Business Software for Microsoft Outlook

Corella brings an Australian care provider's whole operation into one system: rosters, care records, compliance, billing and claims, and staff. It is built for NDIS, aged-care and Support at Home, community nursing, allied health, SIL and mental-health providers, with each organisation's own words for the people it supports. Coordinators roster on a week board with group, recurring and sleepover shifts, and nine SCHADS award checks run on the draft roster so a problem is moved before anyone works it. Workers clock on with the position recorded, then write progress notes, record medication (including Webster packs) and report incidents from their own shift. Incidents follow reportable tracks for the NDIS Commission and aged-care SIRS. Finance staff work from the NDIS price book with its price limits, run invoices from approved work, build the NDIA's 16-column bulk payment file for upload in the provider portal, and read the NDIA's outcome file back line by line. A Xero connector and a payroll CSV carry the numbers onward. Each provider gets its own isolated instance, hosted in Sydney, and a person on our support team replies the same day, every day. Pricing is A$19 per staff user per month with no GST and everything included, an A$149 monthly minimum, and free participant and family logins.

GreetKeeper serves as an AI-powered receptionist tailored for small enterprises, including home service providers, property management companies, and local offices. It is capable of handling inbound calls around the clock, ensuring that multiple calls are answered simultaneously, which eliminates wait times for callers. During each call, it responds to pre-trained inquiries, gathers essential information such as the caller's name, phone number, and the purpose of their call, and then relays this information back to the caller before scheduling an appointment in your calendar. It integrates seamlessly with both Google Calendar and Microsoft Outlook / Microsoft 365. If a caller requests a specific individual or if GreetKeeper is uncertain, it can transfer the call to your team and attempt a secondary number if the initial contact does not respond. In addition, it has the ability to send a text message to the on-call staff with the caller’s details. Each call is documented with a transcript and a concise summary, while a signed webhook ensures that every call, appointment, message, and transfer is sent to your preferred tools. With pricing starting at $49 per month charged on a per-call basis rather than by the minute, all plans include booking features, and the overage rates are clearly outlined. GreetKeeper provides its services primarily in English. This innovative tool not only streamlines communication but also enhances productivity for businesses by managing calls efficiently.

QuickFile365 is a solution designed for email management and organization within Microsoft Outlook, enabling users to efficiently sort their inbox and categorize emails into appropriate folders. With this tool, users can easily file emails from their inbox into pre-existing Outlook folders, utilize Outlook categories as tagging options, and merge folders with categories to develop organized workflows for various clients, projects, departments, or subjects. Categories like Urgent, Finance, HR, and To Review allow users to quickly identify and oversee their messages. Additionally, QuickFile365 features a Send & File option, which allows users to queue emails for filing immediately after they are sent, enabling the batch filing of multiple emails at once and minimizing the need for repetitive manual filing tasks. This application is compatible with Classic Outlook for Windows, New Outlook, Outlook on the Web (OWA), and Outlook for Mac, and it also offers a complimentary plan for those interested in enhancing their email organization within Outlook. As such, QuickFile365 proves to be a valuable asset for anyone looking to streamline their email management process.

LeaveVia is annual leave tracking and absence management software for small teams. Employees request leave and see their balances, while managers approve requests and check team availability and staffing coverage before deciding. Admins set up leave policies, monthly accrual rules, prorated entitlements, public holidays, custom working patterns, carry-over and traceable balance adjustments, including bulk credits for time off in lieu. Google Calendar and Outlook sync, reports and CSV export help coordinate leave with everyday operations. LeaveVia focuses on leave and team availability instead of payroll, recruitment or full HR management. 30-day free trial, no credit card required; paid subscription afterwards.

Grapphen is a cloud-based platform designed for applicant tracking and recruiting, catering to both staffing agencies and in-house talent acquisition teams. It provides a collaborative workspace for recruiters to oversee job requisitions, manage candidate profiles, parse resumes, source candidates, and track hiring pipelines, interviews, offers, and client submissions. Teams have the flexibility to customize pipeline stages, collaborate with hiring managers, monitor candidate progress, and streamline their recruitment workflows from the initial sourcing phase to the final placement. For staffing agencies, Grapphen facilitates bench and vendor submissions along with client reviews, while corporate HR teams can efficiently handle requisitions, approvals, feedback from hiring teams, and generate reports. Additionally, Grapphen includes optional services such as phone and SMS communication, video interviews, and email outreach, along with integrations for job boards and various business tools. The platform also features a developer API and webhook capabilities, enabling seamless access to ATS data and supporting event-driven workflows, making it a versatile solution for recruitment needs. Overall, Grapphen enhances the recruitment process by centralizing various functions, thus allowing teams to work more effectively together.

Forgot is an online calendar tool tailored for engineering managers and team leaders to effectively manage planned absences, on-call schedules, project timelines, public holidays, and release dates. The platform allows managers to add team members and events, customize views by team, office, time zone, or specific fields, indicate tentative dates, and highlight when individuals are unavailable during critical periods such as releases or code freezes. Teams can easily provide their availability via a shared link without needing to create accounts, while read-only calendars can be shared or embedded for wider access, complemented by weekly email updates and weekday notifications via Slack to keep team members in the loop. Users can subscribe to calendar feeds compatible with Google Calendar, Outlook, or Apple Calendar for seamless integration. Additionally, an optional Mac menu-bar application provides real-time updates on team members' availability and facilitates calendar modifications. With its focus on coordination rather than HR-related leave management, Forgot does not keep track of PTO balances or accruals, making it a practical solution for team collaboration and scheduling. This approach ensures that teams can concentrate on their projects without the added complexity of traditional leave administration.

QualTrack is a cloud-centric application designed for managing workforce tickets and ensuring training compliance specifically for contractors in the UK construction, utilities, and civil engineering sectors. The platform organizes operative qualifications, card information, certificate images, and training records into personalized passports while verifying these records against the necessary tickets and mandatory training for each job role, effectively indicating site-clearance statuses. With the implementation of QR-coded site cards, supervisors and client inspectors can conveniently verify an operative's current status using their mobile devices. The system also proactively sends email and text notifications ahead of ticket and training expirations, facilitates the booking of renewal courses, includes a comprehensive training matrix, and allows teams to import their existing spreadsheet data. Contractors benefit from the ability to export records or share pre-start packs with clients that are access-controlled and time-limited. Furthermore, the application features role- and department-based permissions that help segregate records by team for enhanced security. All data is securely hosted in London, and pricing plans are structured based on the number of active operatives. This comprehensive system streamlines compliance management and boosts operational efficiency across multiple teams.

Trove is a cloud-based service that specializes in accounts receivable and credit control management. It seamlessly integrates with accounting software to synchronize invoices and payment details while effectively overseeing overdue accounts through automated reminders and statements dispatched from the user's email. Utilizing AI-driven workflows, Trove can comprehend customer responses, draft replies, log promised payment dates, and arrange follow-ups accordingly. The platform also highlights missing purchase-order information and updates invoice records to maintain accuracy. Users have the flexibility to set up payment plans and enforce late fees, as well as access debtor reports and prepare pre-emptive letters for delivery by the business or legal representatives. Trove offers various integrations with accounting, email, CRM, and collaboration tools, with features differing based on the selected plan. A user-friendly web dashboard allows for efficient invoice follow-up and shared workflow management, while webhook events enable the initiation of external automation processes. This innovative product is particularly designed to cater to the needs of small to mid-sized businesses and finance teams that manage collections internally, ensuring a streamlined approach to credit control.

Kelbado functions as a cloud-based learning management system tailored for organizations focused on developing and delivering training for their employees. The platform's AI-driven course assistant can transform any topic, target audience, or source content into structured outlines, detailed lessons, interactive examples, quizzes, and assignments that can be modified by administrators in a chat interface. Managers have the ability to assign specific courses to individual employees or teams and can utilize reporting features to monitor completion rates, assessment results, and overall learner progress. Employees can access their courses online, while administrators have the option to publish directly within Kelbado or export the courses in SCORM, cmi5, or xAPI formats for integration with other educational platforms. Furthermore, Kelbado offers various functionalities, including voiceover for courses, translation services in over 30 languages, the creation of learner groups, setting deadlines, issuing certificates, and providing an AI tutor for additional support. This system is commonly utilized for purposes such as onboarding new hires, ensuring compliance and safety training, enhancing sales training, and fostering skills development. Kelbado is particularly beneficial for human resources and learning-and-development teams eager to facilitate, assign, and monitor employee education effectively, thereby optimizing the overall training experience.

Otilus serves as a collaborative platform for managing projects and tasks tailored for businesses, teams, freelancers, and public institutions. It features Kanban boards that allow users to segment projects into customizable phases while managing shared tasks, subtasks, checklists, notes, files, and priorities. Users can streamline their daily activities through personalized task views and a prioritization system inspired by the Eisenhower Matrix, and Gantt charts are provided to visualize project timelines. The platform includes automatable scenarios for task creation, assignments, and phase-based or delayed actions, enhancing efficiency. Additionally, calendar deadlines can be synced using ICS with both Google Calendar and Outlook, ensuring smooth scheduling. To facilitate teamwork and recordkeeping, Otilus offers notifications, task journal exports, and project archiving features. Focused on usability, neurodiversity, and minimizing cognitive load, Otilus is accessible through web browsers on desktop, smartphone, and tablet devices, and can also be used as an installable web app. A free tier permits access for up to two users, while various paid plans cater to larger teams. With its development and hosting based in France, Otilus prioritizes GDPR compliance and robust data protection, making it a reliable choice for organizations concerned about privacy. Furthermore, its user-friendly interface encourages collaboration across diverse working styles, enhancing overall productivity.

Wealth Management by Zahlenwerk is a cloud-based platform designed for family offices and investment managers to manage and monitor private-market investments across various legal entities. It enables the documentation of fund LP and SPV commitments, direct equity holdings, SAFEs, convertible instruments and options, while also tracking capital calls, distributions, cash flows, and valuations necessary for IRR, TVPI, and DPI metrics. Users have the ability to upload or forward capital account statements, call notices, and distribution notifications, ensuring that extracted data remains linked to its original source for easy verification. The system organizes financial records by legal entity and associates them with corresponding portfolio positions. Additionally, an integrated assistant and MCP server facilitate the connection of portfolio data with advanced AI systems like Claude and ChatGPT. While the assistant is restricted from deleting positions, entities, individuals, or bank accounts, all modifications within the app require explicit user authorization. The product is in beta, in use at a small number of family offices, and access is available on request.

MairyAI serves as a cloud-based artificial intelligence receptionist tailored for small enterprises, efficiently managing customer phone interactions, particularly for home-service providers and appointment-oriented teams. This intelligent voice system is programmed to greet incoming calls, introduce itself as an AI assistant, and utilize information approved by the business to engage with callers; it can take messages, direct callers to the appropriate staff member, or even schedule appointments. By integrating with platforms like Google Calendar, Microsoft Outlook, or its own calendar system, it checks availability and can book appointments with designated team members, also ensuring that callers receive email confirmations. Once calls are completed, the dashboard provides insights into call outcomes and detailed written summaries for business analysis. MairyAI is specifically crafted to optimize workflows related to inbound business calls, making it an ideal solution for a variety of service industries, including HVAC, plumbing, electrical work, landscaping, roofing, pest control, and auto repair, ultimately streamlining operations and enhancing customer service experiences. Additionally, the platform continually evolves to adapt to the changing needs of its users, ensuring that businesses remain at the forefront of customer engagement technology.

Proplanum is a cloud-driven solution designed for employee scheduling and time tracking, specifically catering to shift-oriented enterprises such as retail stores, hotels, restaurants, manufacturing facilities, warehouses, healthcare organizations, and entertainment venues. Managers can create schedules either manually or based on pre-existing templates; additionally, the Premium version can automatically generate schedules according to staffing regulations while utilizing integrated sales or customer traffic data to optimize staff levels with demand. Before finalizing schedules, the platform verifies compliance with established Labour Code regulations. Employees have the ability to view their shifts, request time off, suggest swaps, and log their working hours through a mobile application, with a tablet kiosk facilitating clock-ins. Managers can analyze planned versus actual hours across different sites and export payroll information in convenient formats compatible with various systems. The Enterprise package also provides API access for custom integrations. The platform is accessible via web browsers and mobile applications, enabling teams to effectively manage operations across multiple locations. A complimentary 21-day trial is offered, requiring no credit card for activation, allowing businesses to explore the software's features risk-free. This trial period provides ample opportunity to assess the platform's capabilities before making a commitment.

MailTova offers a hosted email solution for businesses desiring personalized email addresses on their specific domains. With a user-friendly web dashboard, administrators have the capability to link their domains, create and oversee mailboxes, and manage storage effectively. Users benefit from accessing their email via a browser-based webmail interface or by setting up third-party email clients that are compatible with IMAP, SMTP, and POP3 protocols. Additionally, the service provides assistance with domain verification and the setup of essential email-authentication records, including SPF, DKIM, DMARC, and MTA-STS. MailTova also features comprehensive documentation for its API and an MCP server, which facilitate supported workflows for clients. This service is designed for a range of users, including startups, freelancers, small enterprises, agencies, and teams that prefer a hosted email solution without the complexities of maintaining their own mail server infrastructure. Ultimately, MailTova stands out as a practical choice for those looking to enhance their professional email presence.

Management OS is an online platform designed to enhance revenue intelligence and management for founders, Chief Revenue Officers, and sales leaders. By consolidating data from CRM systems, email, calendars, and conversations, it identifies deal risks, signals for forecasting, context for accounts, opportunities for coaching, and suggested next actions. Leaders benefit from alerts and daily summaries, utilize conversational AI to delve into pipeline inquiries, prepare for client meetings, and leverage generated account strategies and research for effective follow-ups. The platform also includes collaborative workspaces that facilitate revenue discussions, seller training, and regular operational routines for B2B sales teams. Furthermore, Management OS integrates with various CRM, communication, calendar, meeting, and automation tools, offering features such as voice interaction, organizational memory, and proactive recommendations for actions to be taken. Offered as a hosted Software as a Service (SaaS), it includes distinct plans for an AI agent alongside the full application, as well as credits based on usage, ensuring flexibility and scalability for users. In this way, Management OS aims to streamline processes and improve outcomes for sales organizations.

OwlAgent serves as a cloud-based AI assistant that users can conveniently access via WhatsApp or Telegram. This innovative tool is capable of reading and summarizing emails, drafting responses, locating or relocating calendar appointments, updating CRM entries, managing documents and files, and creating scheduled briefs and reminders across various interconnected platforms, including Gmail, Outlook, Google Calendar, HubSpot, Attio, Notion, Google Drive, and Slack. Users have the ability to authorize each connection through the respective service's login and can revoke access at any time if desired. OwlAgent maintains a record of its activities, reports any unsuccessful attempts, and seeks user approval before dispatching messages or implementing specific modifications. Tailored for entrepreneurs, independent contractors, and small teams, it efficiently manages routine communications and business tasks through chat, eliminating the need for complex automation processes or a dedicated OwlAgent application. The service operates within the EU and communicates in the language preferred by the user, ensuring a personalized experience. Additionally, its seamless integration across multiple platforms enhances productivity and streamlines workflow for users.

OrdoGrid serves as an online invoicing and business-document solution tailored for freelancers and small enterprises, primarily emphasizing Belgian invoicing practices and the Peppol network. The platform allows users to generate and oversee various documents such as quotes, invoices, payment requests, receipts, and credit notes, while also enabling the conversion of quotes into invoices, emailing documents, and monitoring Peppol delivery confirmations. Additionally, it includes features for maintaining customer information, creating payment links, importing bank statements, and matching payments seamlessly. For project management, users can utilize Kanban boards to arrange tasks, track time dedicated to each project, and sync these tasks with calendars from Google, Outlook, or Apple. Businesses subscribed to the Business plan can access a REST API for further integration capabilities. OrdoGrid also provides a permanently free plan that allows users to receive an unlimited number of Peppol invoices and send one invoice monthly, alongside various paid subscriptions that offer enhanced document management, project tracking, and payment functionalities, ensuring users have flexible options to meet their needs. This comprehensive approach makes OrdoGrid an appealing choice for those looking to streamline their invoicing process effectively.

Maverick serves as a personal AI assistant accessible directly through iMessage, eliminating the need for a separate app or account creation. Users can utilize it to plan events, make reservations, conduct research, organize schedules, establish reminders, and manage follow-ups; it can even be added to group chats to assist with coordinating activities. Furthermore, it allows for the integration of supported third-party applications for tasks like retrieving information or updating databases. According to Maverick, it ensures user consent before sending messages, confirming bookings, or processing payments, and can adapt to changes in plans or tasks by providing follow-ups. The Free beta plan offers functionalities such as iMessage usage, participation in group chats, and approval notifications, whereas the Pro plan expands capabilities to include 500 tasks per month, connectivity with 20 apps, continuous memory retention, and the ability to schedule tasks. Designed primarily for personal use, Maverick is not intended for commercial purposes and aims to streamline day-to-day activities through smart assistance. This innovative feature set positions it as a versatile tool for enhancing productivity in a seamless manner.

ValueRamp is an online platform tailored for B2B SaaS teams that streamlines customer success by overseeing post-sale interactions, starting from the transition from sales to onboarding, through product usage, renewals, and efforts to recover lost customers. It consolidates account history, health metrics, and renewal details into a single record. Users can design onboarding strategies using customizable, versioned templates, set milestones and tasks, and offer customers a portal to view their plans and pending tasks. The platform integrates seamlessly with various systems such as CRM, messaging apps, calendars, meeting tools, knowledge bases, and product usage analytics, and it generates account summaries, adoption guidance, health assessments, and churn analysis. Additionally, its AI assistant formulates responses and outlines next steps for team review instead of dispatching them automatically. Financial tools within the platform monitor Annual Recurring Revenue (ARR), invoices, and renewal values in conjunction with account records. ValueRamp is designed for onboarding and customer success managers, team leaders, finance professionals, and B2B SaaS clients, ultimately enhancing their operational efficiency and customer engagement. With these comprehensive capabilities, ValueRamp aims to empower teams to foster stronger relationships with their customers while ensuring a seamless experience throughout the customer journey.

QueryCoach is an online platform tailored for independent coaches and small coaching enterprises, enabling them to create a professional presence with an AI-enhanced website and booking interface. Coaches can provide a range of services, including individual sessions, packages, and group offerings, while managing payments through Stripe and syncing their schedules with Google Calendar and Outlook. The program builder feature empowers coaches to design and deliver worksheets, tasks, and habit check-ins to clients between sessions seamlessly. Additionally, the client portal facilitates communication through messaging, intake forms, digital agreements, session notes, and tracking of progress. Quincy, the integrated AI assistant, supports coaches by generating offers, worksheets, landing pages, and check-in messages, as well as addressing schedule inquiries. With plans that accommodate unlimited active clients, coaches can efficiently manage and organize their services, sessions, and activities for multiple clients within a single workspace, enhancing their overall coaching experience. The platform ultimately provides a comprehensive suite of tools to streamline coaching practices and improve client engagement.

MyBooks is a desktop-based accounting software designed for small businesses, independent contractors, and accountants. It offers features such as invoicing, accounts receivable management, bank-feed imports, expense and transaction monitoring, financial reporting, online payment links, and the ability to send documents via email. Users can facilitate multiple accounts, import data from QuickBooks, and generate 1099 forms with ease. The application is compatible with Windows, macOS, and Linux operating systems, and it ensures that company data is stored locally on the user's device, rather than relying on a vendor-hosted service. MyBooks is available for purchase through a one-time fee that covers one year of updates, with additional user licenses priced at $49 each and optional annual update renewals at $49. Additionally, potential customers can take advantage of a free 30-day trial and benefit from a 90-day money-back guarantee, ensuring satisfaction before making a full commitment. This combination of features makes MyBooks an appealing solution for those in need of reliable accounting software.

Spark Hire is a video interviewing platform that allows you to conduct video interviews in over 100 countries. It's easy to use and has 5,000+ companies. Spark Hire was launched in 2012 and has grown to be the fastest-growing video interviewing platform. Spark Hire is used by organizations of all sizes to hire better employees faster than ever before. All plans include unlimited live video interviews, both recorded and one-way, with no setup fees or contracts. Register in less than 2 minutes and request a demo today to learn more!

Recognize is a reliable platform for employee recognition and engagement. This simple-to-use app integrates well to other applications like Outlook, Outlook, Workplace, Facebook, Sharepoint, Workplace by Facebook, and many more. Recognize's key features include automatic employee birthday and anniversary recognition, on-the spot social employee recognition, manager notifications and recognition, nomination voting, nomination voting and 100+ gift certificates. It also has a company-managed reward system and super customizable.

Event Booking Engines will take your event management and planning to the next level. This cloud-based Event Booking solution is ideal for venues, hotels, restaurants, caterers and hospitality groups. It offers online payments, proposal, contract management, BEO’s, calendar, online signatures, multilocation and room scheduling. Document and image management, staff scheduling and lead tracking. Event Booking Engines make it easy to automate and manage your business, while increasing revenue and cash flow.

LeadBoxer is a powerful lead generation and sales intelligence platform that can be used by small and large businesses-to-business (B2B). LeadBoxer is the most advanced online visitor identification solution and behavior tracking system. It allows sales and marketing teams identify and track customers and leads online, turn anonymous web traffic into actionable insight, and generate qualified leads to improve their business efficiency and grow their revenue stream. This software-as-a-service (SaaS), solution allows for lead and customer identification, filters, segments, dynamic lead scoring and notifications and alerts.