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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eye-share
eye-share
eye-share is a versatile, cloud-based suite designed for automating purchase-to-pay and accounts payable processes, targeting mid-sized to large businesses. Comprising three key modules, it effectively optimizes the management of invoices and procurement. The Workflow module manages comprehensive AP and P2P tasks, utilizing AI for approvals, three-way matching, customized rules, touchless workflows in the cloud, mobile accessibility, and complete audit trails. The Capture module employs optical character recognition (OCR) and adaptive AI to convert and understand invoices, receipts, and various documents with minimal human intervention. Additionally, the portal allows suppliers to submit precise invoices, respond to requests for quotations, and oversee orders through a secure interface that maintains validation and compliance standards. Integrating effortlessly with over 80 ERP systems, including Microsoft Dynamics 365, SAP, and Visma, it provides real-time financial insights and reporting capabilities. With the potential to achieve up to 90% automation, eye-share significantly minimizes errors, enhances operational efficiency, and improves overall visibility for organizations. This comprehensive suite not only simplifies financial processes but also empowers businesses to make data-driven decisions with confidence. -
2
SIOS DataKeeper
SIOS Technology Corp.
SIOS DataKeeper is a block-level replication solution tailored for host-based environments, providing real-time redundancy either synchronously or asynchronously for Windows Server setups, and it integrates effortlessly with Windows Server Failover Clustering (WSFC). This innovative solution facilitates the creation of "SANless" clusters, removing the need for shared-storage systems by enabling data replication across various local, virtual, or cloud servers such as VMware, Hyper-V, AWS, Azure, and Google Cloud Platform, all while ensuring optimized performance without the necessity for specialized hardware accelerators or compression tools. After installation, it introduces a new SIOS DataKeeper Volume resource within WSFC, allowing for the support of geographically distributed clusters through cross-subnet failover and customizable heartbeat settings. Additionally, it features built-in WAN optimization and effective compression to enhance bandwidth utilization over both local and wide-area networks, thereby improving overall network efficiency. This combination of features makes SIOS DataKeeper an excellent choice for organizations looking to enhance their data availability without the complexities of traditional storage solutions. -
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OpenText Content Manager
OpenText
OpenText Content Manager serves as a governance-centric enterprise content management (ECM) platform that assists organizations in safeguarding information while ensuring compliance with data privacy regulations. This solution presents a robust, ready-to-use software designed for effective management and collaboration on various types of content, including documents, records, emails, web content, images, videos, and workflows, thereby supporting the achievement of business goals. It features a contemporary web client equipped with a zero-footprint interface that facilitates essential functions like dynamic and advanced searches, saved searches, effortless check-in and check-out processes, tagging, task management, and report creation. Furthermore, Content Manager seamlessly integrates with major enterprise applications such as SAP, SAP SuccessFactors, Salesforce, Microsoft 365, and Microsoft Dynamics, eliminating information silos and promoting smooth information transfer throughout business operations. By consolidating various content types and ensuring compliance, it empowers organizations to optimize their information governance strategies effectively. -
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Demiton
Demiton
$1250/month Demiton is a powerful Governance, Risk & Compliance (GRC) platform that helps organizations go beyond simple compliance by creating audit-ready control over their entire compliance lifecycle. It centralizes all critical documents—such as test certificates, safety procedures, and quality manuals—into one secure, controlled hub with robust version management and unbreakable audit trails. Utilizing AI-powered document ingestion, Demiton automatically transforms existing documents into searchable, linked assets, reducing manual effort. The platform offers digital forms and checklists that replace paper-based logs, capturing real-time data with timestamps for accuracy and compliance. Demiton integrates natively with Microsoft Dynamics 365, using live operational data to keep compliance documentation up to date across products, assets, and HR records. Quality managers can generate audit reports instantly, operations managers can monitor process compliance, and field technicians access the latest procedures on their devices. The platform also includes issue and corrective action management workflows to track and resolve non-conformances efficiently. Demiton serves as a unified, purpose-built toolkit for industrial teams aiming for proactive control and risk reduction. -
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Aleph
Aleph
Aleph is a finance platform designed for AI, facilitating financial planning and analysis by merging data consolidation, spreadsheets, dashboards, and intelligent automation to enhance finance processes. It seamlessly integrates with over 150 systems, including ERP, HRIS/ATS, CRM, and various databases, utilizing no-code solutions to ensure real-time data synchronization. The platform adeptly transforms raw data through mapping, table combinations, and applying specific calculations, while securely storing essential metrics. Users can access Aleph via a web interface, complemented by spreadsheet add-ins that allow for the preservation of existing models, all while leveraging more accurate and live data. With features like dashboards and drill-down capabilities, it enables users to identify variances, expedite reporting and closing procedures, engage in forecasting and budget planning, model various scenarios, manage headcount effectively, and share visualized metrics across teams. Additionally, it incorporates robust security measures (SOC 2 Type II) and compliance features, ensuring clients receive immediate value from the platform; many report achieving operational readiness and generating reports within just a few days or weeks after implementation. This rapid onboarding and user-friendly design make Aleph an appealing choice for organizations looking to optimize their finance workflows. -
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BizMachine
BizMachine
BizMachine is a specialized B2B sales intelligence platform aimed at empowering sales and marketing teams throughout Central and Eastern Europe to identify new opportunities, enhance their pipelines, and maintain up-to-date and actionable CRM data. Central to its offerings is Prospector, which provides users with access to a dynamic database containing millions of company profiles from countries like Czechia, Slovakia, Hungary, Germany, and Poland, allowing for market segmentation, prospect filtering through more than 70 criteria, scoring of ideal customer profiles, tracking of business signals, and the ability to export lists of qualified leads. Additionally, the platform includes BizMachine.API, a RESTful interface that enables the integration of verified company data and signals into existing CRM or BI systems, featuring capabilities for real-time market segmentation, automated updates, and compatibility with popular platforms such as Salesforce, Dynamics, and Pipedrive. To ensure the highest quality of information, BizMachine diligently sources and consolidates data from over 100 public and proprietary sources while cleansing and linking records to maintain accuracy. This commitment to data integrity allows users to make informed decisions and strategize effectively in a competitive landscape. -
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servis.ai
servis.ai
$75 per monthservis.ai is a comprehensive business operations and CRM solution that consolidates workflows for customers and teams into one unified system of record, leveraging AI-driven automation, voice technology, reporting, and various integrations to enhance efficiency and understanding. Users can interact with an AI assistant and voice interface to effortlessly navigate the platform, create or modify records, dictate notes, generate reports, and perform tasks using natural language, accessible on both web and mobile devices. The platform encompasses modules for email, phone, SMS, meetings, tasks, webforms, and offers extensive integrations with popular tools such as Office 365, Zoom, Twilio, and Slack. Additionally, servis.ai features preconfigured application stacks that include suites of related apps specifically designed for workflows in areas like sales, HR operations, field service, or clinics, all of which can be fully customized and interconnected fluidly. The underlying architecture of the platform is based on AWS, utilizing serverless technology and a globally distributed infrastructure to ensure optimal performance, while also providing options for flexible data residency and exposing GraphQL APIs for developers. This combination of features not only streamlines operations but also empowers businesses to adapt to their unique needs effectively. -
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Bevica
Bevica
$353.68 per monthBevica is a specialized ERP solution designed specifically for the beverage sector, efficiently managing the entire process from grain to bottle and from warehouse to consumer, all within a single platform. Its comprehensive capabilities include financial management, reporting, KPI tracking, inventory oversight, supply chain logistics, and tax compliance, addressing the unique regulatory requirements of the beverage industry. Additionally, Bevica enhances customer relationship management and service, allowing businesses to synchronize sales, orders, and customer interactions seamlessly with their production and distribution operations. Built on the robust Microsoft Dynamics 365 Business Central, it offers seamless integration with Microsoft 365, Power Platform, Excel, Teams, and Copilot tools, enhancing automation, reporting, and overall interoperability. Furthermore, Bevica incorporates best practices tailored to breweries, wineries, distilleries, fine wine merchants, and distributors, featuring specific functionalities like barrel and cellar management, bonded warehousing, and compliance with industry regulations, ensuring that users can operate efficiently and effectively in a competitive market. This holistic approach allows businesses in the beverage industry to streamline their operations while maintaining compliance and optimizing customer engagement. -
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Maestra
Maestra.io
$2,990/month/ 150,000 profiles Maestra is a comprehensive personalization platform designed for DTC brands that extends personalization efforts beyond just email and SMS, resulting in an increase of over 15% in conversion rates. The platform includes a variety of features right out of the box: - A real-time Customer Data Platform (CDP) that provides unified profiles, identity resolution, calculated and custom fields, as well as product feeds. - An omnichannel messaging system that encompasses Email, SMS, MMS, RCS, push notifications, messengers, chatbots, and ad-audience synchronization. - Personalization capabilities for sites and apps, featuring pop-ups, stories, banners, surveys, and other dynamic content blocks. - A range of product personalization options, including recommendations, product quizzes, and images sourced from product feeds. - Price personalization strategies such as loyalty rewards, individualized discounts, and referral programs. - Robust analytics that facilitate reporting, segmentation, ad optimization, and tracking attribution. - Additionally, a dedicated white-glove service is available to ensure optimal results and help brands maximize their experience with the platform, enabling them to fully leverage its diverse capabilities for increased success. -
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MyPreferences
PossibleNOW
MyPreferences serves as a comprehensive platform for managing preferences and consent within enterprises, consolidating zero-party data that includes communication preferences, consents, personalization settings, demographic information, psychographics, and customer feedback, thereby providing businesses with a cohesive and real-time understanding of individual customer engagement preferences. This platform empowers companies to gather and oversee preferences from all customer interaction channels, such as email, mobile, social media, websites, contact centers, and direct mail, while maintaining a global consent repository that tracks historical consent and ensures adherence to regulations. With its adaptable, API-first data structure and a user-friendly, no-code experience design interface, MyPreferences allows marketers to create and deploy multilingual, responsive preference center pages independently, without the need for developer intervention. Additionally, the platform features integrated reporting and dashboard tools that enable teams to analyze the utilization of zero-party data, monitor opt-out rates, conduct segmentation, and track overarching trends in customer preferences, enhancing the decision-making process for businesses. Such capabilities ensure that organizations can effectively engage with their customers while upholding their privacy and consent standards. -
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GarageHive
GarageHive
$194.06 per monthGarage Hive is an all-encompassing, cloud-based solution designed for garage management, aimed at assisting automotive repair shops and multi-location garages in optimizing their workshop operations, enhancing customer experiences, and unifying essential business functions into a single platform. This system offers features such as live work diaries, job scheduling, checklists, and inventory management that can be accessed through desktops, tablets, and mobile devices. It also facilitates online bookings that sync with the live schedule and sends automated confirmation messages, along with allowing customers to authorize estimates online, complete with photos and detailed descriptions. Additionally, Garage Hive takes care of reminders for MOTs, services, and other maintenance milestones, while also providing functionalities like MOT history checks and electronic vehicle health assessments. The platform seamlessly integrates accounting tools with built-in bookkeeping capabilities alongside external services like Sage, Xero, and QuickBooks, and boasts robust custom reporting and business intelligence features, tracking key performance indicators such as average invoice value and gross profit. Ultimately, Garage Hive serves as a vital resource for garages looking to enhance their productivity and operational efficiency. -
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B2B Portal
SyncSpider
€1,800 per monthB2B Portal is a sophisticated cloud-based e-commerce platform designed exclusively for the intricacies of business-to-business transactions, rather than being a repurposed solution for consumer markets, allowing organizations to transition from outdated, isolated processes to a cohesive digital sales environment. This platform features a genuine B2B ordering portal that seamlessly integrates with existing systems such as ERP and PIM, ensuring that product information, inventory levels, pricing, and orders are updated in real time without the need for middleware or risking data loss. As a result, it facilitates self-service catalogs that include tiered pricing structures, offers tailored to specific contracts, bulk order capabilities, approval workflows, and access controls customized for various buyer roles. In addition to centralizing order management and processing, it streamlines routine operations like quote-to-cash workflows and inventory synchronization, which significantly minimizes errors and speeds up order fulfillment timelines. The system also allows for the customization of workflows and pricing models to suit distinct business requirements, while providing robust analytics and reporting features that yield valuable insights into overall performance. Overall, B2B Portal empowers companies to enhance their operational efficiency and drive growth through a modernized digital framework. -
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Vergo
Vergo
$5 per monthVergo is an AI-enhanced, cloud-based financial platform designed for construction firms to automate their project accounting processes effortlessly. It achieves this by capturing and categorizing credit card transactions, receipts, and expenses in real-time while automatically matching receipts to corporate card transactions. The platform streamlines accounts payable invoice entry and approval workflows, syncing all spending data directly with prominent construction ERP systems such as Viewpoint Spectrum & Vista, Foundation, Sage, Acumatica, and QuickBooks, allowing teams to expedite their financial closing processes and minimize manual efforts. Additionally, it offers features like mobile receipt capture, AI-driven customizable job cost tagging, approval routing, and duplicate detection. With real-time analytics on project expenditures and billing discrepancies, Vergo provides configurable controls to mitigate data entry mistakes, ensuring that both field and office staff have an easy-to-use interface for tracking transactions, managing reimbursements, and obtaining meaningful financial insights. This comprehensive solution ultimately empowers construction businesses to enhance efficiency and make informed financial decisions. -
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Axialys
Axialys
Axialys stands out as a premier CCaaS platform that utilizes AI technology to revolutionize communication within businesses. With the integration of reliable cloud telephony and leading CRMs such as Salesforce, Zendesk, and HubSpot, it efficiently simplifies workflows while improving customer interaction. Harnessing the power of Generative AI, Axialys offers advanced automation features, including intuitive IVRs, immediate assistance for agents, and comprehensive speech analysis. This adaptable and worldwide solution is crafted to convert each voice interaction into valuable insights, ultimately enhancing the customer experience. Additionally, its continuous updates ensure that businesses are always equipped with the latest tools to engage effectively. -
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iPayments
iPayments
$150 per monthiSolutions Payments for Microsoft Dynamics 365 Business Central is an integrated solution for accounts receivable automation and payment processing that aims to optimize billing, collections, and transaction workflows seamlessly within the platform. This tool works in conjunction with Business Central, enabling users to easily process credit card and ACH transactions, authorize and capture payments, and reconcile deposits all within a single interface. By enhancing Business Central's basic accounts receivable functionalities, it automates vital tasks such as sending invoices, matching payments, and monitoring collections, which significantly lessens the need for manual data entry and administrative efforts. The solution also features automated payment reminders, convenient “click-to-pay” options, and real-time reconciliation, which together facilitate quicker and more precise cash application. Furthermore, it includes a centralized system for managing collections that offers insights into accounts receivable aging, customer-specific tracking, and automated communications, thereby aiding teams in minimizing overdue balances. This comprehensive approach not only streamlines operations but also empowers businesses to maintain better cash flow management. -
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Aptean is a world-leading provider of industry-specific software. This software helps distributors and manufacturers run their businesses efficiently and grows their profits. Aptean's products and services, as well as unmatched expertise, allow businesses of all sizes and industries to be ready for what's next, now®. Aptean has offices across North America, Europe, and Asia-Pacific. Its headquarters are in Alpharetta in Georgia. Aptean Food & Beverage ERP provides an end-to-end solution for food and beverage processors, manufacturers, distributors, and distributors.
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RingCentral RingCX
RingCentral
RingCentral's RingCX is an advanced contact center solution that leverages artificial intelligence to optimize customer support and improve communication. By unifying voice, video, and more than 20 digital channels on a single platform, it allows agents to connect with customers using their preferred modes of communication. The integration of RingSense AI enhances the experience by providing immediate insights, automating various tasks, and supporting agents throughout the customer journey, thereby boosting agent efficiency and overall customer satisfaction. With its intuitive interface and easy setup, businesses can quickly adopt RingCX, often within just a few days. The service is competitively priced, starting at $65 per user each month, which encompasses unlimited calling and access to essential contact center functionalities. Additionally, this solution is designed to scale with business growth, making it a flexible choice for companies of all sizes. -
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RO Innovation
Upland Software
Leverage customer reference management software to enhance relationships and accelerate deal closures. Whether you need a tool to cultivate and manage your references or to actively engage existing customer champions, RO Innovation is dedicated to supporting your efforts. By involving your customer advocates, you can expedite the sales process and eliminate the chaos of numerous emails to account managers, transitioning to a streamlined and efficient reference system. Are you still relying on spreadsheets to track references and lacking visibility into which advocates are ideal for webinars or events? It's time to elevate your approach. Our platform includes a nomination portal that empowers customer-facing teams to propose their best customer candidates. With gamification features designed to motivate customer participation through rewards and incentives, our workflows eliminate manual tracking and updates, while the system intelligently identifies your top customer advocates for every initiative, ensuring you always have the best resources at your fingertips. By integrating these innovative tools, you not only enhance productivity but also foster stronger connections with your customers. -
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iVend Retail
CitiXsys
$180.00/month iVend Retail by CitiXsys offers Enterprise Retail Management Solutions on Cloud. Our SaaS platform allows retailers to deliver exceptional customer experiences throughout the entire shopper experience. iVend Retail provides complete infrastructure and application management solutions to support head-office, back-office, and customer-facing operations. It includes software modules for point-of-sale (POS), mobile POS and customer loyalty, as well as software modules for retail reporting and analytics. Out-of-the-box integrations are available to Magento Commerce, Sage 300cloud, X3, Microsoft Dynamics 365 Business Central and SAP Business One, S/4HANA, IS-Retail, and SAP Business One. Our solutions are available through a global network of certified partners. Visit www.ivend.com for more information -
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iVend Point of Sale
CitiXsys
$180.00/month iVend POS, an enterprise-grade point-of-sale (POS) system, powers brick-and mortar stores. iVend POS is trusted by thousands of retailers around the globe. It efficiently manages complex omnichannel sales transactions and customer service transactions. iVend POS's customizable user interface, multi-store, multiuser and eCommerce integrated capabilities allow organizations to represent their retail brand across all channels. iVend POS was developed by CitiXys and is available for mobile and terminal devices. For more details, visit https://ivend.com/ivend-pos/ -
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Upland Qvidian
Upland Software
Enhance your proposal creation process and efficiently address requests for proposals (RFPs) using Upland Qvidian. This cloud-based, comprehensive solution for enterprise-level RFP and proposal automation simplifies content management while boosting business efficiency through a centralized and reliable content library. Utilizing Upland Qvidian offers several advantages, such as the ability to centralize sales and proposal materials, facilitate real-time collaboration among teams, track business performance metrics, maintain compliance standards, and produce polished professional documents effortlessly. Additionally, its user-friendly interface and robust features ensure a seamless experience for users at all levels of expertise. -
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Powertrak
Axonom
$500.00 per monthAxonom's Powertrak CPQ Software Suite is a cloud-based, mobile-friendly platform that streamlines and enhances sales quoting, pricing, and product configuration. Powertrak empowers sales teams and channel partners to convert leads faster by making product and pricing information easier to access. Powertrak integrates seamlessly with the most popular business tools such as Microsoft Dynamics 365 and Salesforce, Oracle, NetSuite and Macola Software. -
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FactoryLogix
Aegis Industrial Software
Aegis Software's FactoryLogix is revolutionizing the field of Manufacturing Execution Software (MES). This innovative platform provides cutting-edge technology through a comprehensive suite of software modules designed to enhance manufacturing processes. Serving as an all-encompassing solution, FactoryLogix encompasses the complete manufacturing lifecycle, starting from product introduction and material logistics to manufacturing execution and robust analytics with dashboards. By offering such extensive capabilities, FactoryLogix equips manufacturers with the agility, insight, and oversight essential for maintaining a competitive edge in today's fast-paced market. This holistic approach ensures that businesses can optimize their operations at every stage. -
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GP MaTe
MATE PCS
$2000 one-time paymentGP MaTe, a user-friendly material and maintenance system, is available. MATE PCS's GP MaTe product is trusted by top-tier organizations to automate the tasks necessary to maintain their production assets. Optional modules include Safety (PSM and MOC), Budgeting, Multiplant information sharing, Operator tours, and data collection. To streamline inventory control and maintenance, mobile device functions are available. -
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dotdigital Engagement Cloud
dotdigital
Transform the way you interact with your clientele by utilizing Engagement Cloud, which equips your team to leverage customer insights and data for crafting tailored omnichannel marketing strategies. This platform effortlessly integrates with your current eCommerce and business systems, providing a robust marketing solution that truly delivers results. Formerly known as dotmailer, dotdigital serves as a cloud-based email marketing automation tool designed primarily for small to medium-sized enterprises (SMBs) as well as larger B2B, B2C, and eCommerce organizations. Its straightforward yet potent functionality enables businesses of any size to effortlessly design, execute, and monitor personalized, optimized, and targeted email campaigns. Key features of dotdigital encompass multichannel marketing, effective lead nurturing, optimization of email send times, automated email responses, and comprehensive campaign management, ensuring that every marketing effort is both strategic and impactful. With these tools at their disposal, businesses can engage customers more effectively than ever before. -
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Radley Traceability
Radley Corporation
Are you ready for audits and recalls? Real-time access to bi-directional traceability in all directions! Radley Traceability provides a complete track-and-trace software solution for the manufacturing sector. You have full visibility through your entire supply chain. Radley's IntelliLabel technology allows Radley's Traceability Software to easily track, store, and retrieve data forward and backward in the supply chain. The core functionalities include product pedigree management, chain of custody, configurable workflows and multiple data capture options. These include co-mingled lot tracking and individual and direct part marking. Serialized containers are also available. Supports GS1 standards to scan and label. It can be used as a standalone solution or integrated into your ERP/backend system. -
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Vainu
Vainu.io
Gain comprehensive insights into Nordic and Dutch enterprises within your CRM, complete with alerts and action triggers. Vainu aggregates raw data from millions of both public and private sources, consolidating it to deliver detailed, trustworthy, and actionable company insights. Additionally, Vainu keeps you updated with the latest news regarding companies and highlights those most likely to become your clients. It seamlessly integrates with the tools utilized by sales and marketing teams, automating their manual tasks for increased efficiency. This system empowers teams to adopt a more strategic approach, yielding improved outcomes by supplying pertinent data where it’s needed most. With precise company information driving your business operations, you can enhance conversion rates and secure more deals. Enrich your database with exhaustive company profiles, forming a foundation for advanced lead scoring and strategic initiatives. Ensure your pipeline remains filled with ideal prospects while monitoring target accounts for potential sales opportunities, ultimately saving time and effort by eliminating manual data entry tasks. By leveraging Vainu’s capabilities, organizations can significantly streamline their processes and optimize their sales strategies for greater success. -
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Versapay
Versapay
Versapay’s Features: Accounts Receivable Automation Cash Application Automation Payment Processing Services ERP Payment Integration Electronic Invoicing -
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SelluSeller
Anchanto
SelluSeller, an eCommerce marketplace management platform, enables retailers, brands, e-Distributors and SMEs to manage their end-to-end sales operations across multiple local and cross-border channels in APAC. SelluSeller allows businesses to centrally manage their operations. Features include centralized inventory and order management, pricing and promotion management, product information management, as well as customized onboarding and implementation processes according to business needs. You can enhance your eCommerce management operations with powerful integrations of 100+ ecosystems with eCommerce marketplaces and webstores, ERPs like SAP, accounting tools like Xero, Quickbook, and last mile carriers such DHL, DTDC, etc. -
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Digital Enterprise Suite
Trisotech
The Digital Enterprise Suite is more than just business modeling. It also offers business automation. The Digital Enterprise Suite is built on an intelligent fabric called Digital Enterprise Graph and accelerates digital transformation, innovation and improvement via visualization, from business discovery to automation. It combines strategy, design, technology, and automation to provide insight and automation for your organization in order to gain competitive advantage. -
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Data Virtuality
Data Virtuality
Connect and centralize data. Transform your data landscape into a flexible powerhouse. Data Virtuality is a data integration platform that allows for instant data access, data centralization, and data governance. Logical Data Warehouse combines materialization and virtualization to provide the best performance. For high data quality, governance, and speed-to-market, create your single source data truth by adding a virtual layer to your existing data environment. Hosted on-premises or in the cloud. Data Virtuality offers three modules: Pipes Professional, Pipes Professional, or Logical Data Warehouse. You can cut down on development time up to 80% Access any data in seconds and automate data workflows with SQL. Rapid BI Prototyping allows for a significantly faster time to market. Data quality is essential for consistent, accurate, and complete data. Metadata repositories can be used to improve master data management. -
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Applied Mobile
Applied Systems
Gain instant access to client and policy details whenever needed to enhance customer service and streamline business sales processes. Maintain up-to-date, synchronized, and secure client and prospect information across various systems to effectively handle sales opportunities and provide superior customer support. Applied Mobile® stands out as the pioneering mobile application for insurance agents, allowing seamless transfer of client, policy, and sales data from your agency management platform to mobile devices, ensuring you remain connected while on the move with a direct link to your office. Enjoy the convenience of carrying essential client and prospect insurance information wherever you go, enabling you to view, add, and manage sales opportunities directly from your mobile device, with data syncing instantly to Applied Epic for a cohesive experience. This innovative approach guarantees that all staff members have access to the latest information, as activities and opportunities are promptly integrated into the relevant accounts within your agency management system, thus fostering better collaboration and efficiency. By utilizing this mobile application, agents can significantly enhance their responsiveness and productivity, ultimately leading to improved client satisfaction. -
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Cova
Cova
$349Cova software has been designed specifically for cannabis retail. Its award-winning Point of Sale is the most widely recognized in the cannabis industry. It powers more than 2,000 dispensary sites and helps entrepreneurs across North America simplify and streamline compliance. Cova is known for its industry-leading reliability, with unmatched 100% uptime on 4/20. It also offers a highly-praised implementation service as well as ongoing support. Cova's suite of software, including eCommerce, POS and payments, inventory management and advanced analytics, is easy to use, and designed to support sustainable growth. -
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Yana Automotive Solution
Technosoft Automotive
Technosoft Automotive was established in 2012 and is rated one of the top Microsoft Dynamics Global ISV solution providers. We offer a wide range automotive solutions, including distribution, dealer management systems (DMS), and customer relationship management (CRM). Yana Automotive Solution is our flagship product. It supports approximately 1.4K dealers and 33K combined users. It also handles 205K vehicle orders and 1.1M repair orders. -
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Sovos
Sovos
Sovos is a global provider of tax, compliance, and trust solutions and services that enable businesses to navigate an increasingly regulated world with true confidence. More than 100,000 customers in 100+ countries - including half the Fortune 500 – trust Sovos for their compliance needs. Sovos annually processes more than three billion transactions across 19,000 global tax jurisdictions. Bolstered by a robust partner program more than 400 strong, Sovos brings to bear an unrivaled global network for companies across industries and geographies. Founded in 1979, Sovos has operations across the Americas and Europe, and is owned by Hg and TA Associates. -
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Bigtincan Readiness
Bigtincan
Get your teams ready today to achieve greater success tomorrow. Equip all client-facing personnel with the necessary knowledge, skills, and insights to excel in their roles. Scorecards seamlessly monitor your enablement initiatives in conjunction with sales KPIs from your CRM, allowing you to pinpoint skill deficiencies promptly and address them swiftly. Alarmingly, almost two-thirds of enablement programs only yield mediocre results at best. With Bigtincan Readiness, you can navigate a more straightforward route to success by giving each team member the tools they need to excel. Serving over 1,100 clients across diverse sectors, Bigtincan Readiness has a proven track record of enabling teams longer than any competitor. Produce superior content, streamline training and onboarding processes, and master essential messaging. Furthermore, Bigtincan Readiness offers a comprehensive suite of solutions tailored to meet all your enablement needs, ensuring your teams are always prepared for success. -
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VL OMNI
VL OMNI
Leading multichannel enterprises worldwide rely on VL OMNI to facilitate their eCommerce and ERP integrations, ensuring data flows effortlessly within their systems as they expand and enhance their operations. Through our comprehensive managed service, VL OMNI offers expert consultation tailored to growing brands, assisting them in aligning their applications with intricate business requirements. Effortlessly manage substantial data transfers with our adaptable and scalable integration solutions that evolve alongside your business rather than forcing you to adjust to them. Directly implement your business rules into data transformations, allowing our integration connectors to be customized to meet your unique specifications. Efficiently transfer data in a multipoint, bidirectional manner that resonates with your operational needs, while seamlessly aggregating and consolidating data across all sales channels. By leveraging real-time insights and business intelligence, you can ensure a consistently exceptional customer experience at every interaction point. This commitment to enhancing visibility and usability empowers businesses to thrive in a competitive landscape. -
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Binary Stream Property Lease Management
Binary Stream Software
An all-encompassing solution for managing leases related to property, plant, and equipment, designed to provide the necessary adaptability for your distinctive business model, is seamlessly integrated into Dynamics 365 for Finance and Operations. The system features an easily adjustable property setup that can handle intricate business situations, fully transforming the management of an organization's lease portfolio into a digital format. This user-friendly solution addresses complex lease administration issues and empowers organizations to gain greater oversight over their record-to-report processes. With a versatile array of tools for managing charges, whether based on metering, percentages, square footage, or indexed rates, the solution simplifies the entire lease management workflow. Additionally, it allows organizations to efficiently bill and process payments for charges derived from either index adjustments or predetermined rate schedules, enhancing financial accuracy and operational efficiency. By integrating these functions, organizations can ensure they maintain effective lease administration while adapting to evolving business needs. -
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Equip360
GenAlpha
GenAlpha is the provider for Equip360, the most comprehensive B2B eCommerce Solution for equipment manufacturers. Equip is a cutting-edge technology solution that includes eCommerce and a 2D or 3D commerce-enabled parts catalogue. It also offers aftermarket business analytics. -
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portatour
portatour
Getting started is as simple as having a web browser. Sign up for an account, upload your addresses, and begin navigating your optimized sales route today. There's no software installation required, so you can avoid any additional technical hurdles. Are you finding yourself spending excessive time behind the wheel and organizing your schedule instead of engaging with customers? Crafting a comprehensive route plan that prioritizes customers, adheres to call frequencies, and accounts for scheduled meetings can be a daunting task when relying on traditional maps. Our route planner effortlessly generates your travel plans in mere seconds with just a click, freeing up more precious time that would otherwise be lost in transit. By optimizing your travel, you'll be able to visit more clients while minimizing the distance you drive. Enjoy the benefits of efficiency and increased customer interactions. -
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Raptool WMS
Raptool
Raptool WMS is an advanced, user-friendly warehouse management system designed to streamline warehouse operations with mobility and flexibility. Available on Android, iOS, Windows, and macOS, Raptool WMS enables businesses to use a variety of devices, including barcode scanners and RFID tools, to manage their inventory in real-time. Key features like voice picking, mobile stocktaking, and AI-powered picture-to-text scanning increase operational efficiency and reduce human error. Businesses can customize Raptool WMS to their specific needs using the built-in, no-code Raptool Designer, making it fast and cost-effective to adapt the system. The platform is cloud-based or can be hosted locally, and it integrates easily with ERP systems through a no-code engine, making it a perfect solution for businesses of all sizes looking for efficiency and scalability. -
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Workforce Mobilizer
Workforce Mobilizer, Inc.
$75.00/month/ user Workforce Mobilizer, a software as a service field management system with advanced preventive maintenance functionality, is an affordable Software as a Service. It has a proven track record of increasing net revenue by 45% and seamless integration with accounting systems such as QuickBooks. The system includes a management console, a mobile app with rich features that can be used on any device, and a customer portal. -
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Leadspace
Leadspace
Link the relationships between businesses and individuals using the premier B2B Customer Data Platform. Foster genuine Customer Obsession through Leadspace CDP. Access all essential information to gain insights into your customers—precise and in-the-moment, consolidated in one location. With Artificial Intelligence (AI) that converts data into straightforward next-step suggestions, you’ll know exactly who to engage, when, and how. Seamless integrations with Sales, Marketing, and Digital Advertising platforms guarantee cohesive execution across all channels. By utilizing Leadspace CDP, you can concentrate on executing impactful Marketing and Sales strategies rather than getting bogged down in data management. Elevate your business strategy with a comprehensive view that empowers you to make informed decisions. -
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Hello Customer
Insider Metrics
Hello Customer is an end-to-end customer feedback management platform. It allows you to collect, analyse, and respond to customer feedback in real time. You can create customer satisfaction surveys using NPS, CSAT, CES or CES. Our AI engine ISAAC allows you to instantly see where your product is doing well and where it needs improvement. -
45
Acumatica's Migration Manager serves as a versatile tool for integration, data migration, and conversion solutions. This software assists organizations in seamlessly transitioning from various ERPs like Microsoft Dynamics, Sage, or QuickBooks to Acumatica. By utilizing Migration Manager, businesses can save both time and resources, while simplifying the complexities involved in mapping and converting data into the Acumatica framework. Furthermore, it significantly decreases the financial costs and intricacies associated with migrating financial data to Acumatica. The tool also facilitates the implementation of Acumatica as a comprehensive platform for corporate consolidations and reporting. Additionally, it allows for integrations with external systems, such as payroll processing, ensuring that detailed information remains accessible without being disclosed in Acumatica's native General Ledger. Overall, Migration Manager provides a streamlined approach, making the transition process more efficient for organizations.
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46
CaliberMind
CaliberMind
For B2B marketing and revenue teams, proving marketing's impact is incredibly difficult when engagement data is siloed across multiple MarTech tools. CaliberMind is the GTM Intelligence and Multi-Touch Attribution platform that unifies all that chaotic data into one trustworthy source of truth. We provide the complete picture marketers need to finally stop defending their marketing efforts (and the marketing budget) and start proving the value marketing adds to the business. CaliberMind gives marketers the confidence to answer, ‘What’s working?’, tell the story of their contribution, and make smarter investments that drive lucrative sales opportunities and accelerate revenue growth. -
47
EnterpriseAlumni
EnterpriseAlumni, Inc.
The market leader in alumni management software and community growth services. EnterpriseAlumni helps organizations across the globe attract, scale and engage with past employees, to increase referrals, lower the costs of recruitment, build powerful brand advocates and ensure valuable business intelligence. -
48
SmartMessage
SmartMessage
SmartMessage is a comprehensive marketing and customer experience platform designed to empower top brands to efficiently enhance their communications with millions of customers simultaneously. With the SmartMessage Marketing Platform, organizations can effortlessly scale relevant messaging to reach vast audiences at any time and from anywhere. Our advanced real-time data processing enables companies to react promptly and meaningfully to the needs and behaviors of their customers. By utilizing SmartMessage, leading global brands can establish deeper connections with their clients and provide timely, relevant engagement across multiple channels. In our complimentary exclusive guide, you will discover strategies to optimize your use of communication channels such as email, SMS, and push notifications. Additionally, you will explore the distinctive features of SmartMessage that assist you in achieving your business goals. Whether on-premise or cloud-based, SmartMessage consolidates all your marketing tools into one seamless, integrated platform, simplifying everything from content management to the automation of omni-channel customer journeys. This holistic approach not only enhances efficiency but also maximizes the effectiveness of your marketing campaigns. -
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CROSS-CRM
CUSTOMER SQUARE
Cross CRM assists contact centers with quality management and increases productivity for each phone call, chat or digital. Cross CRM allows for significant cost reductions in quality control and reporting. CROSS-CRM allows for online training programs and AI powered speech analysis to track each agent's progress. -
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B2BGateway EDI
B2BGateway
Fully-managed EDI & API data connectivity Automate the exchange any business documents, such as purchase orders and invoices, inventory updates, advance shipping notices, and inventory updates. - Reduce costs associated with manual data entry errors and increase profitability B2BGateway provides the support, tools, and ongoing maintenance needed to be EDI compliant for any trading partner.