Best Data Management Software for Box

Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.

Dynamo Software is the leading end-to-end, AI-powered platform for alternative investment management, centralizing and automating front-to-back-office operations for both General Partners and Limited Partners. Trusted by 1,000+ global clients managing more than $10T in AUM, Dynamo replaces point-tool ssprawl with one secure platform. Dynamo v3.0 delivers an intelligent, intelligent interface built for investment professionals, with Blueprint pre-configured hubs, layouts, and reports that accelerate onboarding and adoption. For General Partners, Dynamo unifies CRM, deal sourcing, fundraising, investor relations, portfolio monitoring, and cloud-native fund accounting on a single data foundation. Engagement scoring surfaces high-intent LPs to shorten fundraising cycles, while digital onboarding with e-signature, KYC orchestration, and ongoing AML monitoring accelerates closes and strengthens compliance from first contact. A white-label Investor Portal automates capital calls, distributions, and tax document delivery, and 70+ audit-ready reports aligned to US GAAP, ILPA, and Invest Europe keep financials and investor communications consistent. For Limited Partners, Dynamo consolidates research, diligence, and multi-asset portfolio management into a single source of truth. Analyst evaluations, IDD and ODD notes, and manager pipelines live in one searchable environment. Performance analysis at the investment, asset class, or total portfolio level supports confident allocation decisions. HoldingsInsight enriches holdings data to reveal look-through exposure by sector, region, currency, and country of risk, and cash flow modeling and what-if scenarios turn reactive reporting into proactive oversight. DynamoAI is natively embedded across both experiences. It does not sit on top of your investment data, it operates from within it. Purpose-built agents categorize and tag records, convert PPMs, pitch decks, and capital call notices into structured data, surface relationship intelligence, flag performance anomalies early, and draft screening memos, IC memos, and quarterly reports for review. Teams ask questions in plain language and get answers backed by source records. Firms can also bring their own AI through Dynamo MCP connectors, reaching Dynamo data directly with the same permissions and the same audit trail.

Ansarada is a SaaS company that provides world-leading AI-powered Virtual Data Rooms and dealmaking tools. These tools include advanced AI insights and automation, next level Q&A and collaboration, plus purpose-built, digitized and customizable workflows and checklists for M&A, capital raising, business audits, tenders and other high stakes outcomes. Unlike some competitor Virtual Data Rooms, Ansarada offers free trials, 24/7 localized expert support, integrated Q&A via email, AI-assisted deal prediction, plus easy drag and drop upload and superior document security controls. Ansarada is designed to drive stronger business outcomes based on best practices from over 35,000 transactions. More than just a Virtual Data room, Ansarada provides end-to-end deal management to help you maximize your potential and stay in control. Keep your files in a centralized repository for always-on deal activity, and share your files securely with Secure File Share.

SmartDraw makes professional drawings and diagrams accessible to everyone. Non-technical users can quickly create floor plans, while professionals get the precision and scale they require. With industry-leading floor planning tools and an intuitive interface for traditional diagramming like flowcharts and organizational charts, SmartDraw delivers enterprise-ready power without unnecessary complexity. Key features: - Large collection of symbols and templates - Ability to create custom shapes - Import PDFs, images, Google Maps, Visio files, Visio stencils - Draw to any scale - Enrich drawings with data - Generate manifest and bills of materials - Generate diagrams from data automatically like org charts, AWS, Azure, PI Boards, and more - Use natural language text prompts to generate diagrams with AI - Save files directly to OneDrive, SharePoint, or Google Drive, or other preferred provider - Integrations with the Microsoft and Google enterprise stack plus Confluence and Jira

Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. Titan brings these experiences into a single Salesforce-first platform, with data connected to Salesforce in real time rather than creating another place for it to live. Give customers, partners, and employees secure ways to interact with Salesforce. Collect and update information through dynamic forms, build branded portals, generate documents from Salesforce data, collect signatures, run surveys, and automate complex business processes. For forms and portals, Titan AI Studio gets you to a strong first version faster. Describe what you need in plain language and Titan creates the structure, fields, styling, and Salesforce mapping. Then refine the details in the visual builder. Titan AI understands your Salesforce data model, including objects, fields, and relationships, without accessing sensitive Salesforce record data. You get AI-assisted speed while staying in control of what gets built and how it works. Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes.

StrongDM is a People-First Access platform that gives technical staff a direct route to the critical infrastructure they need to be their most productive. End users enjoy fast, intuitive, and auditable access to the resources they need, and administrators leverage simplified workflows to enhance security and compliance postures. - We open up a clear, direct path that gives individualized access to the right people and keeps everyone else out. - Total visibility into everything that’s ever happened in your stack. Security and Compliance teams can easily answer who did what, where, and when. - Admins have precise control over what each user has access to—without these controls ever getting in the way of productivity - IT, InfoSec, and Administrators have precise controls. Unauthorized access is eliminated because users never see resources they don’t have permission to use. -All past, present, and future infrastructure is supported - Responsive 24/7/365 customer support.

Utilizing the data that's spread across your organization shouldn't be so difficult! With Zuar Runner you can automate the flow of data from hundreds of potential sources into a single destination. Collect, transform, model, warehouse, report, monitor and distribute: it's all managed by Zuar Runner. Pull data from Amazon/AWS products, Google products, Microsoft products, Avionte, Backblaze, BioTrackTHC, Box, Centro, Citrix, Coupa, DigitalOcean, Dropbox, CSV, Eventbrite, Facebook Ads, FTP, Firebase, Fullstory, GitHub, Hadoop, Hubic, Hubspot, IMAP, Jenzabar, Jira, JSON, Koofr, LeafLogix, Mailchimp, MariaDB, Marketo, MEGA, Metrc, OneDrive, MongoDB, MySQL, Netsuite, OpenDrive, Oracle, Paycom, pCloud, Pipedrive, PostgreSQL, put.io, Quickbooks, RingCentral, Salesforce, Seafile, Shopify, Skybox, Snowflake, Sugar CRM, SugarSync, Tableau, Tamarac, Tardigrade, Treez, Wurk, XML Tables, Yandex Disk, Zendesk, Zoho, and more!

Keep your team's minds in sync with Miro (formerly RealtimeBoard and AWW app). A virtual whiteboard and remote collaboration tool, Miro helps cross-functional teams work more efficiently together to build great things. The platform allows teams to ideate, visualize, and share ideas without any boundaries. It comes with over 200 pre-made templates for capturing and visualizing ideas, collaboration tools such as comments, chat, screen sharing, and video chat, and integrations with popular business tools. Miro AI. You and your team, supercharged. You're here to create the next big thing and we're here to help. Unlock the power of your ideas with Miro AI – your new launchpad for creativity, collaboration, and productivity.

Domo’s AI and data platform business is now part of Progress Software. Domo's cloud-native AI data readiness platform complements and significantly broadens Progress' data platform offerings, creating powerful synergies to deliver innovative, secure and scalable AI data readiness solutions worldwide. Together, these capabilities will help customers turn fragmented enterprise data and knowledge into governed, AI-ready intelligence, improving the security, governance and cost of AI-powered initiatives. Domo is the agentic platform for the intelligent enterprise, helping organizations connect, govern, activate, and distribute data and AI. Domo works with cloud data platforms including Snowflake, BigQuery, and Databricks to turn governed data into AI agents, apps, workflows, dashboards, and analytics. Its data foundation, activation, and distribution layers help teams build and deliver intelligence where work happens, with governance, security, and access controls across data and AI.

Get powerful actionable insights on your business with Zoho Analytics (formerly Zoho Reports), a self-service business intelligence and analytics software. With Zoho Analytics, businesses can connect and import data from any source, analyze data through visual reports and dashboards, and share and collaborate on reports and dashboards securely. The platform also offers out-of-the-box integrations with leading business apps.

Airtable is an AI-powered workflow platform that helps teams unify data, build apps, automate processes, and collaborate in one connected workspace. The platform enables users to create production-ready applications with no-code components and conversational AI app building. Airtable agents can work across large sets of records, reason over operational data, and orchestrate actions across workflows. The platform supports teams in product, marketing, project management, operations, sales, design, and creative work. Enterprise capabilities include scalable infrastructure, advanced permissions, RBAC, AI controls, provisioning, audit logs, data loss prevention, e-discovery, and data residency. Built for organizations of all sizes, Airtable helps teams connect workflows, embed AI into operations, and build business applications faster.

Lucidchart is an advanced diagramming tool designed to help businesses and teams optimize their processes, systems, and workflows with intelligent, data-driven diagrams. The platform combines powerful AI features, such as AI-generated diagrams, data linking, and real-time collaboration, to make visualizing complex systems and architectures faster and more efficient. Lucidchart supports multiple use cases, including process maps, flowcharts, technical diagrams, organizational charts, and systems planning. Its seamless integrations with popular apps like Jira, Confluence, Slack, and Teams allow for enhanced collaboration, enabling teams to align on priorities and act on insights quickly. Lucidchart is the perfect tool for anyone looking to create professional diagrams in less time, while fostering better decision-making and innovation.

Kintone is a customizable digital workplace platform that lets you manage your data, tasks, and communication in one central place. Over 25,000 customers use Kintone’s no-code platform with more than 1.5 million database and workflow applications custom built for their businesses. Kintone is provided by Cybozu Inc., a Tokyo-based public company founded in 1997. Use our no-code drag-and-drop interface to create your own custom database applications that track all the data you want. Whether it’s sales leads, customer quotes, or inventory management, you can organize it in Kintone and view it all from our centralized workplace platform. Maximize Kintone’s functionality with APIs or integrations with the third-party services you rely on for other parts of your business. Browse our library of 100+ integrations to find what you need. Trusted by the largest F500 companies, Kintone's no-code platform with granular governance empowers 'citizen developers' in SMBs and team leaders i

Building online forms can be hard. Wufoo makes it easy. Our form designer can help you create contact forms, online surveys and invitations so you can collect the data, registrations and payments you need. Use our easy form builder to customize and design your form. Link to our pages. Embed on your site. Or use our REST API. We can email or text you as data comes in. Or set up a real-time report! Our form builder gives you an award-winning interface, easy customization, galleries, templates and reporting! Choose from 400+ templates. Exactly how you want them. Ready to be customized. Create dynamic visualizations made up of your own graphs, charts and key metrics. Use rules to create dynamic forms that will follow logic that you've specified. Start accepting online payments with a Wufoo powered form within minutes.

Egnyte provides a unified content security and governance solution for collaboration, data security, compliance, and threat detection for multicloud businesses. More than 16,000 organizations trust Egnyte to reduce risks and IT complexity, prevent ransomware and IP theft, and boost employee productivity on any app, any cloud, anywhere.

Zoho Creator is an all-in-one, AI-powered low-code platform that helps businesses digitize operations with an intuitive and visual approach to app development. Businesses of all sizes use Zoho Creator to automate processes, modernize legacy systems, and accelerate digital transformation, all without extensive coding. The platform combines AI, business intelligence, and advanced analytics to provide actionable insights. Its unified data model and auto-scaling features ensure reliable app performance as your business expands. The multi-platform builder supports development for web, mobile, and tablet devices from a single build. Create forms, collect data, automate workflows, generate reports, and turn your ideas into fully functional apps. Try Zoho Creator for free!

Cyfe is a business intelligence platform that helps businesses of all sizes with KPI monitoring, search engine optimization, scheduling, social media marketing, custom reports, data export & archiving and more. Find the perfect online dashboard template, connect your data, and start monitoring your KPIs. Modify the template to meet your business needs. From zero to data in under 5 minutes, get started quickly with a free plan or one of our free 14-day trials. Create dashboards to visualize data for your individual departments, the C-suite or all of your clients. Everything from analytics, to sales, social, and online reviews. Pull data from popular services like Google and Salesforce with over 100 integrations and 250+ metrics included out of the box. Get set up in minutes by configuring pre-populated widgets including Google Analytics, Facebook Pages, Facebook Ads, Grade.us, SERPs, Moz, Twitter, Mailchimp, and Instagram.

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Formstack’s Suite includes everything needed to accelerate digital work including: ● Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more. ● Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere. ● Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.

The first customer portal built to change as often as your customers' requirements do. Easily create, personalize, update, and maintain a data-driven customer experience with Zuar. Behind every “adoption” problem is a series of issues with UI/UX design, slow response times, limited functionality, manual processes, and a lean overworked team tasked with increasing retention KPIs and OKRs. We know it is essential to provide a consistent, omnichannel experience across various platforms and devices. Zuar is the cornerstone of a data-driven customer experience strategy, which aims to empower businesses by leveraging interconnected data to build trust and transparency. Zuar integrates with business intelligence leaders, like Tableau, Power BI, and ThoughtSpot, and cloud database providers, like Snowflake, Google Cloud, Redshift, and Databricks.

Gigasheet uses AI to turn healthcare price transparency data into actionable market intelligence. The platform processes Transparency in Coverage datasets at scale and benchmarks payer and provider rates to reveal outliers, savings opportunities, and competitive insights. Users can combine transparency data with their own claims, contract, or network information in a spreadsheet-style interface built for large datasets. Gigasheet’s AI agent generates reports, dashboards, and executive summaries that help teams compare pricing, evaluate networks, and make informed contracting decisions without complex setup or external tools.

Grow is a no-code full-stack business intelligence (BI) platform that empowers everyone in your organization to make data-driven decisions. By combining ETL, data warehousing and visualization in one easy-to-use platform, any organization can connect and explore its data to surface insights. And our unlimited-user license model gives everyone access to the answers they need without waiting in line for an analyst. Now everyone can make great decisions in real-time to accelerate their growth. Plus: - Unlimited Users - 100+ Integrations - No SQL needed (but available to use) - Support from BI Consultants - Simple ETL - Dynamic Dashboards

Enterprise organizations around the world leverage the Nintex Process Platform every day to quickly and easily manage, automate and optimize their business processes. The Nintex Process Platform includes capabilities for process mapping, workflow automation, document generation, forms, mobile apps, process intelligence and more, all with an easy to use drag and drop designer. Accelerate your organization’s digital transformation journey with the next generation of Nintex Workflow Cloud. Put The Power of Process™ into the hands of your ops, IT, process professionals, business analysts, and power users. Start digitizing forms, workflows, and more today. The Nintex Process Platform is the most complete platform for process management and automation. Nintex makes it fast and easy to manage, automate, and optimize your business processes.

Caspio is an AI platform for building custom business applications: the databases, portals, dashboards, and workflow tools organizations rely on to run operations. Describe the application your business needs, and Caspio generates it, including the data model, interface, and roles, as a real, secure application your team fully owns and can edit, with no code to maintain. Built on more than two decades of platform engineering, Caspio is trusted by thousands of organizations worldwide, including in regulated industries such as healthcare, finance, and government. Applications run on a SQL Server data core with role- and record-level security, deploy as embeddable apps and components, and are hosted on AWS with data residency in the United States, Canada, the European Union, the United Kingdom, Australia, and Brazil. HIPAA, SOC 2 Type II, and GDPR compliance are independently certified annually, and every plan includes unlimited users backed by 24x7 human support.

Dexi.io delivers the most powerful web extraction or web scraping tool for professionals. Offering an automated data intelligence environment, Dexi’s data extraction, monitoring, and process software provides rapid and accurate data insights that enable businesses to make better decisions to improve their performance and efficiency. The company aims to help global organizations improve their brands and operations through intelligent data automation coupled with advanced data extraction and processing technology solutions. Key features of Dexi.io include image and IP address extraction; data processing, monitoring, and extraction; content aggregation, data scraping; web crawling; data mining; research management; sales and data intelligence; and more. Unleash the power of Dexi’s point-and-click SaaS solution. Extract structured data from any website according to your preferred format and frequency, no code is required.

MuleSoft is an agentic control plane designed to help enterprises govern, orchestrate, and secure AI agents, APIs, applications, models, and data across complex digital environments. The platform supports multi-agent governance, API management, integration, automation, and gateway federation from one unified control plane. With solutions such as MuleSoft Agent Fabric, MuleSoft Omni Gateway, Agent Registry, Agent Scanners, and Agent Broker, organizations can discover agents, manage interactions, reduce shadow AI, and coordinate workflows across ecosystems. MuleSoft also helps teams turn existing APIs and applications into governed tools that AI agents can safely discover and use. Its platform supports developers and business users with natural language development, prebuilt connectors, monitoring, API governance, and integration tools. MuleSoft is built to help enterprises scale AI adoption with stronger compliance, observability, security, and operational confidence.

Cacoo by Nulab is an online diagram software trusted by more than 2 million users. Cacoo lets modern teams create wireframes, flowcharts, organization charts, mind maps, and more, enhancing collaboration and productivity. The platform also offers integrations with leading apps, including Dropbox, Google Drive, Confluence, and more.

With Hubdoc, you can import all your financial documents & export them into data you can use. With Hubdoc, capturing your financial documents is easy. You can take photos on your mobile, use email, scan or upload documents into Hubdoc. Your key documents are stored online, in one place. Hubdoc does the data entry by reading key information from bills and receipts and turning it into usable data. Supplier names, amounts, invoice numbers and due dates are extracted for you to create transactions in Xero and QuickBooks Online with the source document attached.Now your accountant can gain access to all your bookkeeping, directly from Hubdoc. Simply grant your accountant access to your account and an email invite will be sent. Now your accountant can stay in the loop.

Deliver workflows and real-time visibility across your operations so your teams can outpace change. Extend and connect data, processes, and workflows to drive deeper insight and automation across complex processes and disparate systems. Adapt your operations faster to respond to opportunities and risks. Tailor workflows to support the unique, ever-changing ways your people work. Create new workflows to respond to emerging challenges and support new ways of working in days, not weeks. Create, connect, govern  and continually improve  an ecosystem of  custom digital solutions on a secure platform for your most critical data and processes. Transform the way your data is used and safely empower your people to deliver real-time insights from one unified platform. Unlock your team's potential. Get started with Quickbase today.

Neota Logic’s no-code, logic-driven platform enables businesses to rapidly develop, deploy, and scale deterministic workflow and document automation solutions that seamlessly integrate with, and orchestrate across, their entire tech stack. Neota Logic provides proven tools that drive business transformation through powerful, trusted digital solutions. Leveraging our enterprise-grade automation platform, customers worldwide turn their ideas into secure, sophisticated applications. Our intuitive platform makes it simple for organizations to build and deploy decision-making solutions that automate the work behind their most critical processes. Built to empower self-service users while meeting enterprise requirements, Neota Logic® is a robust and flexible digital transformation platform. Paired with our expert professional services, Neota enables clients to fully realize the value of the platform.

Flip, Kanerika's AI-powered Data Operations Platform, simplifies the complexity of data transformation with its low-code/no-code approach. Designed to help organizations build data pipelines seamlessly, Flip offers flexible deployment options, a user-friendly interface, and a cost-effective pay-per-use pricing model. Empowering businesses to modernize their IT strategies, Flip accelerates data processing and automation, unlocking actionable insights faster. Whether you aim to streamline workflows, enhance decision-making, or stay competitive, Flip ensures your data works harder for you in today’s dynamic landscape.