Business Software for Microsoft Dynamics 365

Sellizer serves as a proposal tracking platform tailored for B2B sales teams, providing insights into the journey of your proposals post-dispatch. You can either create your proposal using the integrated builder or upload an existing PDF file. Once your document is accessed, you receive comprehensive data: including who viewed it and at what time, the duration spent on individual pages, the sections revisited, and the total number of viewers. The tool's heatmaps and session recordings reveal which parts captured the reader's interest and which sections were overlooked. Additionally, you will be notified via email or SMS the instant your proposal is opened, allowing you to time your follow-up perfectly. With Priority and Engagement scores, ranging from 0 to 100, you can prioritize your leads efficiently, while automated follow-up reminders help maintain engagement with your contacts. Furthermore, Sellizer seamlessly connects with 11 different CRMs, including Pipedrive, HubSpot, and Salesforce, as well as Gmail and Outlook, and allows you to personalize your proposals by incorporating your own logo and subdomain. This combination of features ensures a streamlined and effective sales process for your team.

Cobl is an AI-driven deal assistant designed specifically for sales teams, facilitating the entire process from initial interest to the final signed agreement. Unlike traditional CRM systems that merely monitor the pipeline, Cobl’s intelligent agents actively grasp the status of each deal, suggest actionable next steps, and take on various tasks such as follow-ups, proposal creation, slide presentations, security questionnaires, business cases, and comprehensive RFP responses. By integrating CRM information with emails, calls, documents, and organizational knowledge, Cobl ensures that every asset is tailored from real deal experiences, historical successes, established pricing guidelines, and the company’s unique selling approach rather than relying on vague templates. Additionally, Cobl meticulously logs CRM updates, meeting notes, client inquiries, and strategic insights to generate the most relevant materials for stakeholders at precisely the right time. For RFP processes, it efficiently qualifies prospects, evaluates requirements, contrasts proposals, responds to inquiries, composes technical documents, creates proposals, and consolidates all bid-related activities within a single, cohesive workspace, making it an invaluable tool for sales success. Ultimately, Cobl streamlines complex deal management, allowing sales teams to focus on closing deals rather than getting bogged down by administrative tasks.

Simplicity should not be complicated. Medius makes AP autonomic--using intelligent technology to reimagine the way invoices flow through your business. This process doesn't require you to touch it and gets smarter with each step. The Medius Accounts payable suite automates the entire source-to pay process. Automate and simplify your entire AP process with the Medius Accounts Payable suite. This includes manual invoice matching, keying, matching, processing, and paper removal. You will always have complete visibility of your invoices, spend, and cash flow so you can close the books on schedule. Improve the payment process within your company to reduce complexity, reduce fraud, and save money. Medius Pay automates the process of paying suppliers. It eliminates manual processes like processing checks and encourages automated work. Give your procurement team the tools they need for eliminating maverick spending.

Adverity is the fully-integrated data platform for automating the connectivity, transformation, governance and utilization of data at scale. Adverity is the simplest way to get your data how you want it, where you want it, and when you need it. The platform enables businesses to blend disparate datasets such as sales, finance, marketing, and advertising, to create a single source of truth over business performance. Through automated connectivity to hundreds of data sources and destinations, unrivaled data transformation options, and powerful data governance features, Adverity is the easiest way to get your data how you want it, where you want it, and when you need it.

Loopio is a technology company that assists enterprises in supercharging their responses to RFPs and DDQs as well as Security Questionnaires. Since 2014, Loopio has been adopted by over 800+ global leaders, including DocuSign and FedEx. Loopio users can generate better responses by using a searchable library that is up-to-date with their intuitive RFP Content Management System. Intelligent import and question auto-detection make it easier to kickstart responses quicker. Users can stop answering the same questions over-and-over by letting their Magic Request Automation tool answer FAQs in one click. Loopio's flexible pricing options allow you to take advantage of the platform's intelligent content and automation features. You can also try the platform for free.

SutiExpense, developed by SutiSoft, is a cloud-based tool for managing expenses that assists organizations in monitoring expenditures, booking travel online, implementing spending policies, overseeing approval processes, capturing receipts, and assigning expenses to specific projects. With a highly customizable design and an easy-to-navigate interface, SutiExpense caters to the distinct reporting requirements of various businesses. Additionally, the platform allows users to conveniently create, submit, or approve expense reports via dedicated applications for both Android and iOS devices. Key functionalities include support for VAT, GST, and HST tax regulations, cost allocation across projects, clients, and time, currency conversion, receipt matching, integration with accounting systems for seamless export, and the ability to import credit card statements. This comprehensive solution not only enhances financial oversight but also streamlines the overall expense management process for organizations of all sizes.

Lockstep, an award-winning platform that connects finance teams around the world, is helping them to work more effectively together. Lockstep was founded in 2019 to eliminate cash traps and leaks caused by manual synchronization between B2B trading partners' books. Lockstep, based in Seattle, provides a connected accounting cloud that enables businesses to establish trusting, compliant accounting relationships. Lockstep is a trusted accounting cloud that enables high-performance businesses large and small to manage their collections.

Elevate and refine the customer experience using AskNicely, a cutting-edge real-time feedback platform built on the principles of the Net Promoter Score (NPS). This tool simplifies the process for brands and organizations to gather insights through one-touch surveys, enabling seamless sharing of real-time data with everyone from frontline staff to the CEO, and allowing teams to take swift action based on customer input. Additionally, AskNicely offers integration with the leading tools that businesses rely on daily, enhancing its usability and effectiveness. By leveraging this innovative solution, companies can foster a proactive approach to customer satisfaction and drive continuous improvement.

Experts provide a truly unlimited service desk. All-inclusive cloud platform that connects your entire organization. It is designed to streamline workflows. Transform old ways of working into modern, intuitive workflows that empower teams to provide excellent service to customers. Standardize your processes and gain valuable insights to align IT with the business needs. You can make your business more cost-effective by having unlimited assets, customers, customers, reports and mailboxes. All modules are included as standard so you can scale your business efficiently. Halo Service Desk is trusted by customers from many sectors worldwide. We have 25 years of industry experience and work with our clients to make it a success. Halo Service Desk is an all-inclusive platform that streamlines your workflows. It's easy to customize and use.

ViewCenter by ICM Document Solutions, a scalable document management system, is designed to be accessible from any device that has an Internet connection, whether it's a desktop, laptop, or mobile. It is flexible enough to be used by businesses of all sizes and can be customized to meet specific company needs. ViewCenter features include customizable permissions, support of all file types, detailed logs, keyword/content searching, revision control and automated retention and disposition processes. ICM's suite includes eForms portals, high-volume scanning modules, custom development, and a suite of supporting services. This gives companies all the tools they need to improve their business processes around the collection, maintenance, distribution, and retention of important documents and records. ViewCenter meets industry-specific security and regulatory compliance requirements.

Allotrac is a cloud-based Transport Management System that offers end-to-end visibility over your transport and logistics operations through real-time flow of information, providing you with a clear view of transportation operations as they occur. With over 2 million deliveries being made using Allotrac per year, we aim to transform and modernise the operations of transport and logistics businesses of all sizes by providing intuitive and flexible tools for owners and managers to easily see available drivers, access all job data, run reports, and track entire jobs. By seamlessly integrating into your legacy systems, our easy-to-use web and mobile applications allow you to transition to a paperless environment, reduce unnecessary data entry, and save time and money on administration costs while maximising operational efficiency. Allotrac has been developed on the back of some great ideas from our clients and the issues that administration staff and drivers were looking to solve. What sets us apart from our competitors is our exceptional industry knowledge, which helps us tailor our solution to meet your specific needs, with the added convenience of plug-and-play and configurable options.

Paminga is a modern marketing automation platform engineered to meet the evolving needs of today’s marketing operations professionals. Known as the “MAP for MOPs™,” it reimagines marketing automation with an elegant, intuitive interface and enterprise-grade functionality. Its unified builders for emails, forms, CTAs, and landing pages share a consistent foundation—so teams learn once and build everywhere. Paminga’s token-based personalization, folder cloning, and brand kit system ensure campaigns remain scalable and perfectly on-brand. Integrated directly with Salesforce, Dynamics 365, and IFS Cloud CRM, it offers unmatched data sync speeds of up to 250,000 records per hour, empowering real-time marketing orchestration. The platform’s Segment Builder provides advanced, nested logic to drive workflows, scoring, content personalization, and reporting—all with consistent simplicity. Unique capabilities like CRM Sync Actions and CSV Import Actions allow marketers to automate operations during record updates or imports, saving hours of manual work. Fair, transparent pricing, backed by world-class live support and SOC 2/ISO 27001 compliance, make Paminga a trusted partner for enterprise marketing teams worldwide.

Email marketing software designed by an award-winning agency will boost your B2B and B2C communications. Enabler offers enterprise software, email templates design and campaign management services to your business. Key features include segmentation, trigger campaign, personalization, campaign reporting, advanced analytics, and lead scoring. Enabler has partnered with renowned brands such as Ralph Lauren, Hiscox, and RSA to provide a comprehensive GDPR-compliant, email solution that drives customer retention, and strong ROI. Enabler can help you with sophisticated email software, strategy, and template design.

SnapAP, a cloud-based accounting payable solution, enables organizations digitize their entire Procure to Pay workflow. SnapAP allows users to manage all invoices regardless of whether they are covered under a purchase order. SnapAP can also be used as a communication platform that includes buyers, suppliers, APs, finance, and payables. The supplier portal integrates vendors into a self-serve account receivable management tool. This eliminates the need to manually enter invoices or scan them. ERP flexible searchability allows for instant access to supplier information, PO and revisions as well as approvals, invoices and payment information. SnapAP offers enhanced control, secure data sharing, cash flow visibility, and increased control. Accessible with all modern internet browsers and on Android and iOS mobile devices.

Synerion is workforce management software built for organizations that need reliable, configurable, and technically sound tools to manage employee time, scheduling, and labor costs. Unlike lightweight apps or rigid legacy systems, Synerion focuses on precision and adaptability. Time can be captured through biometric clocks (fingerprint, facial recognition), proximity or card readers, mobile devices with geofencing, web browsers, or tablet kiosks. Each punch is validated in real time against rules for overtime, shift differentials, union agreements, and custom premiums, reducing downstream payroll exceptions. Offline support with automatic sync ensures data is never lost. For developers and IT teams, Synerion offers a modern REST API, webhook support, and more than 100 prebuilt connectors to leading payroll, ERP, and HR platforms. Integration isn’t a CSV shuffle — data flows bi-directionally with support for SSO via SAML and OAuth. Audit trails, role-based permissions, encryption in transit, and configurable data-retention policies provide the security and compliance required by enterprise IT. Managers gain centralized scheduling tools that can auto-assign shifts, handle rotations, balance skills across teams, and highlight coverage gaps. Labor allocation down to job, project, or cost center levels makes reporting and charge-backs straightforward. Finance and operations teams get dashboards that track hours, overtime, and costs in real time, with exportable audit-ready reports.

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

Our custom VoIP solution allows you to connect with your clients from any location around the globe. Say goodbye to high hardware expenses and the burden of multiple line rentals each month. Whether you are working from home or in the office, our cloud-based communication platform is always available, ensuring you stay connected at all times. In today's world, having a communication system that is both adaptable and easily accessible is crucial. As remote work continues to grow, traditional hardware becomes increasingly expensive and less effective compared to a VoIP system. No matter where you or your team members decide to work—be it at home or in the workplace—our innovative system offers not only flexibility but also a variety of communication options to engage with your clients effectively, enhancing your overall business operations. With this approach, you can streamline communication while ensuring that your team remains productive and responsive.

DocAgent™ serves as the document management portal and foundational software platform for Digital Designs. Utilizing a .NET framework, it efficiently manages coordination, establishes customer-specific rules, and facilitates communication among various solution modules such as AP Invoice Automation, Electronic Payments, Payroll Management, and Data Capture, among others. Its functionalities extend beyond mere module integration; DocAgent™ seamlessly connects with essential applications operating on IBM AS-400/I Series, including INFOR, Infinium, JD Edwards, and MS Dynamics. By leveraging the solutions offered by DocAgent™, businesses can significantly enhance their operational efficiency for the future. Additionally, this platform enables cost reduction, improved oversight, expedited payment processes, increased flexibility, and can result in annual savings amounting to millions of dollars. You can select from one of the available DocAgent™ Suites below or customize your options to perfectly align with your business objectives. Furthermore, this adaptability ensures that companies can stay ahead in a rapidly changing market landscape.

Plecto, a business performance platform, is ideal for mid-market companies and enterprises that need real-time information about their sales, marketing, and finance performance. It integrates all company data into adaptable dashboards that can be viewed on TV's, mobile devices, or desktops. Plecto can be used by all employees of a company, from the CEO to the management to the commercial staff. It allows them all to work from the same data and produce the same results.

To design and execute an exceptional marketing automation campaign, it is essential to focus on features that ensure a seamless customer journey, facilitate convenient lead generation, simplify lead management, and ultimately convert leads into satisfied customers. Elevate your marketing efforts and streamline repetitive tasks by mastering marketing automation with Aritic PinPoint, which is supported by our dedicated team of marketing and sales professionals available around the clock. By utilizing Aritic's marketing automation software, you can enhance your marketing strategy through the creation of distinctive automated workflows that engage users across various online platforms, transforming leads into loyal customers. With the support of bi-directional native CRM integration technology, fully leverage the capabilities of an effective marketing automation system to build relationships more swiftly with prospects, leads, and customers alike. Moreover, gain valuable insights by accessing and utilizing detailed performance data through Aritic's comprehensive marketing automation tools, allowing you to continuously refine your strategies and improve results. Investing in these tools not only enhances efficiency but also fosters a deeper understanding of your audience's behavior and preferences.

IntegrityNext allows companies to monitor 100% suppliers for sustainability compliance and compliance to meet regulatory requirements and reduce risk. IntegrityNext automatically obtains the necessary supplier self-assessments, certificates, and monitors social media for malfeasance and reputational risk. IntegrityNext includes, among others, Anti-Bribery & Anti-Corruption and Human Rights & Labor. It also covers Data Protection, Cyber Security. Quality Management, Business Continuity. Financial Information. Blacklist Checks. Trading Partner Security. Conflict Minerals. Over 130 companies use the IntegrityNext platform in more than 130 countries, including industry-leading firms such as Clariant and Fujitsu, Miele and OSRAM.

Turtl is the first and only Revenue Content™ Platform that helps you close the gap between content and revenue. If you use PDFs for any of your marketing activity, at any point in your buyer journey, the chasm between your content and revenue is going to be vast. Poor engagement, no data, no analytics, hard fought insights - without using a PDF alternative, there’s no clear path to closing the revenue gap. One document format with limitless applications. From interactive hero content and customer case studies, to sales decks and detailed product guides - Turtl does it all. Turn prospects into opportunities & customers into raving fans. Turtl helps you better attract, engage and convert your audience across your entire buyer journey.

Solver is a cloud-based extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate better decisions. Patented QuickStart integration technology enables immediate access to a collection of ready-to-use reports and budget models for finance and other management users.

Are you looking to quickly transform leads, retain customers, and improve your marketing and customer relationships? Webmecanik Automation software and Webmecanik Pipeline software offer flexible and easy solutions to manage your prospects' journeys and inbound marketing campaigns. You can target prospects who are ready to buy, retain, and add-sell to you customers. You can also measure and optimize your marketing activities. Marketing automation can significantly increase your return on investment and your turnover. It gives you all the tools that you need to increase the conversion of your leads, nurture, and automate the relationship with them, as well as a better ROI on various communication channels (emails, SMS, notifications, etc.). . We have a wealth of experience that we can offer you through a SaaS solution, support and training to make your marketing campaigns a success.

Founded in London by four Hungarian co-founders, Antavo started its journey in 2012 with Seedcamp before pivoting its product in 2015. Since then, it has secured funding, signed major enterprise clients, and expanded globally. Today, Antavo serves industry leaders such as KFC, C&A, Benefit Cosmetics, Scandic, La Cage, Kathmandu, LuisaViaRoma, Flying Tiger, Peek & Cloppenburg, and Yara, along with global businesses in the travel, pharma, and fashion industries. Thanks to several new loyalty program launches, customer-centric product updates, and company-wide expansion, Antavo is forecasting a 30%+ year-on-year revenue increase for 2024. As the business prepares for a Series B funding round in 2025, these developments will facilitate further technological advancements and broader global growth. In response to increasing regional demand, Antavo has expanded its team across three continents, including the launch of a new team in North America. A leading provider of thought leadership in the loyalty space, regularly publishing guides, eBooks, loyalty program reviews, and technical insights on its blog. Since 2022, Antavo has been publishing the Global Customer Loyalty Report, THE Report of the industry.