Business Software for Microsoft 365

DealRoom is a lifecycle management platform for professionals involved in complex finance transactions like M&A. Our platform offers secure data storage, diligence management, and pipeline management. It also allows for overall project management. Our goal is to assist teams in creating a better M&A process. This allows for innovation, value-creation, and the original vision of the deal to be maintained and implemented. Why was DealRoom started? M&A is perhaps the most complex, information-dense and unpredictable process within the corporate sector. Transactions begin with the promise of innovation and value creation by combining the strengths and cultures of two unique entities. However, initial goals are often lost. As deals continue to grow in quantity and transaction size, DealRoom aims to create a more collaborative, people-driven and equitable M&A process that focuses on the original vision of innovation. Mission Statement. How does DealRoom differ from other providers? Unlike other providers, DealRoom has project management capabilities to improve a client’s overall process and eliminate common inefficiencies such as Excel trackers, one-off emails, and unsafe file sharing.

Inspire Software is AI powered strategic execution platformdesigned to lead the way to new heights as you focus your people, your teams, and your organization on growth. Develop your people through performance! Headquartered in Jackson, Wyoming, we've integrated a comprehensive suite of applications — strategy, performance, goals, feedback, 1:1s, recognition, learning, pulse and 360 surveys — that go way beyond just managing performance. With Inspire, you create leaders at all levels. You align your people and their work with the strategy. As they execute, your organization grows. Learn more at inspiresoftware.com.

CYPHER Learning® provides the only all-in-one AI-powered learning platform that is easy-to-use, beautifully designed, and built to power billions of learning moments every day. Create courses faster. Train better. Upskill quicker.

Altitude CRM is an innovative AI-driven platform designed specifically for financial advisors to streamline client management, marketing efforts, and overall growth within a unified system. This comprehensive solution merges customer relationship management, marketing automation, and practice management functionalities into a single intelligent interface. Advisors can efficiently monitor all client interactions, set up automated follow-ups, and oversee their pipelines using Pathfinder AI. Key features of the platform encompass contact management, opportunity tracking, customizable workflows, integration with calendars and email, detailed reporting, and compliance tools. By utilizing Altitude, firms can enhance service consistency, boost operational efficiency, and identify growth opportunities that may be lurking within their data. Additionally, the platform offers secure document storage, integrated analytics, and advanced automation capabilities, fundamentally changing the way advisors organize their tasks, engage with clients, and expand their businesses, ultimately leading to a more productive work environment.

Neos, powered by Assembly Software, is an AI-driven, cloud-based case management platform that combines the best of pioneering case management software Needles and TrialWorks. It transforms the way firms work by combining customizable automation, powerful case and document management, and embedded AI with real-time dashboards, automated reporting, native intake, seamless integrations, and unmatched security to maximize productivity. - Analytics & Reporting - Dashboards - Cloud Mobility - Contact Management - Content Management - Document Management - Calendar Integration - Document Management - Calendar Integration - Automated Workflows - Time & Billing - Generative AI

Atlantic.Net provides Cloud, GPU Cloud, Dedicated, Bare Metal Hosting, and Managed Services. Our hosting solutions are designed to allow you to focus on your core business and applications while meeting all security, privacy, and compliance requirements. Our Compliance Hosting solutions are ideal for healthcare and financial services organizations that require high levels of security for their data. Atlantic.Net compliance hosting solutions are certified and audited independently by third-party auditors. They meet HIPAA, HITECH, PCI, or SOC requirements. Our proactive, results-oriented approach to digital transformation will benefit you from the first consultation through to ongoing operations. Our managed services will give you a clear advantage, enabling your company to become more productive and efficient.

ServiceNomad is a specialized operating system tailored for RV repair companies, crafted to meet the demands of mobile technicians and shop managers who are frequently on the go. In the world of RV repair, missing a call can result in lost opportunities for business. Whether you're on a rooftop, underneath a vehicle, or tackling a sophisticated troubleshooting task, it's often challenging to pause, take a call, and gather all necessary information. ServiceNomad addresses this issue effectively. Essentially, ServiceNomad functions as a virtual front desk that not only answers calls but also understands the nuances of RV service, guiding customers through a well-defined intake process. It collects essential information such as the type of unit, the nature of the problem, the location, access instructions, and warranty details, and then it directly schedules the appointment in your calendar. Beyond this initial phase, it continues to oversee the entire job lifecycle—sending follow-up messages, keeping customers updated, soliciting reviews once the work is done, and even crafting responses to those reviews in a manner consistent with your brand voice. Additionally, this comprehensive system ultimately enhances customer satisfaction and streamlines operations for RV repair businesses.

SBS Vendor Management provides a simple and affordable way to manage vendors or suppliers. Develop qualification plans, record qualification results, and maintain your AVL or Approved Vendor List. Establish criteria for selection, evaluation and re-evaluation of suppliers. A rich set of reports is available to highlight qualification gaps and delinquencies. There are options for cloud-based or locally installed software. This program is perfect for small businesses that are striving to achieve ISO 9001 and AS9100 certification.

GoTo Meeting is an online meeting platform that makes it easy, fast, and reliable to increase productivity in your workforce. You can build better relationships and improve business outcomes by meeting face-to-face, sharing presentations, and chatting with colleagues with just a click. GoTo Meeting is used by many of the most prominent companies in the world and is trusted by millions every day for professional virtual communication and collaboration. You can meet confidently using crystal clear audio and video via a simple and intuitive interface. With time-saving features such as meeting transcripts, GoTo Meeting Smart Assistant increases productivity. The GoTo Meeting mobile app gives you the ability to meet seamlessly wherever you are.

SmartAdvocate, an award-winning, fully customizable legal case management software with built-in Artificial Intelligence and designed to meet the demands of today's fast-paced, highly competitive, and technologically demanding legal environment. Originally designed by and for personal injury and mass tort law firms, SmartAdvocate is now used by many different practices. SmartAdvocate’s exclusive Internet-based built-in features enable firms to manage and store information, track it, classify it, and communicate in a way they have never done before. This ensures that they achieve success. SmartAdvocate can be customized to suit the needs of firms with 150+ integration partners. These include integrations such as eSignature, accounting, texting and medical records retrieval. This revolutionary software will increase the efficiency and profitability of your practice. SmartAdvocate is a smarter way to manage your cases and your firm.

Get the power to create, control, and deploy company email signatures and fire up a new marketing channel with world leading email signature management. Exclaimer are the industry leaders in email signature software, giving you complete control, and ensuring you always show your brand and business at its best. Whether you work with Office 365, Google Workspace or Exchange, we can re-energize your sign off

VeloxyIO Inc. is an AI-powered sales software that provides predictive forecasting and sales enablement for Salesforce CRM. Our mission is to empower Sales Reps to engage with Salesforce and get more from it than they put in. We also provide better forecasts and analytics to Sales Management to see which actions really drive the pipeline. The right data at exactly the right time! Inbox and Veloxy Mobile automatically log actions such as calls, emails opened, replies, opens, and clicks. This makes it easy to add and maintain information while on the move, making it a natural step in your sales workflow. These tools provide Sales Reps with the right data at the right moment based on their context, location, and upcoming events. This allows them to focus on their priorities without having the need to search for anything. You can see which actions really drive pipeline growth! Veloxy Analytics provides Sales Managers and Ops with more accurate forecasts based upon historical analysis of biases and the analytics tools that allow them to examine how different sales activities relate to pipeline growth.

The Bucketlist Rewards platform is an all-in-one employee recognition platform designed to reward employees for motivation and retention. Seamlessly integrating with your existing tools, it simplifies employee engagement rewards and recognition, making recognition effortless. As a top R&R platform, Bucketlist offers flexible employee rewards programs with thousands of redemption options, custom awards, and tailored incentives. Whether you’re recognizing employee achievement, fostering corporate culture programs, or enhancing recognition for remote employees, Bucketlist drives measurable impact. Key Benefits: - Boost engagement, morale, and productivity - Reduce voluntary turnover and increase retention - Seamless automation for nominations, awards, and event planning Unlike other rewards and incentives software, Bucketlist is the employee rewards platform that ensures appreciation is both strategic and scalable.

Best-in-Class Business and Industry Functionality: Propel your business forward with accurate data collection, robust financial analyses, and precise forecasting capabilities. Acumatica Cloud ERP serves as a centralized data repository, gathering information from every department under a single pane of glass. So, all business processes are clearly organized and authorized employees have access to the same, real-time data—anytime, anywhere, from any web-enabled device. Acumatica is the only business management solution designed for the unique and evolving needs of growing midmarket companies, enabling its customers to put their customers’ success at the heart of all operations. Its future-proof platform drives value and provides the flexibility, efficiency, and remote collaboration capabilities modern businesses need. Enjoy automation without complexity, compliance without rigidity, and continuous improvement without unpredictability.

SimplyBook.me is a flexible online booking system suitable for a wide range of service industries, including beauty, fitness, consulting, education, and healthcare. It enables clients to book services, purchase gift cards, packages, add-ons, and products. The system can be integrated into any website as a widget or you can get your own ready booking website provided by SimplyBook.me, with additional booking options via Facebook, Instagram, and Google Profile. What makes SimplyBook.me unique is its customizable approach, allowing businesses to select and pay for only the features they need, creating a personalized booking solution tailored to their specific requirements. Following are our 15 most popular custom features: 1. Intake Forms 2. Accept payments (online & onsite w. Tap to pay - Apple Pay/Google Pay) 3. Deposits 4. Facebook/Instagram integration 5. Google My Business integration 6. Coupons & Gift cards 7. Product Sales 8. Membership 9. Classes 10. Packages 11. Tickets 12. Related Resources 13. Video Meetings 14. Instagram photo gallery

NeoCertified secures sensitive information via our secure email app across our versatile Cloud-based platform. It works on any web browser through Microsoft Office 365/Outlook plug ins and Gmail integration. You can also download the iPhone + Android mobile apps directly to your mobile devices. Since 2002, we have been providing federally compliant, secure mail solutions. We have helped businesses send and get secure emails from any web browser or mobile device. NeoCertified works with all email providers, giving businesses the flexibility and guaranteed protection they need.

The best email client for Windows or macOS will boost your productivity and increase your email efficiency. eM Client is a fully featured email client that has a simple and clean interface. It offers features for tasks, calendars, online meetings, contacts, notes and chat. Schedule online meetings with integration with Zoom, MS Teams, Google Meet and more. Use cloud attachments to keep control over your files via Dropbox, Google Drive etc. eM Client is compatible with every email service that can use IMAP, POP or Exchange Web Services protocol. This email client is compatible with Google Workspace, Microsoft 365 Outlook, Exchange, and many more. eM Client improves email communication for both professionals, businesses and home users. It includes advanced features such as server-side search, instant message translation, "Snooze" and "Watch for replies", synchronized tags, and easy email encryption (PGP/S/MIME). Ensure privacy with automatic blocking of mail-tracking pixels. You can also customize the look and available features to make sure it works best for your specific needs - create your own theme or select one of the pre-set ones, customize your toolbar, shortcuts and message list.

Streamline event calendar management and online registration with Trumba. It's perfect for virtual, in-person or hybrid events. Trumba offers an innovative and highly customizable event calendar platform preferred by colleges and universities, hospitals and health systems, local government, communities and other organizations worldwide. Trumba also offers a HIPAA-compliant solution for hospitals and healthcare organizations and will enter into a BAA with covered entities. Trumba calendars can be easily embedded into your website or published as fully-hosted pages that match your online branding. Attendees can easily find events, subscribe to calendars, register/pay and stay informed of changes. Trumba can integrate with other calendars to provide a one-stop experience for your users and optimize workflows internally. Trumba customers love the ease of implementation services and ongoing customer support. Online demos and free trials are available upon request (no credit card info required).

Do not get lost in unmanageable tools. The E3 Platform allows you to quickly process all types of digital evidence with an easy interface, efficient engines, and an effective workflow. E3:UNIVERSAL version is designed to handle all data types, including hard drive data, smartphones and IoT data. No more need to adjust your tool according to the type of digital data that you have. The E3 Forensic Platform seamlessly integrates a wide range of evidence into one interface. It allows you to search, analyze, review, and report on digital data from all digital sources. Computer forensics is focused on bits and bytes in a file system. This can contain valuable data that could be crucial to your investigation. The E3 Forensic Platform can be used to break down data from old FAT file systems to newer file systems such as Xboxes.

CODESOFT is an enterprise-level RFID and barcode label design software application. CODESOFT is easy to use and is made to help users design and print labels or barcodes. Choose from over 100 barcode symbologies, helpful wizards, and customizable printing forms to create efficiencies in your labeling process. CODESOFT supports complex integrations with local and cloud data, including Google Drive, OneDrive, and OData, helping reduce errors in data on labels. Virtually integrate your label printing system with any business system, such as ERP, WMS, CRM, MES, LIMS, or SCM. CODESOFT is compatible with 300+ RFID printers, making it easy to create RFID labels and print RFID tags. Meet regulatory compliance and industry standards with HIBC or GS1 barcodes in CODESOFT. CODESOFT not only grows with businesses but is an efficient and reliable label design software application that users trust. Easily integrate CODESOFT label design software with SENTINEL print automation software for an efficient labeling process.

PinPoint DMS makes it possible for you and your staff access files and data anywhere in the world. PinPoint DMS runs on all platforms, including MACs and mobile devices. It includes built-in tools such as Workflow Management, Records Management and Onboarding. PinPoint DMS can automatically file documents without the need for human intervention. PinPoint DMS has been improving our features for over 19 years. We are just now seeing competitors. Learn how our document management software could help your company go paperless!

A highly sophisticated and exceptionally elastic, all-in-one platform, designed to uniquely address the specific needs of vertical or custom markets. The platform focuses on 4 main technological areas. •Low-code App Development. With Comidor Low-Code App Designer, users with no coding knowledge create from scratch an application following some simple steps. •Hyper-automation. With Comidor, you can map, and design all the process steps of a workflow, and make your processes smart with a combination of intelligent automation technologies. •Application marketplace. Through this environment, users can explore a wide variety of ready-to-use business apps suitable for every business need, download them, and thus extend the functionality of Comidor. •Digital workplace, which is a modern digital environment where users perform their daily activities. You can create your own custom dashboard, add interactive tiles, and widgets and track your daily work from the systemic notifications.

Creative Social Intranet offers powerful intranet solutions that ensure faster on boarding and deeper engagement of employees. Our social intranet platforms are not only easy to use and web based but secured upon quality servers. One can choose either local or cloud based server or get the best features of both through a hybrid solution. A one stop solution for all sized companies from 0-100 to 10000+ employees.

SCC MediaServer digital asset management (DAM) systems have enabled our customers to streamline and save costs by consolidating digital assets and media workflows into centralized, geographically located data centers. Available in Enterprise and Express Editions running in the Amazon AWS Cloud, SCC MediaServer provides a wide range of content planning and assignment workflow tools for asset management and digital media archiving. The system supports parallel processing and failover operations across multiple AWS cloud regions, for increased scalability and fault tolerance. SCC MediaFactory, included with the system, automatically monitors network directories, ftp servers, email accounts, and RSS enabled websites for incoming media which is then automatically ingested and indexed for searching. Supports C2PA Content Authenticity credentials as well as the latest in AI technologies, such as RAG searching, facial recognition, speech to text, and automated image captioning capability.

For enterprises that need to protect SaaS data in mission critical apps, SpinOne is an all-in-one SaaS security platform that helps IT security teams consolidate point solutions, save time by automating data protection, reduce downtime, and mitigate the risk of shadow IT, data leak and loss and ransomware. The all-in-one SaaS security platform from Spin is the only one that provides a layered defense to protect SaaS data, including SaaS security posture management (SSPM), SaaS data leak and loss prevention (DLP), and SaaS ransomware detection and response. Enterprises use these solutions to mitigate risk, save time, reduce downtime, and improve compliance.