Microsoft Outlook Integrations

SuperSaaS is an affordable and flexible online appointment booking tool. It can be easily integrated into any site and has a fully functional free trial, only pay once you start using the system. It comes with unique features that include the ability to connect multiple schedules, and it integrates with many online payment providers, SMS providers and other online calendars like Outlook and Google Calendar

Azurepath is a user-friendly lead management tool designed to assist in generating, overseeing, and enhancing prospects. With its intuitive drag-and-drop functionality, users can effortlessly monitor activities, maintain up-to-date leads, produce reports and forecasts, and automatically generate crucial insights in real-time. By adopting the Azurepath solution, sales teams can stay organized and never lose sight of leads again, ensuring they have the competitive advantage they have always desired while also keeping track of all account history seamlessly. This comprehensive software not only simplifies lead tracking but also empowers teams to make informed decisions based on actionable data.

"Looking for a way to bring everyone together so they can connect, communicate, and celebrate in a more focused way? Our employee success platform makes this easy. Jostle is replacing intranets, which have always dispersed information and reinforced organizational silos. We take a more human approach—one that truly sets up each person in your organization for success. Jostle’s platform provides the clarity and recognition people need to succeed. With our platform, everyone can connect, communicate, and celebrate across locations and departments.

Use QuoteWerks, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales process. For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

Zoho Billing is an all-in-one billing and revenue management platform for the entire quote-to-cash process, serving businesses from startups to large global enterprises. One platform, every billing model It natively supports one-time invoices, recurring billing, subscription management, usage monetization and project billing. A single invoice can combine a subscription plan, project hours, a setup fee, and tracked usage — no manual collation needed. Subscriptions and payments The full subscription lifecycle is automated: free trials, upgrades and downgrades with proration, mid-cycle changes, renewals, grandfathering, and cancellation workflows. Dunning sequences retry failed payments via fallback methods to recover at-risk revenue. Real-time dashboards surface MRR, ARR, churn, and customer lifetime value. Zoho Billing connects with Stripe, PayPal, Razorpay, and more, supports multiple currencies, and includes PCI DSS-compliant checkout and a self-service customer portal. Usage-based billing It provides support for metered, pay-as-you-go, tiered, volume, and prepaid credit models let businesses charge for modern consumption types — inputs, messages, actions, and outcomes. Automation, AI, and compliance CPQ turns approved quotes into invoices without re-entry. Workflow automation handles invoice generation, approvals, and event-triggered communications. AI surfaces anomalies, forecasts revenue, and summarizes reports, alongside Zia, a conversational billing agent. GST, VAT, US sales tax, e-invoicing, and localized templates support compliance for global teams.

Sine's visitor management software makes it easy to streamline your workplace check-in. Sine is trusted by global brands and allows users to quickly and easily check-in employees, contractors, visitors, and other assets throughout the workplace. It allows users to instantly print badges, take visitor photo IDs, and sign NDA's from one platform. Sine's visitor management software is accessible on the web, tablet, as well as mobile devices.

Transform your document-dependent tasks from a burdensome chore to a powerful source for growth and positive impact. Transform document-dependent tasks from unsecure, burdensome and manual busywork into a powerful source of positive impact and growth for organizations of any size and across many industries. Revver, formerly eFileCabinet, is an advanced document management system that will help you achieve business zen. Revver is a platform that combines many tools, including workflow automation and advanced search, as well as integrations with other business tools. These powerful features are designed to help businesses keep their heads above the influx of paper documents, and eliminate the chaos created by scattered digital assets.

Enhance your team's communication and collaboration using Azendoo, a user-friendly project management and team collaboration tool designed for contemporary teams. Accessible through web, desktop, and mobile platforms, Azendoo empowers teams to structure their tasks, strategize, and share projects while fostering efficient communication, leading to improved productivity. Additionally, Azendoo seamlessly integrates with popular business applications and supports over 80 external services through Zapier, ensuring a cohesive workflow for your team. The versatility of Azendoo makes it a valuable asset in any collaborative environment.

As an entrepreneur, you have a lot on your plate when it comes to running your business. That's where Teamleader comes in to make your life easier and your mind free. Our business software allows you to create quotes, manage customer relationships, invoice, and plan work, all in one convenient place. This means you can avoid the hassle of having information scattered across different inboxes, Excel sheets, and software. Instead, you'll have a clear overview of your sales opportunities, projects, and payments, giving you a sharp picture of your business's performance. Join over 15,000 entrepreneurs and their teams who rely on Teamleader's business software to streamline their paperwork and get more done with less hassle. Sounds good?

Celoxis is a project portfolio management tool that allows project leads and organizations to easily strategize, balance priorities, and optimize resources across projects and portfolios. With features promoting effective communication & collaboration, Celoxis enables accurate tracking, evaluation, and progress visibility of your project portfolio, ensuring it's in sync with organizational goals. Benefit from strategic decision-making, risk management, and scenario analysis for more successful projects.

KingSMTP (formerly known as Kingmailer, founded in 2017) is a simple and fully featured mail server / SMTP service for use by anyone, not just developers. Start sending, receiving or routing your emails with a few clicks.

Elevate your service management to new heights with BlueFolder, the all-in-one solution designed for field service providers, maintenance teams, and support organizations. Streamline your workflows, enhance customer satisfaction, and boost efficiency with our comprehensive suite of features. Effortlessly manage work orders through our intuitive interface, ensuring nothing slips through the cracks. With intelligent dispatch and scheduling tools, optimize resource allocation to minimize downtime and maximize productivity. Build lasting customer relationships using our CRM features, keeping track of interactions and service history for personalized service. Stay connected on the go with our mobile app, enabling real-time collaboration, work order updates, and client communication from anywhere. Take control of assets and equipment and contract management. Simplify financial processes with billing and invoicing features, generating accurate invoices and receiving payments optimizing cash flow to your business. Gain valuable insights into your business performance through customizable reports and analytics. Make informed decisions and identify areas for improvement. BlueFolder seamlessly integrates with other essential tools.

SimplePractice provides an all-in-one EHR and practice management solution for health and wellness professionals, including therapists, dietitians, and counselors. The platform includes tools for scheduling, billing, documentation, and telehealth services, all within a HIPAA-compliant framework. With a focus on user-friendly design and comprehensive support, SimplePractice aims to simplify the operational aspects of private practices, allowing professionals to focus more on client care. ​

RazorSync allows you to manage your field service software from your mobile phone, tablet, or computer. Schedule, dispatch, invoice, and manage customer records from the field. You can even save time and travel by viewing jobs, technicians, and scheduling on a map. All data is stored in the cloud to ensure easy access, and the customer records update your office QuickBooks automatically. Customers report higher billings, revenue, and satisfaction with RazorSync. Start a free trial today!

TheraNest offers an all-in-one solution for mental health practices, streamlining tasks like scheduling, billing, and documentation. With automation tools for appointment reminders, billing processes, and clinical notes, the platform reduces administrative burdens and saves therapists valuable time. Designed for ease of use, TheraNest allows mental health professionals to prioritize client care while ensuring compliance with industry standards and security regulations.

Spotler CRM, formerly Really Simple Systems, is a powerful CRM system designed for teams that are growing and working in B2B. Spotler CRM gives your sales team everything they need to manage prospects, customers and sales without letting technology dictate their strategy. The CRM system is also equipped with integrated email marketing modules and customer service desks and can be accessed anywhere from desktops, tablets, and smartphones. The CRM is designed to be easy to set-up and easy to use. This allows you to train your staff in minutes so that you can focus on growing your business.

Unify quality processes with QT9's all-in-one cloud-based QMS Software Suite. QT9 QMS is a user-friendly quality management software that includes 25+ modules with unlimited scalability. Automate ISO & FDA Compliance with email alerts, To Do lists and FDA 21 CFR Part 11 Compliant Electronic Approvals. QT9 QMS enables Life Sciences, Biotechnology Companies, Medical Device Manufacturers and Pharmaceutical Companies to digitally transform operations. Get real-time status updates and visualize quality metrics up-to-the-minute. QT9 QMS comes with built-in document control, revision-level controls, corrective actions (CAPAs), Nonconforming products and more. Advance product releases with Deviation Management, Engineering Change Orders, FMEA, Inspection Management Modules Included. Go paperless & put time-consuming tasks on autopilot. QT9 QMS comes ready-to-use. Get a free product tour! Start a Free Trial. Visit QT9qms.com

Minimize no-show rates and enhance response rates using Appointment Reminder, an automated SMS notification system. This tool enables users to seamlessly connect with their current booking calendars, including Outlook, iCalendar, and Google Calendar. With Appointment Reminder, users can automate reminders for appointments through both email and SMS formats. Additionally, the system offers extensive customization options, allowing users to set the number of reminders, choose the delivery method, adjust the timing for sending notifications, and much more. By implementing this system, businesses can significantly improve client engagement and reduce missed appointments.

APE Mobile is a cloud-oriented software designed for construction management, offering essential tools for managing compliance and streamlining site documentation. Among its primary functionalities are document organization, the ability to create custom forms, markup capabilities, notifications for noncompliance issues, and integration support through APIs. Additionally, APE empowers users to design a wide variety of forms, such as engineering calculation sheets, timesheets, progress reports, and much more, catering to diverse project needs. This versatility makes APE Mobile an invaluable asset for construction teams aiming to enhance efficiency and maintain regulatory standards.

Reply.io combines AI automation, real-time data, and multichannel engagement to help modern sales teams generate, nurture, and convert leads at scale. The platform’s advanced database of over 1 billion B2B contacts allows users to discover ideal prospects using audience targeting and enrichment tools. Through AI-driven personalization, users can craft dynamic email sequences, automate LinkedIn messages, and even send follow-up calls or SMS from one unified dashboard. Its flagship Jason AI SDR agent autonomously handles outreach—analyzing data, generating messages, and scheduling meetings on behalf of the team. Reply.io’s robust email deliverability suite ensures that every message reaches the right inbox with features like domain warm-ups, spam prevention, and reputation tracking. Sales teams can manage every stage of the pipeline—discovery, engagement, and conversion—without switching tools. Seamless integrations with CRMs, calendars, and marketing platforms make it easy to sync activities and track performance. With over a decade of innovation, Reply.io remains the go-to automation partner for businesses looking to humanize and scale sales outreach through AI.

Descartes ShipRush is the smart shipping solution for small and medium ecommerce companies. ShipRush helps businesses streamline their shipping processes to save time, money, and better serve customers. You can instantly compare carrier rates and delivery times, set automation rules to improve operations, email customers, and update orders. The solution integrates seamlessly with more than 90 ecommerce marketplaces, carts, and major US and international carriers.

With Bindle, the process of booking time off, calculating balances, and obtaining approvals becomes much more straightforward. Tailored specifically for small enterprises in the US, UK, Australia, Canada, and New Zealand, Bindle enhances the efficiency of managing leave for employees. This user-friendly, entirely web-based leave management solution effectively decreases employee absenteeism, ensures accurate leave liability calculations, and provides real-time updates on bookings and balances, making it an essential tool for any small business. Additionally, its intuitive design allows for seamless navigation, ensuring that even those who are not tech-savvy can easily use it.

With the introduction of the Roomtablet in 2014, Meetio set a new standard in meeting room management. Meetio is a leader in meeting room management software. They offer industry-leading solutions for hot desking and mobile scheduling. Meetio is a global company with three offices on two continents. They are just beginning their journey to make work places smarter than the people who use them. We are glad you are here!

Modern, Automated & Shared Employee & Group Health Benefit Platform ASPIRE HEALTH by ARTIVATIC is proud to provide a MODERN & AUTOMATED PLATFORM FOR EMPLOYEE & GROUP HEALTH BENEFITS. ASPIRE HEALTH is aimed to drive better outcome, efficiency, standardization, simplification, and connecting as Shared Platform for brokers, carriers, TPAs, 3rd Parties and customers (SMEs, Businesses etc.) on one Unified Platform.

VOGSY is an all-in-one CRM and ERP platform for services businesses. We make it easy to set up new countries, track international projects, and connect local finance packages. Unify financials, operations, and delivery across teams, tools, and countries—without replacing your local finance systems. From opportunity to invoice, VOGSY gives you the clarity to grow profitably in every currency and country. Run as many concurrent accounting integrations as you need. VOGSY takes mere minutes to connect Xero in AUD for Australia, Tally in INR for India, Sage in GBP for the UK... Any configuration you need. Connect as many local accounting tools as you need Consolidate key finance data in your base currency Ramp up a new country in minutes, in any currency Comply with local accounting practices with zero fuss Keep costs under control Obtain 100% accuracy in A/R and A/P administration

Retreaver, a cloud-based call centre solution, tracks, tags and routes calls to specific departments or agents. We help marketers, agencies, and brands analyze inbound calls, manage caller profiles and dynamically route calls. We also track conversions, analyze ROI, and generate reports. You can personalize customer experiences, reduce call times, and improve customer satisfaction by leveraging powerful CRM databases and real-time tracking. Retreaver allows you to create your own call data properties using custom tags. These tags are associated with a number or a phone call, giving you greater control over your campaigns. We can pass these savings to you by optimizing our operating expenses. We do not have any monthly contracts and offer competitive pricing for our clients. Contact us for a quote.

Introducing the ultimate solution for managing governance meetings tailored for your boards, committees, and teams. This comprehensive meeting management tool is designed for teams seeking enhanced collaboration throughout the entire meeting experience. Effortlessly organize, conduct, and track your meetings by swiftly crafting your agenda, recording audio of discussions, monitoring task progress, enabling real-time sharing, and integrating seamlessly with your corporate calendar systems like Microsoft, Google, and ICS, all while sharing agendas and minutes with team members. Additional features include a timekeeping function, a registry for subjects, decisions, and tasks, options for private meetings, and instant generation of meeting minutes, available on both iOS and Android platforms. With Beenote, transform the way you conduct meetings and make a positive impact on your organization, one session at a time. Embrace the future of meeting management and enhance your team's productivity with this innovative solution.

Owl Practice is a powerful and comprehensive Electronic Health Record (EHR) and practice management platform specifically designed for mental health professionals. This innovative solution is more than just an administrative tool; it’s a partner in your practice, enabling you to deliver top-notch care while effectively managing your business. Owl Practice offers a robust suite of features that streamline every aspect of running a mental health practice. From simplifying scheduling and automating billing processes to enhancing clinical workflows and ensuring compliance, this platform helps you focus on what matters most—your clients. Owl Practice also facilitates seamless client engagement through secure telehealth video sessions, automated reminders, and secure messaging, making it easier to connect with clients whether in person or virtually. In a competitive and ever-evolving mental health landscape, Owl Practice provides the comprehensive support you need to thrive. With its intuitive design, commitment to compliance, and focus on enhancing both client care and business efficiency, Owl Practice is the ultimate solution for mental health professionals looking to elevate their practice.

SimpleLegal is a comprehensive enterprise legal management solution designed to simplify and optimize legal operations for corporate legal teams. It centralizes key functions such as legal spend tracking, matter management, vendor oversight, and reporting into a single platform. The platform’s eBilling functionality automates invoice review, enforces compliance with billing guidelines, and helps reduce unnecessary legal costs. Its matter management system provides a structured approach to tracking cases, tasks, and documents, improving workflow efficiency and collaboration. SimpleLegal also includes vendor management tools that enable teams to evaluate performance and strengthen relationships with outside counsel. Advanced reporting and analytics offer actionable insights into spending, productivity, and operational trends. The platform integrates seamlessly with finance, ERP, and other enterprise systems to ensure data consistency. It is designed for quick implementation and ease of use, allowing teams to see value quickly. SimpleLegal helps legal departments make data-driven decisions and align with business objectives. Overall, it empowers organizations to manage legal operations more effectively and strategically.

PDFelement is a one-stop PDF solution powered by AI. Fast, smart, affordable, and easy way to manage (.pdf) documents across desktop, mobile, and web. It provides a great user experience and is an excellent alternative to Adobe® Acrobat®, making it perfect for individuals and small businesses. The mission is to stay at the forefront of PDF technology, constantly innovating and improving our product to meet the evolving needs of our users. Unique selling points: Smart: Offer the smartest way powered by AI to manage(.pdf) forms and documents. Fexible: Make the desktop software available for a yearly, perpetual license fee. Affordable: Deliver equally powerful and robust features that comes with Adobe Acrobat DC - at up to 50% lower cost. Lightning Fast: Be lightweight and offer the easiest user experience with shorter learning curve for even first- time users.

Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon. Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.

Talkspirit facilitates information sharing and makes work more fluid through an all-in one collaborative platform. Talkspirit allows you to bring together your employees, improve cohesion, and facilitate the flow of information. Our solution allows you to communicate and collaborate with your team, create dynamic interactions, and improve the efficiency of your employees. You can mobilize your communities, distribute your key information, and schedule your events in just a few steps. No matter if they work behind a desk, or out in the field, all your employees can connect on a secure platform that is simple to use and accessible without a business email account.

CoachAccountable allows qualified coaches to do their best work. This means coaching that is more effective and more approachable. Our motivation is that coaching doesn’t have to feel woo-woo. Clients can do the work between sessions. Coaching can do better. It's not enough to be a great, results-producing coach by being certified at all levels. Why is this? There are two reasons. The motivated mere mortals you coach face their own challenges when applying your coaching to their lives. You'll have difficulty attracting and keeping quality clients if your offering isn’t compelling.

The numerous functions of absence io are designed to simplify administrative processes in the area of absence and vacation planning. With the work-flow management of approval processes, written vacation requests are a thing of the past. With absence io users no longer need to enter data manually, the calendar is visible to both HR staff and all employees, so they can make requests for leave by clicking on certain dates. The system prevents overbooking or leave conflicts, and working schedule configuration can be easily arranged. Not forgetting the employees, who can plan their vacations even more easily thanks to the improved transparency. They can better coordinate their vacation plans with the absences of other team members and, thanks to a well- regulated vacation substitute, go on vacation in a more relaxed manner. Time- consuming queries about remaining vacation days and public holidays, which are automatically displayed by the system, are also eliminated with immediate effect.

Looking for a CRM that works inside Microsoft Outlook? Give eWay-CRM a try. It’s fully embedded in both Outlook and Microsoft Teams, so you can manage clients, deals, tasks, and campaigns without switching apps. With automatic email tracking, calendar sync, and contact integration, everything stays connected and easy to find. One standout feature is “Convert to” — right-click an email and instantly create a contact, task, or sales opportunity. Teamwork is even smoother with Teams integration, making communication and shared workspaces feel effortless. Stay productive, keep your data organized, and handle your entire workflow in the tools you already use every day.

LMS administrators can easily customize the interface to provide your end-users with a customized journey to find relevant resources. All of your personal records, in-progress learning, assignments, and personal records are available in just one click. Our LMS library lists courses that are relevant to your learners. To make it easy for users to see what courses are available, you can create user-friendly category cards. With just one click, content can be launched, shared and viewed. The calendar functionality makes it easy to manage both virtual and physical events. It's never been easier to enroll, waitlist, or view events. Outlook integration makes it easy to both the LMS admins as well as your end-users, allowing them to manage their calendar from anywhere they are. All this with just one click. Built-in reporting allows you to publish real-time, relevant data to share with your business partners.

Founded in 2003, TrueConf specializes in enterprise communication solutions and is best known for its flagship product, TrueConf Server. This self-hosted video conferencing and collaboration platform offers flexible training options, including documentation, live online sessions, webinars, and in-person workshops, making onboarding and adoption simple. A free version is available, while paid plans start at €240 per year. TrueConf Server delivers a complete collaboration toolkit, combining video conferencing with features such as brainstorming, calendar management, chat and messaging, contact and content management, and real-time document editing. It is available as a SaaS solution and supports Windows, macOS, Linux, iOS, iPadOS, and Android, ensuring cross-platform accessibility.

Running a growing product business gets complicated fast. Tall Emu helps manufacturers, wholesalers and distributors replace disconnected spreadsheets and software with one place to manage the day-to-day business. From leads, quotes and customer orders through to stock, purchasing, production, warehousing and freight, your team can see what’s happening across sales and operations without jumping between systems. Tall Emu works alongside MYOB and Xero, adding the operational tools growing businesses need without requiring a large, expensive ERP implementation. It’s practical, powerful business software built for Australian and New Zealand SMEs.

WORKetc is a small business cloud-based platform that powers businesses across the world. WORKetc is the only cloud computing platform that offers integrated CRM, project management, billing, help desk, reporting, and collaboration. This software solution is one for your entire business. All your team can collaborate in one place. One place to support, sell and deliver customers. With WORKetc's cloud-based web and mobile apps you can manage your business from anywhere, whether you are at work, home, or on the go. Say goodbye to complicated integrations and expensive web apps. You can grow your business with WORKetc and enjoy big-time productivity. Every interaction and activity with a contact are recorded. You can browse the timeline or search for and filter records. You can view the activity history for every employee. Eliminate the need for application hopping, and keep all your data in one system.

Staff Squared makes managing your HR more simple, efficient, and secure, allowing you to spend more time doing what you love. Our personnel software includes everything you need to manage staff, making it easier to do your job - no matter what your role is within a company. Staff Squared allows you to manage employee onboarding, data, files, and time off all from one web-based platform, as well as allowing you to keep track of holidays and sick days, meetings and probation periods.

Robin’s workplace platform is built with hybrid work in mind and has specialized tools for visitor management, meeting room management, and flexible desk booking, including: - A streamlined experience for office visitors - Actionable insights on capacity trends - Team-by-team stats - Meeting room usage - In-depth reporting for more granular analytics Get everything you need to manage your workplace, help people find coworkers and conference rooms, and welcome guests to the office.

The Ultimate Solution to Get Things Done. Get Organized Effectively. Stress-Free Organization

SuiteCRM is the award-winning Customer Relationship Management software. The application is fully scalable and enterprise-ready to meet any business size. The application can be customized to suit your current and future business processes. The best part is that the application is Open Source and free to all users.

The Eworks Manager Job Management System lets you manage, track, and control all information related to your staff, jobs and customers. Eworks Manager's Job Management Software will give you complete control over your business. Our system helps you track and manage all aspects of your business, including your employees and jobs. Our field service management, vehicle tracking, and GPS planning will be perfect for your company if you are in the technical field. Other benefits include: - Lead Management Asset Management - Invoicing and Quoting Solution - CRM System - ERP System Time Planner - Project Management - Task Management Help Desk - Report Suite Inventory Management

Teambook provides an intuitive, visual, cloud-based solution for project team planning, medium-term capacity planning and real time (timesheet) monitoring. These three modules are based on two sets of master data, Projects and Users, whose management is facilitated by an adapted and intuitive ergonomics. Finally, the tool is completed by a flexible and efficient reporting system. 1. Project resource planning : Teambook's Planning module gives you an instant, real-time overview of your teams' occupancy, showing you “who's doing what and when”, as well as “who's available or not”. On this basis, you can allocate your resources to future projects by simply clicking and dropping. This information can be synchronized in real time in your collaborators' calendars to inform them of upcoming tasks, without them having to register with Teambook. 2. Capacity management : The Capacity module presents your resource load rates and project staffing over a 6 to 24 month horizon ... and enables you to anticipate possible future over- or under-capacity! Although you can use the Capacity module as a stand-alone tool, you can also easily synchronize or copy information from operational planning, then complete the information for the more distant future. Finally, features will help you to automatically distribute workload to resources, so you can easily simulate planned utilization. 3. Track actual time spent on projects: Teambook's Actuals module enables all users to enter their timesheets, as well as project managers to validate them. Instead of entering data, it is possible to use operational planning data to pre-fill timesheets. Finally, the approval system enables planners/project managers to check the data entered, approve it and, if necessary, download it.

RIB Candy is the most popular construction management software suite. It's designed to estimate and control built environment projects. Candy is unique and powerful. It was designed to meet the needs of the industry, from take-off to pricing and planning a job, to controlling at the site level, to the final certificate. Project Estimating, Quantity Takeoff (QTO), Planning and Forecasting, Cash Flow, Valuations and Subcontract Management are just a few of the features.

Explore how Apptivo CRM Software can enhance your ability to attract, engage, retain, and delight a larger customer base. Say goodbye to the hassle of managing multiple applications. By utilizing this tool, you can significantly enhance your productivity and strengthen your client relationships through seamless management of Customers, Finances, and Support directly from your mobile device. This comprehensive CRM includes a variety of applications such as Invoices, Projects, Work Orders, Timesheets, Orders, Estimates, Help Desk, and Expense Reports—all in one place. It's a user-friendly online CRM system designed to keep your contacts, reminders, files, and communication history organized. As your business expands and you require additional applications, you can conveniently add them from the App Store at any time. Effectively manage your sales pipeline, monitor employee performance, and close more deals than ever before. You can easily track your sales and quickly convert them into invoices for prompt payment! Our commitment is to spare no effort in supporting our clients and ensuring their businesses flourish. With Apptivo, you receive everything you need in a single cloud-based solution, encompassing CRM, Project Management, Invoicing, and much more. This integrated approach not only simplifies your workflow but also fosters long-lasting customer relationships.

SmarterMail is the ideal Microsoft Exchange alternative. First, it's the only business email server on the market that offers native support for the protocols that power Exchange: MAPI, EWS, and EAS. It does this without the need for any additional software or plug-ins for Microsoft Outlook or other clients -- desktop and mobile! Best of all, it offers all of the features of Exchange, but at a FRACTION of the cost. In addition, features like audio and video group chat, and Online Meetings for team meetings and group collaboration are included at no extra charge. It's designed to provide the functionality businesses need, without sacrificing secure, reliable access to business, and personal, communication.

At Workbooks, we’re with you every step of the way, with CRM software and services from a single supplier. When you invest in Workbooks, we invest in you by co-funding your CRM project throughout your journey. We call our approach Shared Success – your success is our success. The aim of Shared Success is to reduce the risk of your CRM project failing and to reduce the cost of implementation. Here's how it works: 1. We help you understand what you need to achieve your business goals with a co-funded workshop before you invest in software 2. When you invest in Workbooks, we co-fund your implementation to give you a made-to-measure CRM for an off-the-shelf price 3. And with a co-funded customer success programme, you can future-proof your business processes with a CRM that grows with you That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them work better, work together, and work in the right way.

Merlin Project is the industry standard for project management in many industries, including Architecture & Construction and Media & Agencies, Research & Development and Education. Our flexible app is used by customers in more than 160 countries to plan, manage and control small and large projects. It doesn't matter if you're using an iPad or a Mac. Merlin Project is project management with a bit of magic!