List of UnForm Integrations
This is a list of platforms and tools that integrate with UnForm. This list is updated as of April 2025.
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Epicor Eclipse
Epicor Software
Revolutionize your supply chain with innovative, user-friendly management.Eclipse ERP software, crafted by industry professionals and favored by leading distributors in HVAC, Electrical, Plumbing, and PVF, offers innovative solutions to enhance supply chain efficiency. Constant improvement in supply chain management is essential, and Eclipse provides real-time data and insights that enable smarter operations from forecasting to fulfillment. The user-friendly job management tools simplify the process of ordering large distribution projects across electrical, HVAC, or plumbing sectors. Additionally, you can track your inventory live, ensuring your business remains agile and responsive. This system not only helps in satisfying customers and boosting profits but also in reducing excess inventory. The effectiveness of a warehouse is closely linked to the proficiency of its staff and the tools they utilize, and Epicor Eclipse simplifies the management of warehouse functions such as receiving, put-away, picking, inventory adjustments, and cycle counts to streamline operations. With these capabilities, companies can maximize their operational potential and maintain a competitive edge in the market. -
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Epicor BisTrack
Epicor Software
Revolutionize your building materials business with seamless efficiency.Epicor BisTrack stands out as a cutting-edge business management solution, specifically designed to cater to the distinct needs of the building materials industry, including lumberyards, construction suppliers, and distributors. Renowned for its comprehensive suite of tools, the software seamlessly integrates inventory management, purchasing, sales, and delivery functions within one user-friendly interface. Organizations can take advantage of its advanced reporting and analytics capabilities to enhance decision-making, optimize workflows, and elevate customer service standards. Additionally, the platform's robust mobile functionalities and effortless cloud deployment facilitate real-time collaboration, significantly boosting operational efficiency across teams. As companies adopt BisTrack, they can secure a competitive advantage in a rapidly changing market, enabling them to swiftly navigate new challenges and seize emerging opportunities. In essence, Epicor BisTrack is an indispensable resource for businesses aspiring to excel in the building materials sector, ensuring they remain resilient and forward-thinking in their strategies. -
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Unmatched Business and Industry Functionality: Elevate your organization with reliable data gathering, comprehensive financial analysis, and accurate forecasting abilities. Acumatica Cloud ERP acts as a unified data hub, consolidating information from all departments into a single view. This ensures that every business process is systematically organized, allowing authorized personnel to access the same, up-to-date information anytime and anywhere, using any internet-connected device. Acumatica is uniquely tailored to meet the dynamic and specific demands of expanding midmarket businesses, empowering its users to prioritize their customers' success across all facets of their operations. The platform is designed to be adaptable, delivering value while offering the flexibility, efficiency, and remote collaboration features that contemporary enterprises require. Experience automation that simplifies processes, compliance that adapts to your needs, and a pathway for continuous improvement that maintains predictability in outcomes. This approach ensures that your business stays ahead of the competition in a rapidly changing market landscape.
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An all-in-one business management solution that encompasses ERP/Financials, CRM, and e-commerce, this platform serves over 20,000 clients. In a rapidly changing environment, maintaining flexibility is crucial. You now possess the capability and insight to make informed decisions. The adaptability of NetSuite enables you to effortlessly scale operations, pivot, and embrace new business models. Each upgrade to NetSuite ensures that your configurations and customizations are smoothly transferred. Your essential business system doubles as your customer-facing commerce platform, tailored to fulfill client requirements and delivering an impeccable user experience. Featuring a user interface that provides real-time analytics, NetSuite guides users on actions they can take to support the business effectively. Furthermore, critical business information is readily accessible directly from the system, empowering decision-makers to act swiftly. This integrated approach not only streamlines processes but also enhances overall operational efficiency.
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Microsoft Dynamics 365
Microsoft
Transform your business with seamless data integration and insights.Elevate your business growth with Dynamics 365, an innovative collection of CRM and ERP tools designed to unify your data effortlessly. Harness powerful insights for predictive analytics and achieve outstanding results that drive your success. Make strategic decisions backed by reliable information while nurturing and strengthening essential relationships. Enhance your productivity and overall performance metrics with a holistic understanding of your customers. Discover and cultivate promising leads while creating seamless customer interactions. Stay updated on market dynamics to provide exceptional customer experiences more promptly. Optimize resources to boost technician productivity and reduce operational costs significantly. Revolutionize traditional financial management on a global scale by streamlining processes for greater efficiency. Shift from a reactive to a proactive operational model while modernizing your manufacturing and supply chain procedures. Extend the life of your assets by integrating both physical and digital sales channels effectively. Build brand loyalty through impactful engagement, consistently exceeding customer expectations and ensuring they feel appreciated and understood. By implementing these strategies, your business will not only thrive but also adapt to the ever-changing market landscape. -
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Oracle Fusion Cloud ERP
Oracle
Transform your organization with agility and strategic cloud solutions.Cultivate resilience and adaptability while strategically positioning your organization for future expansion. Utilizing Oracle Fusion Cloud ERP enables you to rapidly modify your business models and processes, resulting in reduced costs, improved forecasting precision, and heightened innovation capabilities. Additionally, you can conveniently view a detailed snapshot of your organization’s financial and operational health. The Oracle Cloud application suite offers broad and integrated functionalities across various sectors, including finance, human resources, supply chain management, and customer experience. By harnessing Oracle Financials Cloud for real-time insights and marrying HR with ERP systems, you can delve into self-service demonstrations that showcase the operational dynamics of Oracle Cloud applications in diverse business scenarios. Unlock your organization's full potential and leverage the cloud platform to adeptly address both your internal goals and external challenges. Whether you're aiming to refine your accounting practices, comply with new revenue recognition standards, or monitor emerging KPIs, we stand ready to support you in reaching these objectives. Embrace the future with assuredness and strategic acumen as you navigate the intricate challenges of your industry, ensuring that your organization remains competitive and forward-thinking. By embracing these innovative solutions, you can foster a culture of continuous improvement that drives success. -
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QAD Adaptive ERP
QAD
Empower your manufacturing agility with seamless, adaptive solutions.QAD Adaptive ERP enables manufacturers to swiftly adapt to changes in the business landscape. This system encompasses essential functionalities such as customer and service management, supply chain oversight, enterprise asset management, financial oversight, and manufacturing planning and execution. Additionally, it offers decision-makers valuable tools like integrated self-service analytics and features that allow for the visualization and modification of process flows. With a user-friendly low code/no code environment, developers can seamlessly enhance current features and create new applications to meet evolving needs. The flexibility and efficiency of this ERP solution make it a powerful asset for manufacturers looking to thrive in a dynamic market. -
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Microsoft Dynamics 365 Finance
Microsoft
Achieve financial excellence through intelligent automation and insights.Boost your financial clarity and profitability by assessing your business's overall condition, enhancing financial controls, and making educated choices that encourage adaptability and growth through precise, real-time financial reporting, integrated analytics, and insights powered by artificial intelligence. Effortlessly weave financial data into key business functions and automate tedious tasks to improve efficiency, respond to evolving business models, and elevate financial results. Moreover, trim expenses and refine spending strategies across different regions by utilizing process automation, effective budget management, and thorough financial planning and analysis. Maintain agility in the midst of evolving financial and regulatory environments with a user-friendly, rules-driven chart of accounts and a no-code configuration tool that simplifies processes such as regulatory reporting, electronic invoicing, and cross-border transactions. Companies are increasingly enhancing their financial workflows with Dynamics 365 Finance, establishing it as an essential resource for contemporary financial management. By adopting these approaches, businesses can achieve remarkable gains in operational efficiency and overall financial well-being, positioning themselves for sustained success in a competitive landscape. -
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Infor CloudSuite Distribution
Infor
Transform your distribution operations with integrated, customizable cloud solutions!Infor CloudSuite Distribution features an extensive suite of integrated tools aimed at boosting organizational efficiency. The platform is designed to evolve continuously, with new enhancements introduced every month, enabling users to benefit from the latest features as they become available. A convenient demand dashboard presents essential metrics while utilizing color-coded alerts to swiftly flag any issues or exceptions that arise. Furthermore, the Infor Implementation Accelerator leverages proven best practices to facilitate a smoother onboarding experience for new users. A rich repository of training materials is available, focusing on the essential functions within CloudSuite Distribution. This robust platform also encompasses a wide range of services, including kitting, light manufacturing, assembly, private labeling, warranty tracking, field service, and storeroom management, providing comprehensive support for various business needs. In addition, it allows organizations to tailor the solution to meet specific requirements without modifying the fundamental system, offering numerous options for customization and configuration to cater to different demands. Such flexibility is vital for companies striving to remain agile and competitive in a rapidly changing market landscape. Ultimately, this adaptability not only enhances operational effectiveness but also positions businesses to respond proactively to evolving industry trends. -
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PBS™ Accounting
Passport Software
"Empower your business growth with tailored financial solutions."PBS™, known as Passport Business Solutions™, provides a comprehensive accounting system designed to oversee every facet of your organization’s financial operations. This system is highly adaptable, allowing you to tailor it to your specific requirements and effectively manage your company's growth trajectory. We are dedicated to supporting your expansion while preserving the distinct business processes that are essential to your success. With PBS Accounting, you'll benefit from the agility and real-time financial insights that managers require for informed decision-making. Additionally, PBS Accounting can be seamlessly integrated with other software solutions such as PBS Manufacturing and PBS Distribution, enhancing its functionality. With over three decades of industry experience, Passport Software offers expert consulting services, alongside exceptional support and training to its users. PBS Accounting stands out as a powerful and cost-effective option for small to medium-sized enterprises that are either still using manual financial tracking methods or have outgrown their current accounting systems, ensuring that they remain competitive and efficient in a dynamic market. -
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AddonSoftware
BASIS International
Empower your business with customizable, seamless ERP solutions.AddonSoftware® provides a versatile ERP business solution that is distinguished by its exceptional capacity to preserve custom modifications during the update cycle. Our strategic framework empowers partners with vital elements for accounting, distribution, manufacturing, and payroll, enabling developer partners to tailor the solution to meet the unique demands of their customers. Unlike many customized solutions that hinder upgrades to newer versions, AddonSoftware guarantees that investments in customizations remain safeguarded through updates or even during new installations of the core product. Created by Barista, AddonSoftware embodies over two decades of continuous improvement, showcasing enhanced capabilities, upgraded functionality, and modernized technology. Users enjoy the flexibility to preview, archive, print, email, fax, or convert any generated report into PDF or ASCII text formats at no additional cost. Additionally, reports can be effortlessly exported to Google Docs, promoting easy access and real-time collaboration among users. These comprehensive features highlight AddonSoftware's commitment to providing a reliable ERP solution, making it an excellent choice for businesses aiming to streamline their operations. In an ever-evolving business landscape, having a solution that adapts to specific needs is crucial for sustained success. -
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Infor Distribution SX.e
Infor
Empower your distribution business with innovative, agile solutions.Tailored to address the evolving needs of the wholesale distribution industry, Distribution SX.e functions as a powerful enterprise solution that weaves innovation into crucial operations to improve customer service, outpace rivals, and enhance profitability. By adopting Infor Distribution SX.e or CloudSuite Distribution, businesses can optimize every facet of their operations—including sales, multi-channel interactions, inventory and warehouse management, financial processes, and other value-added services. Additionally, distributors taking advantage of Infor's solutions can significantly accelerate their operational workflows by achieving remarkable visibility into enterprise-wide transactions, which facilitates quicker and more informed decision-making. This all-encompassing strategy not only simplifies operations but also equips companies for long-term success in a competitive environment. As a result, businesses can remain agile and responsive to market changes, ensuring they are well-prepared to seize new opportunities as they arise. -
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Infor CloudSuite Industrial Enterprise
Infor
Transform your manufacturing efficiency and excel in competition.Infor CloudSuite Industrial Enterprise acts as a vital technological backbone for modernizing businesses into contemporary enterprises. It amplifies performance and enhances efficiency in essential areas critical to manufacturing firms, such as customer relations, operational workflows, and supply chain oversight. By optimizing productivity from administrative tasks to the production line, it serves both discrete and process manufacturers worldwide, whether utilized on-premises or via cloud solutions. Its features encompass everything from sophisticated planning and material management to comprehensive financial tools, offering manufacturers an all-encompassing suite of resources for their operations. Furthermore, this cloud-based platform is designed to simplify and automate complex manufacturing processes, making it an indispensable resource for businesses aiming to excel in a competitive market. In addition to streamlining operations, the adoption of Infor CloudSuite Industrial Enterprise can foster substantial improvements in manufacturing efficiency, driving up overall business performance and positioning companies for long-term success. As organizations adapt to the rapid pace of technological advancement, leveraging such solutions will be key to maintaining a competitive edge. -
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Infor VISUAL
Infor
Streamline operations, enhance quality, and boost profitability effortlessly.Order-driven manufacturing involves considerable challenges, leading companies to avoid making pricing decisions based on assumptions. It is crucial for manufacturers to promptly evaluate the impact of each order, along with any constraints and bottlenecks in their processes, to optimize speed and efficiency while maximizing resource use. Infor VISUAL® equips manufacturers to remove ambiguity from their operations, enabling them to achieve consistent profitability. This all-encompassing end-to-end ERP solution helps companies in order-driven manufacturing maintain their competitive advantage by ensuring that high-quality products are delivered on time. Additionally, manufacturers can maintain rigorous quality standards throughout the entire production and supply chain, which reduces the costs associated with rework and inspections. By utilizing VISUAL, organizations can aggregate all quality-related information—such as certifications, compliance documents, training resources, and other critical files—into a unified system. This seamless integration not only improves decision-making but also fosters operational excellence across the organization. Ultimately, such a robust framework allows manufacturers to adapt more swiftly to changing market demands and customer expectations. -
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Epicor Eagle
Epicor
Streamline transactions, boost sales, and enhance customer loyalty.Enhance the speed of customer transactions while allowing your team to provide outstanding service. The Epicor Payment Gateway processes over a million transactions daily across more than 10,000 locations, guaranteeing cost-effectiveness, security, and thoroughness. Make informed choices regarding purchasing, inventory levels, and pricing strategies to optimize your investment in stock. Broaden your sales opportunities and improve customer convenience by creating an online sales platform. Foster customer loyalty through personalized recommendations and rewards that promote repeat business. Monitor your business's performance in real time, gaining valuable insights into all operational processes. Maximize profit margins by strategically adjusting product prices at optimal times. By employing sophisticated business management tools, you can focus more on engaging with customers rather than handling tedious administrative responsibilities. Effortlessly manage your entire specialty retail business with features tailored to your specific needs, while effectively analyzing and modifying pricing based on category metrics. Moreover, utilizing these tools will equip you to swiftly adapt to market fluctuations and respond to evolving customer demands, ensuring sustained growth and satisfaction. -
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Oracle Cloud Financials
Oracle
Transform your financial operations with streamlined, insightful solutions.Achieve a deep understanding of your organization's financial status and profitability with a comprehensive global solution designed for businesses of all types and sizes. Utilize Oracle Fusion Cloud Financials to elevate your finance team's goals in alignment with the overall mission of your organization. Create a robust framework for financial operations, corporate accounting, and reporting by utilizing this all-encompassing finance and accounting platform. Seamlessly integrate accounting functions from various ERP systems and transactional platforms to enhance efficiency. By adopting a standardized chart of accounts across the organization, you can establish a cohesive accounting methodology that spans multiple ERP systems. This ensures that your corporate accounting and financial planning and analysis teams rely on a singular, trustworthy source of financial data. Quickly adapt centralized accounting practices to meet changing corporate regulations and the latest accounting standards with ease. Investigate comprehensive operational insights by analyzing financial information from diverse sources, such as ledgers, subledgers, and supplementary reference documents. The enhanced clarity provided by this approach not only facilitates compliance but also strengthens strategic decision-making throughout the organization, ultimately fostering a culture of informed financial stewardship.
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