Business Software for Microsoft Dynamics 365

5X is a comprehensive data management platform that consolidates all the necessary tools for centralizing, cleaning, modeling, and analyzing your data. With its user-friendly design, 5X seamlessly integrates with more than 500 data sources, allowing for smooth and continuous data flow across various systems through both pre-built and custom connectors. The platform features a wide array of functions, including ingestion, data warehousing, modeling, orchestration, and business intelligence, all presented within an intuitive interface. It efficiently manages diverse data movements from SaaS applications, databases, ERPs, and files, ensuring that data is automatically and securely transferred to data warehouses and lakes. Security is a top priority for 5X, as it encrypts data at the source and identifies personally identifiable information, applying encryption at the column level to safeguard sensitive data. Additionally, the platform is engineered to lower the total cost of ownership by 30% when compared to developing a custom solution, thereby boosting productivity through a single interface that enables the construction of complete data pipelines from start to finish. This makes 5X an ideal choice for businesses aiming to streamline their data processes effectively.

Activepieces is an intuitive, open-source automation platform that enables teams to build powerful AI-driven workflows without any coding. With 280+ pre-built automation pieces (MCPs), users can easily integrate various applications, streamline repetitive tasks, and automate business processes. The platform offers no-code tools for creating chat interfaces, automating approvals, and generating AI-powered agents. Whether for small businesses or large corporations, Activepieces supports decentralized innovation and seamless collaboration, empowering teams to automate daily operations, improve productivity, and unlock the full potential of AI in their workflows.

Smart Apartment Data serves as an all-encompassing platform that delivers extensive multifamily data and analytics across the nation, catering to over 10,000 professionals within the industry. It offers specialized tools for various roles in the real estate field, including advanced analytics for investors and analysts, supplier solutions for vendors and sales reps, locating services for apartment locators and real estate agents, and community support for apartment complexes and onsite personnel. The platform encompasses a vast database of more than 230,000 properties, along with 14,000 projects in the pipeline, 11,000 management firms, and 90,000 personnel, spanning all 50 states and 180 markets. Data collection is conducted meticulously by skilled researchers who engage directly with on-site staff, supplemented by rigorous quality audits to guarantee both accuracy and dependability. By utilizing Smart Apartment Data's services, professionals can effectively monitor performance, assess strategies, uncover investment possibilities, and make well-informed choices to maintain a competitive edge in the multifamily sector. This comprehensive approach ensures that users are equipped with the latest insights and tools necessary for navigating the dynamic landscape of real estate.

Data8 provides an extensive range of cloud-based solutions focused on data quality, ensuring your information remains clean, precise, and current. Our offerings include tailored services for data validation, cleansing, migration, and monitoring to address specific organizational requirements. Among our validation services are real-time verification tools that cover address autocomplete, postcode lookup, bank account validation, email verification, name and phone validation, as well as business insights, all designed to capture accurate customer data during initial entry. To enhance both B2B and B2C databases, Data8 offers various services such as appending and enhancement, email and phone validation, suppression of records for individuals who have moved or passed away, deduplication, merging of records, PAF cleansing, and preference services. Additionally, Data8 features an automated deduplication solution that seamlessly integrates with Microsoft Dynamics 365, allowing for the efficient deduplication, merging, and standardization of multiple records. This comprehensive approach not only improves data integrity but also streamlines operations, ultimately supporting better decision-making within your organization.

Tarvent is an all-in-one email marketing solution designed to streamline campaign management and improve customer engagement through powerful automation. The platform provides intuitive tools for setting up automated email sequences, segmentation, and real-time performance tracking. Tarvent’s dynamic content and A/B testing capabilities help businesses optimize campaigns and drive higher open rates and conversions. With seamless integrations with over 1200 CRM, marketing, and eCommerce platforms, businesses can easily manage their email marketing efforts across different tools. The platform also ensures data privacy and provides features such as automatic list cleaning and suppression rules to maintain email hygiene. Whether for transactional emails or marketing automation, Tarvent offers an accessible and effective solution for businesses of all sizes to improve their email marketing strategy.

Base.com serves as a comprehensive multi-channel ecommerce management platform, gaining the trust of over 27,000 businesses globally. This system facilitates sales across a myriad of international channels by consolidating order, warehouse, and product information management, while also automating tedious tasks and optimizing shipping and returns processes. With more than 1,300 integrations available for marketplaces, store platforms like WooCommerce, carriers, accounting systems, communication tools, and other essential ecommerce services, users can save time and boost operational efficiency. Its automation capabilities manage repetitive duties such as updating order statuses, notifying customers, generating invoices, and coordinating shipping, thereby allowing businesses to focus on more strategic activities. Furthermore, Base.com provides robust features for price automation, returns management, and B2B collaboration via BaseLinker Connect, making it an invaluable tool for modern ecommerce operations. Ultimately, this platform not only simplifies ecommerce management but also empowers businesses to thrive in a competitive landscape.

Edistera provides a cloud-based B2B commerce platform that leverages AI technology to transform wholesale distribution networks for manufacturers, brands, and distributors through a cohesive set of tools. It features a fully customizable branded B2B online store and mobile ordering application that includes high-definition digital catalogs, AI-driven personalization, intelligent search capabilities, stock visibility, and expedited reordering processes. Additionally, Edistera Rep serves as a mobile CRM tool that enables field sales representatives to efficiently place orders, access pricing details, view inventory, and track order history while also monitoring their productivity on the move. Furthermore, Edistera Hub acts as a centralized management system that facilitates the handling of customers, catalogs, orders, GST-compliant invoicing, packaging, bundling, pricing structures, channel-specific catalogs, and inventory management across multiple warehouses, ensuring streamlined fulfillment, payment processing, and returns, all customizable with branding, custom fields, business protocols, and omnichannel support. With these comprehensive features, Edistera enhances operational efficiency and optimizes the B2B commerce experience for its users.

Demiton is margin protection for Australian civil contractors. It stops the five things that eat the margin on every job: rework, missed claims, disputes, cost drift and lapsed compliance. Demiton reads the ERP, field, payroll and document systems you already run into one set of registers, then runs four kinds of protection against them every day: Watch (contract windows like extension-of-time notices), Countdown (fixed deadlines), Check (evidence that must exist, like daily reports) and Threshold (cost against budget). A failed inspection reaches the right person the day it lands, claim notices are drafted before the window shuts, cost drift is flagged at $50K rather than at the final account, and every insurance and licence expiry counts down at 90, 30 and 7 days. Ask questions about your jobs from Claude or ChatGPT through Demiton's MCP server, with every answer cited to its source. Hosted in Australia. Free for one job under AU$2M; Baseline is AU$55,000 a year to AU$100M under watch.

Prowi is an innovative cloud solution that transforms the management of commissions and bonuses into a seamless, transparent process in real-time. Users can effortlessly import deals and activities directly from their CRM, implement personalized rules through a flexible engine, and instantly share results with managers and employees via an app that enhances sales by providing immediate updates on earnings as soon as deals are finalized. Sales representatives have the ability to confirm their earnings statements while managers can approve everything in a unified workflow, with payout information easily exported to payroll systems. You can create any compensation plan using straightforward components such as flat rates, tiered structures, accelerators, caps, overrides, team splits, product multipliers, and rules for absences due to holidays or sickness. The platform allows for backtesting of new rules using historical data, enabling users to model and assess plan changes before the start of a new quarter, and to compare costs and achievement levels across different scenarios. All calculations are meticulously logged for auditing purposes, ensuring transparency and accountability. Moreover, Prowi integrates seamlessly with various platforms, including Salesforce, HubSpot, Pipedrive, Microsoft Dynamics, Podio, and CSV, while also allowing payroll exports to systems like Zenegy, Salary, Intect, Lessor, Visma Dataløn, and many others. The result of using this platform is a significant reduction in errors, a quicker month-end closing process, fewer disputes, and enhanced data quality, ultimately leading to improved operational efficiency. By streamlining these processes, Prowi empowers organizations to focus on driving sales and achieving their financial goals.

iSentinel OMS is a comprehensive and contemporary software suite designed to oversee individuals throughout their correctional experience, encompassing everything from custodial settings like prisons and jails to community-based options such as probation and parole. This platform effectively gathers and organizes critical information regarding every phase of an inmate’s experience, which includes aspects like initial intake, management of sentences, personal property, housing arrangements, medical needs, evaluations, sentence planning, job placements, educational opportunities, transfers, routine reporting, community service activities, and ultimately, their release. Additionally, the system features advanced biometric identification capabilities, integrating technologies such as facial recognition, fingerprint scanning, iris recognition, palm vein analysis, or any other necessary biometric methods. Built on the latest Microsoft technology stack, the platform boasts advanced functionalities including role-based security, identity management, workflow management, and message-based integration, among numerous other features that enhance its effectiveness and security. With its cutting-edge design and comprehensive utility, iSentinel OMS is well-equipped to adapt to the evolving needs of correctional facilities and community supervision programs.

FiniFi seamlessly integrates your cash cycles—Payables and Receivables—into a single, intelligent platform that enhances financial management. In the realm of Accounts Payable, the system streamlines vendor onboarding, employs AI for invoice processing, automates advance and debit note adjustments, conducts GSTR checks, and simplifies payment ticket automation, effectively minimizing revenue leakage by 2-3%. On the Accounts Receivable side, it automates customer onboarding, manages customer orders, and matches payments to invoices while generating credit notes for any deductions, thus eliminating the manual processes that typically lead to 5-8% leakage across teams. Furthermore, the procurement module facilitates user requests, RFQs, and vendor order creation, all within a unified automated framework, making it easier for businesses to manage their procurement needs efficiently.

Sally AI serves as a sophisticated meeting assistant, effortlessly participating in your virtual meetings while capturing full transcriptions in more than 35 languages, and promptly providing a concise summary that highlights key decisions, action items, and next steps. This platform boasts seamless integration with leading conferencing applications like Zoom, Teams, and Google Meet, alongside calendar services such as Google Calendar, Outlook, and Apple Calendar, as well as productivity tools including Slack, Asana, Trello, and Monday.com. Its advanced transcription capabilities ensure high accuracy, even when dealing with complex terminology, while it also features speaker recognition, real-time task extraction with automatic assignment, and built-in analytics for evaluating meeting outcomes. Furthermore, Sally AI offers comprehensive integrations with CRM systems like Salesforce, HubSpot, and Dynamics 365, along with automation services such as Zapier and Power Automate, enabling a smooth flow of meeting notes, tasks, and follow-ups directly into your existing workflow. This level of automation not only enhances productivity but also ensures that nothing important falls through the cracks in your professional engagements.

ReturnPro delivers a comprehensive returns-management platform that encompasses everything from customer-initiated returns to reverse logistics, ultimately facilitating resale and recycling, which allows retailers, brands, and marketplace sellers to convert returns into a source of value rather than merely a cost. The solution includes omnichannel return initiation options such as ecommerce, in-store, and drop-off, along with advanced AI-driven decision-making for disposition strategies like restocking, refurbishing, and liquidating products. Additionally, it incorporates tools for enforcing vendor agreements and policies, fraud detection mechanisms, and automated routing and processing through distribution centers, all while integrating ReCommerce marketplaces to enhance recovery rates and promote sustainability. With specialized reverse-logistics hubs and a customizable portal, ReturnPro streamlines returns routing, employs a warehouse management system tailored for reverse flows, and provides analytics on cost, time, and margins. This end-to-end SaaS and supply chain solution not only helps in minimizing overhead costs and expediting inventory turnover but also significantly increases revenue from resales. By leveraging such innovative approaches, ReturnPro positions itself as a leader in optimizing the returns process for various businesses.

Blings is an innovative video marketing solution that leverages its unique MP5 technology to convert static content into engaging, personalized video experiences that adapt to individual viewers in real time. This tool seamlessly connects with existing CRM and marketing platforms, allowing videos to automatically access user data such as names, loyalty points, and purchase histories, thus providing relevant content without the need for manual intervention. Users can create and customize videos using user-friendly no-code templates and dynamic data fields, incorporating interactive features like clickable calls to action and forms, while also fostering exploration paths within the videos that enhance two-way engagement. With the ability to distribute content across multiple channels, including email, SMS, push notifications, and websites, Blings ensures a broad reach for its interactive videos. The MP5 format is designed to be lightweight, enabling rapid loading times and the capacity to generate infinite unique video experiences from a single template, all while safeguarding user privacy by keeping personal information confidential. Additionally, Blings offers comprehensive analytics and AI-driven optimization tools that allow users to monitor viewer engagement effectively, ensuring continuous improvement and maximizing the impact of their video marketing strategies. Ultimately, Blings empowers marketers to create highly engaging video content that resonates with their audience on a personal level.

Impargo is a comprehensive cloud-based Transport Management Platform aimed at revolutionizing road freight logistics through the digitalization and automation of various processes. This innovative system integrates robust truck route planning, AI-driven order management, fleet execution, and cost optimization tools to enhance dispatch and transport operations for carriers, freight forwarders, and shippers throughout Europe. It features an intuitive truck route planner that accurately calculates distances, travel times, toll costs, and vehicle expenses while considering driving restrictions, mandatory rest periods, and real-time traffic conditions, enabling logistics teams to quickly generate profitable quotes and practical schedules. Additionally, the platform offers integrated digital order management capabilities, allowing users to easily upload PDFs, emails, or scanned documents for AI-based extraction of essential order data, centralizing customer and route information, and effortlessly converting offers into active transport jobs. This seamless integration of features not only improves efficiency but also empowers logistics professionals to make informed decisions in a dynamic market.

Volunteero is a software solution for volunteer management developed collaboratively with charities in the UK, aimed at streamlining, automating, and centralising the entire volunteer lifecycle from recruitment and onboarding to engagement, coordination, reporting, and communication; this platform enables organisations to save time, enhance volunteer experiences, and provide superior service by merging various processes into one user-friendly system. It facilitates online registration and application processes for volunteers, allows for customisable onboarding experiences, automates task and event management, supports volunteer grouping and tagging, enables real-time activity tracking, provides feedback reporting from volunteers, and includes built-in applications that lessen administrative loads while boosting transparency and oversight for managers. Additionally, Volunteero features secure API and webhook integrations, ensuring that data can be synchronized with pre-existing CRM, project management, or reporting tools, and it aims to eliminate the need for manual record-keeping by offering a unified source of truth for all volunteer-related information. By offering such comprehensive tools, Volunteero significantly enhances the effectiveness of volunteer programmes, making it easier for organisations to focus on their mission while managing their volunteers efficiently.

Dynamics Mobile offers a versatile range of mobile business applications that can either integrate seamlessly with Microsoft Dynamics or function independently, thereby enhancing ERP features for mobile devices in both offline and online environments, which allows field teams to gather and manage data from any location. This platform provides both pre-built and tailored mobile solutions catering to various needs such as field sales, service operations, warehouse logistics, fleet management, approvals, route optimization, and customer interaction portals, with specific functionalities designed for managing sales orders, deliveries, inventory control, payment processing, task organization, and asset management that are synchronized with back-end systems. Furthermore, administrators have the capability to register and oversee mobile users and IoT devices, organize them by division or channel, and track real-time transactions and fleet performance, utilizing comprehensive reporting and analytics features that include heat maps and insights into route compliance, thereby enhancing operational efficiency. The adaptability and extensive features of Dynamics Mobile make it an essential tool for businesses looking to optimize field operations and improve overall productivity.

Phonely is an innovative AI voice automation platform designed for businesses to efficiently manage and respond to phone calls through realistic AI agents skilled in customer support and outreach on a large scale. This technology empowers organizations to use human-like voice agents that not only greet callers but also engage in natural conversations while performing various tasks such as arranging appointments, updating customer relationship management records, processing payments, and directing calls seamlessly. With the ability to handle an unlimited number of calls simultaneously without any waiting time, Phonely utilizes generative AI to understand intent, resolve ambiguities, and ensure conversations flow smoothly, resembling human interaction rather than a scripted dialogue. Additionally, it connects with popular business applications like CRM systems, calendars, and helpdesk software, facilitating automated processes that require no human involvement. Phonely enhances its functionality by recording, transcribing, and analyzing conversations to provide valuable AI-driven insights, and its extensive knowledge base enables agents to draw from company data, ensuring responses are accurate and rich in context. This combination of features positions Phonely as a powerful tool for businesses looking to elevate their customer service experience while optimizing operational efficiency.

MedScout stands out as a specialized platform for revenue growth and sales intelligence, tailored for companies in the medical device, diagnostics, and life sciences sectors, with the goal of enhancing the efficiency of their commercial teams in recognizing opportunities and implementing sales strategies within healthcare markets. By converting extensive healthcare claims data into practical insights, it equips sales representatives, marketing personnel, and sales executives to effectively prioritize the most relevant physicians, healthcare facilities, and systems to approach. The platform consolidates various data sources, such as Medicare and commercial payer claims, public healthcare information, proprietary datasets, and the organization's existing CRM data, thereby providing a comprehensive perspective on the healthcare landscape. This unified view allows teams to scrutinize aspects like procedure volumes, diagnostic trends, prescription activity, referral networks, and payer compositions for specific providers or institutions, ultimately leading to more informed decision-making. With MedScout, organizations can not only enhance their targeting strategies but also facilitate better alignment between their sales efforts and the evolving dynamics of the healthcare industry.

Fleece AI serves as a collaborative AI workspace designed to facilitate effortless workflow automation without requiring any coding skills. It leverages autonomous AI agents to streamline tasks by integrating over 3,000 applications. By simply describing tasks in straightforward terms, these AI agents can link different applications, create workflow maps, and carry out complete automation processes from start to finish. Users can construct hierarchical teams of agents that reflect the structure of real organizations: a lead agent can delegate tasks to specialized sub-agents, gather their outputs, and provide final results—all without the need for supervision. This powerful tool can be utilized for various applications, such as managing email, updating customer relationship management systems, generating reports, processing invoices, and synchronizing data across different applications. In essence, Fleece AI transforms complex automation into a simple, efficient process that enhances productivity across numerous tasks.

WinFactor is an all-in-one accounts receivable factoring platform meticulously crafted to oversee and automate the entire lifecycle of invoice financing processes. This solution empowers factoring firms to enhance their workflows from the moment of submission right through to funding, all within a cohesive system. It accommodates various types of receivables, covering both general and transportation factoring, and offers a suite of tools for tasks such as invoice verification, the delivery of notices of assignment, tracking of missing documentation, and management of funding. Additionally, it features automated processes for receipt posting and invoice settlement, delivering accurate calculations for fees, reserves, and rebates. With robust document management functionalities, WinFactor facilitates invoice submissions via multiple channels and employs OCR and artificial intelligence for real-time data extraction and validation. Furthermore, the platform keeps users informed by providing alerts regarding credit limits and outstanding accounts receivable, ensuring comprehensive oversight and management of financial operations. This makes WinFactor an indispensable tool for factoring companies aiming to optimize their efficiency and accuracy.

HybridAI serves as a comprehensive enterprise AI platform that streamlines intricate business processes by merging various specialized AI models with human oversight and tight integration into existing enterprise frameworks. Functioning as both a chatbot and an agent-based system, it maintains a "human in the loop" approach, which guarantees that the outputs generated by AI are manageable, understandable, and in line with organizational goals. Through its multi-model orchestration capability, HybridAI can dynamically choose the most appropriate AI model—be it GPT-4, Claude, Mistral, or tailored solutions—for any given task, resulting in superior accuracy and efficiency compared to single-model approaches. This platform connects seamlessly with leading ERP systems such as SAP, Oracle, and Microsoft Dynamics, facilitating instantaneous data exchange and empowering AI to interact directly with financial and operational datasets. HybridAI places a strong emphasis on automating financial processes, assisting with various tasks, including VAT classification, transaction processing, compliance verification, and generating business intelligence insights. By leveraging the combined strengths of AI and human expertise, HybridAI aims to enhance productivity across an organization’s operations.

Lighthouse serves as a comprehensive AI-driven platform designed specifically for venture capital investors, seamlessly integrating sourcing and CRM functionalities into one unified workspace. By automating the processes of sourcing, evaluating, and monitoring, it identifies startups and founders that align with your investment thesis, enabling you to oversee the entire deal flow from start to finish with features like an integrated CRM, collaborative timelines, notes, tasks, and various pipeline stages. With a deep institutional understanding of your data, Lighthouse provides real-time insights and tailored recommendations, empowering your team to operate more efficiently, maintain cohesion, and make informed investment choices. Additionally, this innovative platform enhances collaboration among team members, ensuring that everyone is on the same page throughout the investment process.

Salesbook is an all-encompassing sales platform and methodology designed to enhance and automate the workflow of sales professionals, leading to a boost in their productivity by as much as 50%. We optimize the complete direct sales journey, which includes engaging clients, presenting offers, utilizing CRM tools, and generating comprehensive reporting data that aids in decision-making. By integrating automation, advanced analytics, and artificial intelligence into traditional sales methods, we significantly improve effectiveness while allowing sales representatives to reclaim valuable time. Our successful operations span across various sectors, including energy, automotive, and insurance. The application has already gained traction with over 50,000 salespeople and managers globally, featuring prominent companies like OVB, Fortum, and Orange among its users. Additionally, our company has received multiple accolades on the international stage, underscoring our commitment to excellence in sales innovation.

AI Workers are independent agents crafted specifically for your organization; these advanced AI entities function like genuine colleagues rather than mere chatbots awaiting instructions. Each comes equipped with its own professional identity, including an email, phone number, and presence on platforms like Slack and Teams, demonstrating initiative and the capacity to operate around the clock without needing prompts. Rather than dictating every detail of their tasks, you simply define the objectives, and they autonomously develop the necessary workflows, accommodating a variety of tasks such as generating daily reports, conducting weekly follow-ups, managing CRM updates, handling client interactions, performing research, overseeing content creation, executing finance responsibilities, coordinating HR activities, supporting design projects, and assisting with development operations. This system includes a diverse range of specialized AI Workers tailored for functions in marketing, development, design, HR, finance, and more, with each worker crafted for a specific role and practical applications. Furthermore, AI Workers can integrate seamlessly with over 3,000 tools, such as Slack, Microsoft Teams, Gmail, Notion, HubSpot, Salesforce, and various other business applications, ensuring they fit effortlessly into your existing workflows. Their versatility and adaptability make them an invaluable asset for enhancing productivity and streamlining processes in any business environment.