Microsoft Excel Integrations

MailList King provides a robust mailing list server solution right on your PC, making it simple to create, oversee, and engage with individuals who are interested in your website, products, or organization. This software seamlessly integrates with widely used email applications like Outlook and Gmail, or it can connect directly to your mail servers to manage mailing list communications, including subscriptions, unsubscriptions, and undeliverable messages, while also sending processing confirmations and double opt-in verifications along with the customized rich text messages you design. If you're currently juggling a mailing list using Excel or Outlook Contacts, MailList King can significantly streamline your process by automatically managing the addition and removal of contacts, allowing you to focus more on crafting engaging newsletters and impactful sales communications. There's no need for advanced computer skills to utilize MailList King, making it an accessible choice for anyone looking to enhance their email marketing efforts. Moreover, its user-friendly interface ensures that even those with minimal technical knowledge can benefit from its powerful features.

Monitor, evaluate, and enhance your digital marketing efforts effectively. Over 7,000 marketers have chosen Improvely to track their outcomes and uncover fraudulent activities. This platform pinpoints the origin of every registration and purchase, whether from a promotional initiative or other avenues. With robust monitoring systems, it scrutinizes each click for any signs of potential fraud. You can receive immediate alerts about possible click fraud, enabling you to safeguard your advertising expenditures. Improvely provides detailed profiles for each visitor, allowing you to understand the genuine individuals engaging with your site. By identifying your most valuable customers, you can target similar audiences more effectively. Whether you are working solo, collaborating with a team, or managing clients, Improvely offers features like team logins, personalized client reports, and various export tools tailored to your organization's needs. Furthermore, the platform illustrates user journeys toward conversion and highlights where potential sales are lost, while funnel reports detail user movement through various steps on your website to enhance overall performance. This comprehensive approach ensures you are equipped to make data-driven marketing decisions that can significantly improve your return on investment.

Are you still manually creating commission spreadsheets? Sales Cookie is a cloud-based, easy-to-use commission management solution that charges no setup fee. You can manage incentives, calculate commissions, and publish them to reps using a simple web interface. Our solution is 100% cloud-based. You can sync sales transactions with CRM or convert between currencies automatically. You got it! Say goodbye to commission spreadsheets!

Using outdated business tools can create disarray and hinder productivity. Our complimentary and user-friendly online task management system helps enhance your efficiency. You can create tasks, monitor progress, generate reports, and jot down notes all within a streamlined workflow. Actionmint empowers you to stay organized and boost your productivity. Whether you are an entrepreneur, a business leader, or a professional project manager, you will discover all the necessary tools to structure your tasks, oversee your projects, and connect with collaborators. In addition to fundamental task management features, we offer time tracking, burn down charts, and options for recurring tasks. Take initiative and transform your ideas into reality today! In today's world, ensuring security is crucial. Our plans come with robust 256-bit SSL encryption, providing secure communication between your browser and our servers. Plus, with your data securely stored in the cloud, you can access it anytime and from anywhere. Embrace this opportunity to revolutionize how you manage your work and enjoy a more productive future.

MassTer's Marketing Mix Modeling software MassTer provides a modern way to run Marketing Mix Modeling projects. MassTer's intuitive interface makes it easier for analytical teams to complete MMM projects efficiently. MassTer was designed to make it easy for you to deliver your Marketing Mix Modeling projects. To replicate the MMM project workflow, MassTer uses industry best practices and advanced modeling techniques. This allows for maximum efficiency. MASS Analytics is a modern MMM approach that delivers faster automated models powered by Machine Learning. This allows you to accurately measure media and marketing impact in complex media environments.

Our goal is to create intuitive ETL software that is straightforward to deploy, requires no training for users, and begins functioning immediately after installation. This software is accessible to non-technical personnel, eliminating the need for assistance from the IT department. With our ETL solution, businesses of all sizes can streamline routine processes, allowing them to focus on what truly matters: expanding their operations. Users can design data transformations and establish business rules, incorporating them into packages alongside various actions like reporting, file handling, FTP, and email, all of which can be scheduled for regular execution by seamlessly combining simple package actions. Advanced ETL Processor Enterprise empowers organizations, including Fortune 100 companies, to construct sophisticated data warehouses and effortlessly automate intricate business processes. Developed by experts with extensive experience in data warehouse implementation, the Advanced ETL Processor facilitates advanced data validation and transformation, ensuring reliability and efficiency in data management. By leveraging this powerful tool, businesses can enhance their operational capabilities and drive growth effectively.

Safeguard and manage your Xero accounting information effectively. This is essential for scenarios like disaster recovery or when experimenting with new features without impacting your live financial data. You can easily generate a duplicate of your current accounting information or retrieve it as it was at a particular moment. For those who prefer having a backup of crucial data stored on their personal devices, there’s a convenient one-click option to download key accounting data and transactions into a structured Excel spreadsheet. You can also access any of your daily backups to inspect essential accounting reports from a past date. This functionality assists in determining which backup to restore, while also offering quick access to vital reports in case Xero is temporarily unavailable. Additionally, having this backup capability ensures peace of mind, knowing that your important financial information is secure and accessible whenever needed.

Document AI software equipped with advanced OCR capabilities enables the transformation of unstructured documents—such as pay stubs, invoices, and bank statements—into actionable data. This solution accommodates documents in various formats with minimal initial setup required. In just a few clicks, users can extract essential details like totals, invoice numbers, and payment terms from multiple invoices simultaneously. Additionally, it allows for the categorization of table line items while providing calculated attributes to facilitate automated decision-making. The captured data can be reviewed using a human-in-the-loop tool and validated through external APIs or databases. Ensuring the highest level of security, we implement enterprise-grade measures to keep your data safe. Users maintain complete control over their data processed through Docsumo. Moreover, automated processing of rent rolls can lead to a 50% reduction in operational costs. Customers can be onboarded in real-time through efficient logistics document processing, and tax return details can be verified instantaneously with the intelligent OCR API. Furthermore, our system guarantees error-free data extraction from Energy & Utility bills, enhancing overall accuracy and reliability. This technology not only streamlines operations but also significantly boosts productivity.

The Excel-to-Word Document Automation Add-in streamlines the process of transferring Excel content into Word and PowerPoint files, allowing for the effortless integration of various types of content such as text, lists, tables, images, and charts. Users can easily establish connections to this "dynamic" content for updating purposes. This enables the modification of both new and existing Word or PowerPoint documents with data sourced from any Excel workbook, regardless of whether it is newly created or already in use. It is particularly useful for generating recurring reports and personalized documents that require frequent updates. Moreover, users can utilize their workbooks and documents as templates, as any Word or PowerPoint file linked to the workbook through the core add-in can serve as a template. The add-in simplifies the processes of linking, testing, uploading, and managing document templates alongside related Excel-based resources, ensuring efficient document management and content updates across various platforms. This automation tool significantly enhances productivity by reducing manual effort and error in document creation and updates.

Ripple, a web-based software solution that allows for the management and recruitment of research participants in clinical, translational, and social science studies is an active registry. Ripple was developed by researchers to transform the participant workflow. It is an end-to–end research participant management system that speeds up the entire research process.

Discover a comprehensive set of tools designed to enhance your event planning, improve connectivity, and elevate the overall experience for attendees. Streamline the organization process with a robust suite of event management tools that save precious time. Eliminate the stress associated with team or player schedule modifications, event notifications, and updates with ease. Keep fans engaged with their favorite teams and events through features like livestreams, game alerts, and real-time score and bracket updates. Minimize the use of time and resources by leveraging automated schedule imports from Excel. Enjoy the flexibility of scheduling through auto-generated pools or custom schedules created via simple drag-and-drop functionality. Effortlessly access and modify an event's schedule to minimize any potential downtime. Furthermore, ensure that all event participants are promptly informed of any schedule adjustments automatically, fostering a seamless experience for everyone involved.

Create quotes and invoices effortlessly with Factomos, allowing you to edit the final document directly while presenting a polished image of your business through customized templates. You can also monitor your bank balance in real time and associate your invoices with your transactions securely, thanks to connections with over 90 banking services protected by AES encryption (no transactions can be conducted through Factomos). Additionally, Factomos supplies you with binders to organize your documents, ensuring they are always accessible, regardless of the file type. You can retrieve your information whenever needed, and both Excel and PDF exports are readily available across all sections and modules. Furthermore, Factomos provides insights into your activities over selected timeframes and keeps you informed of transactions you wish to track in real time. For services that require automated billing, we offer APIs to streamline the process further. This comprehensive solution is designed to enhance your efficiency and keep your business operations running smoothly.

Lower the expenses associated with technology procurement while enhancing the quality of your RFP submissions. With more than two decades of experience in telecom, cloud, and IT sectors, along with a track record of completing over 500 RFPs, DirectRFP® alleviates procurement challenges and facilitates seamless connections between buyers and vendors. Explore the advantages of our user-friendly and robust platform that caters to both buyers and vendors alike. You can assign several bidders from a single organization and distribute workloads effectively. DirectRFP is a unique tool developed by LinkSource Technologies, a leader in strategic sourcing and managed services. By harnessing the capabilities and insights of DirectRFP’s software, LinkSource delivers exceptional end-to-end RFP management solutions that can accelerate your RFP process by 60-80%. When utilizing LinkSource's expertise, DirectRFP empowers your team to reclaim valuable time and resources, allowing them to concentrate on strategic business objectives and growth opportunities. Additionally, this innovative approach not only streamlines procurement but also fosters stronger relationships with vendors.

AgiliumTracker is a time management tool designed for team leaders to monitor the hours their members dedicate to various projects while also gathering evidence of completed work, statistics, and logs. Recognizing a growing demand for cost-effective and user-friendly time tracking solutions, we created a straightforward application that empowers remote teams to boost their efficiency and productivity. Our streamlined SaaS application incorporates essential components tailored for remote teams, presented in an easy-to-use format. Key features encompass team and project oversight, time tracking, task management, work logs, desktop screenshot capabilities, and user-friendly reporting functions. By offering these features, AgiliumTracker not only simplifies the tracking process but also enhances overall team collaboration and accountability.

Thrive is a downtime monitoring solution that was developed over a decade from the feedback of valued customers. It was designed with the operator in view. It is easy to install, simple to use, and provides concise reporting. All this via a dashboard that puts downtime insight at the forefront. Thrive's downtime monitoring solution is perfect for manufacturers who are replacing inefficient paper-based systems. It also helps those who need to track downtime and who are focused on OEE, the most important metric. Food and beverage companies, brick, stone and cement related construction material organizations, pharmaceuticals and automotive manufacturers, as well as apparel and textiles manufacturers, machine manufacturers and all others. It is a great tool for forward-thinking manufacturers looking to cut costs, eliminate waste, and drive continuous improvement.

Insights fosters team success by envisioning a workplace where fulfillment in work enhances overall life satisfaction. Through the implementation of 360° feedback, team members have the ability to both seek and share immediate feedback, fostering a dynamic environment. Any employee, manager, or leader can request targeted feedback at any moment from colleagues throughout the organization, ensuring that these requests align closely with individual roles and objectives rather than relying on a standardized format. By nurturing a culture of recognition, organizations can significantly boost employee engagement and overall experience. Celebrating notable achievements and significant milestones through "Shoutouts" on the homepage wall allows everyone to acknowledge and appreciate hard work. In today’s workplace, there is a strong desire for genuine relationships among employees and their managers. Establishing trust within teams not only enhances collaboration but also paves the way for professional development and career progression. Ultimately, a supportive environment where feedback and recognition are prioritized leads to a more motivated and inspired workforce.

We streamline the categorization of your expenses and enhance your data, allowing you to focus on analysis rather than management tasks. By leveraging third-party resources, we automatically cleanse, standardize, and categorize your information to boost its quality and facilitate insightful evaluations. Furthermore, we enhance your data by incorporating financial metrics, addresses, ownership details, and more. Alongside a wide range of interactive standard reports, we offer the flexibility to create customized reports that meet your specific needs. You have the capability to design your own Power BI reports and can also connect seamlessly with Excel. PRO (a) ACT is designed for self-administration, giving you complete control without needing to rely on IT experts for tasks such as uploading new data or managing permissions. Our system automatically retrieves your data, showcasing our proficiency in data integration, having successfully executed hundreds of such projects. We offer ready-made solutions compatible with many of the leading systems available today, ensuring a smooth and efficient experience for our users. With our comprehensive tools, you can optimize your financial analysis and reporting effectively.

Managing issues, exceptions, and tasks is essential across various project types. Don't let a complicated and unwieldy system (like Jira) slow you down. Clarity Issue Tracking provides the necessary tools and then steps back, allowing you to focus on your work. Whether you’re a solo developer exploring our FREE indie plan or part of a larger team of 150 that includes software engineers, QA specialists, and project managers, Clarity simplifies the tracking process. Dealing with project issues can be frustrating, but your issue tracker doesn’t have to be. With unlimited user access, it's easy to collaborate—invite your entire team or even your clients without worrying about user licensing. Effective issue tracking thrives on teamwork, and Clarity Issue Tracking is designed for seamless collaboration. Fully integrated with email, Clarity allows you to monitor issues and receive updates effortlessly. You can email issues to teammates, regardless of their user status, and manage updates directly through your inbox. After all, we know you’re already checking your email frequently, so why not do it all in one place?

Handling legal entities through outdated software and spreadsheets can be quite challenging. Discover why leading Fortune 1000 companies and AMLaw 100 law firms rely on Athennian for their global entity governance and compliance automation needs. With the integration of Athennian and iManage Cloud, the process of document maintenance and entity management is simplified, allowing seamless communication between tools in your everyday workflow. Enhance your daily operations with our cloud-based platform, ensuring that all transactions are well-organized so you can concentrate on boosting your revenue. By utilizing real-time access to consistent entity data, templates, minute books, and other essential resources, you can improve accuracy and manage a greater number of entities in less time. Additionally, cloud platforms are designed with stringent security measures, featuring servers and fail-safes that meet the highest industry standards. Athennian proudly holds SOC 2 Type II certification, assuring organizations throughout North America of its reliability and security. This commitment to excellence not only safeguards your data but also empowers your legal operations to operate more efficiently.

12d Synergy means efficiency for people who are tired of the chaos and slow pace of work. 12d Synergy allows you to work from anywhere and at any time, without being tied down to your desk. 12d Synergy represents productivity for pioneers who know that there is a better, smarter, faster and more efficient way to do work. With simple email management, retrieval, and filing, you can transform email clutter into reliable documentation. AEC offices are in dire need of a centralised, solid document management system. Superior folder-based geospatial management that speeds up data transfers and reduces data storage. It also streamlines worksharing. You can conquer CAD chaos with an automated, smarter way to manage your data. This will increase your productivity and efficiency.

Marketing and sales have the capability to streamline the scheduling of both in-person and virtual B2B meetings, as well as manage sign-ups for various event sessions and campaigns, thereby propelling business growth. Live engagements facilitate real-time discussions among businesses at any point in the sales cycle. The process of arranging expert and executive meetings, along with product demonstrations at user conferences, tradeshows, and roadshows, can be simplified for efficiency. Enhancing attendance at tracks and sessions, booth tours, and webinars can be achieved through both inbound and outbound strategies. In the realm of B2B, bridging the divide between generating marketing leads and closing deals necessitates live engagements. Jifflenow’s automation software for live engagement empowers marketers and sales professionals to transform qualified leads into valuable meetings through versatile inbound and outbound methods. Additionally, it offers insights into meeting and session data, fostering improved collaboration between marketing and sales teams. This technology not only enhances operational efficiency but also enriches the overall engagement experience for businesses involved.

Eccountant is an innovative cloud financial management solution designed for organizations of any size, enabling improved oversight of financial operations. It enhances sales and productivity through effective management of the sales cycle, from initial quotations to final invoices. Additionally, it streamlines supplier management while providing comprehensive tracking of costs. Users can efficiently monitor their expenditures and supplier relationships, as well as keep tabs on product inventory, orders, deliveries, and multiple locations. The platform simplifies multi-batch production, time and item-based job costing, and aids in the management of Bill of Materials (BOM). It also allows for detailed recording and tracking of assets, including their allocation, movement, and eventual disposal. Furthermore, it provides tools for closely monitoring cash flow, budgeting, and financial reporting. Eccountant effectively manages the entire employee life cycle, from recruitment to separation, thereby maximizing sales efforts and improving customer interactions. The platform supports thorough planning, initiation, execution, monitoring, and closing of various projects. Join our extensive network of satisfied customers across the globe who have transformed their financial management processes. By leveraging Eccountant, businesses can foster growth and efficiency in their operations like never before.

BIS, a company that has 35 years of experience in developing and delivering innovative technology, built Grooper from the ground up. Grooper is an intelligent data processing and digital data integration tool that allows organizations to extract meaningful information out of paper/electronic documents, and other unstructured data. The platform combines advanced image processing, capture technology and machine learning with optical character recognition to enrich data and embed human comprehension. Grooper is a foundation for many industry-first solutions, including in healthcare, financial services and education.

Swile is a groundbreaking card that consolidates an array of employee benefits, including restaurant vouchers, gift vouchers, and mobility vouchers, all complemented by an app designed to enhance team experiences with features like free pools, reimbursements, and event planning. At its core, Swile serves as a unique restaurant voucher card with no spending limit, accepted at over 220,000 locations, and allows for extensive customization based on individual preferences. Beyond that, it functions as a gift card usable online and throughout France, including in local shops, while providing access to an extensive ticketing network for theaters, cinemas, amusement parks, travel, and accommodations, along with discounts at major retailers and compatibility with Apple Pay and Google Pay. Additionally, the Swile app streamlines various aspects of team life, offering exclusive features that facilitate collaboration and engagement among colleagues. This innovative approach not only enhances workplace satisfaction but also supports a vibrant team culture.

Our software increases deliverability and automates follow ups, so you get more responses with less effort. You can create contacts manually, use the contact forms, or import bulk prospects via CSV or Google Drive spreadsheets. Maximize your workflow and automatically import your Google Drive spreadsheet when it is modified. Personalization makes every email stand out and increases open and reply rates. Your own attributes/merge tags. Variations can be added using A/B Testing and dynamic texts to increase deliverability and improve your response rate. You can find new leads every day by waking up and building a predictable pipeline. We reach out to prospects who have already replied via the campaign and then take those contacts into consideration. Spam filters are becoming more sophisticated every year. Our advanced auto-warmer technology monitors and maintains your inbox health so that your emails have a better chance of reaching your recipient.

Decisions seamlessly integrates with the Office 365 tools that you utilize on a daily basis. All materials stay securely within your organization's Office 365 environment, adhering to established security protocols. We prioritize customer privacy and do not retain any data. Our platform supports compliance with single sign-on and security features, such as Azure Multi-Factor Authentication and Azure Information Protection. You can effortlessly create a professional meeting agenda using either Teams or Outlook. Participants have the ability to upload documents, propose discussion topics, pose questions, and provide feedback. Additionally, you can invite guests to join as presenters, contributors, or participants, and assign them to specific topics or the entire meeting. The agenda, along with its attachments, can be easily consolidated into a single PDF document for distribution to all attendees. Furthermore, merging the agenda into a Word or OneNote template is achievable with just one click, simplifying the process of taking meeting minutes. A visual indicator helps track agenda items by their designated time, ensuring that meetings proceed according to schedule. The Speak Now feature for Teams facilitates an organized speaker list, making it possible to accommodate interjections and requests for breaks during discussions. Ultimately, this comprehensive approach enhances collaboration and efficiency in your meeting processes.

The Business Card Maker is a user-friendly software that enables you to craft personalized business cards effortlessly. Establish your company's identity by designing professional-grade cards that effectively communicate your brand. Incorporate essential details such as your logo, address, operational hours, phone number, email, and social media links on the card. Delight your loyal customers by offering them printable loyalty and discount cards through this software. Utilize this tool to create high-quality cards that elevate your customer's perception of your brand. You can save your designs as templates for future marketing efforts, making it easier to maintain consistency. Additionally, design stunning gift cards featuring images and clipart that reflect your business's essence. The software provides a variety of templates tailored for industries like healthcare, education, and real estate, making it an excellent resource for promoting your business. Furthermore, create professional badges with personal photos for members of clubs, organizations, and your own employees, ensuring your card designs align perfectly with your corporate branding. This comprehensive tool is an invaluable asset for anyone looking to enhance their company's visibility and professionalism.

Transition from the disarray and intricacies of spreadsheet-driven methods to enhance your ability to strategize and monitor financial outcomes effectively. You may be encountering difficulties with your current convoluted spreadsheets, your organization may have expanded to the point where spreadsheets can no longer provide the necessary collaboration and precision, or perhaps you have explored alternative options and found them prohibitively priced. With Maxiplan Rapidstart, you will uncover how simple and swift it is to generate a comprehensive budgeting and forecasting system tailored to your unique business requirements. Say goodbye to your existing spreadsheet challenges and embrace a unified, accessible-from-anywhere, collaborative multidimensional planning tool that offers rapid consolidation and adaptable reporting capabilities, streamlining your financial processes like never before. This innovative solution not only improves efficiency but also ensures that your financial planning can scale alongside your business growth.

Integrated governance ensures that all produced content remains accurate and up-to-date. By utilizing automation to manage exceptions, your team can concentrate on tasks that add greater value. Instantly create customized templates that can incorporate various elements such as images, tables, and charts. The system supports reactive workflows, allowing for the addition of inputs, questionnaires, and calculations. Users can effortlessly compose emails with necessary attachments while enjoying professional customizations and configurations. This approach is noninvasive and does not require any migration, ensuring a secure and HIPAA-compliant environment. Docmo operates seamlessly alongside Excel, automating tasks in Word, Outlook, and other applications, which means users can avoid the hassle of learning a new system. Transform what previously took hours into mere minutes, eliminating the need for double-entry and enabling the extraction of content from any application. Ensure that the latest templates, legal language, and data are utilized, while also easily updating previously created documents. Documents generated through Docmo are guaranteed to be professional, comprehensive, and accurate. Additionally, the system tracks generated templates, revisions, and user volumes, while automatically selecting relevant content, templates, calculations, and terminology for your convenience. This streamlined process significantly enhances productivity and accuracy within your organization.

Beezy serves as the smart workplace solution for Microsoft Office 365, simplifying and making organizational collaboration more pertinent. By enhancing the Microsoft productivity ecosystem, we integrate the digital workplace, allowing users to communicate, share, and work together more effectively, regardless of whether they are operating on-premises, in the cloud, or in a hybrid setup. Major clients like Monster, Bank of England, and ZF are now able to take advantage of a fully functional, modern digital workplace that seamlessly combines Collaboration, Communication, Knowledge, and Processes. Our platform is entirely customizable, enabling clients to create their own unique connectors through our API, which can interface with both the Microsoft suite and external services like SAP, Workday, and Salesforce. Accessible on all devices—desktop, tablet, and mobile—Beezy's user experience prioritizes mobile usability, featuring an advanced mobile application compatible with both iOS and Android devices. This commitment to user-centric design ensures that collaboration remains smooth and efficient, regardless of the device being used.

Tailor and Enhance Your Peer Review Workflow for Code and Documents Using Collaborator. Recognized as the leading tool for peer review of code and documentation, Collaborator is designed for development teams committed to maintaining high software quality. Its extensive review capabilities allow you to evaluate source code, design documents, requirements, user stories, test plans, and other documentation all within a single platform. To ensure accountability, it offers proof of review through electronic signatures and comprehensive reports that help meet regulatory compliance requirements. It supports a wide variety of Source Code Management (SCM) systems, including Git, SVN, TFS, Perforce, CVS, ClearCase, RTC, and more. Collaborator also seamlessly integrates with popular platforms such as GitHub, GitLab, Bitbucket, Jira, Eclipse, Visual Studio, among others. Additionally, real-time updates and threaded chat facilitate ongoing discussions, highlighting changes and defects to enhance visibility during each review. Recognizing that every team and project has its distinct needs, Collaborator provides customizable review templates and checklists to create tailored peer review frameworks that suit specific requirements, ensuring that your review process is as effective and efficient as possible. This flexibility empowers teams to adopt best practices tailored to their individual workflows.

DOKKA is a platform that streamlines bookkeeping for accounting firms and businesses. We don't provide accounting software. We integrate with different packages such as Xero QBO & Sage and streamline all areas around it, such as document collection, messaging collaboration, AI powered Bookkeeping Entry Creation, Bookkeeping Entry, and document push into the Accounting Software.

All-in-one field service software. Automate and grow your business. You can improve customer service, manage projects, close more deals, and track the real-time progress of all your business's day-to-day activities. You can dispatch jobs directly to field workers or technicians via our mobile app, or send a text message to get real-time status updates. In one click, you can generate Microsoft Word quotes using your existing templates. Send related brochures and attach them automatically with quotes. With one click, convert quotes to Work Orders. Based on field worker updates and rules, automatically update the status of Work Orders. When stock levels are low, monitor them and automatically generate purchase orders. You can search for any document, quote or purchase order, by item number, status or job type, technician, or company, and view all related documents, notes, and job history in one place. No more duplicate orders or invoices.

Enhance the functionality of your FP&A spreadsheets with our Corporate Performance Management software, which seamlessly integrates with Microsoft Excel. Streamline your data organization and automate repetitive tasks to improve both your operational and financial planning processes. Our user-friendly interface allows you to construct cubes, each capable of containing various dimensions, dimension members, and measures. You can easily link Excel cells to any cell within a cube. Thanks to our contemporary Microsoft add-in, you can effortlessly upload and download data from the cloud directly to your spreadsheet templates. Utilize Pivot tables and other business intelligence tools to explore your data in any way you prefer. Additionally, our workflow manager enables the creation of intricate tasks and the attachment of templates, facilitating task completion and approval without cumbersome manual intervention. Tailor alerts and notifications to keep users informed about essential updates. If you find yourself frequently exchanging Excel files or relying on a Corporate Performance Management system only to revert to Excel for formatting, it may be time to consider PivotXL for a more efficient solution. With PivotXL, you can transform your data management experience and significantly increase productivity.

As the one and only CRM system specializing in hedge fund workflows, our software capabilities are laser focused on the needs of modern-day sales, marketing and investor relations. Our customers include new launches, family offices, and multi-billion multi-prime institutional hedge funds. A new CRM using modern tech for modern needs.

Cloud-based financial planning and analysis. You can quickly see the financial state of your business in real time to make better decisions. Jirav connects financial and operational data to allow you to easily analyze historical operations and forecast your cash flows, revenues, workforce, expenses, and bookings. Get more insight and be able to make better decisions. You can instantly see the difference between plan and actuals, rolling predictions, and downstream effects. This will help you spot opportunities in your business, teams, and departments. Visualize and share data to better understand your business. Jirav allows you to create interactive reports and send the right information directly to the right people. To make better decisions, see the future. Templates that are best practice enable you to create accurate forecasts and budgets across all areas of your business. Connect all data that affects your business. You can see real-time accounting, headcount and sales data to get complete visibility.

Okapi offers an all-in-one experiential marketing software solution that captures every detail of your marketing programs. Specifically designed to simplify data collection and reporting, it enables you to measure your return on investment and effectively manage your face-to-face marketing initiatives using a single, comprehensive tool. This event program management software features real-time data collection and reporting capabilities, allowing for seamless scheduling and oversight of all your marketing efforts. By organizing data for efficient reporting, Okapi empowers you to assess your program's ROI, equipping you with the insights necessary to make informed decisions that enhance future outcomes. You can focus on measuring what truly matters and accurately calculate your experiential ROI. With features that encompass surveys, demographics, and CRM contact information, Okapi facilitates a deeper understanding of your audience and fosters long-term connections. Ultimately, this software not only streamlines your marketing processes but also drives continuous improvement in your strategies.

Software that enhances the safety and happiness of your workforce is essential. Simply accumulating hazard reports serves no real purpose; instead, it is crucial to activate this safety information so that employees can recognize potential risks and make informed choices. By receiving alerts when nearing a hazard, individuals can effectively reduce the associated risks, even for threats they may not be aware of, such as lightning, fires, or earthquakes. Why would anyone choose to keep hazard data confined? By sharing risk information with other companies in real-time, we can collectively improve safety for everyone involved. Our forms, workflows, and alerts are tailored specifically to your business, acknowledging that a one-size-fits-all approach simply doesn’t work. A system customized for your organization undoubtedly yields better results. Although many applications boast offline capabilities, few deliver on that promise; for us, offline functionality means users won’t even notice if they lack connectivity—it just operates seamlessly. Engaging workers in safety is the greatest challenge, and we address this by prioritizing the needs and preferences of your team above all else, ensuring they feel valued and involved.

Streamline your customer experience with Famepilot, where we manage a significant amount of feedback annually for innovative companies worldwide. Today, 85% of customer interactions occur on platforms like Google, Facebook, Twitter, Zomato, Apple, Bing, and various review sites rather than directly on your website. Engage with the customers who advocate for your brand across digital spaces. Famepilot automates the collection of essential feedback metrics, including your Net Promoter Score®, sentiment analysis over time, testimonials, online reviews, and overall online reputation. We actively monitor your business activities across more than 20 review platforms, including major social media sites, and we are rapidly expanding this list. You can propose industry-specific sites to be added as well. With Famepilot, you can respond to all customer reviews posted online from a single, unified platform, ensuring no customer feels overlooked. Additionally, you can flag comments for your employees to address, fostering a culture of responsiveness and engagement within your team. Don't let any customer queries go unanswered, as maintaining strong communication is key to building lasting relationships.

Effortlessly link your financial accounts to Excel to consolidate and oversee all your finances from a single location. Gain clarity on your expenditure patterns and obtain tailored insights regarding your monthly spending habits to help you meet your financial aspirations. By simply connecting your accounts to Excel, you can view all your transactions in one convenient interface, making it easier to track your spending. Additionally, receive personalized notifications about fluctuations in your monthly expenses, increases in subscription costs, bank fees, and more, ensuring you stay informed about your financial situation. Tailor Money in Excel to suit your needs and maximize your financial management. Utilize the specialized charts we've designed for you, or create your own with your preferred Excel features. Moreover, when you subscribe to Microsoft 365, you'll unlock a variety of customizable templates and innovative options, empowering you to bring your financial organization ideas to fruition. This integration creates a comprehensive toolset that not only enhances your financial awareness but also simplifies the path to achieving your monetary objectives.

Studio by Creatio offers an advanced low-code and process management platform that comes equipped with ready-to-use solutions and templates. Designing business processes of any complexity is as simple as arranging LEGO pieces: just rearrange components, collaborate with team members, discuss actions, and oversee all operations in a unified space. Utilize low-code technology to empower non-technical staff to create the applications and processes they require. Seamlessly develop custom solutions by harnessing low-code capabilities. With robust and adaptable low-code tools, even individuals lacking extensive technical expertise can construct new applications and modify existing ones, which encompasses creating user interfaces, formulating business logic, outlining data models, and establishing machine learning models to enhance decision-making processes. This approach ensures that businesses can respond swiftly to changing needs while fostering innovation from all levels of the organization.

Delegate your repetitive data tasks by outlining them in Parabola, allowing you to create once and leverage indefinitely. Labor-intensive manual procedures rarely contribute to progress. Thanks to Parabola, you can automate, document, and collaborate effectively to achieve operational excellence. We champion "Operators," those skilled in data manipulation and spreadsheet analysis, who drive every team forward. Unfortunately, their influence is often constrained by outdated manual tools and processes, but Parabola gives them the means to take charge of their achievements. With a wide array of direct and API integrations, Parabola enhances and consolidates your existing workflows rather than just building on them. Whether you're focused on security or scalability, using Parabola ensures you have best practices readily available. Start your first Flow today to begin reclaiming hours each week. Our intuitive drag-and-drop interface, collaborative building sessions, and comprehensive Learning Center will enable you to automate tasks swiftly and efficiently. Embrace the future of data management and unlock your team's potential with Parabola.

Supervity offers a suite of AI-powered agents that enable businesses to automate operations and enhance productivity. With capabilities like Agentic Chat and Agentic Voice, Supervity enables businesses to simulate human-like conversations, automate outbound phone calls, and support real-time co-browsing. These agents are designed for seamless integration into enterprise systems, enabling employees to work faster and independently. Whether you're in finance, HR, IT, or customer experience, Supervity’s AI agents can help automate repetitive tasks, improve decision-making, and drive digital adoption.

WaspLabeler +2D offers a user-friendly platform for designing, producing, and printing barcode labels. Users can choose from over 100 ready-made label templates, customize their own labels, or create a design from the ground up. The software allows for manual data entry or quick connections to external sources, such as Microsoft Excel®, Microsoft Access®, or QuickBooks®, to source label information. Labels can be easily printed on any networked Windows® printer, enhancing tracking efficiency and accuracy. Thanks to WaspLabeler +2D’s straightforward interface, you can swiftly generate inventory barcodes, asset tags, product shipping labels, and more. The application enables users to seamlessly integrate text, company logos, and barcodes, ensuring that the final product meets specific needs. Additionally, it allows for the creation of barcode scan sheets or shadow books, making it easy to access barcodes for small or challenging items to tag. Ultimately, WaspLabeler +2D is crafted to boost both the efficiency and precision of your business operations. Furthermore, its versatility makes it suitable for various industries that require meticulous labeling solutions.

Enhancing management to elevate business performance. Traditional management practices are often slow, reliant on in-person interactions, and fragmented, which hinders swift, data-driven collaboration. Quorso streamlines management into a unified platform—linking your KPIs with your data, team activities, and initiatives to enhance business performance. Establish KPIs in mere seconds, then let Quorso sift through your data to uncover actionable insights tailored for each team member. With Quorso, your team can execute every task effectively, and the platform tracks the results, ensuring that everyone understands what strategies yield success. This innovative tool enables you to remotely oversee, engage, and collaborate with your team, creating the illusion of being present on-site daily. Additionally, Quorso illustrates how every action taken by each team member contributes to the enhancement of your KPIs, ultimately amplifying management efficiency across all divisions of your organization. The result is a more cohesive and productive work environment that drives success.

Easily transfer files directly to your preferred accounting software without any manual intervention. Seamlessly record data in QuickBooks, Xero, Sage Business Cloud Accounting, or MYOB, enabling you to import formats like Excel, CSV, or Google Sheets while monitoring results in real time. We provide a user-friendly file template that allows for a one-click import process. Additionally, you can export various lists or items from your accounting software into an Excel file, making it simple to migrate company files. Eliminate old or erroneous data, and schedule recurring imports automatically without needing to open the application. You can upload files directly from a cloud storage service, configure schedules for routine imports, reverse data imports if necessary, execute multiple imports simultaneously, and enjoy a host of other features to enhance your accounting experience. This streamlined approach not only saves time but also increases the accuracy of your financial data management.

Elevate your digital marketing analytics like never before. Are you tired of the tedious task of pulling together data from various advertising platforms? We've got the solution for you. Designed by marketing professionals who sought an improved alternative to current offerings, our tool eliminates the hassle of managing intricate queries in spreadsheets. With our real-time synchronization, your reports are perpetually current. Consolidate your data within Calypsus and seamlessly export it to your preferred applications. Our team of genuine digital marketing specialists is here to address all your inquiries. Effortlessly integrate your favorite online advertising platforms, including Facebook, Instagram, YouTube, Google Ads, Google Analytics, and LinkedIn, with just a single click. Combine platform-specific advertising metrics, such as expenditure data, with any metric from Google Analytics to achieve the comprehensive closed-loop reporting you've always dreamed of. You can categorize your data across various channels by dimensions such as country, customer segment, marketing campaign, or profit margin. We will present this information through detailed reports and visualizations, making it easier for you to understand and act on your marketing performance. Experience the power of streamlined data analysis and take your marketing strategies to new heights.

eLogii makes it easy to plan, route and optimize your mobile workforce. The smartest technology available to manage your entire operation. You can route, plan, schedule, and optimize deliveries without the need for manual processes. You can track in real-time and react to changes. Get a centralized view and customizable notification. You and your customer have the ultimate security - enable signatures, barcodes security codes, age verification, etc. as proof of delivery. Bulk upload Excel/CSV files that feature intuitive mapping. Integrate any external system via API. Automated planning, no matter how complex your operations. Consider every operational variable and constraint, from timeslots to driver skills and capacities. You should have a complete overview of your drivers and operations as they execute routes. Communicate in real-time. Give your customers the clarity of live ETAs, on-map tracking, and provide them with a clear communication channel.

Introducing the ultimate versatile solution for managing Knowledge Bases, Documents, Passwords, and Configurations, whether hosted on our cloud or yours! Clients enjoy seamless access to their documentation both online and offline. This platform is not only favored by Managed Service Providers (MSPs) but also relied upon by IT departments globally. Currently, over 2,500 paying users actively utilize the IT Portal, excluding numerous instances that permit unlimited users. Our cloud services span various regions, including the United States, Canada, the United Kingdom, the European Union, and Australia, while also providing the option to deploy in your own private cloud. As IT teams expand, they often find themselves overwhelmed by disorganized file shares and cumbersome Excel password lists. This solution offers a secure and structured environment that facilitates efficient information access and sharing related to IT infrastructure. The IT Portal effectively minimizes downtime, enhances accountability in documentation, and assures managers and IT professionals of a reliable system. With its robust features, the IT Portal is built to accommodate the evolving needs of growing IT teams, ensuring they stay ahead in an increasingly complex landscape.

Accelerate your form development process effortlessly. Begin by creating an account, generating a URL endpoint, and adjusting your form’s action attribute accordingly. Customize the appearance of your forms and set them up to fulfill all your specific requirements. With robust data security measures already integrated, you can concentrate on other crucial tasks. Simply copy, paste, submit, and receive your submissions. The ease of getting web forms operational was not always this straightforward. With Basin, you can start gathering submissions in just a few quick clicks. The platform seamlessly integrates with widely-used CMS platforms, page builders, static site generators, and various development frameworks. Additionally, you can enhance your data handling experience through fun integrations with Zapier and webhooks, unlocking even more possibilities for your project. Enjoy the freedom of creativity while managing your forms effectively.