Business Software for Microsoft Dynamics 365

Hatch is the AI growth engine built for service businesses. Our AI CSRs work across voice, SMS, and email to convert more leads, drive revenue efficiency, and fuel growth at every stage — without added headcount, complex software, or costly answering services. From one-crew shops to national brands, Hatch delivers the same powerful conversion engine: AI-powered 1:1 communication that scales as fast as you do.

MeRLIN is a Strategic Sourcing Solution offering seamlessly integrated sourcing process automation for RFx/eAuctions, with supplier relationship management and planning functions augmented by advanced analytics functions. It plays a key role in enhancing collaboration between buyers and suppliers on an intuitive and easy to use platform. MeRLIN is modular, flexible, configurable and easy to deploy. It is the go-to solution for the strategic sourcing needs of enterprise sourcing organizations.

DealHub's award winning CPQ, CLM & remote Selling platform allows sales teams to have a personal dialogue with prospects all the way through their buying journey. DealHub users can benefit from real-time buyer intentions and sales insights throughout the entire sales process. This allows them to have faster time-to revenue and differentiate themselves from their competitors. The DealHub Platform offers: Guided Selling Playbooks Configure-Price-Quote (CPQ) Subscription Management Customer Contract Lifecycle Management (CLM). Digital DealRooms Dynamic Content Generation Real-time Buyer Intent and Insights E-signature DealHub is natively available within the CRM (Microsoft Dynamics Salesforce and Freshsales).

Yeastar Linkus Unified Communications app, which is compatible with both cloud PBX and on-premises PBX, gives you easy access to enhanced call efficiency and enterprise-grade telephony features across any device at your disposal. It also allows you remote working agility with softphone and instant messaging, file sharing, CRM integration, and CRM integration.

Revolutionary Cloud-Native ETL Tool: Quickly Load and Transform Data for Your Cloud Data Warehouse. We have transformed the conventional ETL approach by developing a solution that integrates data directly within the cloud environment. Our innovative platform takes advantage of the virtually limitless storage offered by the cloud, ensuring that your projects can scale almost infinitely. By operating within the cloud, we simplify the challenges associated with transferring massive data quantities. Experience the ability to process a billion rows of data in just fifteen minutes, with a seamless transition from launch to operational status in a mere five minutes. In today’s competitive landscape, businesses must leverage their data effectively to uncover valuable insights. Matillion facilitates your data transformation journey by extracting, migrating, and transforming your data in the cloud, empowering you to derive fresh insights and enhance your decision-making processes. This enables organizations to stay ahead in a rapidly evolving market.

The Slayte platform is equipped with essential tools that enable your association to host a fulfilling and dynamic conference experience for its members. With our Virtual Conference solution, you can seamlessly organize stunning virtual, hybrid, or in-person events. You have the flexibility to schedule live, pre-recorded, or on-demand sessions, tailor ticket options, and promote networking opportunities. Our association-centric platform, shaped by years of industry expertise, is intentionally designed to complement your CRM or AMS, alleviating the workload of your events team. It serves as a comprehensive solution that will be appreciated by both your events team and your members alike. Attendees can purchase tickets through your AMS or Stripe, explore and enroll in sessions, bookmark exhibitors, and send contact requests to fellow participants. Engage in both group and individual chats during Keynote, Track, or Breakout sessions for enhanced interaction. You can manage numerous sessions efficiently, benefiting from automatic conflict detection. Furthermore, you will have the capability to oversee attendees, speakers, exhibitors, and sponsors while automating essential communications. The various customizations and integrations available allow you to create the ideal conference experience tailored specifically for your members, ensuring their needs are met throughout the event. Ultimately, the Slayte platform is committed to making your association’s conference a resounding success, fostering connections and learning among participants.

Businesses that excel in providing an omnichannel experience manage to keep 89% of their clientele. Engage in real-time dialogues with customers where they are most comfortable to enhance their journey, ultimately leading to better brand perception and higher retention rates. Remarkably, 99% of consumers tend to stay loyal when their issues are addressed on the first attempt. Equip your representatives with a Unified Agent Workspace along with effective tools to revolutionize the customer experience. Agents can see customers' intentions even while they are still typing, which allows for quicker assistance. A collection of pre-set responses to frequently asked questions significantly reduces the time agents spend on each inquiry. Additionally, agents can add notes during conversations for future reference. Organize discussions with multiple tags for easy retrieval later and wrap up efficiently with quick summary calls. Ensuring that no customer is left waiting is crucial. Continue to generate leads, whether your agents are actively online or not. Enhance conversion rates by making past interaction details visible on a single screen, streamlining the process even further. This comprehensive approach ensures a seamless experience for both your agents and customers.

Indigo WMS is a leading warehouse management system (WMS) software solution that offers exceptional visibility, control, and functionality for all your warehousing operations. Indigo WMS can be deployed either in cloud or on-premise. Indigo WMS is a trusted solution proven in numerous industry implementations around the globe including: food & beverage, fashion & clothing, manufacturing, FMCG, high-tech, pharmaceuticals & chemical, wholesale & distribution and third party logistics (3PL). It also supports retail, wholesale, retail, and e-commerce. Indigo WMS allows for real-time inventory tracking, from the moment stock is received into the distribution network to the final dispatch to the customer. Indigo WMS is a system driven software solution which is designed to increase space utilisation within your warehouse. Indigo WMS also improves warehouse operator productivity to ensure that your businesses priorities are given the focus they need. Proper stock placement makes best use of your valuable space and optimises operator work paths. Operator work is presented in real time to minimise walk and travel times so driving productivity to meet your service level management goals.

Everlytic's automation platform and bulk messaging allows you to: - Increase your marketing lists - Create personalized emails, messages and more - Track message engagement Do you want to make your customers feel more connected with your brand? You can, of course! Because connected customers are more likely to buy from you more often. Personalized automated marketing is key. We created Everlytic to make it easy and affordable to send hyper-personalized email, text messages, voice broadcasts and push notifications. Everlytic is trusted by leading companies to deliver more messages to more inboxes. Everlytic makes it easy to build superior customer journeys that target and connect people with relevant, timely messages. Resonating messages. Real-time insights are available into how your audience interacts and gives you the power to connect with them and convert them.

MAXMA, a cloud-based customer loyalty software, is best suited to retail and ecommerce businesses. 1. Ready-to-use loyalty software to track and burn customer bonuses in conjunction with your store PoS system 2. Flexible customer segmentation using various combinations of filters 3. All-in-one marketing communication platform (sms/push/e-mail/calls) 4. Built-in mechanism to enable auto-funnels that are based on customer behaviour with communication instruments 5. Referral system that allows loyal customers to become brand advocates 6. All your promotional discounts, coupons, and events can be managed from one platform using multiple filters and rules 7. To achieve extraordinary results with omnichannel effect, combine your retail channel and e-com. 8. A unique QR-code, which can be placed on any surface, is a great way to capture leads in print, press and indoor/outdoor advertising.

Stop accepting low commissions and partner with RingLogix to realize margins of up to 70% for your managed service provider (MSP) business. Effortlessly generate personalized quotes and enable clients to sign up online with just a few clicks, streamlining the onboarding process. Customers can be automatically activated, and services provisioned directly from any quote, with the flexibility to add additional services as needed. Utilize the integrated billing system to manage subscriptions, implement taxes, send invoices, and facilitate payments with ease. Gain immediate access to call logs, which include SIP ladders, caps, RTP statistics, and much more to enhance your operational insight. You won’t need to invest in new hardware or replace your preferred devices, as RingOS is designed to work seamlessly with all major vendors, and we are always eager to partner with new ones. With our platform, you can quote, activate, bill, and support your own branded services, all through a cohesive, white-labeled interface. Your brand and your customer experience are paramount, supported by our robust platform, which is truly a white-label solution. Exercise full control over everything, from packaging and pricing to features and integrations, ensuring your services meet your unique business needs. This level of customization empowers you to elevate your business and cater to your clientele's specific requirements effectively.

CereTax is an innovative cloud-native platform designed for sales tax automation, expertly managing complexities while offering rapid and reliable performance. Its architecture is built on a robust AWS multi-regional infrastructure, guaranteeing an impressive 99.999% uptime and exceptional scalability, which allows it to efficiently handle thousands of concurrent API and batch requests without any interruptions. The platform enables real-time transaction processing, checks the validity of purchase addresses, determines nexus and taxability, and calculates exact tax amounts in mere milliseconds. Additionally, it populates invoices with precise tax descriptions to ensure transparency in billing, compiles data for comprehensive reporting, updates financial records seamlessly, and maintains all necessary data for audit purposes. Featuring a sophisticated rules engine, it accommodates custom data inputs, overrides, intricate product bundles, revenue apportionment, and special tax considerations. Moreover, with its pioneering GIS-based rooftop accuracy, every transaction is associated with relevant statute citations, providing clarity and control directly at the user interface level, ultimately enhancing the user experience and ensuring compliance. This level of detail and automation positions CereTax as a leader in sales tax management solutions.

ConvergePoint contract management: Manage the full lifecycle of contracts on Microsoft 365 SharePoint. Contract Requests: Authoring, 3rd-party paper or own templates; Clause libraries; AI; Review/Approve workflows with advanced workflows. Contract negotiations and eSignature. Central repository for all signed contracts. Renewals/Expirations/Obligations. Tools for advanced reporting and search. Multiple integrations.

Emburse combines some of the most powerful and trusted financial automaton solutions in the world. Emburse Expense Enterprise is part of our product range and promises to humanize the work while delivering expense management and accounts payable solutions to complex, global enterprises. Emburse Expense Enterprise provides a highly configurable, automated expense management system that offers the same intuitive, elegant interface on a laptop, tablet, or mobile phone. Our SaaS solutions provide a world class business rules engine, technology infrastructure, and travel managers that CFOs and finance and accounting teams love. Emburse Expense Enterprise helps your organization streamline processes, reduce costs, and increase visibility and regulatory compliance, while providing an exceptional employee experience. By partnering up with Emburse Expense Enterprise you can future-proof your business and leverage tools that will grow with your business.

Salentica provides an impressive suite of features that can be tailored to meet diverse needs, alongside the capability of adding numerous additional options. We have streamlined repetitive tasks, conducted in-depth analyses, and integrated top-tier tools, resulting in a highly effective web-based financial CRM. Salentica enhances activation rates, improves campaign quality, and refines outreach efforts. By enabling targeted marketing, improved segmentation, the identification of personalized content opportunities, and comprehensive customer perspectives, it significantly boosts your marketing efficacy. Understanding if you are communicating effectively with clients can be challenging, but now you can respond to their inquiries in a more informed and credible manner. Our automation of workflows allows your CRM to take over routine tasks, minimizing errors and granting your team the freedom to concentrate on complex responsibilities that require human insight and creativity. In this way, Salentica not only enhances efficiency but also elevates the overall quality of client engagement.

Smart Software, a leading provider in demand planning, inventory optimization, and supply chain analytics solutions, is based in Belmont, Massachusetts USA. Smart Software was founded in 1981 and has helped thousands of customers plan for future demands using industry-leading statistical analysis. Smart Inventory Planning & Optimization is the company's next generation suite of native web apps. It helps inventory-carrying organizations reduce inventory, improve service levels, and streamline Sales, Inventory, Operations Planning. Smart IP&O is a Digital Supply Chain Platform that hosts three applications: dashboard reporting, inventory optimization, demand planning. Smart IP&O acts as an extension to our customers' ERP systems. It receives daily transaction data, returns forecasts and stock policy values to drive replenishment planning and production planning.

Ensure every customer interaction is exceptional with Webex Contact Center, our dynamic and adaptable cloud-based solution designed to enhance engagement between your business and clients. This approach not only enriches the customer experience but also increases profitability for your organization. Leveraging advanced, data-informed AI capabilities empowers your agents to provide tailored experiences consistently. Foster stronger connections with customers, leading to improved sales conversions, increased revenue, higher retention rates, better customer satisfaction scores, and enhanced first contact resolution. With integrated collaboration tools, agents can seamlessly coordinate to elevate the overall customer experience and maximize results from each engagement. Calls can be smartly routed to agents across various locations based on their skills, capacity, workload, and availability, ensuring effective management of customer interactions. Furthermore, sophisticated call queue distribution—featuring overflow options based on skill sets and group cascading—enhances operational efficiency and service quality. By implementing these strategies, businesses can truly transform their customer service landscape.

Calculate, collect, and file your sales tax with ease using TaxCloud. File with 100% accuracy across all 13,000+ US jurisdictions. Say no to manual filing and let TaxCloud automate it for you.

Think your contact records are accurate? Think again. According to SiriusDecisions, 25% of all contact records contain critical errors. Ensure your data is pristine with Lead Validation – US , a powerful real-time API. It consolidates expertise in verifying business names, emails, addresses, phones, and devices, offering corrections and enhancements to contact records. Plus, it assigns a comprehensive lead quality score from 0 to 100. Integrating seamlessly with CRM and Marketing platforms Lead Validation - US provides actionable insights directly within your workflow. It cross-validates five crucial lead quality components—name, street address, phone number, email address, and IP address—utilizing over 130 data points. This thorough validation helps companies ensure accurate customer data at the point of entry and beyond.

Fieldmagic is a modern, easy-to-use field service and asset management software that includes a CRM. It helps organizations track and accelerate their sales performance, schedule jobs, capture more field data, and provide better customer service.

ATSTimeWorkOnDemand is built for the cloud. ATS Cloud Human Capital Management is a complete solution connecting every human resource process from hire to retire. The application provides a consistent experience across devices, enables one source of truth for HR data to improve decision-making, and empowers you with market-leading innovation to address your needs today and into the future. This is what we call work made human.

Spoke is the leading platform for high-value, complex, and regulated conversations. Spoke guides employees to say and collect the right things so deals move forward and customers get better experiences. Spoke integrates with everything, personalizing conversations, driving productivity, and ensuring compliance. Trusted for over 250,000 conversations every day with features such as calls, SMS, WhatsApp, Team Inbox, programmable routing, Personalized IVRs, caller insights, forms, analytics, +more. The Problem Today, only a small portion of your employees are equipped or have the skills to have highly-contextual, complex, and personalized customer conversations. The Solution Spoke empowers every employee with the information and skills to hold high-quality compliant conversations that drive positive customer and business outcomes. To achieve this, Spoke Phone combines the best parts of traditional business phone systems, high-cost contact centers, and leading business process automation, and has made it all easy to use on a mobile phone or desktop. By integrating a customer’s information, processes, and automation into calls, SMS, and WhatsApp conversations occurring on mobile phones, desktops, and other devices.

XEDI is an enterprise-grade cloud EDI platform for teams that need retail and supply-chain connectivity without a drawn-out mapping project. An active EDI mailbox is available at signup, and preconfigured trading-partner workflows let teams configure new connections quickly rather than build each one from scratch. The platform automates orders, acknowledgements, despatch notices, invoices and credit notes across UN/EDIFACT, EANCOM, TRADACOMS, Peppol and ANSI X12. It supports AS2, SFTP and API transport, validates documents against partner requirements, and gives operations teams clear exception handling and AI-powered reporting. XEDI connects EDI workflows to NetSuite, SAP, Sage, Microsoft Dynamics, Xero, QuickBooks and Shopify. Enterprise programmes can use managed delivery, unlimited document types, separate UAT, staging and production environments, and enterprise support.

Asite serves as a collaborative open platform for the construction industry, allowing entities involved in capital projects to unite for planning, designing, and building while ensuring smooth information exchange throughout the supply chain. By offering a comprehensive suite of solutions, Asite connects teams that are spread across different stages of capital asset development, helping them to enhance quality and foster resilience in their projects. Additionally, Asite empowers capital project owners to lead in innovation, ensuring a continuous flow of critical information that aids in the development of digital twins throughout the project's duration. This capability not only streamlines processes but also enhances project outcomes significantly.

Modern, Automated & Shared Employee & Group Health Benefit Platform ASPIRE HEALTH by ARTIVATIC is proud to provide a MODERN & AUTOMATED PLATFORM FOR EMPLOYEE & GROUP HEALTH BENEFITS. ASPIRE HEALTH is aimed to drive better outcome, efficiency, standardization, simplification, and connecting as Shared Platform for brokers, carriers, TPAs, 3rd Parties and customers (SMEs, Businesses etc.) on one Unified Platform.