Business Software for Microsoft 365

NextAgency is insurance agency management software built specifically for agencies selling health insurance, employee benefits, Medicare, and life insurance. Unlike agency management systems built for property and casualty insurance agencies, NextAgency is designed for the CRM needs, workflows, compliance requirements, and day-to-day operations of life and health insurance agencies. NextAgency combines a life and health insurance agency CRM with agency management, marketing, automation, reporting, compliance, and optional insurance commission tracking in a single system. Agencies selling health, benefits, senior, and life policies across the country use NextAgency to organize client information, automate routine work, and manage their entire book of business. Key capabilities include: • Life and health insurance agency CRM for leads, prospects, clients, policies, renewals, relationships, and customer service • Marketing automation with email campaigns, drip marketing, text messaging, renewal reminders, and client communications • Automated insurance agency workflows, task management, dashboards, business analytics, and operational reporting • Compliance and disclosure management with document storage, e-signatures, and required insurance documentation • Optional insurance commission tracking with carrier statement imports, reconciliation, producer reporting, and sub-agent management • Easy customization so the software adapts to your agency instead of forcing your agency to adapt to the software • Transparent pricing, a 30-day free trial, no long-term contract required, free Android and iPhone apps, and top-rated customer support • Integrates with Employee Navigator, BerniePortal, Intulse, GReminders, Zapier, and other software insurance agencies use

Bailey Solutions offers good quality integrated library management systems (ILS) that can be hosted on the cloud or on your servers. A library consultant designed the KnowAll Matrix Library System in consultation with clients. 99% customer retention. Many features compared to other systems, with similar price. Our core system includes: Catalogue: create bibliographic records for print and digital resources AutoCat tool: downloads bibliographic metadata, images, and description for published books. Any media can be catalogued. You can use both standard and custom fields. Copies - keep track of your holdings and how to find them. Control panel: You can rename fields to suit your terminology, and hide, rename and move menu items throughout the system. You can choose how you want your system work. The system comes with default settings for your sector. OPAC allows library users to browse and search the catalog. Reports in all modules - easy to run and export to PDF and other formats. Management of patrons or users: fully compliant with USA and European personal data protection laws (GDPR). Optional additional modules - Circulation with easy to use check-in / checkout screens for users - Acquisitions - Serials

Kianda is a platform for no-code development that empowers citizen developers, business users, and knowledge workers to take charge of digital transformation. No longer do you have to wait for months or even years to implement a new system. You can build and deliver applications and end-to-end business processes quicker and more cost-effectively than coding. With no-code development, any idea can be turned into real-life solutions. Create intuitive forms, processes, and reporting dashboards that integrate with your existing IT systems quickly and easily. What is No-Code Development? Low-code and no code development have seen an exponential increase in popularity due to the need to reduce software development cycles and simplify them. No-code platforms let users focus on creating business applications using prebuilt components, rules, and actions rather than developing everything from scratch.

LMS Services by EdTek Services provides an affordable, fully supported Learning Management System for small to medium size organizations. With LMS Services, administrators can take full advantage of their full-service turnkey approach, including Technical Support Help Desk, Cloud Hosting, Monday-Friday Admin Support, Instructional Design Support, and limitless content options. In addition, the LMS comes with 340 Soft Skills courses in the LMS Library. The open API also allows seamless integration of third-party applications.

Safety Champion Software is an Australian-made, cloud-based software that was developed by highly qualified safety professionals. Safety Champion is a software solution for businesses that offer a complete safety and health program to their employees. It can be used by everyone in the business. PLUS, we offer a 100% free plan called Safety Champion Light. Register today! Modules include: incident management and hazard and corrective actions management, inspections and contractor management, induction management and planning, reporting, and many more. Services: Native iOS and Android apps; full suite of training materials in Resource Centre; free masterclass webinars; professional safety advice as required, online support, reporting, and analytics.

Technology solutions aimed at streamlining facility management, cutting expenses, and promoting energy efficiency, ultimately leading to the creation of smart buildings and workplaces. Characteristics: An integrated digital platform merging IoT, IWMS, and analytical capabilities. Workplace experience, analytics and management software. Workplace reservation system. Building maintenance software. Energy oversight driven by AI. IWMS automating facility management tasks using industry standards. Real-time, informative dashboards. Quick setup. Regular automated software enhancements, with updated versions every 2 months. Verified sensor devices. Accessible REST APIs for seamless integration with external software.

Botsplash, a B2B, multi-channel conversation platform, connects businesses with their customers through a single web-based platform. Botsplash helps companies increase efficiency, generate more quality leads, and achieve higher sales. Our platform is powered by Machine Learning/NLP modules that allow for automated responses, routing and escalations, as well as live chat or SMS text. It is the perfect combination of live chat and automated bots.

Klyck helps you close more deals and build stronger relationships. Klyck makes sure that sales teams have the right sales content and marketing content at the right times, which allows for better customer conversations. Klyck's data insights allow sales and marketing leaders understand customer engagement and create superior sales strategies. We combine content intelligence, training integration and customer segmentation to make any sales rep, whether seasoned or new, a qualified sales professional. Learn how Klyck's sales automation software helps B2B clients to improve their sales process, close more sales deals, and maximize sales content utilization. It is difficult to lead a customer through a complex B2B sale cycle. Our platform improves customer conversations by improving sales alignment, significantly reducing time required to find sales content, and providing powerful data analytics on customer interactions.

Breely is an innovative and adaptable online scheduling and business management solution tailored for service-oriented enterprises, enabling them to streamline appointment bookings, enhance client interactions, and optimize operational processes. This powerful tool empowers users to create personalized booking workflows, accept payments, and dispatch notifications via email and SMS, while also allowing for form customization, signature collection, resource management, and task automation, all within a single platform. Catering to diverse requirements ranging from straightforward appointment setups to complex arrangements for classes, workshops, and multi-resource bookings, Breely evolves alongside your business by incorporating features such as conditional booking logic, waitlisting, and branded booking pages. Additionally, it supports seamless calendar synchronization with platforms like Google, Office 365, and iCloud, alongside integrations with popular tools including Zoom and Google Meet. With comprehensive reporting capabilities, customizable client dashboards, custom fields, and options for HIPAA compliance, Breely also offers packages, coupons, and subscription management, ultimately helping to minimize administrative burdens while enhancing the overall client experience. Moreover, this platform stands out by constantly updating its features to meet the changing needs of its users, ensuring that businesses remain competitive in a fast-paced environment.

MyMonitor365 is a cloud-based uptime and infrastructure monitoring platform designed to help organizations proactively monitor critical systems, detect outages quickly, and maintain reliable IT operations. The platform provides comprehensive monitoring capabilities for websites, REST APIs, servers, SSL certificates, DNS records, TCP ports, network devices, email systems, backups, and Microsoft 365 services from one centralized dashboard. MyMonitor365 uses global monitoring agents across multiple geographic regions to verify service availability and reduce false positives caused by localized network disruptions. The platform supports smart alerting with configurable thresholds, escalation policies, maintenance windows, and real-time notifications delivered through email, SMS, webhooks, Slack, Microsoft Teams, Discord, Telegram, and other integrations. MyMonitor365 also includes advanced security and compliance features such as SSL/TLS inspection, DNS hijacking detection, two-factor authentication, audit logging, and keyword monitoring for validating application responses and service behavior. Managed service providers can use white-label monitoring features to oversee client infrastructure, voice systems, Microsoft 365 environments, Exchange servers, and backup systems from one platform. The system provides detailed incident timelines, root cause analysis tools, and compliance-focused activity tracking to help IT teams troubleshoot issues more effectively and maintain operational transparency. MyMonitor365 is built to support IT departments, MSPs, and growing businesses that need reliable visibility into infrastructure performance, service availability, and operational health.

Scopable is a software-as-a-service (SaaS) platform that offers quoting and assessment solutions specifically designed for managed service providers (MSPs). It seamlessly connects with existing systems utilized by MSPs, such as ConnectWise, HaloPSA, NinjaOne, Microsoft 365, Azure, Pax8, Ingram Micro, and IT Glue, while extracting real-time client information including endpoints, configurations, security status, and details from 365 tenants. Utilizing this information, Scopable conducts automated evaluations that assess each client’s environment, identifying security and compliance vulnerabilities, and creating a prioritized technology roadmap complete with cost estimates. This roadmap informs a quoting engine that produces margin-protected proposals based on the MSP's pricing structure, incorporating automated estimates for both labor and hardware that adjust as project scopes evolve. The generated proposals are accessible via a client portal where e-signatures can be obtained, and they synchronize back to the PSA for streamlined management. Additionally, the platform features natural-language processing for client inquiries, maintains CRM records, tracks governance, risk, and compliance (GRC), and facilitates workflow automation. Currently, Scopable is in a limited early-access phase, inviting select users to experience its capabilities.

Mimasa AI serves as a comprehensive platform for enterprises, enabling the creation and implementation of autonomous AI agents and sophisticated workflows that streamline intricate business operations. By integrating with various systems such as ERP, CRM, databases, spreadsheets, documents, APIs, and more, it empowers AI agents to interpret data, make informed decisions, carry out tasks, and engage with human oversight when necessary. The platform offers an array of features including an AI Agent Builder, automation of workflows, data analysis capabilities, customizable dashboards and reporting tools, document processing functionalities, Vision AI, seamless enterprise integrations, controls for human involvement, and collaborative tools through Gosthi. This allows businesses to automate essential functions such as finance, sales, reporting, market intelligence, manufacturing inspections, and document management while maintaining their current systems. As a result, organizations can enhance efficiency and innovation without the need for extensive system overhauls.

PolyPM is a Polygon Software integrated enterprise resource planning (ERP), and product lifecycle management solution (PLM). PolyPM is a solution for small- to medium-sized apparel companies. It allows them to integrate all aspects, including the supply chain, product development, and production processes. They can also instantly access all style and manufacturing information from anywhere in the world. This allows businesses to reduce time-to-market and incur lower development costs. It also improves customer service and worker productivity.

Ostendio is the only integrated security and risk management platform that leverages the strength of your greatest asset. Your people. Ostendio is the only security platform perfected for more than a decade by security industry leaders and visionaries. We know the daily challenges businesses face, from increasing external threats to complex organizational issues. Ostendio is designed to give you the power of smart security and compliance that grows with you and around you, allowing you to demonstrate trust with customers and excellence with auditors. Ostendio is a HITRUST Readiness Licensee.

WinMan ERP software is a powerful, scalable solution tailored for manufacturers and distributors. It enhances productivity, profitability, and efficiency by providing real-time insights, reducing waste, and eliminating duplicate tasks. Designed for businesses with complex manufacturing and distribution needs, WinMan adapts to changing circumstances and supports growth. As the Authors of our ERP solutions, we prioritise efficiency and flexibility, enabling informed decision-making and operational peace of mind.

Conclusion elevates corporate process management to a whole new level. Conclusion offers powerful text editing and collaboration tools, a slick interface design and customizable workflows. Conclusion is unique because it automates all processes - from requirements collection to project tracking, tracking, and task management – in one solution. There is no need to integrate multiple tools or purchase additional instruments. Conclusion is the result of extensive research. The interface, data model, and workflow engine are optimized for modern work environments. We understand that every customer has a unique approach and culture. Therefore, we offer several pre-defined methodologies that can be extended by customers.

Collaboration Capital is a digital bank that allows companies to connect with M&A targets around the world. The platform provides several applications that are dedicated to M&A operations. - AI sourcing M&A targets - Pipeline management with collaborative features - Access to M&A professionals and investment banks (Private Equity firms, lawyers ) - To collect the status of the targets, a tailored contact is made. All major languages are supported (English and French, Spanish, Italians, Germans, Chinese, Arabic This solution is available to all sizes of organizations, large and small.

This add-in will ensure that any emails you send after business hours or on weekends will be delayed and only sent at the beginning of the next working day. You can easily modify the recurring appointment “AllowedToSend” that defines when you would like to send emails immediately or when you would like to delay them. This appointment can be found in the subfolder "AllowedToSend", which is part of your Calendar.

Activate IAM serves as a comprehensive Enterprise Identity Operations platform that streamlines the automation of identity approvals, provisioning, fulfillment, and lifecycle modifications across various systems, including Microsoft Entra, Active Directory, ServiceNow, and other enterprise applications. By effectively managing the operational activities initiated by identity changes—such as joiner, mover, and leaver (JML) processes—Activate facilitates business and IT approvals, provisioning, deprovisioning, and fulfillment across an array of systems. This platform is specifically designed to complement existing identity management solutions, enabling the execution of identity and access decisions through automated workflows that engage multiple stakeholders. Furthermore, Activate is adept at supporting intricate and hybrid enterprise environments, where identity processes go beyond mere account creation to encompass the entire operational lifecycle of non-human identities, like service accounts, bots, and AI agents. Overall, Activate IAM not only enhances efficiency but also ensures robust identity governance across diverse organizational frameworks.

All your business operations can be managed remotely from one platform. You can improve productivity and simplify communications with reliable voice and video, fax, messaging, conferencing, and fax in the cloud. Flexible, unified cloud communications and contact centre services for small and medium-sized businesses. You can customize your settings and capabilities to make your conference calls work as you wish. You can have up to 100 people on your conference call. Our VoIP phone system or hosted PBX replaces your traditional small business phone system. It uses your broadband connection to make communication easier. You can easily share your desktop and broadcast HD video to any size meeting, large or small, as well as teleconferencing. No downloads required. You can send and receive SMS and MMS text messages online. You can also manage internet faxing right from your dashboard. Infinite offers the most current VoIP phones that are fully configured and ready to use. You just need to turn on your phone and get started talking.

Guru transforms how teams access and trust information. As an AI knowledge platform, Guru unifies company data across chats, documents, and applications, giving people and AI assistants reliable, cited answers right where they work. It connects to systems like Slack, Teams, Salesforce, and Google Workspace to surface verified insights without constant searching. With automatic verification, source visibility, and permission-aware access, Guru keeps information accurate and ensures your organization operates from one dependable source of truth.

LoanAssistant is a powerful and versatile loan management software developed by a dedicated team of successful software developers, bankers and accountants. The solution is the only loan servicing add-on for QuickBooks that enables users to seamlessly manage multiple loans and credit lines. With Loan Assistant, loan data easily shows up to QuickBooks without double entry, enabling real-time reporting. The software will dynamically calculate interest/principal based on the payment date/amount, allowing tracking/processing possible charges and fees. Operating the program is simple and does not require extensive accounting and/or bookkeeping training. The loan management feature of LoanAssistant covers various segments of the lending industry such as residential and commercial mortgages, education loans, motor finance, construction loans, installment sales, leases, Investor Participation and others. Extensive reporting, including custom letters and documents, 1098 tax reporting. Simple setup, no additional hardware required. No cost added for number of loans, customers, accounts, transactions. --- Accrual Accounting option available; ---- Stand-alone and Borrower side servicing options available. FREE 30-days trial

Vantage Circle is an award winning employee engagement and recognition platform. It helps HR professionals drive Holistic Employee Engagement through its Rewards & Recognition, Wellness, Feedback, and Exclusive Perks platforms. The platform has 2M+ employees from 700+ clients across the globe. The user-friendly platform allows companies to cover the recognition needs of a global workforce with flexible monetary and non-monetary rewards. Social recognition enables employees to acknowledge each other’s achievements and contributions, making everyone feel valued and appreciated. It also allows seamless integration with tools such as Teams and Slack that organizations use every day. With a global Rewards Catalog, employees using the platform can exchange their reward points for gift cards from 1000+ brands and products from the Amazon Store, book an experience or buy merchandise from options available across 59+ countries. The platform also offers a range of benefits for Long Service Award employees, including Anniversary Points, a Digital Service Yearbook, and a dedicated Milestone Catalog. The platform's intuitive & easy-to-use dashboard simplifies HR management & provides a comprehensive view of their recognition program.

Zoom Meetings & Chat allows for enterprise video conferencing that includes real-time messaging and content sharing. Video conferencing and messaging made easy across all devices. Facilitate adoption with meeting capabilities that make it simple to join, start, and collaborate on any device. Zoom Meetings syncs to your calendar system and provides enterprise-grade video conferencing on both mobile and desktop. All-hands meetings, internal and external communications, trainings, and all-hands meetings can all be done through one platform. With support for up to 1000 participants and 49 videos per screen, HD video and audio can be added to your meetings. Multi-participants can share their screens simultaneously, and co-annotate to make it more interactive. End-to-end encryption of all meetings, role-based security, password protection and waiting rooms. You can also place attendees on hold. You can record your meetings locally or to cloud with searchable transcripts. Zoom offers HIPAA-compliant healthcare plans.

Dropbox Business transcends mere secure file storage by offering a dynamic workspace that integrates teams, tools, and content seamlessly. Users can create, store, and share their cloud content from various applications, including Google Docs, Sheets, Slides, Microsoft Office files, and Dropbox Paper, alongside conventional files saved in Dropbox. With Dropbox Spaces, all your files and cloud-based content are centralized, allowing you to have your PowerPoint presentations situated alongside Google Docs, Trello boards, and any other tools your team utilizes. Accessing your team's work is a breeze, whether you’re on a computer, mobile device, or any web browser. By connecting platforms like Slack and Zoom, you can keep your team's files and related conversations organized in one location. Additionally, intelligently suggested files and folders empower your team by ensuring they have access to the necessary content at the right time. A robust and secure infrastructure, coupled with administrative tools for enhanced control and visibility, ensures that your organization’s data remains protected within Dropbox. This comprehensive approach not only boosts productivity but also fosters collaboration among team members, enhancing overall efficiency.