Microsoft Dynamics 365 Integrations

Jiminny is a leading Conversation Intelligence platform designed to capture and analyze key go-to-market insights across video, voice, and email. Powered by AI, it automates data entry into your CRM, saving your team time and improving productivity. Jiminny enables revenue teams to focus on selling smarter, achieving faster growth, and closing more deals. With its intuitive interface and actionable insights, Jiminny equips managers to effectively develop their teams and helps executives make confident, data-driven decisions. The platform delivers measurable ROI within six months, offering a seamless onboarding process and a user-friendly experience. Empower your business with Jiminny to transform conversation intelligence into a driver of revenue growth.

TrueCommerce is the only EDI provider that provides a complete one-stop solution for EDI compliance. TrueCommerce EDI Solution is affordable, robust, and simple to use. It streamlines order processing and reduces data-entry errors. It also increases employee productivity. TrueCommerce EDI Transaction Manager is the company's core software product. It supports any trading partner that uses ANSI ASC X12 EDI standards. It also converts business documents (e.g. Purchase orders and invoices can be converted into an EDI-compliant format.

Our cloud-based contact centre solution allows companies to reach millions of customers through interactive text and voice. Our highly customizable solution features an intuitive, user-friendly interface that allows clients to quickly design and implement sophisticated communication strategies. Our clients benefit from our ability to automate business processes, such as sales and marketing, scheduling, payments processing, and announcements.

GainSeeker Suite, the enterprise-level SPC software and manufacturing Intelligence platform, compiles disparate manufacturing operations data and turns it into useful, actionable intelligence. Our clients can triage, prioritize, address, and resolve issues faster and more consistently. They can quickly identify the root cause of problems and uncover hidden opportunities to increase revenue, grow margins and improve asset performance with automated drill down analytics. GainSeeker connects data from many systems. It can connect to vision systems, PLC's, and gages. You can also connect to ERP and MES systems to connect all of your manufacturing data.

momencio is an AI-powered event lead capture platform designed for modern sales and marketing teams. It enables users to capture, enrich, engage, and convert leads from any in-person or virtual event using a single, connected solution. Capture leads on the go with badge scanning, QR code scanning, or business card capture, and integrate seamlessly with CRM systems and event registration platforms for real-time data flow. During interactions, share on-demand marketing assets—from PDFs and videos to Word docs, PowerPoints, and ZIP files—directly within the app. The standout feature, AIEdgeCapture, is momencio’s built-in AI enrichment engine. It augments each captured lead with job title, company insights, industry, and social profile data, offering deep intelligence for lead segmentation, scoring, and hyper-personalized outreach. After events, momencio automatically sends a personalized microsite to each attendee, featuring curated content based on their specific interaction. This automation replaces manual follow-up, while smart engagement tracking and analytics provide a full picture of buyer intent and behavior. Ideal for trade shows, expos, hybrid events, and conferences, momencio is the go-to solution for companies seeking efficiency in event lead management, enhanced sales intelligence, and scalable post-event success. From AI lead enrichment to automated follow-up, momencio helps you convert more leads and measure real ROI from every event.

Integrate & Automate with all third-party Applications, System, APIs & Databases in minutes not months. No coding, SMB to Enterprise. Flowgear’s iPaaS platform enables organizations of all sizes to build powerful Application, Data and API integrations, whether they’re in the cloud or on-premise, all from a single interface.

Zoho Expense, a simple and affordable software that allows for expense reporting and monitoring, is easy to use. Zoho Corporation, a multi-national business software company, created Zoho Expense. It allows users to automate expense recording and streamline the approval process. Users can also control expenditures and gain visibility and control. Among its key features are expense analytics, credit/debit card transaction imports and auto scan receipts. Custom report fields, multicurrency support and multi-currency support.

Microsoft 365 IT Service & Asset Management Integrated. With one powerful ITSM system, you can manage everything from tickets to asset tracking. This will boost your business. You always have the information you need to make an informed decision. ITSM reduces the workload of your IT department, relieves stress on your staff and sends a clear message to top management that IT is a strategic business partner. Asset Linkages Streamlined Every change or incident provides a quick snapshot into the IT infrastructure. Keep a complete view to stay proactive. Automated Efficiency Our ITSM integrates seamlessly with the knowledge base, CMDB and ensures tickets are quickly routed to the correct resolver teams. Streamline the processes for new hires, movers, and leavers. Service Desk initiates new equipment requests, access cards and more. Thorough Failure Analysis The history of the asset is included in each request, providing a detailed insight into its past.

GoTo Connect gives your business a professional boost. GoTo Connect is a cloud-based, feature-rich, business phone system that helps thousands of companies in all industries and sizes to improve their communications and achieve greater success. GoTo Connect Hosted VoIP provides a wide range of features that can replace legacy landline phones such as unlimited voicemail boxes and auto attendants.

ZoomInfo is a leading business intelligence platform that provides companies with comprehensive data and insights about businesses, professionals, and market trends. It helps organizations streamline their sales, marketing, and recruitment efforts by offering detailed profiles, contact information, and firmographics for millions of companies and decision-makers. ZoomInfo leverages AI-driven analytics and data mining to deliver actionable insights, helping businesses identify new opportunities, optimize outreach, and make informed decisions. With tools for lead generation, account management, and sales prospecting, ZoomInfo is widely used by sales and marketing teams to accelerate growth, improve targeting, and enhance customer engagement.

Fuze stands out as the leading global platform for cloud communication and collaboration tailored for enterprises. It streamlines the intricacies associated with managing on-premises communication systems, ensuring exceptional voice quality and reliable service through unlimited calling to over 110 countries via more than 50 carriers, making it an excellent choice for businesses with a significant international presence. With a decade of experience supporting clients worldwide, we offer a strategic roadmap to maximize the benefits of your Fuze deployment. This comprehensive application operates flawlessly across various locations and devices, providing deep insights into usage, engagement, and organizational productivity. Upgrade your communication strategies with the premier cloud platform that integrates unified voice, high-definition video conferencing, real-time chat, content sharing, and contact center solutions all in one place, revolutionizing how teams collaborate and connect. Embrace the future of communication with Fuze and unlock the full potential of your enterprise.

Secure and manage all your content across distributed teams, devices and apps. Uncover new business insights, scale compliance and governance, reduce costs, and increase productivity. Right out of the box. Flexible deployment models, robust integration ecosystem, and open APIs to address the business needs of companies in diverse industries and regions, and at different levels of cloud adoption. Egnyte helps thousands of customers take their cloud office strategy into hyper-drive. Transform your approach to content governance, privacy, compliance, and workflow automation with a single, turnkey platform.

SignNow is an electronic signature from airSlate that allows business to be conducted anywhere and anytime on any device. SignNow is the best solution for SBMs and mid-markets thanks to its intuitive interface, transparent pricing, flexible configuration, and ease of API integration. Sign documents online. Generate agreements, negotiate contracts and accept payments using legally-binding electronic signatures. The airSlate SignNow intuitive interface allows users to create an airSlate SignNow account, upload documents, eSign and send them for signing within minutes. No training or downloads are required. Renewing your subscription can be expensive. You only pay for the services you use with airSlate SignNow. There are no hidden fees for extra templates or sends. Improve team collaboration and close deals faster, in person or remotely. Get complete visibility of the document signing process with advanced functionality tailored to meet your needs.

Beesbusy is a collaborative planning tool. Easy to use, it allows to federate expert users and occasional users. - The planning of the tasks is materialized in a schedule in the form of a Gantt chart (view When of the project), which remains simple and easy to adapt. The multi-project views allow you to have an overview of all your activities. - Resource planning is done in a view displaying all resources and associated tasks on a schedule (Who view). This view allows you to distribute the workload and to plan it, considering the occupation rates and the constraints of the resources. This planning view by resource also exists in multi-project mode, greatly facilitating arbitration when distributing workload to different projects. By planning tasks AND resources, you activate the levers that allow you to build realistic schedules. You regain visibility on your activity, and everyone gains in serenity.

Livestorm allows for powerful, yet effortless video engagement at large scale. Our end-to-end platform for video engagement allows organizations to create professional video engagements that are easy to manage from one place. Livestorm is a browser-based platform and doesn't require any setup or download. Livestorm can be used for live, pre-recorded, or on-demand meetings and events. Livestorm supports all workflows related to a video engagement, including registration, email follow ups, sharing videos recordings, and landing pages. You can track and measure audience engagement with powerful end-to-end analytics. Our seamless integration with tools such as Pipedrive and Intercom allows you to manage all your insights from one place.

FoodStorm is the world's only built-for-grocery order ahead, meals and catering software. FoodStorm allows your customers to place orders online or in-store, centralizes your production and streamlines operations across multiple stores and departments. FoodStorm can power all your grocery use cases including holiday catering, made-to-order meals, deli pre-orders, custom cakes, everyday catering, coffee ordering and even floral! Get in touch today to learn what FoodStorm can do for you.

Smart Queue Management System reduces customer queue time, increases staff productivity, and delivers a pleasant customer experience. We have the solution for any business size. Qwaiting is a cloud-based queue management software. Queue Systems are designed for reducing wait times. Qwaiting is more than just a queue system. Our Queuing solutions increase efficiency, enhance profitability, create a secure environment and improve the customer experience. Your customers will not be willing to wait if you provide excellent customer service. Qwaiting allows customers to check in by phone and wait to be served. Your staff will have all the information they need to provide the best customer service. You will have a complete picture of the situation in real-time. We provide data that helps you make better business decisions, from customer journeys to employee performance.

Transform your customers into enthusiastic advocates with Campaign Monitor by Marigold, an impactful email marketing and automation solution designed to deliver tangible business outcomes. Crafting effective email campaigns is a breeze with Campaign Monitor, thanks to its user-friendly drag-and-drop email builder and an extensive library of stunning, professionally crafted templates. Additionally, the platform is equipped with a rich array of features that enable you to design tailored customer experiences, develop intelligent segments, and foster individual relationships with each subscriber, ensuring effective engagement. By leveraging these capabilities, businesses can significantly enhance their marketing efforts and drive stronger connections with their audience.

Constant Contact provides small businesses with powerful tools that simplify and amplify digital marketing. Constant Contact Lead Gen & Salesforce (formerly SharpSpring), is a marketing platform that helps businesses grow their sales pipeline, nurture leads, and close more deals. Our tools will help you attract the right leads and nurture them with personalized content to grow your business. Attract Hot leads can be obtained faster via email and social marketing. Score leads based on their activity, and seamlessly pass them on to sales. Nurture - Deliver the right message at the right time to the right people It's easier than ever to nurture leads and follow-ups with sales by using a flexible, central CRM and infinitely configurable automations. Grow - Manage your marketing spend more effectively with real-time analytics and insights that link it to sales results, pipeline and revenue.

Transform your dialogue into customer loyalty through Messenger. By utilizing Messenger, you can streamline customer acquisition with a straightforward conversational approach, enabling users to engage where they already spend their time. Establishing a presence on Messenger allows potential customers to explore your offerings and make purchases directly within the chat. Crafting a unique experience on this platform can increase visibility for your business, products, or services to a wider audience. Whether you’re introducing a new item or enhancing brand awareness, engaging conversations foster significant connections with your audience. Incorporating Messenger into your customer service framework empowers clients to interact with your business on their own terms, effectively eliminating the frustration of hold times and multiple website tabs. Furthermore, the ongoing dialogue remains within Messenger, making it a convenient hub for inquiries and follow-up engagement. This approach not only enhances customer satisfaction but also nurtures long-term loyalty by keeping communication seamless and user-friendly.

Expand your audience with our versatile engagement platform that utilizes genuine data, tailored strategies, and comprehensive automation. Successfully connecting with the appropriate individuals at the optimal moments is essential for fostering a robust network. With our industry-leading email sourcing and sequencing, you can effectively target the key players who are crucial to your success. Our unique lead generation technology helps you draw in knowledgeable, professional, and high-caliber prospects. Furthermore, our system is designed to integrate seamlessly with all your preferred sources. Through data enrichment, we gather precise contact details, ensuring each new prospect is verified so you never miss out on potential opportunities. Additionally, Buzz generates insightful reports that highlight actionable improvements, allowing you to drive ongoing growth and enhance efficiency. Automated sequential cadences facilitate well-timed follow-ups for your direct messages and subtle engagement points, ensuring that every interaction is as impactful as possible. By leveraging these features, you can truly elevate your outreach efforts.

Enhance and accelerate your workflows with Acrobat Sign, the exclusive e-signature solution that combines the robust capabilities of Adobe Acrobat into one comprehensive tool. You can access and sign Acrobat PDF documents effortlessly from any location, utilizing either your mobile device or desktop. Your recipients enjoy a seamless signing experience with no need for downloads or sign-ups, making the process quick and efficient. Furthermore, easily scan and upload PDFs with the free Adobe Scan mobile application available on your device. Join the ranks of over 500,000 organizations that are enhancing customer interactions through the powerful features of electronic signature software and Acrobat PDF functionalities. Adobe simplifies the process of creating, editing, collaborating, e-signing, and sharing PDFs across all devices. You can select from various scalable document signing solutions tailored to your specific business requirements, whether you need PDF document management or not. Notably, Acrobat Sign is recognized as Microsoft's preferred e-signature solution, integrating seamlessly with the extensive suite of Microsoft applications, allowing you to send and sign PDFs directly within your current workspace. This integration significantly boosts productivity and streamlines document workflows for users.

Meet BILL. Your financial operations platform. The intelligent way to create and pay bills, send invoices, manage expenses, control budgets, and access the credit your business needs to grow—all on one platform.

Identify the ideal buyers, gain valuable insights, and connect through tailored outreach efforts. Monitor significant changes in leads and companies while reaching out and engaging with potential clients. Utilize a search tool that helps pinpoint the best individuals and organizations, ensuring you connect with the most pertinent prospects. Quickly identify key personnel within your target accounts, benefiting from personalized suggestions designed for your specific needs. Effortlessly save your leads and accounts, logging your Sales Navigator activity to your CRM with just one click. Access crucial insights regarding your accounts and leads, including any job transitions that may occur. Efficiently categorize your leads and accounts using tags and take notes that can seamlessly synchronize with your CRM. Additionally, explore an expanded view of who has interacted with your profile over the past three months, enhancing your networking potential. This comprehensive approach not only streamlines your prospecting efforts but also maximizes your engagement with potential clients, leading to greater opportunities for success.

TrueDialog is a high-quality SMS messaging platform for businesses and higher education institutions. TrueDialog is a simple business texting platform that can be used immediately. It comes with a variety of pre-built tools and a robust SMS messaging API. Its applications include SMS customer service, SMS marketing, SMS marketing, emergency alerts, two-way messaging, and SMS marketing.

Low-code platform for business automation. Automate corporate processes, build custom-built CRMs and deliver business apps with 3x the speed and less programming. Integrate BPM & RPA without programming. Your day-to-day operations will be more efficient. Automate your back-office and front-office processes quickly and easily. The Low-code platform makes it easy to create business apps faster and easier with less coding. Software robots can seamlessly integrate existing IT systems. Automate repetitive tasks like data validation, document scanning and filling out screen forms. RPA will reduce the repetitive tasks of your employees and increase your business efficiency.

SAFIO Solutions, a cloud-based forecasting software solution for inventory optimizing, delivers a comprehensive platform that provides insight, efficiency, and analytics to help make strategic decisions for improved operational performance. SAFIO Solutions uses a proprietary Sales Analysis & Forecasting tool to integrate client data into a single, user-friendly interface. It is intuitive to the information a planner requires to make efficient and impactful decisions because it was created by a planner. Get the analytics and reporting you need to identify emerging trends, opportunities, and liabilities and take action to achieve your goals. You can forecast easily, efficiently, and accurately with confidence. You can use it on any device, at home or at work, and wherever you are.

Your documents can be transformed into interactive presentations or webpages with instant branding, analytics and more. Our AI-powered software has won more than 50 digital, creative, and marketing communications awards for clients like. Everything that matters should be packaged. Your document, images and videos are always at your fingertips, no need to use complicated uploading methods or fancy embed codes. You can reuse content from more than 250 web services, 12 cloud storage system, and any files on your device. With intuitive editing, transform your ideas into action. Create beautiful messages. You can save time by searching through 15 million images, using 70 best practice templates and applying design themes. Or, create your own masterpiece. You can work remotely on projects and not miss a beat. Share the most recent versions with colleagues and customers. Define project roles so that you can decide who can view, edit, or own the files. Share once and anywhere with colleagues and clients

Designed with you in mind, the emfluence Marketing Platform offers an intuitive interface and powerful features to streamline your digital marketing efforts. Whether you're launching personalized campaigns, managing multiple brands, or crafting strategies, our platform empowers you to succeed with: Email Automation: Create automated workflows that nurture leads and drive conversions. Email Marketing: Design and easily send impactful email campaigns, featuring advanced personalization options like conditional content. Social Media Management: Schedule, publish, and monitor your social media posts from one place. SMS Marketing: Engage your audience with timely and relevant SMS campaigns. Landing Pages: Create high-converting landing pages to capture leads. Automated Reporting: Understand the impact of your marketing campaigns by leveraging custom reports and analytics across channels, assets, people, and places. Website Tracking: Track visitor interactions on your website to optimize marketing strategies. Lead Scoring: Prioritize leads based on their engagement and interactions. Marketing Calendar: Plan, schedule, and manage your marketing campaigns in a centralized calendar.

Looking for fast, easy solutions to protect your entire data lifecycle? Look no further. Melissa’s Web APIs offer a range of capabilities to keep your customer data clean, verified, and enriched, powered by AI-driven reference data. Our solutions work throughout the entire data lifecycle – whether in real time, at point of entry or in batch. • Global Address: Verify & standardize addresses in 240+ countries & territories with postal authority certified coding & premise-level geocoding. • Global Email: Verify email mailboxes, syntax, spelling & domains in real time to ensure they are deliverable. • Global Name: Verify, standardize & parse person & business names with intelligent recognition of millions of first & last names. • Global Phone: Verify phone as active, identify line type, & return geographic details, dominant language & carrier for 200+ countries. • Global IP Locator: Gain a geolocation of an IP address with lat & long, proxy info, city, region & country. • Property (U.S. & Canada): Return comprehensive property & mortgage data for 140+ million U.S. properties. • Personator (U.S. & Canada): USPS® CASS/DPV certified address checking, name parsing & genderizing, phone & email verification are all easily performed with this API. With these tools at your disposal, managing and protecting your customer data has never been easier.

Instanta allows businesses track the location, maintenance, and use of their physical assets, such as facilities, fleets and critical equipment, using integrated web and mobile apps. Instanta modules include: request management, work orders and vendor management, procurement, inventory management, visitor management, space booking and fleet management.

You can now add new customer data to all your marketing tools. No need for expensive CDP, manual csv uploads, or SQL. DinMo can be set up in less than 30 minutes. This is simplicity at its finest. Audience Building Simplified: Create any audience with our intuitive Audience manager, no SQL required. One-Click activation: Connect your customer data to your business tools in a single click. CSV exports, Jira tickets are gone. Dynamic Audience management: Get continuously updated data across all synced platform, ensuring that your strategies are always powered by the freshest data.

Gong is a robust AI-powered revenue platform that enables businesses to centralize their revenue workflows and optimize engagement strategies. It integrates with existing CRMs, providing in-depth customer insights, accurate forecasting, and improved sales execution. Gong's platform supports teams by offering data-driven intelligence on customer interactions, eliminating redundant tasks, and improving productivity. With Gong’s tools like Gong AI and Gong Data Engine, companies can streamline operations, enhance sales coaching, and drive business outcomes more effectively.

Sage Supply Chain Intelligence brings clarity and control to complex supply chains by unifying teams, systems, and suppliers in one platform. From PO creation to warehouse delivery, every milestone is tracked and updated in real time. Automated workflows and centralized communication replace spreadsheets and siloed emails, giving your team more time to focus on growth—not chasing down status updates. With Sage Supply Chain Intelligence, you get instant access to supply chain insights, improved supplier performance, and faster decision-making—so you can move with confidence and deliver on time.

M-Files is a leading knowledge work automation, designed to help professionals quickly access information, work more intelligently, and accomplish more. With its unique metadata-driven design, built-in workflow engine, and advanced AI, M-Files helps customers streamline processes, reduce information overload, and automate security and compliance measures. By integrating automation and generative AI at its core, M-Files enhances operational efficiency, enabling knowledge workers to focus on high-value tasks like innovation and strategic growth. With 10 global offices, M-Files supports over 5,000 clients in 100 countries. For more details, visit www.m-files.com.

It can be used in conjunction with your ERP / MRP, but not as a replacement! Waterloo Manufacturing Software developed TACTIC, a highly customizable, advanced planning and manufacturing scheduling software. TACTIC is suitable for both batch and discrete industry manufacturers. It reduces inventory and supply costs and improves customer service. TACTIC is used by manufacturers to guarantee delivery, plan and schedule production, plan materials and capacity, and deal effectively with problems and changes. TACTIC's advanced scheduling algorithms and what-if options allow management teams to balance what's best for the business with what's best for customers. TACTIC's technical advisors at Waterloo Manufacturing Software offer a variety of pre-sale as well as post-sale services. These services allow you to both assess the technology and gain ever-increasing benefits from its use in your business.

Sana Commerce is an easy-to-use commerce solution designed for B2B. We've combined decades of B2B experience with smart, integrated software that fits into your existing tech environment including your ERP, CRM, and PIM. The result? Your customers will enjoy a personalized, supportive buying experience. Your employees will benefit from streamlined, automated processes. Sana Commerce allows your business to: Easily bring complicated processes online. Enjoy the benefits of B2B commerce that anticipates what you need. Automate manual points of intervention to reduce costs, and improve efficiency. Drive value faster by using a ready-to use online portal that uses your existing business logic. Sana Commerce is certified SAP and Microsoft Gold Partner, backed by an extensive global partner network. Leading industry experts have also recognized Sana Commerce.

Stax provides integrated payment and recurring bill solutions that are simple and industry-leading. Stax Connect is a unique payment ecosystem that allows portfolio growth through technology and monetization. Stax's developer friendly API simplifies the ability for ISVs and their payment processing with a single integration. This provides access to the best-in-class tools required to provide payment acceptance capabilities. Stax Pay offers secure online and in-person credit card processing. A business management platform that helps you manage and grow your company.

CANDDi is the best visitor tracking tool available. We show you the companies that visit your site, just like all the other options. But we can also show you the individuals. You can be alerted immediately if a high-value person visits your website and see which pages they visited. This is how you can reach the right person directly with a pitch tailored to their interests. CANDDi's unique platform is fully compliant with data regulations. We will only share personal data if it has been collected using one of our many GDPR compliant data capture methods.

ConnectPointz connects and automates business processes and systems through pre-configured or custom integration solutions. We recognize that each client has different requirements regarding their supply chain, warehouse management, or sales channel partnerships. Our services are flexible enough to meet any client's needs and integrate with any business application or sales channel. Your business will experience fewer data entry tasks and human errors, higher margins, and greater efficiency. ConnectPointz provides pre-configured and custom commerce integration options that will streamline your business processes regardless of your business size. We make supplier and retailer communication easier by automating repetitive data entry tasks, reducing human errors and labor costs, and improving supplier and retailer communications.

Tridens Monetization is a future-ready charging and revenue management platform for modern businesses. With a service- and industry-agnostic billing platform, you can achieve disruptive innovation, brand differentiation, business transformation, and brand differentiation. Key Product Features. Innovate with the Future-Ready Monetization Platform. It is designed for high volume consumption-based events for any service, industry, and partner-enabled business model. Innovative Offer Design: Product Catalog and Discounts (percentage, price, value), Pricing & rating, Plans & Bundles. Contracts & Terms. Customer Management: Customer Overview and Customer Hierarchies, Contract Management. Customer/Partner web, mobile app. Convergent Charging is any type of service, real time online, offline, sharing. Flexible consumption rules and real-time notifications. Advance Discounting, Resource, and Discount sharing. Invoicing & Billing: Flexible billing cycles available, including daily, weekly and monthly, as well as semi-annual, quarterly, and semi-annual.

Integrify is a cloud-based, low-code workflow automation platform that allows businesses to automate processes, design dynamic forms and create self-service portals. It also tracks performance and reviews activity audit trails. Integrify integrates with all enterprise applications, including ERP, CRM, HRIS, and CRM, thanks to our open API. Our customers can move data freely between systems in any process. We offer dedicated account management, full implementation services, coaching, and other support to make your automation project a success. -Unlimited Forms -Unlimited Processes -Unlimited File/Document storage -Unlimited Transactions/Requests Unlimited Audit Trails -Unlimited Reports/Dashboards -Branded Self Service Portal -API Integration Free Workflow App Starter Templates Dedicated Account Manager

BlueSnap's All in-One Accounts Receivable Automation solution is the best rated software solution for payment processing, billing/invoicing, recurring billing, and subscription management. Billing and Invoicing: Create stunning invoices using our powerful invoice editor, which is integrated into your accounting system. You can create a customer portal and allow automatic charging, payment collection, late fees, and payment collection. BlueSnap offers subscription management and recurring billing for fast-growing companies worldwide. You can enable trial periods, manage subscriptions, and prorate subscriptions. Payment Processing: BlueSnap can integrate with all types of payment solutions, including credit card payments, ACH and SEPA, as well as wires. We can handle partial payments, automatic failed payments retry, or automatic payment recovery.

Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries. Features comparable to Adaptive Planning at 15% of the price. Onboard in days rather than months. OnPlan integrates with your key operational and financial data such as Quickbooks, Intacct, NetSuite, Salesforce, Hubspot and more. Enjoy better visibility, greater transparency and more effective benchmarking. Four-way synchronization between Google Sheets, Microsoft Excel, Airtable, and OnPlan gives you unparalleled flexibility. You can use Excel formulas to model within the OnPlan platform. Also, you can download your model to Excel at any time, so you’re not locked into OnPlan. Powerful what-if scenario planning and budget vs. actual (BVA) capabilities give you the flexibility to screen opportunities and threats as your business grows.

CobbleStone's award-winning contract management software uses artificial intelligence to track and manage contracts. CobbleStone allows organizations to automate and streamline their entire contract lifecycle. It includes enterprise-wide contract tracking and administration, contract drafting and custom report design tools. Task and checklists, security, document and check-in management, financials, cost control, financials and more. Contract Insight Enterprise, Contract Insight Express and Contract Insight Workgroup are available. Call us today at 866-330-0156 to get a free demo or pricing.

Understand your clientele and expand your enterprise with Insightly. This robust and user-friendly customer relationship management platform caters to small and medium-sized businesses, empowering teams to boost sales, cultivate connections, and complete projects punctually. It features seamless integrations with popular applications like Gmail, Office 365, and MailChimp. Additionally, Insightly provides essential tools that assist organizations in overseeing contacts during the sales process, managing customer relations, and keeping an eye on their sales pipeline, among various other functionalities. By leveraging Insightly, businesses can enhance their operational efficiency while improving customer satisfaction.

Stay informed about developments in the industry to effectively oversee your business operations. Empower your sales and field service teams to collect precisely the information you require from the field. Badger seamlessly integrates with any CRM, providing your representatives with valuable data on-site. Discover how your team can enhance sales routes and boost overall sales with Badger Maps. With personalized team pilots, you can witness firsthand how Badger contributes to improving your team's sales figures. A dedicated point of contact will ensure that everything functions according to your preferences. Our data experts will configure the optimal setup for your information within Badger. Facilitate a swift onboarding process for your team through customized training designed around your specific needs. Leveraging map-based visualization makes it straightforward to identify untapped leads and accounts that aren't being fully utilized. Managers also benefit from gaining a clearer understanding of their representatives' activities and performance, allowing for better optimization of sales territories. Furthermore, ongoing support ensures that your team remains engaged and effective in achieving sales goals.

Gigasheet applies AI to healthcare price transparency data to deliver market intelligence for providers, payers, and consultants. The platform structures Transparency in Coverage datasets at scale and analyzes them to benchmark reimbursement rates, identify outliers, and surface opportunities for savings or growth. Organizations can integrate their own claims, contract, or network data within a high-scale spreadsheet-style interface to create a complete view of market dynamics. Gigasheet’s AI agent produces consultant-grade reports, dashboards, and executive summaries, allowing teams to improve contracting and strategy decisions without relying on complex technical workflows.

Fluent is a unique solution that simplifies the creation of reports and templates on a large scale with minimal coding required.

Userlane is a digital adoption platform that allows anyone to learn any software in a matter of minutes. Our interactive guidance technology and virtual assistant on-demand provide contextual and tailored support for software users. Our solution is suitable for both employee training and onboarding (enterprise digitization) and customer onboarding (software vendors). Our interactive, step-by-step guides guide users through any browser-based software in real time. This helps them to achieve their goals quickly. Userlane helps customers and employees get onboarded faster, reduces support tickets by up to 75%, and improves productivity and user satisfaction. Our DAP is the perfect solution for companies with distributed workforces who want to automate and scale their support and software training.