Business Software for Salesforce

Teamwork.com is a professional services automation platform designed to help service businesses run projects, resources, and financials from one connected workspace. The platform gives teams visibility into project profitability, billable utilization, budgets, workloads, client communication, approvals, timelines, and delivery performance. Teamwork.com helps organizations plan capacity, forecast demand, assign the right people to the right work, and identify underutilized or overutilized team members. Its financial management capabilities help teams track billable hours, monitor margins, stay aligned with budgets, and spot unprofitable projects before they close. Client management tools centralize project communication, approvals, status updates, reports, and dashboards in a shared workspace for teams and clients. TeamworkAI helps users move faster by turning updates into tasks, applying smart filtering, supporting resource management, and integrating with AI models such as Claude and ChatGPT. The platform also includes 150+ integrations, ready-made templates, onboarding support, implementation resources, and security protections. Teamwork.com is designed for agencies, IT services and software companies, consultancies, accounting firms, finance teams, and professional services businesses. By combining project delivery, resource management, profitability tracking, AI productivity, client collaboration, integrations, and reporting, Teamwork.com helps teams deliver better work with less operational stress.

GreenRope CRM is an all-in-one CRM. It accelerates growth by increasing awareness and generating leads. With an intuitive and easy-to-use interface, you can leverage advanced automation, predictive analytics, AI, and artificial intelligence (AI). GreenRope's many features will help you connect with your clients and leads. All the tools you need for engaging your contacts, including email marketing, social media, advanced marketing automation, and more are at your fingertips. It's easier than ever to stay in touch with your contacts and be top of mind.

WebinarGeek offers the most comprehensive webinar platform. Hosting successful webinars is easy with interaction, assessments, evaluations. To get the most out of your webinar, integrate your favorite marketing tools. You can create your own channel to share webinars. All fully GDPR-compliant and at a great price. WebinarGeek is the best platform to host your webinars. Completely browser-based, no download required. WebinarGeek is free for 14 days. No payment details are required.

It's easier than ever to personalize your join.me experience. You can personalize your meeting link to suit your needs. It can be branded to your company, the meeting subject, or even your personality. Your personal link allows people to get to know you and your brand before they even enter the meeting. Your personal URL and your personal background work together. Both make your account and meeting room unique. You can give your attendees a fun picture or brand the background with your company logo. It's easy to modify so you can even change it up for holidays. It's yours. Join.me toll-free seamlessly integrates with the join.me features that you rely on every single day: audio, recording and scheduling. Remote control is also available. Toll-free eliminates the need to worry about customers paying for your call. Competitive rates are offered without any hidden fees or overage fees.

Maximize revenue, increase sales and acquire your total addressable market. Find 1000 companies in the U.S. with 50 employees or more that use Salesforce OR Marketo. Next, find 25 contacts per company (25,000 total), that have directors or higher with the titles of sales, marketing, or IT. Include perfect emails, direct dials, and insights for all accounts and contacts. Once you have completed the upload, please exclude any contacts from our CRM and remove them from Salesforce. Artificial intelligence validates emails for all your ideal accounts and contacts. Artificial intelligence validates your phone numbers for all your ideal accounts and contacts. You can quickly build lists of the most profitable contacts. Quickly create lists of your most lucrative accounts. Our proprietary sales AI search engine allows you to research millions of accounts and contacts.

Conversational AI simplified. We automate Customer-Facing Conversations. Simple, Fast, Efficient. The most popular and easy-to-use Conversational AI platform. Integrate across all channels and tools, in any language. In minutes, launch. All bots in your organization can be managed on one platform. This platform is both for technical and non-technical people. No coding required. Plug and play technology. Agent+AI®, hybrid model (real time supervised learning). Omnichannel integration (communication channels & backend systems).

Systems fail as companies grow. Each team creates their own process, data becomes siloed and efficiency suffers. Operations teams must be central to growth in order to grow better. Data Hub provides a unified toolkit that connects apps, cleans customer records, and automates business processes through a single CRM platform. The result? The result? A business that is efficient, aligned and adaptable, which delivers a frictionless customer experience. This package is simple and straightforward. It synchronizes your apps and data. Bidirectional sync, custom field mappings and filtering are all available so that all your teams can stay in sync. Eliminate time-consuming data cleanup. Automated automations allow you to automatically fix format names and date properties. HubSpot gives you the freedom to store and customize your data.

Looker reinvents the way business intelligence (BI) works by delivering an entirely new kind of data discovery solution that modernizes BI in three important ways. A simplified web-based stack leverages our 100% in-database architecture, so customers can operate on big data and find the last mile of value in the new era of fast analytic databases. An agile development environment enables today’s data rockstars to model the data and create end-user experiences that make sense for each specific business, transforming data on the way out, rather than on the way in. At the same time, a self-service data-discovery experience works the way the web works, empowering business users to drill into and explore very large datasets without ever leaving the browser. As a result, Looker customers enjoy the power of traditional BI at the speed of the web.

You can easily create actionable videos anywhere you are to increase engagement, bookings, sales, and revenue. Increase engagement on social media and emails. You will have more meaningful appointments in your calendar. Your sales funnel will help you get more prospects. Dubb video landing pages can be easily sent via email or SMS to convert viewers into clients. We are here to meet you wherever you are. Get a free trial of Dubb today to discover how we can help you with video. You can easily create dynamic business videos using the Dubb Mobile App. You can share your videos on your favorite channels, and make multiple calls-to action. Track your contacts' engagement via email, forms, video, and calls-to action. The Dubb Mobile App allows you to easily create dynamic business videos. To increase conversions, share to your preferred channels. Track your contacts' engagement via email, video and calls to action.

Boost the growth of your business with Dynamics 365, a cutting-edge suite of CRM and ERP solutions. Integrate your data seamlessly. Gain insightful predictions. Attain remarkable outcomes. Make informed choices. Implement strategies that propel your business forward. Cultivate and enhance valuable relationships. Elevate both productivity and performance metrics. Access a comprehensive view of your customers. Identify and develop promising leads. Craft cohesive customer interactions. Keep abreast of market shifts. Provide exceptional customer experiences more swiftly. Streamline resources and enhance technician efficiency. Lower operational expenditures. Transform your conventional global financial management practices. Streamline processes for heightened efficiency. Minimize operational costs and simplify financial complexities. Transition from reactive to proactive operations. Modernize and ease your manufacturing and supply chain processes. Extend the longevity of your assets. Integrate your physical and digital sales channels. Foster brand loyalty through meaningful engagement. Surpass customer expectations consistently, ensuring they feel valued and understood.

Zoho Campaigns is an email marketing automation tool for all types of businesses and is a part of Zoho's suite. It allows you to create, send, and track reports of email campaigns. It also helps you to view and discuss reports with your team, as well as organize all your contact data from any location. The mobile application of Zoho Campaigns also makes your email marketing easier and more efficient. Integrating Zoho Campaigns in your business will allow you to fully engage your audience, build lasting relationships with your contacts and enhance your brand's identity. Zoho Campaigns offers a forever-free plan that will help you send 6000 emails per month to 2000 contacts. Standard, professional, and Pay-as-you-go are the other options available in pricing. And these can be monthly or yearly paid. Features in Zoho Campaigns include contact management, topic management, A/B testing, Automation, eCommerce email marketing, integration with 50+ in-house and third-party integrations, etc. that will help you plan and perform smooth email marketing for your brand.

Zoho Survey is a flexible cloud-based tool designed to simplify creating surveys and questionnaires. With over 300 templates, 25 question types, and an intuitive drag-and-drop interface, it caters to businesses of all sizes looking to streamline data collection and experience management. Enhance surveys with features like skip logic, piping, scoring, multilingual support, and white-labeling to match your brand. Distribute surveys easily via email, social media, QR codes, links, or offline methods. Powerful reporting tools, including cross-tab analysis and sentiment insights, help turn feedback into actionable results. Zoho Survey integrates effortlessly with Zoho apps, Salesforce, PowerBI, Zapier and other platforms, while Survey Panels let you target specific groups. Built-in security features, including SSL encryption and password protection, keep your data safe and secure. Whether you’re capturing customer feedback, improving employee engagement, or gathering data for smarter decisions, Zoho Survey provides a reliable and versatile solution. Try it today!

Companies with outstanding aftersales management will find the interactive parts catalogs a valuable tool. Components Engine allows you to publish your catalogs online, offline, or in PDF. The 3D parts catalogue is the future of spare parts management. Components Engine makes it easy to create interactive, intuitive 3D parts catalogues. Components Engine Claims, the new feature that allows you to manage warranty claims completely within the online parts catalog, is called Components Engine Claims. It allows you to have a seamless and clear process that improves your efficiency and customer satisfaction. Components Engine uses its vast experience to create interactive parts catalogues and in PDF web portals to handle aftersales service and web solutions to store technical documentation online.

Gmail is a cloud-based email and communication platform built to simplify business and personal communication through AI-powered productivity and advanced security features. The platform uses Gemini AI to help users draft emails, generate responses, summarize conversations, and improve writing quality while saving time throughout the workday. Smart Compose and Smart Reply further enhance efficiency by suggesting complete phrases and quick responses that streamline email communication for busy professionals. Gmail also helps users stay organized with automated reminders, intelligent search capabilities, and contextual information such as travel reservations, purchases, and appointment details displayed directly within the inbox. Integrated access to Google Meet, Google Calendar, Google Chat, and Tasks allows teams to manage meetings, messaging, schedules, and collaboration without switching between multiple applications. Businesses can create professional email addresses tied to their domain names while using tools like mail merge and customizable templates for customer outreach and marketing campaigns. Security remains a core advantage of Gmail, with AI-powered threat detection that blocks the vast majority of spam, phishing attempts, and malware before they reach users. The platform also includes encryption, compliance controls, and Google’s secure cloud infrastructure to help organizations protect sensitive information and reduce cybersecurity risks. Available on computers and mobile devices, Gmail provides flexible and reliable communication tools for businesses, remote teams, and everyday users worldwide.

Dialpad Connect is a comprehensive AI-driven communication platform that unites voice, video, and messaging channels to improve both internal teamwork and customer engagement. The platform provides smart features such as live call transcription, voicemail transcription, AI-powered call recaps, and recommended next steps, allowing users to be fully present in conversations without missing key details. It offers deep integration with leading business applications including Salesforce, Microsoft Teams, Zendesk, and Google Workspace, creating a seamless experience across tools. Built on a resilient dual-cloud architecture, Dialpad ensures enterprise-level performance with 24/7 support, disaster recovery, and a 100% uptime service level agreement. Privacy and security are foundational, with certifications like GDPR, HIPAA, ISO, and SOC 2 safeguarding user data. Dialpad Connect supports a broad range of business sizes, from small teams to large enterprises, enabling better communication and faster decision-making. Its AI capabilities also include live coaching for agents during calls and detailed analytics to improve customer satisfaction. This platform empowers businesses to transform every conversation into a valuable opportunity.

Zil Money offers: Pay By Credit Card: Use credit cards even when your vendors don't accept them. ACH Payment: Make one-time or recurring ACH/RTP payments in one click. Wire Transfers: Send money electronically from one financial institution to another. Bill Pay: Pay & schedule bills online, managing supplier payments & reducing risk. Digital Checks: Digitize your paper checks and make your payments via email or text. Software Integrations: Integrate Zil Money with your accounting and payroll software. Cloud Bank: Open an online bank account with ZilBank.com. Streamline your payment management & save Check Printing: Drag and drop to instantly create checks & print using any printer. Payment Link Create and send a secure URL for customers to make online payments easily. The platform enables businesses to fund payroll by credit card, pay vendors by credit card, pay using a credit card without a payee fee, pay by credit card & receiver gets funds as a wire transfer or ACH. Payroll funding by credit card: avoid cashflow problems during paydays, preserve cash, earn rewards

Track expenses, pay bills and generate invoices. Collect payments, plan trips and manage company credit cards. All your preccounting in one app Expense Management – Snap a photo from a receipt with SmartScan to make expense reporting, approval, next day reimbursement, and syncing your accounting software. Expensify Card – Get the best business card for faster expense reporting, making corporate card reconciliation and expenses a breeze. Bill Pay - Send your vendor invoices to Expensify for automatic tracking and approval. Invoices – Create and send invoices while collecting payments and syncing to your accounting package. Travel - Book flights and hotels by speaking with Concierge, your personal travel planner. Personal Payments – Split bills, request payments and chat with friends. Expensify.cash is a great place to start!

Eventbrite is an event technology and ticketing platform that allows businesses to sell tickets online and helps people find events that spark their passions. Eventbrite hosts events of all sizes, including workshops, concerts, conferences, and world-renowned film festivals and music festivals. Eventbrite's powerful platform is accessible online and via mobile apps. It can handle everything from basic registration to ticketing, all the way up to event management. Eventbrite Boost is now available: The only platform specifically designed for events. Eventbrite Boost lets you market to more people and manage all your events from one place. Feel legit, look legit. You can easily create marketing materials that stand out. Marketing tools that become smarter with each use can help you save time and money. Easy-to-use promotional tools can help you get your event in front more people and increase registrations.

Solutions under HexaFair include Hybrid/Virtual Exhibitions Platform Hybrid Exhibitions, Trade shows, B2B Trade Exhibitions, B2C Trade Fairs, Virtual Exhibition and Virtual Fairs, Virtual Motor Show, Virtual Industry Expo Conference and networking Events like Hybrid events, Virtual events, Virtual summit, Virtual Community Networking Meet. Virtual Career, Educational and Job Fairs/Exhibitions

Cincel is the software that allows you to easily and securely create legally binding signature workflows with smart functions (Autograph Signature + Advanced Signature like e.firma/FIEL from SAT and FIREL from the PJF + Audit Trail) for Mexico and Latin America. Cincel is the first Cloud Trust Services Provider in Mexico and Latin America, accredited as a Trust Service Provider (PSC) by the Ministry of Economy of Mexico, being the first fully cloud-based. This enables us to offer trust services with legal and technological compliance through Confianza 360, an all-in-one platform that includes services such as Advanced Signature with NOM-151, Identity Verification (Biometrics), CLM - Contract Lifecycle Management, Background Check, and PKI Infrastructure.

Instant happiness, instant responses With Zoho Desk's embeddable Chat widget, you can respond to customers immediately. The embedded chat widgets of Zoho Desk allow you to be at your customers' side when they can't find the answer in your Help Center. Customers can instantly contact your agents via the Help Center to get answers and help faster. Agents can convert chat conversations into tickets if a customer has a more complex issue. Agents can save all chat conversation context, so there is no lost time. Your chat tickets can be left with the team's trusted experts. Zoho Desk allows you to assign tickets from different channels to specific agents and teams. This allows agents to work more efficiently and customers can feel secure.

FROGED is a secure omnichannel platform that unites Human Touch and AI to help businesses connect with customers in smarter, faster, and more personal ways. With full visibility, traceability, and centralized data, FROGED empowers agents and managers to boost efficiency, productivity, and revenue while keeping people at the heart of technology. Key Features: Unified Omnichannel Inbox: Manage all conversations across all channels in one place, without losing context or personalization. Campaigns & Conversational Marketing: Engage customers at scale with segmentation and hyper-personalization, turning one-to-many outreach into one-to-one interactions. AI Copilot & Workflows: Automate Tier 1 support, summarize interactions, and create custom workflows that integrate seamlessly with your tools.

Tidio is a top-tier customer service platform that blends live chat, chatbot automation, and AI agents to help businesses provide quick, efficient support at scale. Known for its powerful automation features and intuitive interface, Tidio is trusted by over 800,000 businesses globally. Connect with website visitors through real-time chat and manage all conversations from email, Messenger, Instagram, and more in one centralized dashboard. Streamline support with integrated ticketing tools that work seamlessly alongside both chatbots and live agents. Easily build custom chatbot flows with a visual, no-code builder to capture leads, respond to FAQs, and automate messaging. Leverage Lyro, Tidio’s conversational AI agent, to handle up to 64% of customer inquiries using advanced natural language understanding. Simple to set up and use—no coding required. Fully GDPR-compliant and secure. Scales effortlessly for eCommerce, SaaS, and service-based businesses. Includes a 7-day free trial. Key Features: • Live Chat (widget and social media integrations) • Help Desk (all communication in one dashboard) • Chatbot (automation for common use cases such as customer help and lead generation) • AI Agent (resolve incoming issues with Tidio's conversational AI, Lyro) • Multichannel Integration (social media, help desk software, and platforms such as WordPress, Shopify, and more) Users praise Tidio's intuitive design, visual interface, and simple deployment. Multiple plans available for all business needs and requirements.

With Rocketseed email signature software you can create and manage professional company email signatures simply, securely and at scale. Centralized control guarantees consistent email signature branding across your business. Adding clickable marketing banners drives traffic to your website, social profiles and sales platform. Rocketseed’s analytics and reporting shows your email signature success, often delivering a 99% open rate and 20%+ engagement. Rocketseed is compatible with all email clients so you can create and manage email signatures for Microsoft 365, Google Workspace and Exchange. Rocketseed email signatures are mobile-optimized to display perfectly on every device. SME and enterprise businesses across the globe trust Rocketseed email signature management software. Book your personalized demo to get started.

HoneyBook makes it easy for independent business owners to communicate with customers and clients, manage projects, and get paid—all in one place. With the help from our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.