NL, Continental, Zurich Insurance and more.

Lead Management Automation™ empowers sales and marketing professionals to enhance their effectiveness while fostering stronger connections with customers, prospects, and partners. Our innovative marketing automation platform is designed to assist businesses in generating marketing qualified leads and converting them into sales qualified leads. With integrated marketing tools, users can effortlessly launch omni-channel marketing campaigns across both online and offline platforms, as well as establish essential business processes. The platform is fine-tuned to support sales and marketing teams in cultivating better relationships with prospects, customers, and partners, all while increasing productivity. Explore how to incorporate marketing automation into your strategy by discovering the features available to you. You can create trackable content, graphics, emails, landing pages, and much more! The system allows for effective lead nurturing throughout the workflow, reduces sales cycles, and enhances deal sizes. Additionally, users can generate measurable videos, assess the return on investment for video marketing, increase conversion rates, and distribute video emails seamlessly. By adopting this comprehensive approach, businesses can transform their marketing efforts and achieve greater success.

3CLogic transforms customer and employee experiences with its patented and award-winning AI-powered cloud contact center solutions purpose-built to enhance today's leading CRM and Customer Service Management platforms. Globally available and leveraged by the world's leading brands, its offerings empower enterprise organizations with innovative capabilities, such as intelligent self-service, Generative AI, Voice AI, agent automation & coaching, and AI-powered sentiment analytics — all designed to lower operational costs, maximize ROI, and deliver better, faster, and more personalized interactions for IT, employee, and customer service.

VendorPanel, a source-to-contract procurement platform, is used by state and local governments, procurement aggregators, and corporates. The SaaS platform enables organisations to simplify procurement, reduce risk, maximize savings, and drive positive social outcomes. -- Decentralised sourcing -- Tenders, panels and prequalification -- Supplier discovery & management -- 50,000 Marketplace suppliers -- Social procurement -- Local economic development Analytics & Reporting -- APIs

The ever-evolving landscape of the project industry necessitates the creative application and modification of current technologies to tackle the specific challenges that each project presents. NAVBuild, a robust solution built on the renowned ERP platform – Microsoft Dynamics NAV, effectively meets these demands. This software is tailored to support the operational requirements of project-focused enterprises, including builders, infrastructure contractors, interior designers, MEP contractors, EPC contractors, and organizations providing project engineering services. Specifically designed for Dynamics NAV and Dynamics 365 Business Central, NAVBuild possesses the flexibility to oversee every phase of a project, from initial proposal to successful execution. Featuring a wealth of capabilities, NAVBuild can also be customized to fit the distinct needs of various industries. With its foundation on a reputable ERP system, Microsoft Dynamics, NAVBuild is widely relied upon by businesses worldwide, ensuring they can navigate the complexities of their projects with confidence and efficiency. As such, NAVBuild stands as a testament to the integration of technology and project management excellence.

Your data is important, no matter what it is. You need to be aware that not all clouds are created equally and that you need a provider who will stand by your side. Crestwood Cloud is personal and provides a complete solution to your business with the reliability, security, and power of Microsoft Azure. Our team is here for you. Protect your business today. Ransomware attacks are on the rise. Crestwood offers a monthly backup service that is simple, low-cost and can save your company. We use Microsoft Azure Recovery Services Vault to take daily backups, store them securely away from attackers, and can restore them in a matter of minutes. Not all cloud backups or routine backups offer the ability to restore data from before a ransomware attack. This simple protection is perfect for your business.