
Plauti is a data quality platform built natively for CRM, designed for organizations that want tight governance, strong security, and practical control over the accuracy of their customer data. Unlike solutions that move data to external servers or require separate platforms, Plauti runs entirely inside your existing CRM infrastructure, so no data leaves your system and no additional security perimeter is introduced.
For Salesforce customers, Plauti covers the end-to-end data quality lifecycle:
Prevent duplicates at the source: Real-time alerts notify users of potential duplicates as they enter records, helping sales, marketing, and service teams keep data clean from the start.
Protect against hidden duplicates: Detect duplicates created by imports, integrations, and APIs to keep inbound data streams aligned with your standards.
Remediate at scale with batch jobs: Run configurable batch processes to find, review, and merge existing duplicates across large data volumes, with full audit trails that support compliance, internal controls, and reporting.
Verify contact information: Check email addresses and phone numbers before they’re saved to reduce bounce rates, improve campaign performance, and support more reliable outreach.
All of this operates on Salesforce’s own infrastructure, using your existing permissions, roles, and security model. There is no separate user login, no data sync lag to manage, and no additional compliance gap to justify to auditors or security teams.
For Microsoft Dynamics 365, Plauti focuses on robust duplicate prevention and control. Admins can configure real-time alerts, leverage API-based detection, run batch processes, and apply cross-entity matching rules to keep accounts, contacts, and leads aligned and consolidated.
Plauti is built for CRM admins, data stewards, and operations teams who need immediate, self-service control over data quality—without waiting for developers, complex projects, or long IT ticket queues.
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EBizCharge stands out as a premier provider of integrated payment solutions, enabling businesses to streamline electronic payment processing, bolster transaction security, and boost their profit margins. By equipping companies with the essential tools for faster, safer, and more cost-effective transactions, EBizCharge delivers a top-tier payment processing experience. Their applications adhere to PCI compliance and seamlessly integrate with leading ERP and accounting systems such as QuickBooks, various Sage ERP products, SAP Business One, Microsoft Dynamics, NetSuite, Epicor, and Acumatica, alongside major online shopping platforms like Magento, WooCommerce, and Volusion. This comprehensive integration ensures that businesses can operate efficiently while maintaining high standards of security and convenience.
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PandaDoc
PandaDoc is a versatile document management solution designed for the creation and oversight of various business documents. This software is not only robust and secure but also offers seamless integration with other tools. Users can swiftly create, monitor, and sign documents, making their workflow more efficient. With PandaDoc, organizations can effectively manage a wide range of documents, including proposals, quotes, contracts, and HR materials, ensuring that all necessary paperwork is handled with ease. Additionally, its user-friendly interface enhances the overall document management experience for businesses.
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ChargeOn
ChargeOn is a 100% Salesforce-native payment processing and orchestration platform built by Cyntexa. Available on the AppExchange, it works entirely inside your Salesforce environment, so your business can collect, automate, and manage payments without switching to an external tool or losing data between systems. Whether you're running recurring subscriptions, collecting one-time payments, managing overdue accounts, or sending payment links to customers, ChargeOn handles it all.
It connects with 19+ payment gateways, supports multiple payment types and billing models, and keeps every transaction, refund, and record cleanly inside Salesforce. For any business that processes payments through Salesforce and wants full control and visibility, ChargeOn is built exactly for that.
Here are a few versatile features that only ChargeOn offers:
Payment Gateway Fallback Mechanism: If your primary gateway fails, ChargeOn automatically reroutes the transaction to a backup payment gateway, in priority order. No revenue lost, no manual intervention needed.
Upfront Instalment: Collect a deposit immediately at signup and let ChargeOn automate the remaining instalments on schedule.
Error Logs: Every gateway error, API failure, and payment issue is automatically logged inside Salesforce, so your team can diagnose problems without involving a developer.
Pre-Charge Customer Email Notification: Customers receive an automated email before every scheduled or recurring charge. This gives them time to update their payment details and reduces failed transactions.
Payment Method Active/Inactive Status Management: Saved payment methods carry Active and Inactive statuses. Only Active methods appear during payment, and cards are marked Inactive.
Contact us to know more about ChargeOn.
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