Alternatives to BPACRM365

Act! Advantage, a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform, is the culmination of nearly four decades of feedback. Every feature is designed to reflect how today’s SMBs run their businesses and helps them stay organized, attract new customers, and turn relationships into results. Act! Advantage includes the largest injection of new functionality in Act’s history, broadening its footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you.

SiteMinder's online hotel booking engine is highly-converting and allows you to increase bookings on your hotel website while reducing dependence on third-party sales channels. Get more direct online bookings without any commission. Make it easy for your guests to book. It's a simple 2-step process. Mobile-friendly, so guests can book from any device. Modern and sleek design allow you to visually present the hotel's offerings in the best possible way. Automated entry eliminates manual entry and guesswork. SiteMinder's platform helps you reach, attract and convert more visitors. SiteMinder's #1 ranking Booking Engine brings the demand right to your door. This is your chance to take control of your hotel bookings.

Pipeliner CRM is the AI-powered sales management solution designed to put salespeople first, delivering an intuitive, visual, and engaging experience that drives real productivity and rapid adoption for mid-sized, large, and enterprise teams. With comprehensive pipeline management, advanced AI assistance, no-code Automatizer workflows, and embedded business analytics, Pipeliner eliminates complexity while scaling effortlessly—reducing the need for third-party tools and dedicated admins. Key features include personalized user interfaces, multiple pipeline visualizations, automated approvals, relationship mapping, quota management, and AI-driven email support. Seamlessly integrate with Google Suite, Microsoft Suite

Maximizer CRM Software is loaded with features for powerful client management! Your monthly subscription includes modules for Sales Management, Marketing Automation, Customer Service, and third-party integrations. Maximizer is unique in that it offers both a cloud CRM solution and an on-premise, self-hosted option. Choose the best option for you. Maximizer CRM is easy to use, and you owe it your customers! Maximizer CRM Wealth Management is an integrated customer relationship management system that can be used by organizations of any size. Maximizer CRM can be deployed both in the cloud or on-premise. Maximizer CRM features include sales automation, marketing automation, customer service and support, business productivity tools, and customer service and support. Maximizer CRM is compatible with Excel, SharePoint and Outlook. Maximizer CRM's business analytics tools include customizable dashboards.

Not a coder? Not a problem. Kintone's visual application builder lets you drag and drop your way to custom enterprise apps that do exactly what you need. You can start from scratch or customize a pre-built app template. Collaborate with your team to build, test, and improve your app until you find your perfect workflow process.

Today's intricate business challenges require collaborative efforts from dedicated teams. To assist you and your team in mastering the art of effective collaboration, we have developed a comprehensive online guide. When you establish a collaborative environment for discussion and decision-making, the potential for success expands exponentially. Microsoft Teams consolidates all necessary resources into a unified workspace, allowing seamless communication through chat, virtual meetings, file sharing, and integration with various business applications. Enhance your team's synchronization with features like group chat, online meetings, calling, and web conferencing. Engage in collaborative document editing using integrated Microsoft 365 (formerly Office 365) tools such as Word, Excel, PowerPoint, and SharePoint. You can also incorporate your preferred Microsoft applications and third-party services to facilitate continuous business progress. Teams offers robust end-to-end security, comprehensive administrative control, and ensures compliance—all backed by Microsoft 365’s capabilities. Designed to accommodate various types of groups, Teams provides a free version with no commitments, as well as an option to access it within a superior suite of productivity tools. Embrace the power of teamwork and unlock new opportunities for innovation and growth.

LiveChat is the fastest and most efficient way to assist customers. LiveChat is a top-rated live chat and help desk software for businesses. It transforms teams into customer service superstars through its simple and intuitive applications. LiveChat offers a wide variety of add-on modules to support sales and marketing automation, as well as integrations with third party customer relationship management (CRM).

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Quickly and effortlessly locate and recover the precise data you need with a newly revamped user interface that is accessible from any location with internet access. It is advisable to utilize third-party backup solutions for your Office 365 data, as recommended by Microsoft. Barracuda Cloud-to-Cloud Backup provides rapid backup processes, exceptional granular restore features, and unparalleled user-friendliness. You can safeguard all your data across Teams, Exchange, SharePoint, and OneDrive, opting for either complete or granular restoration based on your requirements. Since your Office 365 data is already stored in the cloud, maintaining secure, encrypted backups within the same network enhances performance and allows for instant scalability. Barracuda Cloud-to-Cloud Backup empowers you to restore data from Teams, Exchange, SharePoint, and OneDrive either in its entirety or with meticulous detail. With comprehensive support for SharePoint, you can back up and restore all components, including various site templates, custom lists, permissions, and associated metadata, ensuring that nothing important is overlooked. This flexibility in data management provides peace of mind and enhances your overall backup strategy.

SP CRM is an intuitive yet comprehensive customer relationship management tool designed for Office 365, offering an all-encompassing view of sales activities and pipeline management. This solution facilitates the entire journey from marketing campaigns to lead acquisition, opportunity monitoring, and managing customer accounts. Since it is embedded within Office 365, it seamlessly integrates with Microsoft Teams and SharePoint, allowing your sales team to engage with the platform without the hassle of logging into a separate application. Being part of the Office 365 Digital Workplace enables sales representatives not only to monitor potential deals but also to access essential documents, information, and insights necessary to finalize transactions. Furthermore, the collaborative features of the portal empower various sales roles, including sales engineers, development teams, and management, to work cohesively. Additionally, when combined with SP Projects and SP Customer Service, it creates a holistic solution for managing customer relationships effectively. This integration enhances the overall efficiency of the sales process and fosters a more productive working environment.

SharePoint Flex CRM caters to businesses of all sizes that utilize SharePoint, aiming to optimize the management of interconnected data. We build on SharePoint's strengths while addressing its shortcomings, ensuring that your organization can leverage our two decades of expertise in relationship management software for substantial benefits. With SharePoint Flex, you can enhance operational efficiency, streamline processes, cut costs, and boost productivity, all while working within your current SharePoint framework. This solution enables you to organize and oversee information effectively, providing valuable insights into your business operations. Specifically crafted to amplify the capabilities and worth of SharePoint, SharePoint Flex facilitates the swift creation of tailored and scalable information and relationship management tools. By capitalizing on your existing SharePoint investment with an affordable yet robust solution like Flex, you are making a wise choice for your business's future. Not only are users already familiar with SharePoint, but Flex simplifies their experience even further, ensuring a seamless transition to enhanced functionality. Ultimately, adopting SharePoint Flex could lead to significant improvements in both efficiency and overall business performance.

Spendgo, an integrated loyalty and marketing platform, allows businesses of all sizes automate and manage campaigns. It creates a unified customer experience by connecting point-of-sale and e-commerce platforms to third-party solutions. Spendgo offers behavioral data as well as customer profiles, purchases history, which allows businesses to better engage their customers. Spendgo allows you to reach customers in-store, online, or via mobile.

PRECISIONscientia's KOL Data Solutions presents an extensive array of advanced tools aimed at uncovering and illustrating the influence of thought leaders, thereby enhancing engagement strategies and monitoring efforts. The Expert Dashboard delivers detailed profiles of physicians specializing in particular therapeutic fields, evaluating their connections, research contributions, clinical trials, presentations, and areas of expertise to create a holistic overview of potential collaborators. Additionally, it incorporates visual representations that clarify intricate relationships among thought leaders, aiding users in identifying emerging talents and classifying viable partnerships. The platform is adaptable to cater to the specific requirements of projects, allowing for the incorporation of external surveys and sales metrics to enrich the data. Meanwhile, the DOL Map zeroes in on digital opinion leaders, compiling and scrutinizing online dialogues to gauge their influence and significance regarding specific brands. This interactive solution captures live conversations in the scientific digital media sphere, offering valuable insights into trending topics and discussions. Ultimately, these tools empower organizations to make informed decisions in their outreach and engagement efforts.

Video chat can be used to connect with leads online and improve sales performance, whether it's Online Shopping or B2B Sales or Consulting Business. You can recreate the world-famous Live Video Shopping experience and offer a Product Demo. Online Consultations can be initiated without leaving the chat conversation. The video communication can be initiated directly from the chat, without the need for a third-party service provider. The entire experience can be done in one click, inside chat with the client, regardless of screen sharing requirements (presentation display or technical support). All agents can instantly access their call records after the call ends. All recordings can be found in our embedded dashboard even weeks later. Chat with your client to initiate a live video conference. Enable screen sharing to enhance collaboration

Online community platform that can be customized to connect, engage and retain users. Bettermode is an online community software that uses cloud technology to empower the next generation of branded communities. Your users can discuss and connect with each other under your brand. Users can create articles, ask questions, answer them, create polls and upvote, comment, and share many types of content. Use our modular community platform, native widgets, widgets, API to build habit-forming online communities. Bettermode provides unique value to clients through the following key elements. - A fully customizable community platform that allows you to display your community site exactly how you want. - Fully adaptable for your brand guidelines and navigation structure of primary website or product. - Add community experience to the customer journey with embedded widgets - Extensive API store and app store (SEO App, virtual coins App, social Log In and many more). - 20+ Integrations with top third-party apps (includes Zapier).

Cloud Yogi CRM enhances your management of customers and sales with its user-friendly interface. This platform provides numerous advantages for businesses by automating and refining various tasks, including project oversight, vendor coordination, client relationship management, sales tracking, complaint resolution, inventory oversight, and much more. Suitable for small to medium-sized enterprises, Cloud Yogi CRM adapts seamlessly to diverse business environments. Moreover, its mobile application allows users to remain connected on the move! The system is easy to implement as it requires no client software installation. With just an internet connection, users can access their data from anywhere. The cloud-based nature of the service ensures that data remains safe, secure, and readily available. Additionally, it can be effortlessly integrated with various third-party applications. Comprehensive documentation is available, and while the Target Integration team offers training, Cloud Yogi provides video tutorials and written materials to ensure you utilize the CRM effectively. This makes onboarding smoother and enhances user confidence in managing their operations efficiently.

When workflows are seamless, trust flourishes. Engage in real-time collaboration, share insights instantly, adhere to compliance requirements, and make informed, rapid decisions from any location with Financial Services Cloud and Slack. Enable senior bankers, analysts, compliance officers, and department heads to cultivate stronger client relationships. Oversee pipelines, collaborate effectively among deal teams, utilize both internal and external data, and guarantee that information reaches the appropriate individuals at the right moment. Transform your banking operations to prioritize customer needs and promote financial well-being. Equip employees to deliver smooth experiences across various channels. Adapt to the digital demands of the industry with multi-channel engagement, innovative product development, and streamlined processes. Issue quotes, handle service requests, and process claims all from a unified cloud platform, ensuring a comprehensive approach to client servicing. This integration not only enhances efficiency but also elevates the overall client experience.

SP IT Helpdesk is a versatile application designed for Microsoft Teams and SharePoint that effectively integrates helpdesk functions, change management, IT asset tracking, a calendar, discussions, and document management. Unlike conventional standalone help desk systems, SP IT Helpdesk merges business process automation with a collaborative experience for teams. Users benefit from a self-service MyIT portal accessible via MS Teams or SharePoint, simplifying the process of ticket submission and granting access to a comprehensive knowledge base, essential documents, and training links. IT personnel can utilize the secure Staff Portal within Microsoft Teams or SharePoint, which serves as a centralized hub for organizing IT tasks, communications, and documentation. Additionally, the platform features an integrated Power BI Dashboard that enhances visibility and reporting capabilities for management, ensuring informed decision-making and streamlined operations. This innovative approach fosters a more efficient and connected IT support environment.

StratusLIVE is software for social good that enterprise nonprofits, federations and foundations need to manage constituents and facilitate donor engagement. Our CRM and business platform integrate seamlessly across the organization, allowing for greater donor insight and streamlined internal communications. Our robust technology suite empowers nonprofits, not just to provide donor data in a single place. It is a more comprehensive solution that allows them to drive change and increase their impact based on a better understanding of donor intent.

Quiq is a customer engagement platform that delivers personalized interactions across SMS/Text messaging, Apple Business Chat and Google's Business Messages. You can create conversational experiences that your customers will love with Quiq's Conversational Engag Platform. You can orchestrate conversational interactions that include both bots as well as humans. A conversation can be initiated by any combination of native Quiq chatbots, third-party bot frameworks bots, and human agents.

Identify which data is both sensitive and essential for your business, then implement strategies to safeguard it throughout your entire digital landscape. Benefit from integrated labeling and information protection features available in Microsoft 365 applications and services. Utilize AI-driven classifiers, precise data matching, and a range of other functionalities for accurate classification. Set up and oversee policies while accessing analytics for on-premises file shares, Microsoft 365 applications and services, as well as desktop and mobile devices from a single dashboard. Additionally, provide a uniform protection experience for widely used non-Microsoft applications and services through a software development kit (SDK). Facilitate the identification and safeguarding of sensitive information throughout your digital ecosystem, encompassing Microsoft 365, Azure cloud environments, on-premises systems, hybrid solutions, third-party clouds, and Software as a Service (SaaS) applications. Perform scans on data both at rest and in active use to categorize information across various platforms, including on-premises file shares, SharePoint, OneDrive, Exchange, Microsoft Teams, endpoints, and non-Microsoft cloud applications, ensuring comprehensive management of sensitive data. By doing this, organizations can significantly enhance their data security posture and compliance efforts.

Expedify is a cutting-edge CRM that utilizes artificial intelligence to revolutionize the way companies handle their customer interactions. In contrast to conventional CRMs, Expedify is proactive and dynamic, offering real-time insights and automating communication to enhance decision-making processes. Highlighted Features: - Intelligent Automation: Anticipates customer actions, delivers tailored messages, and streamlines workflows for efficiency. - Interactive Multichannel Engagement: Facilitates direct communication across platforms like WhatsApp, eliminating the need for external applications. - Automated Customer Journeys: Tailors interactions and oversees the progression of leads from initial contact through to conversion. - Advanced Predictive Analytics: Leverages AI to project customer behaviors, enabling more informed sales and marketing strategies. Additionally, Expedify's innovative approach ensures that businesses can foster deeper connections with their clients, ultimately leading to increased customer satisfaction and loyalty.

Transform your disjointed customer interactions, whether they involve internal teams or external partners, into outstanding experiences that yield immediate financial returns and significantly enhance your Net Promoter Score. There is no need for a complete system overhaul. OvationCXM stands out as the pioneering CXM platform that integrates separated internal functions and third-party services, providing a cohesive understanding of your customer interactions across your entire ecosystem. Foster a shared perspective among different organizations to ensure fluid customer journeys and communications throughout your network. Obtain accurate responses to inquiries and deliver them efficiently through Messenger, our versatile digital interface encompassing webchat, email, phone, SMS, and beyond. Empower your teams and end-users with AI models that are trained and tagged with specific knowledge for delivering tailored, pertinent information. Utilize Smart Buttons and on-screen deep links to engage your customers effectively, leading to quicker and more informed resolutions. By streamlining these processes, you can enhance overall customer satisfaction and loyalty significantly.

SalesTown CRM is an all-encompassing software solution for customer relationship management that aims to optimize and improve the sales processes for organizations, regardless of their size. Featuring an intuitive interface along with powerful functionalities, SalesTown CRM equips users with tools for contact management, sales opportunity tracking, automation of marketing initiatives, and the generation of in-depth analytics and reports. Additionally, its ability to integrate with widely-used third-party applications facilitates a cohesive perspective on customer interactions. This makes SalesTown CRM an excellent choice for sales teams looking to boost their productivity, enhance customer engagement, and foster business growth, ultimately leading to more successful sales outcomes.

Heyday's Conversational AI platform is for retailers. It combines the power and human touch of AI to deliver 5-star customer experiences. An online sales assistant that never sleeps can capture, engage, and convert leads. Heyday personalizes your website's customer experiences by connecting to your product catalogue to provide tailored search results and recommendations. Your associates are only contacted when customers are ready for purchase. AI powers Heyday to create the ultimate personal shopper experience. Are you overwhelmed by repetitive customer service inquiries? Heyday's powerful Conversational Ai technology eliminates repetitive customer service requests and saves your team time. This allows them to focus on customer conversations with higher value and our chatbot takes care the rest.

One CRM, Built for Team Collaboration Say goodbye to fragmented workflows. Teamsale CRM combines powerful sales tools with real-time team communication, helping your entire team stay on the same page — from first contact to closed deal. Features built for efficiency: • Visual pipeline management with custom deal stages • Shared workspace for task assignments and follow-ups • Built-in messaging linked to specific deals or clients • File sharing and comment threads within the CRM • Alerts and updates to keep your team informed instantly Whether you’re a growing startup or an established business, Teamsale CRM helps simplify daily operations, improve communication, and accelerate your sales cycle.

Discover transformative insights through our innovative experience management platform, equipped with advanced AI technologies. Explore user feedback and data in unprecedented ways. Harness the strength of thorough data acquisition, encompassing everything from public datasets to customized external sources, enabling you to gather every crucial insight with ease. Move past superficial analysis with our next-generation technologies. Examine textual content, interpret emotional undertones, and derive intricate insights to enhance your decision-making and strategic planning. Convert unprocessed data into meaningful visuals and storytelling. Whether you desire integrated visualizations within the platform or prefer compatibility with external tools, our solution is tailored to meet your reporting requirements seamlessly, ensuring you stay ahead in your analytical endeavors.

The Life Sciences Cloud by Salesforce is an all-encompassing platform aimed at aiding pharmaceutical, biotech, and MedTech firms at every stage of the product lifecycle, from the initial clinical trials to the final commercialization phase. By leveraging AI-driven tools and insightful data, it enhances patient engagement, accelerates medical inquiry responses, optimizes clinical trial management, and boosts sales and marketing initiatives. The platform's features, including intelligent healthcare professional engagement, tailored patient services, and predictive analytics, enable organizations to create customized experiences, improve patient outcomes, and efficiently navigate complex regulatory environments. Additionally, its seamless integration with other Salesforce offerings and external tools ensures a comprehensive perspective of the healthcare landscape. This holistic approach facilitates collaboration and innovation among stakeholders within the healthcare industry.

Quickly initiate your initial customer engagement journeys with just a few simple clicks using our pre-designed templates. Even without technical expertise, you can effortlessly craft personalized engagement scenarios through a user-friendly drag-and-drop interface. Monitor your performance effectively and evaluate your influence on both sales and customer satisfaction. Seamlessly integrate social media, CMS, CRM, third-party applications, and brand partners to deliver exceptional experiences. This marketing solution is designed for easy implementation, transforming brand customer accounts into a dynamic engagement channel that drives results. With this tool, businesses can enhance their connection with customers like never before.

Maximize efficiency by accessing the data you've gathered within your CRM system without needing to re-enter it! Utilize third-party synchronization to seamlessly integrate a quote into your sales management platform directly from the opportunity sheet of your customer management software, establishing a clear connection between opportunity statuses and quote statuses. Additionally, the General Data Protection Regulation (GDPR) seeks to create a unified framework for data protection across Europe, reflecting advancements in technology. Understanding your prospects and clients is crucial for effective follow-up and business growth. With your CRM software, you can archive all commercial interactions, including emails, phone calls, and letters. This allows you to track the progress of sales opportunities and design targeted marketing initiatives that resonate with your audience. By leveraging these tools, you can enhance your overall business strategy and improve customer relationships.

Capture emails and content, help people find the right content faster, work more productively, automate workflows and improve team collaboration. All this while protecting your SharePoint data. Our SharePoint solutions will streamline your business processes and SharePoint workflows, and meet your business requirements. Our SharePoint experts at Colligo have developed Microsoft 365 SharePoint solutions that will help organizations become more efficient. Colligo uses SharePoint web parts and custom solutions to help businesses improve SharePoint user experience, Microsoft 365 app functionality, and protect your SharePoint intranet data. Our content management, document management and email management tools allow organizations to simplify records management and compliance, and make the most of their SharePoint investment.

You can migrate your content repositories to File Shares, older versions SharePoint, legacy Document Management Systems, and other third-party Content repository systems. Vyapin's SharePoint and Office 365 migration tool is enterprise-grade, feature-rich, and user-friendly. It handles all the difficult challenges associated with SharePoint migration. Vyapin's SharePoint migration solution doesn't need introduction. Our history speaks for itself! We were the first to offer File Share to SharePoint migration tools to customers around the world. Vyapin's SharePoint Migration software has helped thousands of customers manage complex migration scenarios, whether it be SharePoint Online or on-premise. It has been used with great finesse for over 18 years.

Our CRM, Divalto Weavy, enhances collaboration among teams and streamlines communication between the main office and field personnel, ultimately elevating your operational effectiveness. We recognize that customer relationships extend beyond mere strategy; they are fundamentally about connecting individuals. This CRM focuses on building connections, linking office staff with field agents and their clients, prioritizing human interaction. Equipped with advanced technology, a wealth of features, and extensive customization options, Divalto Weavy also serves as an open platform, seamlessly integrating with a variety of third-party tools such as marketing software, automation systems, email services, and web tracking applications. By leveraging the comprehensive capabilities of your web CRM—Divalto Weavy—you can ensure thorough oversight of your leads, prospects, and existing clients, fostering stronger relationships and better engagement. This interconnected approach not only enhances productivity but also cultivates a culture of collaboration within your organization.

Enhancing customer satisfaction and increasing return on investment are key objectives, and Oracle Maxymiser empowers both B2B and B2C marketers to craft optimized customer journeys on websites and mobile applications through techniques like testing, personalization, recommendations, and data insights. Identify effective strategies and high-converting elements effortlessly. The platform features a user-friendly visual editor that allows both non-technical and technical team members to collaborate seamlessly by toggling between visual editing and coding, making it straightforward to conduct A/B tests or intricate multipage funnel tests. By integrating audience data from various marketing platforms or external business sources with Oracle Maxymiser’s session data, marketers can gain a comprehensive understanding of the customer experience. Initiate A/B and multivariate testing while segmenting traffic to evaluate an array of variants as customers navigate through the sales funnel. Additionally, Oracle Infinity-powered Heatmaps unveil new testing possibilities and offer deeper insights into the digital customer experience, enriching the overall strategy for marketers looking to optimize performance. With these tools, businesses can ensure they stay ahead of the competition.

Experience a comprehensive solution tailored for every aspect of your restaurant with LimeTray's software suite. Enhance your online presence, streamline your operations, and elevate your marketing strategies all in one place. Offering complete marketing and technology services specifically designed for restaurants, LimeTray ensures you have the tools needed for success. Our dedicated support team is readily available via phone and live chat every day of the week, providing assistance whenever you need it. You'll also receive a personal account manager to guide you through our range of products and services. The seamless connectivity between all LimeTray offerings allows for holistic visibility across your business from a single platform. Effortlessly manage critical integrations—such as third-party services, POS systems, and online payment solutions—within LimeTray’s ecosystem. Consolidate all your online orders directly into your POS system, eliminating the hassle of manual entry. With LimeTray Merge, you can effortlessly relay orders straight to your POS, ensuring a smooth workflow. This also features seamless integration with CRM systems, loyalty programs, and analytics, enhancing your overall operational efficiency. With LimeTray, you can unify your restaurant's various functions and streamline processes for a more effective business strategy.

IdeaCloud provides an innovative blend of services and technology designed to assist brands in acquiring and retaining customers through a dynamic interactive platform. This storytelling platform enhances conversations around technology by offering a context that is easily comprehensible for customers. Utilizing a patent-pending, cloud-based trigger system, IdeaCloud produces striking visualizations that animate technology, allowing it to be seamlessly displayed across various screens and devices with simple clicks, touches, or swipes. The effectiveness of IdeaCloud is further amplified by a talented team of visual storytellers and expert collaborators who skillfully weave together narratives using animation, mobile applications, and an extensive array of digital formats to vividly illustrate use cases. The simulations created by IdeaCloud are particularly well-suited for keynotes, sales meetings, trade shows, and similar events, as they effectively bridge the gap between the audience and the experience, fostering deeper engagement. By offering immersive storytelling, IdeaCloud ultimately transforms the way brands communicate with their customers.

Intapp Documents revolutionizes Microsoft SharePoint by transforming it into a robust content management system tailored for enhancing collaboration on engagement documents within your firm. By seamlessly integrating with Microsoft 365, your teams gain straightforward access to engagement-focused SharePoint sites, allowing them to organize metadata in a way that leverages AI tools such as Microsoft Copilot, thus streamlining document collaboration workflows. This solution is specifically designed to cater to the preferences and requirements of your professionals, making document management simpler and collaboration more effective, all directly through Microsoft Outlook and SharePoint. By optimizing content management workflows to align with your firm’s operational style, Intapp Documents enhances the delivery of engagement services right from these platforms. Enjoy a holistic view of client work with content that syncs effortlessly across Microsoft 365, ensuring that your firm remains productive and connected. Ultimately, this integration not only boosts the return on investment for your Microsoft 365 resources but also enhances compatibility with other Intapp offerings, paving the way for a more integrated and efficient work environment. As a result, your firm can achieve greater engagement growth and improved operational efficiency.

Excellon DMS is the foundation of your dealer network, overseeing inventory, sales, CRM, and finance. Our solutions support dealerships worldwide, spanning Mexico, Colombia, Brazil, and India. We offer the following apps to enhance your operations: the Salesperson App, empowering your sales team for increased productivity and engagement; the Technician App, streamlining service workflows for faster and more efficient operations; and the Customer App, enhancing the customer experience with instant access to services. Interested in learning more? Explore our Digital Highway solutions. Our cloud-based DMS drives efficiency reduces costs and keeps you ahead of the curve. We're just a click away!

"INSTANTInsight" is a native app for tablets that allows restaurants, hotels, fitness centers, retail shops, etc. to measure customer satisfaction using touch screen tablets. These tablets are displayed at service counters, lobby areas and offices, as well as in entrance halls. The app can be downloaded for free on the Google Play™, and provides access to our "ONE-click On-Site Survey System". Your customers can instantly share their feelings about your products and service by tapping stars or smiling faces on a tablet screen. Two languages simultaneously displayed the survey.

Methvin is a Collaborative Portal that connects Clients and Contractors. Change from an adversarial approach to managing clients to open communication. This will improve and foster relationships and result for both sides. This will create a foundation for a motivated team, and encourage individual contributions to the goal of delivering your project on time and within budget. Methvin Agile allows you to organize your project visually in a way that is more intuitive than other software packages. Methvin Agile will offer you a place to store and use important drawings and documents. These documents cannot be deleted once they are loaded. However, they can be retired and replaced by a newer version. Agile will also facilitate the management and closure of incidents on-site, including: Management System Estimating Software Gantt Scheduler Takeoff tool Contract documentation Drawing register RFIs for Clients

Customer loyalty acts like compound interest in the retail sector. Omneo equips your customers with the necessary tools to actively participate in the sharing and management of the zero-party data essential for today’s services while facilitating a seamless transition for their future interactions. Additionally, Omneo empowers your team with the insights and resources needed to provide personalized service, ensuring that both current and future customer experiences are relevant and immensely valuable. The platform offers retail brand teams advanced technology, expert guidance, and comprehensive support to significantly enhance customer engagement, loyalty, and advocacy. By enabling innovative interactions, Omneo fosters discovery and rewards exceptional staff performance. Specifically tailored for retailers, Omneo allows both businesses and customers to privately collect, manage, and exchange zero-party data. This empowers your team to craft engaging, convenient, and meaningful services and experiences, ultimately captivating customers and building enduring loyalty. In a rapidly evolving market, leveraging such capabilities can set your brand apart and solidify lasting customer relationships.

netDocShare enables real-time viewing and editing of NetDocuments content across Teams, SharePoint, and various web applications. This tool empowers your organization to access and modify any NetDocuments content seamlessly within Microsoft Teams, SharePoint, or other preferred web platforms. You can easily pin the netDocShare app to the Teams navigation bar, incorporate it into Team Channel Tabs, or add it to a SharePoint or web application page for convenient access to NetDocuments content stored in Cabinets, Workspaces, Folders/Sub-Folders, CollabSpaces, as well as Saved Searches and Filters. The interface is designed to be user-friendly for individuals without technical backgrounds, allowing for straightforward live viewing of NetDocuments content like Documents, CollabSpaces, Saved Searches, and Filters within SharePoint. With rapid deployment and configuration of WebParts, it presents documents from various sources, including folders, workspaces, and cabinets, ensuring an enhanced user experience. The folder tree structure is designed to mimic the familiar environment of systems like Windows Explorer, making navigation intuitive and efficient for users. This robust integration ultimately streamlines workflows and enhances collaboration across your firm.

AnyRoad equips prominent consumer brands with the essential technology and insights required to create exceptional live events and experiences. The dynamics of how consumers engage with brands are evolving significantly. Industry frontrunners dedicate more resources to interacting with their customers through both virtual and in-person events, leading to enhanced loyalty, increased revenue, and ultimately a higher lifetime value for customers. AnyRoad simplifies the process of executing live events and experiences. By removing data silos, we empower teams by integrating registration, payments, check-ins, and guest communications, all while providing real-time insights within a single platform. This streamlining facilitates scalable experience operations through tailored and repeatable workflows, allowing teams to achieve more efficiency with fewer resources. Additionally, by gathering first-party data from these experiences, brands can gain comprehensive insights into consumer behaviors, preferences, and feedback. This enables them to accurately measure the effectiveness of their events and compare their performance against competitors in the industry. Ultimately, AnyRoad is committed to transforming how brands connect with their audience in this rapidly changing environment.

The business software enhances the established CRM capabilities of Dynamics 365 Sales by integrating them with ERP system functionalities, thereby encompassing the essential business operations across all organizational sectors, including sales, marketing, customer service, production, purchasing, warehousing, and distribution. By merging CRM and ERP systems, it fosters a cohesive user experience characterized by uninterrupted business processes, a unified database with no interface barriers, and a consistent user interface. Furthermore, the integration of custom software components from ERP systems is meticulously designed to meet the unique requirements of each organization. The phased rollout of both ERP and CRM software components through agile project management not only yields immediate business benefits but also promotes quick value realization and strong user acceptance. Additionally, audius:CRM+ERP facilitates connections to a diverse array of software within the Microsoft technology ecosystem, enabling the incorporation of service processes, business intelligence, and marketing automation. This synergy not only enhances operational efficiency but also positions companies to better adapt to evolving market demands.

Calendly is a modern scheduling platform that helps individuals, teams, and organizations save time and reduce the hassle of booking meetings. With Calendly, you can set your availability, share a custom link, and let invitees pick a time that works — all without the back-and-forth emails. The platform syncs automatically with your existing calendars, avoiding conflicts and keeping everyone in the loop. Ideal for professionals across sales, recruiting, customer success, consulting, and more, Calendly supports one-on-one meetings, team availability, group sessions, and automated lead routing through round robin scheduling. Built-in time zone detection, buffer settings, and meeting limits ensure control over your schedule, no matter how simple or complex. Calendly integrates seamlessly with your existing tech stack, including Google Calendar, Outlook, Zoom, Microsoft Teams, Salesforce, HubSpot, Slack, and payment tools like Stripe. Automate reminders, follow-ups, and post-meeting workflows to keep your process running smoothly. From solo entrepreneurs to enterprise teams, Calendly helps you schedule smarter and make every meeting count. Get started for free—no credit card required.