RecordPoint Integrations

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Microsoft 365 for Individuals is designed to elevate personal productivity through its blend of creativity, collaboration, and AI intelligence. The suite includes industry-leading apps like Word, Excel, PowerPoint, Outlook, and OneNote, accessible across all major devices for continuous workflow. With the integration of Copilot, Microsoft’s advanced AI assistant, users can brainstorm ideas, write content, and analyze data effortlessly. OneDrive cloud storage ensures files are safe, accessible, and protected with ransomware defense. Microsoft Designer and Clipchamp bring professional-level design and video editing within reach, empowering creators to produce visually captivating content. Microsoft Defender provides enterprise-grade security, safeguarding user identities and information. The platform’s flexible plans—Personal, Family, and Premium—cater to different needs while keeping experiences consistent and user-friendly. Whether for work, study, or creativity, Microsoft 365 helps users unlock their potential with the power of AI and cloud technology.

Dropbox Business transcends mere secure file storage by offering a dynamic workspace that integrates teams, tools, and content seamlessly. Users can create, store, and share their cloud content from various applications, including Google Docs, Sheets, Slides, Microsoft Office files, and Dropbox Paper, alongside conventional files saved in Dropbox. With Dropbox Spaces, all your files and cloud-based content are centralized, allowing you to have your PowerPoint presentations situated alongside Google Docs, Trello boards, and any other tools your team utilizes. Accessing your team's work is a breeze, whether you’re on a computer, mobile device, or any web browser. By connecting platforms like Slack and Zoom, you can keep your team's files and related conversations organized in one location. Additionally, intelligently suggested files and folders empower your team by ensuring they have access to the necessary content at the right time. A robust and secure infrastructure, coupled with administrative tools for enhanced control and visibility, ensures that your organization’s data remains protected within Dropbox. This comprehensive approach not only boosts productivity but also fosters collaboration among team members, enhancing overall efficiency.

Today's intricate business challenges require collaborative efforts from dedicated teams. To assist you and your team in mastering the art of effective collaboration, we have developed a comprehensive online guide. When you establish a collaborative environment for discussion and decision-making, the potential for success expands exponentially. Microsoft Teams consolidates all necessary resources into a unified workspace, allowing seamless communication through chat, virtual meetings, file sharing, and integration with various business applications. Enhance your team's synchronization with features like group chat, online meetings, calling, and web conferencing. Engage in collaborative document editing using integrated Microsoft 365 (formerly Office 365) tools such as Word, Excel, PowerPoint, and SharePoint. You can also incorporate your preferred Microsoft applications and third-party services to facilitate continuous business progress. Teams offers robust end-to-end security, comprehensive administrative control, and ensures compliance—all backed by Microsoft 365’s capabilities. Designed to accommodate various types of groups, Teams provides a free version with no commitments, as well as an option to access it within a superior suite of productivity tools. Embrace the power of teamwork and unlock new opportunities for innovation and growth.

Access, share, and collaborate on your files from virtually anywhere with ease. OneDrive seamlessly connects you to all your documents within Office 365, allowing for effortless sharing and teamwork, while safeguarding your projects. You can quickly store, access, and search through both personal and shared files, including those in Microsoft Teams, on any device you choose. Any changes made while offline will be automatically synchronized the next time you go online. Enhance your productivity by collaborating efficiently with colleagues, whether they are inside or outside your organization. You can securely share files and engage in real-time collaboration using Word, Excel, and PowerPoint across web browsers, mobile devices, and desktops. With the OneDrive mobile application, you can create, view, edit, and share documents on the go. Additionally, it allows you to easily capture whiteboards and scan various paper documents like receipts and business cards for safekeeping. OneDrive also prioritizes the protection of your files, offering simple recovery options for accidental deletions or security breaches, while enabling administrators to enforce security protocols to ensure your data remains secure. By using OneDrive, you not only streamline your workflow but also enhance the safety of your information.

Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. Founded in 2005, Box simplifies work for leading global organizations, including AstraZeneca, JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. Visit box.com to learn more

Microsoft SharePoint empowers organizations to securely create, manage, and share content across teams with built-in AI intelligence and collaboration tools. It serves as a central hub for communication, document management, and process automation—enhanced by Copilot for rapid site creation and SharePoint agents that answer questions, summarize data, and provide actionable insights. Users can easily design modern intranet sites using templates, flexible layouts, and drag-and-drop elements tailored to their brand identity. With advanced management controls, IT administrators maintain strict data governance, identity management, and compliance across departments. Integrated with Teams, OneDrive, Outlook, and Power BI, SharePoint ensures a connected workflow where content and people align effortlessly. Its AI-driven knowledge discovery transforms passive files into searchable, intelligent resources that drive decision-making. The platform also supports immersive media, dynamic dashboards, and multilingual content to enhance internal communication. Whether for small businesses or global enterprises, SharePoint is the foundation for a unified, secure, and AI-ready digital workplace.

Enhance your productivity with a business-class email and calendaring solution. With Exchange, you can effectively collaborate on essential documents while enjoying a streamlined inbox that highlights significant messages and adjusts to your individual work habits, allowing you to accomplish tasks more efficiently. Benefit from a customized inbox filled with useful features, along with a more structured method for managing and engaging with your emails. Enhanced search functions deliver quicker and more comprehensive results, and the inclusion of Add-ins provides powerful customization options that link you to contemporary services and internal business applications. Additionally, optimize your schedule with a sophisticated calendaring system that surpasses mere appointment setting, automatically capturing details from emails like flight confirmations and hotel bookings, and offering venue suggestions based on your current location. Microsoft Exchange Online serves as a robust hosted email platform designed for businesses, ensuring the protection of your data through advanced security measures. With these tools combined, you can streamline your workflow and empower your team to work more innovatively.

Embrace digital workflows and watch your team flourish. By leveraging advanced solutions, your organization can enhance productivity and foster greater employee engagement. ServiceNow revolutionizes the way work is done, transforming outdated manual processes into efficient digital workflows, ensuring that both employees and customers receive prompt and seamless support. With ServiceNow, you gain access to digital workflows that not only enhance user experiences but also boost overall productivity for both staff and the organization as a whole. Our platform streamlines work complexities through a unified cloud system, known as the Now Platform: an intelligent and user-friendly solution tailored for modern work environments. You can select from our pre-designed workflows or craft custom applications tailored to your needs. Built on the Now Platform, our diverse product portfolio addresses critical IT, Employee, and Customer Workflows, providing the enterprise solutions necessary for a thorough digital transformation. Elevate the experiences you offer and unleash the productivity you seek, now enhanced with native mobile functionalities for daily tasks across your organization. This transition to digital workflows is not just beneficial; it is essential for staying competitive in today's fast-paced business landscape.

Create innovative applications utilizing Workday technology with Workday Extend, which empowers you to leverage the same environment that Workday employs for app development. This allows you to customize solutions that align with your distinct business practices while benefiting from the Power of One, ensuring you access the latest innovations from Workday alongside a familiar user interface, administration, and reporting tools. You can maintain consistent security measures while enjoying real-time insights into your people and financial data. Tailor workflows to your specific needs by designing business processes that enhance efficiency and improve productivity with a seamless experience across all applications. Streamline your technology infrastructure by constructing user-friendly apps that employ the Workday UI, thereby optimizing your operational requirements. Furthermore, guarantee a cohesive experience for users on both desktop and mobile platforms by focusing on intuitive design principles.