Average Ratings 20 Ratings
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Description
Boost the growth of your business with Dynamics 365, a cutting-edge suite of CRM and ERP solutions. Integrate your data seamlessly. Gain insightful predictions. Attain remarkable outcomes. Make informed choices. Implement strategies that propel your business forward. Cultivate and enhance valuable relationships. Elevate both productivity and performance metrics. Access a comprehensive view of your customers. Identify and develop promising leads. Craft cohesive customer interactions. Keep abreast of market shifts. Provide exceptional customer experiences more swiftly. Streamline resources and enhance technician efficiency. Lower operational expenditures. Transform your conventional global financial management practices. Streamline processes for heightened efficiency. Minimize operational costs and simplify financial complexities. Transition from reactive to proactive operations. Modernize and ease your manufacturing and supply chain processes. Extend the longevity of your assets. Integrate your physical and digital sales channels. Foster brand loyalty through meaningful engagement. Surpass customer expectations consistently, ensuring they feel valued and understood.
Description
SumX is an advanced AI-powered ERP suite built specifically for back-office teams in government contracting, architecture, engineering, and construction sectors. It uses AI automation to streamline project-based accounting, resource management, and compliance while minimizing errors and inefficiencies. The platform features robust tools such as customizable approval workflows, OCR scan-and-attach, email integration, and real-time tracking of timesheets, expenses, and budgets. Designed for quick deployment, SumX offers affordable pricing starting at $30 per user without long-term commitments and requires minimal training. Its modular and scalable API-based design allows seamless integration with third-party applications and existing workflows. SumX also ensures regulatory compliance with automated updates and built-in labor law adherence. Used by over 800 highly productive teams, it delivers enterprise-grade functionality tailored for project-driven industries. SumX replaces traditional ERP systems with an intuitive, cost-effective, and customizable solution.
API Access
Has API
Yes
API Access
Has API
No
Integrations
ActivePlatform
Yes
Aritic Desk
Yes
CorralData
Yes
Drink-IT
Yes
Dropbox
Yes
IntelliDialer
Yes
Lumi AI
Yes
Mingo
Yes
PrintBoss
Yes
ProSpend
Yes
Integrations
ActivePlatform
No
Aritic Desk
No
CorralData
No
Drink-IT
No
Dropbox
No
IntelliDialer
No
Lumi AI
No
Mingo
No
PrintBoss
No
ProSpend
No
Pricing Details
$190 per user per month
Free Trial
No
Free Version
No
Pricing Details
$30/user/month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Microsoft
Founded
1975
Country
United States
Website
dynamics.microsoft.com
Vendor Details
Company Name
SumX
Founded
2025
Country
United States
Website
www.sumx.ai
Product Features
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
Yes
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
Yes
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
Yes
Budgeting
"What If" Scenarios
No
Asset Planning
Yes
Balance Sheet
Yes
Capital Asset Planning
Yes
Cash Management
Yes
Consolidation / Roll-Up
Yes
Forecasting
Yes
General Ledger
Yes
Income Statements
Yes
Multi-Company
No
Multi-Department / Project
Yes
Profit / Loss Statement
Yes
Project Budgeting
Yes
Run Rate Tracking
No
Version Control
No
Business Intelligence
Ad Hoc Reports
No
Benchmarking
No
Budgeting & Forecasting
No
Dashboard
No
Data Analysis
No
Key Performance Indicators
No
Natural Language Generation (NLG)
No
Performance Metrics
No
Predictive Analytics
No
Profitability Analysis
No
Strategic Planning
No
Trend / Problem Indicators
No
Visual Analytics
No
Business Management
Billing & Invoicing
No
CRM
Yes
Employee Management
No
Financial Management
No
Inventory Management
Yes
Marketing Management
Yes
Order Management
No
Point of Sale (POS)
No
Project Management
No
Purchasing
No
Scheduling
Yes
Time & Expense Tracking
Yes
Training Management
No
Vendor Management
No
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
ERP
Accounting Integration
Yes
Accounting Management
Yes
CRM
Yes
Dashboard
Yes
Distribution Management
Yes
Enterprise Asset Management
Yes
Financial Management
Yes
HR Management
Yes
Inventory Management
Yes
Order Management
Yes
Project Management
Yes
Purchase Order Management
Yes
Purchasing
Yes
Reporting/Analytics
Yes
Sales Management
Yes
Supply Chain Management
Yes
Warehouse Management
Yes
Lead Generation
Contact Discovery
No
Contact Import/Export
No
Lead Capture
Yes
Lead Database Integration
Yes
Lead Nurturing
No
Lead Scoring
No
Lead Segmentation
No
Pipeline Management
No
Prospecting Tools
Yes
Visitor Identification
No
Sales Force Automation
Call Management
Yes
Campaign Management
Yes
Channel Management
No
Commission Management
Yes
Contact Management
Yes
Contract Management
No
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
Yes
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
Yes
Referral Tracking
Yes
Sales Forecasting
Yes
Territory Management
Yes
Product Features
ERP
Accounting Integration
Yes
Accounting Management
Yes
CRM
No
Dashboard
Yes
Distribution Management
Yes
Enterprise Asset Management
No
Financial Management
Yes
HR Management
Yes
Inventory Management
Yes
Order Management
Yes
Project Management
Yes
Purchase Order Management
Yes
Purchasing
Yes
Reporting/Analytics
Yes
Sales Management
No
Supply Chain Management
No
Warehouse Management
No
