List of Microsoft Dynamics 365 Integrations
This is a list of platforms and tools that integrate with Microsoft Dynamics 365. This list is updated as of June 2026.
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Userlane
Userlane
Master software swiftly with interactive, personalized guidance.Userlane serves as a digital adoption platform that enables users to swiftly master any software within moments. With our interactive guidance technology and readily available virtual assistant, we offer personalized and contextual support to software users. Our platform is ideal for both the training and onboarding of employees during enterprise digitization as well as for onboarding customers of software vendors. By providing interactive, step-by-step guidance, we assist users in navigating any browser-based software in real time, allowing them to reach their objectives efficiently. Userlane not only accelerates the onboarding process for customers and employees but also decreases support tickets by as much as 75%, while enhancing productivity and overall user satisfaction. Moreover, our DAP is an excellent choice for organizations with remote teams looking to automate and scale their support and training efforts, thereby ensuring a smoother transition for all users involved. Ultimately, Userlane empowers companies to foster a more effective and engaging learning environment. -
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iContact
iContact
Elevate your email marketing with effortless design and support.Streamline your email marketing efforts with iContact, a straightforward solution crafted for businesses of all sizes to enhance their results. This platform offers a wealth of vital features such as Spamcheck, effective list management, personalized coaching, comprehensive reporting, an easy-to-use drag-and-drop editor, autoresponders, social media integration, and more. If you've tried different email marketing services before, you may find iContact to be your preferred option—not only because it is user-friendly but also due to the exceptional support available via phone, email, or live chat whenever you require help. Our dedicated technical support team is focused on assisting you in optimizing your email campaigns to achieve the highest engagement with your audience. With the powerful drag-and-drop editor, crafting engaging email marketing content is effortless. Furthermore, you can choose from a wide array of attractive, modern email templates that can be customized to represent your brand identity in mere minutes, ensuring your messages capture attention. Ultimately, iContact empowers you to effectively connect with your customers, enhancing your overall marketing strategy and driving better results. -
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Gravity Forms
Rocketgenius
Create stunning forms effortlessly for your WordPress website!Gravity Forms is recognized as the top choice for creating advanced forms on your WordPress website, thanks to its exceptional user-friendliness and reliability. To avoid losing potential leads, elevate your business with a sleek contact form that comes equipped with a variety of time-saving features and tools. This plugin is all you need for WordPress form creation, enabling you to design and launch forms in just a few minutes. The entire process is simple and efficient; all you have to do is select your fields, modify your settings, and effortlessly embed forms into your site using the easy-to-use built-in tools. Moreover, Gravity Forms integrates seamlessly with popular web applications and online services, enhancing the functionality and adaptability of your forms. With more than ten years of expertise in the WordPress forms arena, Gravity Forms remains at the forefront of innovation, offering the most requested third-party integrations for users. This is merely the start—exciting premium partner integrations are on the horizon, promising to make your form-building journey even more robust. As new features roll out, you can look forward to an even more enriched user experience with Gravity Forms. -
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LEAFIO
LEAFIO AI Retail Solutions
Transforming retail efficiency with innovative, AI-driven solutions.For over 15 years, we have passionately dedicated ourselves to bridging the gap between innovative solutions and retailers. By utilizing cutting-edge software, we enhance profitability, minimize errors, and optimize efficiency in routine supply chain operations. Our efforts have empowered more than 160 retail chains across 17 nations to achieve remarkable operational efficiency. We are driven by the potential to deploy our technologies globally, elevating retailers to new heights of financial performance and transparency. LEAFIO is specifically engineered to autonomously forecast demand, plan effectively, automate order creation, ensure timely replenishment, and maintain balance across all levels of the supply chain amid unpredictable conditions and constant changes. With a focus on enhancing financial performance, LEAFIO leverages self-regulating AI technologies to ensure precise orders, drive sales growth, improve inventory turnover, and reduce waste. The system is designed to automate all necessary processes for you. Additionally, LEAFIO's shelf space and planogram optimization module serves as a comprehensive solution for retail space management, facilitating automated planogram creation, execution control, and enhancement of shelf space performance. Over 100 retail chains are benefiting from the powerful capabilities of our solution, experiencing firsthand the advantages of our advanced engine. The impact of our technology continues to redefine retail efficiency and effectiveness on a global scale. -
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Vonage Business
Vonage
Transform your business communication with powerful cloud solutions.Vonage Business stands out as a leading cloud communication platform designed for businesses of all types and sizes. It meets the extensive communication needs of organizations striving for growth, offering more than 40 key features alongside functionalities for mobility, conferencing, and smooth integration with top cloud applications. With a user community surpassing 500,000 companies, Vonage offers various flexible plans and packages that cater to different organizational requirements. This versatility contributes to its popularity among businesses looking to significantly improve their communication strategies. As a result, many enterprises have chosen Vonage to help streamline their communication processes and foster better collaboration. -
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Procurify
Procurify
Unlock savings and visibility with intelligent spend management solutions.Procurify stands as a leader in Intelligent Spend Management, dedicated to providing organizations with exceptional visibility and oversight of their expenditures. Our goal is to consolidate more spending into a single procure-to-pay platform, enabling clients to gather comprehensive spend data that can be leveraged to achieve significant savings in both time and costs. With our solution, organizations unlock the potential for millions in savings. Additionally, Procurify is relied upon by numerous clients across the globe, overseeing an impressive total of over US$30 billion in corporate spending. This trust reflects our commitment to enhancing financial efficiency for businesses everywhere. -
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CallHippo
CallHippo
Empowering seamless customer connections with advanced contact center solutions.CallHippo is an advanced contact center solution designed to facilitate connections with clients. Its user-friendly interface, combined with powerful features and comprehensive reporting, empowers sales and service teams to engage in effective conversations with customers seamlessly. Moreover, CallHippo integrates effortlessly with various platforms, enhancing overall productivity. With a global trust from over 5,000 businesses, it has established itself as a reliable choice in the market. This level of widespread adoption highlights its effectiveness and the value it brings to organizations seeking to improve customer interactions. -
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APIANT
APIANT
Seamless integration solutions for a unified data experience.Endpoints can be adjusted to facilitate a seamless two-way synchronization between applications, eliminating the necessity for any migration. This capability ensures that all connected applications maintain a unified data perspective, enhancing the user experience across various platforms. Whether you're managing hotels, restaurants, spas, accounting, or research, we can accommodate your needs with our extensive integration options. If it exists, we can integrate it. With thousands of pre-existing connectors at our disposal and the ability to swiftly create new ones using our cutting-edge Assembly Editor®, we are able to provide comprehensive integrations at a pace unmatched by competitors. System integrators are also available to assist in designing the architecture of your integration, automating processes, training personnel, and managing the entire integration project from start to finish, ensuring a smooth implementation. This collaborative approach not only streamlines the integration process but also promotes long-term sustainability and efficiency across your operational framework. -
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ClearSlide
Bigtincan
Transforming sales interactions into successful, data-driven outcomes.Effective sales enablement that leads to successful deal closures is essential for any organization. This all-encompassing sales engagement platform incorporates key components such as content management, communication tools, and sales intelligence, designed to enhance every interaction with prospective clients. It organizes curated resources and team collections systematically, ensuring that content is easy to find and can be customized to stay relevant. Each engagement with customers gains importance through seamless interactions across multiple channels, including online platforms, email, mobile devices, screen sharing, and in-person meetings. The platform provides unmatched insights into every customer touchpoint, enabling sales representatives, leaders, and marketers to access engagement analytics that refine their decision-making processes. By intelligently guiding sellers to the most pertinent content for each phase of the CRM journey, it employs a distinctive set of rules-based recommendations that elevate the sales experience and improve efficiency. Furthermore, it streamlines onboarding processes and encourages best practices, with ClearSlide Replay recordings and performance dashboards serving as valuable coaching tools that offer transparency into meetings, presentations, and slide utilization, ultimately bolstering overall sales effectiveness. By integrating these advanced features, organizations can not only achieve greater sales capability and responsiveness but also foster a culture of continuous improvement within their sales teams. This holistic approach ensures that every team member is well-equipped to drive success in a competitive marketplace. -
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Paradiso LMS
Paradiso Solutions Corporation
Empower your learning experience with engaging, integrated solutions.Paradiso LMS is a leading eLearning platform highly regarded by training organizations and educational institutions globally. As a comprehensive learning management system, it empowers organizations to effectively oversee their eLearning initiatives through mobile, social, and video technologies. The features of Paradiso LMS include engaging gamification elements to inspire learners, social learning opportunities for collaboration, blended learning options, detailed reporting, and e-commerce capabilities. Additionally, the platform integrates effortlessly with over 100 widely-used business applications, enhancing its functionality and user experience. We provide a diverse array of solutions, including: - An intuitive LMS interface - Tailored course development - A comprehensive course catalog - A robust virtual classroom environment - Learning available on mobile devices - eLearning commerce solutions - Training programs for customers - Partner training initiatives - Bespoke eLearning services - Learning through gaming elements - Solutions for blended learning experiences With these offerings, Paradiso LMS aims to meet the varied needs of organizations seeking to enhance their educational and training programs. -
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Rydoo
Rydoo
Streamline expenses effortlessly with automated reporting and transparency.Rydoo serves as an innovative expense management platform that simplifies the expense reporting process by automating workflows and enhancing reimbursement cycles, thereby providing both employees and finance teams with improved convenience, oversight, and adherence to regulations. Through its mobile and web applications, Rydoo allows employees to effortlessly create, submit, and approve their expenses in real-time, while also equipping finance teams with a versatile tool to effectively manage expenditures and seamlessly integrate with their existing HR, Finance, and ERP systems. This dual functionality not only promotes efficiency but also fosters a more transparent financial environment within organizations. -
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Opensense
Opensense
Transform email into a powerful marketing and branding tool.Opensense revolutionizes the way emails are utilized, enabling sales, marketing, and IT departments to leverage employee communications for brand enhancement and pipeline protection. This comprehensive solution operates seamlessly within a single platform, ensuring compatibility with all leading email services, such as Microsoft 365 and Google Workspace. Furthermore, it integrates effortlessly with prominent CRM and marketing automation systems like HubSpot, Adobe Marketo, Pardot, Eloqua, Microsoft Dynamics, and Salesforce. Companies including Salesforce, Adobe, and Outreach.io utilize Opensense's email signatures to effectively promote various content, events, and targeted Account-Based Marketing (ABM) initiatives, thereby maximizing their outreach and engagement strategies. By facilitating these integrations, Opensense empowers businesses to streamline their marketing efforts and achieve greater results. -
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Dynamics Telephony
Dynamics Telephony
Streamline communication, elevate customer experience with seamless integration.Dynamics Telephony integrates your phone system seamlessly with Dynamics 365, enhancing communication efficiency and customer management. - Automatically identify customers in Dynamics 365 prior to answering calls. - Access phone controls directly within Dynamics 365 for actions like answering or transferring calls. - Make calls to contacts in Dynamics 365 with just one click. - Keep a complete record of all interactions logged in Dynamics 365. - Merge telephone statistics with CRM data for comprehensive insights in Dynamics 365. - Integrate incoming calls with Omnichannel support for a more cohesive experience. - Utilize call outcome buttons to effortlessly schedule follow-up activities. - Analyze all metrics through customizable dashboards and reports in Dynamics 365. - This integration not only streamlines operations but also enhances the overall customer experience. -
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Simplesat
Pronto Holdings
Streamline feedback collection and enhance customer satisfaction effortlessly.Simplesat offers a simple and enjoyable platform for customers to share their feedback regarding their CSAT (Customer Satisfaction Test) and NPS (Net Promoter Score). With integrations available for platforms such as ConnectWise, Zendesk, Autotask, Salesforce, Freshdesk, and HubSpot, you can seamlessly gather customer satisfaction insights. Additionally, you can incorporate the customer survey into your email signature, allowing for direct feedback collection through Simplesat. This centralized storage of all feedback facilitates straightforward analysis and actionable insights for your team, enhancing your customer relationship management efforts. By streamlining the process, Simplesat empowers businesses to better understand their customers' needs and improve overall satisfaction levels. -
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involve.me
involve.me
Create quiz funnels that capture, qualify, segment, and send personalized email sequences to leadsinvolve.me is the AI quiz funnel builder with built-in email automation. Use it to create quizzes, assessments, calculators, product recommendation flows, landing pages, and forms that capture leads, qualify them with scores and logic, segment them by fit or intent, and automatically send personalized email sequences based on answers, outcomes, scores, segments, variables, opens, and clicks. Unlike quiz builders that only capture a lead and hand it off, involve.me connects the funnel directly to the follow-up journey. Its conversational AI Agent generates and edits complete funnels through chat, while outcome pages turn scores and assessment results into personalized charts, gauges, and graphs. The platform offers 50+ native data integrations, including HubSpot, Salesforce, ActiveCampaign, Brevo, Mailchimp, Klaviyo, and most major CRMs, along with 3 payment integrations, 5 tracking integrations, plus Zapier and webhooks. Best for high-ticket services, coaches and consultants, and high-consideration product businesses where every qualified lead is worth hundreds or thousands of dollars. Free plan available. Paid plans from $19/month. SOC 2 audited, GDPR-compliant. Trusted by 4,500+ businesses globally. -
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Voyced
Voyced
Unmatched VoIP quality and innovation for global communication.Our VoIP services are primarily focused on Europe, yet we operate in over 165 countries worldwide. At the core of our offerings is the Premium Plus package, which ensures you receive top-notch quality while enjoying competitive pricing. You can utilize a variety of number types for identification, such as Geographic, National, Toll-Free, UIFN, Mobile VoIP, and Elastic Pool numbers, among others. Additionally, we provide a SoftPhone solution and are excited to soon introduce new Roaming products to enhance your communication experience even further. This commitment to innovation reflects our dedication to meeting diverse customer needs. -
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OneSpan Sign
OneSpan
Empower your business with secure, flexible electronic signatures.OneSpan Sign is a reliable electronic signature platform that caters to numerous prominent brands across the globe. Highly regarded by respected analyst firms and regulatory industries, OneSpan Sign is recognized as a flexible and scalable solution that empowers businesses to manage identities, secure access, authenticate transactions, and protect assets in various sectors such as finance, e-commerce, government, and healthcare. Whether deployed in the cloud or installed on-premises, OneSpan Sign efficiently captures signatures at points of sale, in remote settings, or directly through websites, serving as a comprehensive solution for contemporary business requirements. Its adaptability to various environments not only enhances signature processes but also increases overall operational efficiency for organizations aiming for improved workflow. Ultimately, OneSpan Sign positions itself as an essential tool for businesses striving to streamline their signing operations while maintaining security and compliance. -
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Five9
Five9
Empowering enterprise contact centers with secure, scalable solutions.For more than ten years, Five9 has dedicated itself entirely to developing cloud-based contact center software. It has established itself as a leader in the execution category within the Gartner Contact Center as a Service Magic Quadrant Leaders Quadrant. As a result of this recognition, Five9 has become the go-to choice for enterprise contact centers that require a trustworthy, secure, and scalable solution to meet their needs. This unwavering commitment to excellence has solidified Five9’s reputation in the industry. -
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bLoyal
bLoyal
Elevate customer engagement with seamless loyalty and rewards solutions.bLoyal is a cloud-driven platform focused on loyalty and rewards that seamlessly connects with both point of sale (POS) systems and eCommerce platforms. This versatile solution caters to businesses of all sizes across various sectors. With bLoyal, organizations can develop a variety of customer engagement initiatives, including buyer programs, special offers, promotional campaigns, and loyalty point systems. Additionally, it provides tiered rewards programs and other customizable features. One of the standout offerings of bLoyal is its comprehensive 360 CRM, which consolidates customer reward points and purchase history into a unified profile, enhancing the overall customer experience. This capability allows businesses to build stronger relationships with their clientele through targeted marketing and personalized rewards. -
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Responsive
Responsive
Transforming response management for strategic growth and efficiency.Responsive, previously known as RFPIO, stands at the forefront of strategic response management software, revolutionizing the manner in which organizations handle and disseminate vital information. Our cutting-edge platform, coupled with exceptional customer value initiatives, enables businesses to foster growth, reduce risks, and enhance overall employee satisfaction. By utilizing Responsive, frontline teams can provide outstanding responses, leveraging advanced technologies that enable swift, precise, and automated management of RFPs, RFIs, security questionnaires (VSQs), due diligence questionnaires (DDQs), risk assessments, and other intricate information requests (RFXs). This transformation not only streamlines processes but also allows teams to focus on more strategic initiatives, ultimately leading to improved organizational efficiency. -
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Swift Digital Suite
Swift Digital
Empower your organization with seamless, efficient marketing automation.Swift Digital is an advanced marketing automation solution designed specifically for Government Agencies, Enterprise Teams, and Education providers, enabling them to enhance their marketing efforts, email communications, surveys, SMS outreach, and engagement metrics all within a single, user-friendly platform. This powerful software enhances your marketing automation efficiency by offering a wide range of features, including Marketing Automation, Email Marketing, Internal Communication, Event Management, Landing Pages, Online Surveys, Mobile and SMS Marketing, and Engagement Scoring. With an intuitive drag-and-drop email builder, you can effortlessly design eye-catching emails, newsletters, and campaigns. The integrated tools facilitate automated campaigns and user journeys, providing insights into contact engagement and performance metrics. You can seamlessly plan, promote, and oversee events from start to finish using a centralized platform that ensures a beautifully branded and smooth registration experience, from invitations to check-in. Quickly assess and analyze the level of engagement your audience has with your organization through an easily calculated engagement score. Our straightforward user interface simplifies the campaign-building process while leveraging a sophisticated back-end system, ensuring that even complex marketing strategies can be executed with ease. As a result, Swift Digital empowers organizations to achieve their marketing goals more effectively and efficiently. -
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Vertex
Vertex Inc.
Streamline your tax operations with seamless integration and expertise.Vertex software facilitates tax determination, compliance, and reporting, in addition to managing tax data and documents. Furthermore, it connects seamlessly with essential business applications to deliver robust integrations. By merging cutting-edge technology, extensive tax process knowledge, and strategic industry collaborations, Vertex offers a comprehensive solution for global indirect tax. This approach not only minimizes audit risks but also empowers tax departments to enhance their contributions to organizational success. Ultimately, such capabilities can lead to more efficient tax operations and improved overall business performance. -
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Microsoft Power Apps
Microsoft
Empower innovation: Create, share, and evolve applications effortlessly.Microsoft Power Apps empowers individuals to swiftly craft and share low-code applications, enhancing organizational flexibility while addressing complex challenges. Teams can effortlessly develop and deploy applications using ready-to-use templates, benefiting from an intuitive drag-and-drop interface for rapid implementation. Continuous enhancements can be rolled out as needed, ensuring the apps evolve with the organization’s requirements. This platform enables everyone to create the applications they need, offering advanced features that were once exclusive to professional developers, such as integrated AI components. Additionally, professional developers can utilize Azure Functions and custom connectors to expand app functionalities and integrate with proprietary or on-premises systems. With a library of over 260 connectors, users can link their applications to a multitude of data sources seamlessly. The Common Data Service consolidates data into a single source of truth, facilitating the modernization of processes while allowing for tailored adjustments and extensions to Office 365, Dynamics 365, and other products. Ultimately, this capability fosters a culture of innovation by enabling users at all levels to engage in app development and customization. -
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Envoy B2B
Envoy B2B
Empowering B2B growth with engaging, tailored content solutions.Envoy B2B stands as a comprehensive eCommerce and wholesale content platform that understands the paramount importance of people in the B2B landscape. By prioritizing your team, we ensure that the focus remains on what truly matters. Our platform serves as a singular hub that integrates a digital catalog, an order management system, and an enablement tool for sales representatives, thereby empowering wholesale teams to effectively assist their retail partners and drive growth. If you're in search of engaging content to captivate your retailers, look no further. Envoy B2B Studios specializes in delivering contemporary content production tailored to your brand’s needs. We provide an array of services including high-volume product photography, 360-degree video spins, 3D scanning, and custom lifestyle photography. Additionally, we offer video capture and editing, interactive media development, animation, and a variety of other creative services to enhance your marketing efforts. With Envoy B2B, your brand can truly stand out in the competitive marketplace. -
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Workday Adaptive Planning
Workday
Transform planning with scalable, flexible tools for success.Enhance the development of accurate planning models, reduce errors, and improve decision-making prowess. In light of the constantly changing landscape of your business, it is crucial that your planning and forecasting tools embody this fluidity. This is why Workday Adaptive Planning is designed with remarkable scalability, speed, and flexibility in its modeling and forecasting capabilities. Employ cutting-edge modeling approaches to stay ahead in areas such as finance, sales, and workforce planning. Foster seamless teamwork and quickly adapt to changes with built-in collaboration features. Improve business outcomes using interactive dashboards, clear data visualizations, and easy-to-create customizable charts that can be shared effortlessly. Take advantage of intuitive management, financial, and sales reporting software that is readily accessible in the cloud. Generate impressive, up-to-the-minute management reports with the Microsoft Office Suite and OfficeConnect, ensuring that your data is consistently up to date. Additionally, experience seamless integration with ERP, HCM, CRM, and various other data sources to enable quick, reliable, and accurate business planning, empowering you to make well-informed decisions with confidence. By leveraging these innovative tools, you can not only enhance your operational efficiency but also drive sustainable growth for your organization. -
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Kizen
Kizen
Unlock growth potential with intelligent automation and insights.Accelerated and Intelligent Growth. Kizen empowers organizations to enhance their growth rates and optimize their operations through advanced technologies such as intelligent automation, digital assistants, big data analytics, and artificial intelligence. Our innovative software platform, featuring Zoe—the most advanced digital business assistant—boosts efficiency and fosters sustainable growth. Marketing with Zoe - The marketing capabilities of Zoe enable teams to precisely engage their entire target markets through hyper-personalization strategies, transforming potential buyers into devoted customers more effectively. Sales with Zoe - With Zoe in sales, teams can expedite deal closures by providing valuable insights and acting as a smart personal assistant for managing time-intensive tasks. Experience with Zoe - Managing client interactions is streamlined with Zoe, which offers insights into customer experiences and identifies improvement areas to enhance overall customer satisfaction. Insights with Zoe - The beta version of Insights with Zoe presents actionable, high-quality insights through intuitive dashboards, detailed reports, and timely alerts, facilitating informed decision-making. Data with Zoe - Zoe serves as an intelligent repository for essential data, enabling even the most intricate businesses to implement a unified data platform within a matter of days, thereby simplifying data management and accessibility. This comprehensive approach not only enhances productivity but also drives innovation across all facets of business operations. -
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Highspot
Highspot
Empower your sales team with innovative, data-driven strategies.Adopt a modern approach to sales and marketing with Highspot, the foremost platform in sales enablement. With Highspot, sales and marketing teams can uncover and perfect strategies that boost buyer engagement and streamline the sales journey. This platform boasts powerful content management features, supports both email communications and live presentations, offers valuable analytics, and integrates effortlessly with existing marketing and sales tools while leveraging cutting-edge AI technology for superior content search and recommendations. As a result, teams are empowered to reach their objectives more effectively. In today's fast-paced market, Highspot not only provides essential tools for organizations to maintain their competitive edge but also fosters an environment for sustained growth and innovation. Ultimately, embracing Highspot ensures that your teams are well-equipped to navigate the complexities of modern sales and marketing. -
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Nintex Process Platform
Nintex
Streamline, automate, and enhance your business processes effortlessly.The Nintex Process Platform serves enterprise organizations globally to streamline, oversee, and enhance their business processes. It boasts features like process mapping, workflow automation, and document creation, alongside mobile applications, process intelligence, and customizable forms—all facilitated through an intuitive drag-and-drop designer. The latest iteration, Nintex Workflow Cloud, significantly propels organizations toward digital transformation. Empower your operations and IT teams, process analysts, business analysts, and power users by harnessing The Power of Process™. This platform enables the digitization of forms, workflows, and other critical components, making it the most extensive solution available for automation and process management. Nintex simplifies the journey to optimize and automate business processes, ensuring efficiency at every step. With its comprehensive tools, organizations can adapt to changing demands seamlessly. -
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Salesbuzz
BI-Technologies
Empower your sales team, enhance efficiency, drive growth!Sales Buzz is a comprehensive Mobile Sales Force Automation System designed for use on mobile and handheld devices, enabling users to effectively monitor and empower their sales teams, merchandisers, and distribution networks to drive revenue growth, enhance data insights, and elevate customer service levels. This innovative software streamlines various business tasks for sales personnel, encompassing journey planning, contact management, order processing, invoicing, inventory oversight, tracking, and customer relations management. Among its primary goals are enhancing control over the sales team, merchandisers, delivery personnel, and collectors, which in turn boosts overall efficiency. By automating mundane tasks, it significantly reduces the potential for errors, facilitates the creation of optimized work schedules, and provides quicker access to vital information. Additionally, it delivers unique insights that enable sales representatives and managers to formulate strategies aimed at expanding their sales reach in the future. Moreover, it optimizes the utilization of existing assets and resources while automatically collecting and analyzing data to generate actionable insights, empowering businesses to make well-informed decisions that align with their strategic goals. Ultimately, the integration of Sales Buzz not only enhances operational workflows but also fosters a culture of continuous improvement within sales organizations. -
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Bottomline Paymode
Bottomline
Revolutionize payments: cut costs, reduce fraud, boost efficiency.Paymode, the business payments network created by Bottomline, facilitates over $425 billion in annual transactions within the realm of business payments. Recognized for its effectiveness, Paymode serves as a valuable platform for both suppliers and payers alike. With more than 550,000 verified companies utilizing its services, Paymode helps organizations lower their payment processing expenses, mitigate fraud risk, and enhance efficiency in accounts payable and receivable operations. Clients of Bottomline experience a reduction in processing times exceeding 50% due to the implementation of digital payment solutions, improved approval workflows, and the automation of receipt and reconciliation tasks, ultimately driving better financial management. Additionally, this innovative approach allows businesses to focus more on growth rather than administrative burdens. -
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Simplii
Simplii
Seamlessly connect, communicate, and document every interaction.Simplii's click-to-call feature enables a smooth shift from browsing the web to making phone calls with just one click. When this feature is in use, any phone number shown in your Chrome browser becomes instantly clickable. Moreover, our Fusion extension guarantees that incoming calls will show up on any active tab in your Chrome browser. With the Screen Pops functionality, you can easily answer or decline calls, send text replies, and manage call transfers or holds directly from your screen. Additionally, you have the option to record notes and contact information within the Screen Pop, which will be automatically saved to your contacts. When you integrate this with a Simplii CRM, all important data such as call history, recordings, SMS conversations, call outcomes, and notes are logged in real-time, ensuring seamless synchronization with your CRM. By simply linking your CRM account to Fusion, you can watch as the logs are updated automatically, significantly improving your workflow and communication effectiveness. This integration not only simplifies your calling experience but also guarantees that every interaction is thoroughly documented, making it easier to refer back to past communications and maintain a detailed record of your engagements. As a result, users can optimize their productivity and enhance their overall customer service experience. -
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DataServ
DataServ
Revolutionize your finance operations with unmatched automation efficiency.For more than 27 years, DataServ has been at the forefront of Accounts Payable invoice automation, offering solutions that help accounting teams reduce data entry and improve accuracy, enabling them to concentrate on more impactful tasks. As trailblazers in the finance SaaS industry, DataServ’s offerings stand out for their effectiveness and innovation. Clients have the option to implement our solutions either in combination or individually, giving them the freedom to adopt the complete system at a pace that suits their needs. Our document intake solution is exceptional, boasting a data output rate of over 99% within a mere 24-hour timeframe. With the unique touchless invoice processing enabled by our proprietary AutoVouch technology, only DataServ can deliver such a high level of efficiency and reliability in financial operations. This commitment to excellence ensures that our clients can achieve their financial goals with confidence and ease. -
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CommBox
CommBox
Transform customer interactions with seamless, intelligent communication solutions.Imagining the future of customer communication entails establishing a sophisticated communication hub that facilitates both real-time and automated exchanges. By enhancing your customer support services, you can guarantee that your clients enjoy a premium experience, reaching out whenever it suits them best. Each customer should be treated as a unique individual, and CommBox’s robust platform can significantly improve your accessibility, featuring AI-powered automated customer service functionalities. Swiftly transform potential leads into dedicated customers while implementing your omnichannel strategy through CommBox's cutting-edge lead generation and sales resources. This all-encompassing omnichannel solution, driven by artificial intelligence, integrates all customer communications into a unified platform. Provide a fluid omnichannel experience customized to your customers' preferences, whether they opt for WhatsApp, SMS, chat, social media, email, video, or voice communications. Every interaction is efficiently overseen through a single, smart inbox, ensuring that no message is overlooked. By utilizing these innovative tools, businesses can cultivate deeper relationships with their customers and significantly enhance overall satisfaction, ultimately leading to long-term loyalty and success in the marketplace. Furthermore, a well-executed communication strategy can also lead to improved brand perception and customer advocacy, creating a positive feedback loop that benefits the entire organization. -
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Leadfeeder
Dealfront
Transform anonymous website visitors into valuable sales leads.Leadfeeder offers a powerful B2B website visitor tracking and lead generation solution that enables companies to monitor unidentified visitors to their sites and transform them into valuable sales leads. This tool seamlessly integrates with popular CRMs like HubSpot, Pipedrive, and Salesforce, as well as email marketing platforms such as Mailchimp and ActiveCampaign, to boost sales intelligence. With a user base exceeding 45,000 globally, Leadfeeder is recognized as a premier choice for enhancing lead generation strategies. Additionally, users can take advantage of a complimentary 14-day trial without requiring a credit card, allowing for immediate access to its features. This trial provides an excellent opportunity for businesses to explore the platform’s capabilities before making a commitment. -
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Avalara
Avalara
Streamline sales processes and ensure seamless tax compliance effortlessly.Avalara offers a cloud-based platform designed to streamline sales processes and ensure tax compliance seamlessly. This adaptable and budget-friendly service provides a comprehensive solution for businesses, enabling precise sales tax calculations while complying with a multitude of regulations. Among its advanced features are VAT calculations, filing returns, integrations with POS and CRM systems, as well as CMS software, and management of exemption certificates, among others. With just a few clicks, you can simplify tax compliance, enhance accuracy, and integrate processes into your existing business frameworks to boost efficiency. We invite you to share which ERP, ecommerce platform, or accounting software you currently utilize and how you handle tax management. By choosing a solution that fits your needs today, you can also proactively adjust to any future regulatory shifts. This flexibility ensures that your business remains agile and prepared for whatever challenges lie ahead. -
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Bridgit Bench
Bridgit
AI workforce planning for constructionBridgit is the leading AI workforce planning software built exclusively for construction. Founded with a simple mission — to help the construction industry maximize profits by taking a people-first approach — Bridgit has become the definitive workforce planning platform for top ENR-ranked contractors across North America. Construction's biggest challenge isn't winning work. It's having the right people ready to deliver it. Between pursuits, awarded projects, and active work across multiple offices, the moving parts within workforce planning are endless. Spreadsheets create blind spots, disconnected tools slow decisions, and last-minute scrambles put both margins and people at risk. Bridgit solves this by giving operations leaders one clear, real-time view of their entire workforce — so they can plan proactively instead of react constantly. Bridgit is a complete workforce planning solution built hand-in-hand with general contractors. It centralizes project pipelines, people data, skills, certifications, utilization, and forecasting in a single platform — replacing the whiteboards, spreadsheets, and gut-feel decisions that have defined the industry for decades. Bridgit AI layers on intelligent staffing recommendations and experience-based matching, helping teams put the right person on the right project, every time. Trusted by over 40% of the ENR 400 — including Balfour Beatty, Skanska, Ryan Companies, and Rogers-O'Brien — Bridgit integrates seamlessly with Procore, Autodesk Construction Cloud, Salesforce, BambooHR, Unanet, and more. Recently expanded to serve specialty contractors with purpose-built Labor Forecasting and Crew Management capabilities, Bridgit now supports the full construction workforce from the GC's office to the trades in the field. -
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Parseur
Parseur Pte. Ltd.
Effortlessly automate data extraction and streamline your workflows.Parseur stands out as an exceptional platform for parsing emails and processing documents. It enables users to effortlessly extract text from various formats such as emails, PDFs, CSVs, or Excel files, and seamlessly integrates this data with any application, spreadsheet, or database. By utilizing Parseur, businesses can significantly reduce the time spent on manual data entry, leading to enhanced efficiency and automation of workflows. Equipped with a diverse array of pre-built templates tailored for numerous industries, Parseur simplifies the management of food delivery orders (like those from Grubhub or DoorDash), Google Alerts, real estate leads from sites such as Zillow and Apartments.com, job applications through platforms like LinkedIn, and bookings from services like Airbnb, among others. This comprehensive solution not only streamlines operations but also empowers businesses to focus on their core activities. -
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VoIPstudio
VoIPstudio
Elevate your communication with flexible, feature-rich VoIP solutions.VoIPstudio presents a top-tier VoIP phone solution priced for everyday consumers, ensuring the high standards of quality and security that businesses expect. It combines a wealth of innovative features and functionality with flexibility, scalability, and an exceptional user experience, all supported by a dedicated customer service team that operates across multiple channels. Tailored for a global audience, VoIPstudio is designed to function seamlessly across multiple sites and countries, utilizing cloud-based distributed hosting to offer the responsiveness and dependability essential for enterprise clients. This makes it an ideal choice not only for individual users but also for organizations with extensive extension needs, including various sectors such as media, call centers, software development, and meteorology. Customers benefit from the solution's adjustable capacity, which allows for easy addition or removal of users, ensuring they only pay for what they utilize without incurring costs for unnecessary capacity. Moreover, the platform is built to accommodate sudden increases in traffic, making it a robust option for businesses of all sizes. VoIPstudio’s offerings include over 40 advanced features and services available in every plan, such as number portability, call recording, conference calls, internet failover protection, interactive voice responses, call parking, video calls, video conferencing, and many more, enhancing communication possibilities for all users. This comprehensive feature set positions VoIPstudio as a leader in the VoIP market, catering to diverse communication needs effectively. -
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Club Caddie
Club Caddie Holdings Inc
Streamline golf course operations with expert, affordable management.Ideal for a variety of golf facilities, including public and private courses, country clubs, resorts, and both individual course owners and management firms. This solution is a comprehensive, cloud-based platform designed for efficient course management, developed by industry experts, ensuring user-friendliness and affordability. It offers an all-in-one approach that streamlines operations while catering to the specific needs of golf course management. -
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Prokuria
Prokuria
Streamline procurement, save time, and enhance efficiency today!Prokuria's cloud-based platform enables you to enhance your procurement process, saving valuable time while maintaining quality and offering tailored customizations that suit the unique needs of each team! Its user-friendly interface ensures that businesses of all sizes can easily navigate the system. With Prokuria's innovative solutions, organizations can achieve significant reductions in costs, time, and labor by streamlining the procurement process. The array of services offered includes RFIs (RFQs), RFPs, and various types of e-Auctions, along with requisition approvals to ensure suppliers are fully operational. Additionally, Prokuria provides supplier management tools that aggregate essential data on demand and track pricing effectively. The interactive purchase orders and a dedicated contract repository allow organizations to store and manage their contracts seamlessly. Furthermore, the platform includes supplier price monitoring, ensuring that organizations can keep track of market fluctuations effortlessly. No coding skills are necessary, as Prokuria also offers a no-code software package to enhance accessibility for all users. Opting for Prokuria is a decision you won't regret! We implement diverse strategies to facilitate a modern and efficient procurement process, and we are confident you will not only find satisfaction but also be genuinely impressed by our offerings. Our easy-to-use system includes a free trial, allowing potential users to experience its benefits before making a purchase, along with quick implementation tailored to your business needs and a host of other exceptional features to explore. -
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GetAccept
GetAccept
Streamline sales, enhance collaboration, and close deals faster.GetAccept serves as a comprehensive platform for e-signature, contract management, proposal development, sales materials organization, document tracking, and prospect engagement. It caters to the needs of various teams, including sales, HR, customer success, and development, offering popular functionalities such as personal video messaging, live chat, and analytics. The Digital Sales Room encompasses two key components: a Deal Room, which facilitates the journey from initial meeting to proposal, and a Contract Room, guiding the process from proposal acceptance to final agreement. In the Deal Room, you can enhance your chances of closing deals by fostering seamless collaboration between buyers and sellers within a unified environment. This space allows users to upload sales materials, develop mutual action plans, and communicate with potential clients in real-time. The Contract Room enables sales representatives to excel by creating impressive proposals swiftly. They can either start with a blank canvas using the in-app editor or leverage intelligent templates for dynamic, branded contracts. With its extensive range of tools aimed at boosting success rates, GetAccept is a leader in the evolution of digital sales processes, ensuring teams have everything they need to thrive in a competitive marketplace. This innovative platform not only streamlines the sales process but also enhances the overall customer experience through effective communication and collaboration. -
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AgilePoint NX
AgilePoint
Accelerate transformation with powerful low-code process automation.AgilePoint's Low-Code Digital Process Platform enables organizations to expedite their digital transformation journeys. This platform provides diverse teams with the tools to automate, optimize, or integrate workflows and processes, leading to ongoing enhancements in customer satisfaction, greater operational efficiency, boosted revenue growth, and a solid foundation for resilience and scalability. By leveraging these capabilities, businesses can adapt more swiftly to changing market demands and evolving customer needs. -
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Dynamics TMS
by Next Generation Logistics, Inc.
Streamline shipping with innovative, cloud-based transport management solutions.Dynamics TMS offers a cloud-based transportation management system tailored for shippers looking to oversee a variety of multi-modal and temperature-sensitive shipping needs. This versatile solution can be deployed on both private cloud systems and local servers. Established in 1988, Next Generation Logistics, Inc. stands as a frontrunner in providing technology-driven supply chain services and transport software solutions. The organization comprises three specialized divisions that concentrate on outsourced managed transportation services, transportation management software (TMS), and optimizing supply chain networks. NGL operates out of the United States and is owned entirely by its management without any external investment or foreign influence that might compromise its corporate governance. The foundation of our business is centered on allowing customers to access expert supply chain advice, services, and cutting-edge technology at competitive rates. Furthermore, NGL proudly holds Microsoft Partner Certification, reflecting its commitment to quality and innovation. -
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Stack Moxie
Stack Moxie
Empowering marketers with seamless IT solutions for success.Stack Moxie has a deep appreciation for marketers, recognizing that we are indeed marketers ourselves. We understand that technology has the potential to empower marketers to achieve remarkable outcomes. However, the reality is that marketing teams often face challenges that can lead to their downfall. In today's landscape, marketing departments must operate efficiently, produce more results, and adhere to stringent regulations. A Chief Marketing Officer (CMO) is aware that leveraging technology is essential for scaling operations and maintaining compliance. Conversely, a Chief Technology Officer (CTO) may hesitate, fully recognizing that marketers lack access to a vital tool that is critical for the IT department's success. A CTO might emphasize the importance of thorough stack testing, ensuring that every aspect runs smoothly and functions as intended. Questions arise: Are the web forms operating correctly? Is customer input generating the necessary responses? Can we successfully navigate an audit? Unfortunately, these tools are often out of reach for marketers, along with the budget and time needed to conduct manual evaluations. This gap is precisely what inspired the creation of Stack Moxie. Our platform empowers marketers by placing essential IT expertise directly at their fingertips. We ensure that marketing technology operates seamlessly, so leads are captured effectively, digital ad expenditures are maximized, and any issues are promptly identified and addressed. By bridging this divide, we help marketers thrive in a complex environment. -
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X0PA AI
X0PA AI Pte Ltd
Streamline your recruitment process with precision and efficiency.X0PA is an AI-driven Software as a Service (SaaS) platform designed to streamline the recruitment process, significantly reducing both time and costs while enhancing precision in hiring decisions. The primary goal of X0PA is to boost candidate retention rates, improve performance, and ensure a strong alignment between individuals and job roles, as well as organizational culture. Utilizing Artificial Intelligence and Machine Learning technologies, X0PA evaluates and ranks potential candidates based on three critical objective factors: the relevance of their resumes, predictions of their future performance, and estimates of their likelihood to remain with the company. Among its key features are: 1. Robotic Process Automation for increased efficiency. 2. AI-enhanced candidate sourcing that automates the recruitment process. 3. Smart job matching and candidate reminders facilitated by AI targeting techniques. 4. Virtual hybrid assessments and video interviews powered by artificial intelligence. 5. Comprehensive data analytics that provides insights to refine hiring strategies. 6. A versatile platform that can be tailored to meet specific organizational needs. Furthermore, X0PA’s innovative approach to recruitment not only helps organizations find the right talent but also fosters a more informed and data-driven decision-making process throughout the hiring journey. -
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Gather
Gather Capture
Maximize interactions, streamline events, and boost your ROI!Are you eager to maximize each customer interaction, demonstrate return on investment, and strengthen connections with your potential clients? If so, Gather provides a variety of tools to support your efforts: Gather Lead Capture App - For marketing managers, this app is an essential tool for gathering data during events. Event organizers can utilize the Gather Lead Capture App to efficiently compile information about both visitors and exhibitors at their events. Sales professionals may find the Gather Lead Capture App invaluable for collecting data during client meetings or networking opportunities. The possibilities are truly limitless, as Gather's products are applicable in any scenario where data collection is desired, establishing itself as the premier app for mobile data capture at live events. Reach out to us to discuss your specific needs, and we’ll help determine the ideal solution for your situation. Gather Event Registration Platform - This platform is expertly crafted to cater to the rigorous demands of professionals involved in events, exhibitions, conferences, and corporate gatherings. It serves as a comprehensive, customizable solution for managing event websites, registrations, and communications. With its straightforward setup and user-friendly interface, it guarantees that both you and your guests will fully benefit from your event, ultimately showcasing an increase in sales and return on investment. Additionally, this platform can streamline your event management process, making it more efficient and effective. -
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Homerun
Homerun Presales
Streamline presales operations for enhanced productivity and success.Homerun serves as the essential workspace for presales, streamlining your daily operations in one centralized platform to monitor, manage, and enhance your presales initiatives. It empowers teams to accomplish more while minimizing administrative burdens. Notable presales teams, including Demostack, AppViewX, Graylog, JupiterOne, Cortex, INKY, DataGrail, and CloudWave, leverage Homerun to drive outstanding outcomes, such as a 20% increase in deal win rates, a 15% reduction in sales cycle times, an elimination of 8 hours of wasted time for each sales engineer weekly, and a four-week decrease in time-to-productivity for newcomers. With integrations available for Salesforce, Consensus, Jira, Slack, GSuite, Okta, and various other tools within the Sales and GTM technology stack, Homerun ensures that your GTM teams and data remain harmonized and efficient. Moreover, Homerun is both SOC2 certified and compliant with GDPR regulations, reinforcing our commitment to security and privacy. We take pride in being self-funded and profitable, a testament to our dedication and the incredible support of our valued customers, which fuels our continuous growth and innovation. -
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SimpleSign
Simple Sign
Streamline signatures, enhance workflows, and boost client satisfaction.Easily secure and legally valid signatures with our intuitive solutions. Design intelligent templates and create efficient workflows to optimize your signing processes effortlessly. Our developer-friendly REST API facilitates seamless integration into your existing systems. Begin today to enhance your software solutions with advanced e-signing features. Monitor all your supplier contracts closely to avoid unnecessary expenses. Collect electronic signatures directly from the point-of-sale systems you already use. Improve the experience for your customers by providing a more streamlined process for signing. You can publish your templates through a link, allowing visitors to input their information and sign at their convenience. All of your documents are readily accessible with a simple search, ensuring you never misplace important files again. Accelerate your closing process by tracking client interactions with your paperwork, and receive real-time updates on every document engagement. Utilize a user-friendly drag-and-drop editor to create visually appealing and intelligent templates, and share them across your organization. Establish customized rules and restrictions to reduce the likelihood of human error and enhance overall productivity. Additionally, maintaining organization and efficiency not only saves valuable time but also helps foster a polished and professional image for your business, which can lead to increased client trust and satisfaction. -
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Dynamics Phone System
Dynamics Telephony
Seamless cloud telephony for flexible, productive team communication.DYNAMICS PHONE SYSTEM is a cloud-based telephony solution that seamlessly incorporates Dynamics 365 capabilities, providing exceptional management of business communications along with limitless scalability. By merging your phone services with Dynamics 365 into one cohesive interface, you eliminate the constraints of a traditional office setup. With our hosted VoIP phone system, you can maintain connectivity regardless of your location, whether you're on the go, in transit, or telecommuting, ensuring that your communication needs are always met. This flexibility empowers teams to work efficiently from anywhere, enhancing productivity and collaboration. -
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Alumio
Alumio
Seamlessly integrate systems for agile, cost-effective digital transformation.Alumio is a cloud-native, low-code integration solution designed to efficiently link various systems, SaaS applications, cloud services, and data sources, driving digital expansion. It features an intuitive web interface that allows both developers and business users to collaborate, crafting, overseeing, and assessing integrations without the burden of custom coding expenses and complications. Additionally, Alumio caters to developers by offering versatile capabilities for data transformation and the automation of intricate workflows, which serve to lower operational expenses and speed up business operations. Enabling quicker Time-to-Market, Alumio includes ready-made connectors and streamlined data mapping functionalities, enabling swift integration of e-commerce platforms, ERP systems, PIM, CRM, WMS, marketing automation tools, latest AI tools, and even custom endpoints. As an API-driven integration platform, Alumio also helps businesses enable future-proof frameworks like Composable Commerce and the latest AI connectivity standards like MCP. Centralizing all connected systems and data within a secure, ISO 27001-certified cloud environment, Alumio eliminates data silos and ensures compliance with privacy legislation like GDPR. Moreover, in addition to facilitating rapid and adaptable integrations, Alumio assists companies in structuring robust ecosystems that can evolve with changing market demands. This comprehensive approach ensures that businesses remain competitive and agile in a fast-paced digital landscape.