Business Software for LivePreso

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

Microsoft 365 is a cloud-based productivity platform that combines familiar tools like Word, Excel, PowerPoint, Outlook, and Teams into one integrated solution. With the addition of Microsoft 365 Copilot, AI capabilities are built directly into these applications to enhance productivity and streamline everyday tasks. Users can draft documents, analyze data, create presentations, and manage emails more efficiently with intelligent assistance. The platform allows seamless collaboration across teams by enabling real-time editing, file sharing, and communication. Microsoft 365 also includes cloud storage through OneDrive, ensuring users can access their files from anywhere. Copilot helps users generate content, summarize information, and provide insights based on their data. The system is designed to support both personal and professional workflows with flexibility across desktop, web, and mobile devices.

Slack is a work collaboration platform that brings people, apps, data, and AI agents together in one shared workspace. It helps teams communicate through channels, direct messages, huddles, Slack Connect, files, canvases, lists, workflows, and integrations. The platform includes Slackbot, a context-aware AI agent that can summarize conversations, search across messages and files, prepare users for meetings, analyze documents, and help complete tasks without leaving Slack. Slack also supports connected apps such as Salesforce, Google Drive, GitHub, Zoom, Asana, Box, Workday, ChatGPT, and many others. Teams can use Workflow Builder to automate stand-ups, project updates, approvals, notifications, and routine business processes. With enterprise search, AI assistance, secure collaboration, and a large integration ecosystem, Slack helps organizations stay aligned, move faster, and reduce work scattered across disconnected tools.

Fresh new startups and Fortune 500s. B2B and B2C. Brand owners and resellers. They all sell on Amazon for a reason: 300 million customers shop our stores worldwide. Leave the shipping, returns, and customer service to us with Fulfillment by Amazon (FBA). Want to take care of shipping yourself? You can do that too. Choose from flexible selling plans, product categories, and fulfillment options that fit your business needs. Amazon is guided by four principles: customer obsession rather than competitor focus, passion for invention, commitment to operational excellence, and long-term thinking. Amazon strives to be Earth’s most customer-centric company, Earth’s best employer, and Earth’s safest place to work. Customer reviews, 1-Click shopping, personalized recommendations, Prime, Fulfillment by Amazon, AWS, Kindle Direct Publishing, Kindle, Career Choice, Fire tablets, Fire TV, Amazon Echo, Alexa, Just Walk Out technology, Amazon Studios, and The Climate Pledge.

Docusign is a cutting-edge cloud-based electronic signature solution that empowers companies of all sizes to send, sign, and manage agreements anytime, anywhere, and on any device. Trusted by more than 250,000 companies in 188 countries, Docusign enables users to sign various types of documents such as school permission slips, business contracts, agreements, and approvals. Docusign also enables users to send and sign documents in multiple languages and provides a mobile application for Android, iOS, and Windows devices. If your organization executes notarial acts, Docusign eNotary makes the notarization process fully digital for all parties involved: senders, signers, and notaries. It enables a Notary Public to act as an in-person witness to electronic signing of documents.

Power BI is a business intelligence platform that enables users to analyze data using AI-driven tools and intuitive report creation. It consolidates data from various sources into OneLake, creating a centralized data source. This platform aids in embedding actionable insights into applications like Microsoft 365, aiding decision-making. Power BI integrates with Microsoft Fabric, enhancing data management. It offers scalability to handle large data volumes and integrates seamlessly with Microsoft services. Its AI capabilities efficiently identify patterns and generate insights. Power BI ensures data security and compliance. Its Copilot feature allows rapid report generation. Additionally, Power BI Pro offers self-service analytics, and its free version includes data modeling and visualization tools. It's known for unified data management, empowering users with accessibility and training resources. Power BI has demonstrated a significant ROI and economic benefit, as evidenced in a Forres

Tableau, now enhanced with AI-powered capabilities and integrated with Salesforce, is an advanced analytics platform that helps businesses turn data into actionable insights. With Tableau Next, users can unlock the full potential of their data by accessing trusted AI-driven analytics. Whether deployed in the cloud, on-premises, or natively within Salesforce CRM, Tableau enables seamless data integration, powerful visualizations, and collaboration. The platform is designed to support organizations of all sizes in making data-driven decisions, while fostering a Data Culture through easy-to-use, intuitive tools for analysts, business leaders, IT leaders, and developers alike.

One platform, infinite ways to connect to your employees and customers. Build auth into any app. Create secure, delightful experiences quickly by offloading customer identity management to Okta. Get security, scalability, reliability, and flexibility by combining Okta’s Customer Identity products to build the stack you need. Protect and enable your employees, contractors, and partners. Secure your employees—wherever they are—with Okta’s workforce identity solutions. Get the tools to secure and automate cloud journeys, with full support for hybrid environments along the way. Companies around the world trust Okta with their workforce identity.

Adobe Analytics is a comprehensive customer analytics solution that unifies data, content, and journeys to deliver deep insights into customer behavior across channels and devices. Built to support marketing, product, and business teams, it centralizes data collection, processing, analysis, and reporting within a single system. With solutions like Customer Journey Analytics, Digital Analytics, Content Analytics, and Product Analytics, organizations can connect identities and interactions across touchpoints for holistic analysis. Advanced segmentation, flexible attribution modeling, and cross-channel journey visualization empower teams to make data-driven decisions faster. AI-powered capabilities enhance content performance measurement and product experience optimization. Native integration with Adobe Experience Platform ensures consistent data governance and enterprise-grade scalability. Adobe Analytics helps organizations turn complex data into actionable insights that drive growth, o

Strategy ONE (formerly MicroStrategy) is an AI-powered platform designed to accelerate business intelligence and data-driven insights. It combines advanced AI with business intelligence (BI) tools to help organizations streamline workflows, automate processes, and improve data accessibility. With its ability to integrate multiple data sources, Strategy ONE ensures that businesses can trust the data they analyze and make informed decisions faster. The platform supports cloud-native technologies, enabling seamless scalability and adaptability. Additionally, Strategy ONE’s AI chat interface allows for intuitive data querying and analysis, making it easier for users to interact with their data and drive impactful results.

GoodData.AI is an AI-ready analytics platform that helps organizations turn data into actionable insights through business intelligence, embedded analytics, and governed semantic modeling. It enables businesses to build dashboards, AI-powered applications, and intelligent workflows using a composable architecture designed for enterprise environments. The platform provides a centralized semantic layer that ensures consistent business logic across reports, analytics, AI agents, and embedded experiences. GoodData supports cloud and on-premises deployments while integrating with modern data ecosystems and enterprise applications. It also includes AI capabilities for conversational analytics, automation, decision support, and custom agent development. With enterprise-grade security, compliance certifications, and extensive developer tools, GoodData is designed to help organizations modernize their analytics infrastructure for the AI era.

MYOB Acumatica is a customizable cloud-based Enterprise Resource Planning (ERP) system tailored for medium to large businesses in Australia and New Zealand. It integrates financial management, customer relationship management (CRM), project accounting, inventory and distribution, and payroll management into a single platform, providing real-time visibility and control over operations. Designed with scalability in mind, MYOB Acumatica supports industries such as manufacturing, construction, wholesale distribution, professional services, retail, healthcare, and non-profit organizations. Its cloud-based architecture ensures accessibility from any device, facilitating remote work and collaboration. Additionally, MYOB Acumatica offers seamless integration with over 150 applications, allowing businesses to tailor the system to their specific needs and ensuring flexibility as they grow.

Simplify your talent journey and make confident, people-focused decisions with Xref. Save time: Create and send a survey in as little as 30 seconds. Feedback is compiled in easy-to-understand graphs for actionable insights. Reduce admin: Surveys can be created and completed anywhere, any time, on any device. Let automation do the rest. Ensure peace of mind: Xref is ISO27001 certified and GDPR compliant so your data is kept safe and secure. Reduce time to hire and secure top talent fast. Make informed, compliant hiring decisions with Xref’s automated reference-checking software. Want the secret to reduce attrition and understanding what metrics your organization performs well at or can improve upon? Conduct a Pulse Survey. Collect, analyze and measure feedback from departing employees. Reduce attrition and improve retention over time by collecting consistent data to improve organizational performance.

All of your bookkeeping, online. Decimal is the online bookkeeping service designed for small business owners. Bookkeeping is the least enjoyable part of running your business. Let's take it off your hands. Three minutes, and you'll never need to deal with bookkeeping again. Simply pick the plan that works best for you. We'll team you up with our in-house bookkeepers and get to work. Securely connect your bank accounts, credit cards, and apps like Paypal, Square, and others to send data to your bookkeeping team automatically. Moving forward, your accounting team will ensure your financials are up to date, payroll is delivered, and taxes are filed. Allowing you to do more of what you love. We made sure to combine the best parts of technology and human touch to create an online bookkeeping experience unlike any other. With the Decimal app, you’ll have a real accountant you can call, email, or message — anytime, and from anywhere.

IBM Cognos Analytics acts as your trusted co-pilot for business with the aim of making you smarter, faster, and more confident in your data-driven decisions. IBM Cognos Analytics gives every user — whether data scientist, business analyst or non-IT specialist — more power to perform relevant analysis in a way that ties back to organizational objectives. It shortens each user’s journey from simple to sophisticated analytics, allowing them to harness data to explore the unknown, identify new relationships, get a deeper understanding of outcomes and challenge the status quo. Visualize, analyze and share actionable insights about your data with anyone in your organization with IBM Cognos Analytics.

Configure smart, accurate deals faster. Empower your sellers to quote accurately and spend less time selling, no matter how complex your business becomes. With Conga CPQ, sellers are more efficient, ultimately closing bigger deals at a higher win rate. Configure complex products and services, deliver accurate quotes, and create smarter deals with the most up-to-date product and pricing information. Your customers will appreciate the smooth, error-free process. 82% of B2B decision-makers think sales reps are unprepared. Conga CPQ helps scale the actions of your best sales reps across the entire sales organization through guided selling, pricing guidance, and margin protection.

Make better, more informed decisions with access to real-time insights on a single, scalable platform. SAP BusinessObjects Business Intelligence is a centralized suite for data reporting, visualization, and sharing. As the on-premise BI layer for SAP’s Business Technology Platform, it transforms data into useful insights, available anytime, anywhere. Share insights and make better decisions with the SAP BusinessObjects Business Intelligence (BI) suite. By providing a flexible architecture, our analytics platform can support your growth – from a few users to tens of thousands of users, and from a single tool to multiple tools and interfaces. Deployed on premise, this product requires a perpetual license and allows you to license and pay for only the functionality and users you need.

Increased global competition makes it more difficult for companies to succeed in today’s marketplace. These organizations are now looking to drive more meaningful interactions with customers, channels, shoppers, and consumers to positively impact sales numbers. Historically, consumer products companies have had an overabundance of solutions across their front office. Accenture and Salesforce seek to address this business challenge by establishing a single system of engagement for sales processes on a single platform that integrates Salesforce capabilities with Accenture’s extensive experience within the consumer goods space. Plan and develop winning promotional campaigns with an overview of trade investments, spending, and profitability with Accenture Cloud Trade Promotion Management. Empower your management and field sales teams to help deliver more targeted and compliant promotions with Accenture Cloud Retail Execution.

Financial services software built for better performance. It's not easy running a financial services business. We can help. Across the UK, Europe, North America, APAC and South Africa, more than 9000 investment, wealth management, advice, trading and broking businesses aim high and achieve more with financial services software built for better performance. It's not always easy running a financial services business. Every day there are more demands on time and money. More data. More information. More compliance. More reporting. More competition. We can help. Around the world, thousands of financial advisers, wealth managers, investment managers, traders, lenders and mortgage brokers rely on our software to run smarter businesses and deliver better to the millions of people who rely on them. We started as QuantHouse, the market leader in API trading technology. Now as Iress, we're giving our clients an even better way to power their data-driven trading strategies.

Compliance Suite platform is a powerful and dynamic technology solution that assists in the preparation and submission of the Securities and Exchange Commission’s Form N-PORT, Form N-CEN, Form N-MFP, and Form PF, as well as other regulatory filing requirements, such as Annex IV of AIFMD and CFTC, and NFA Form CPO-PQR. It also features robust risk management, performance monitoring, and pipeline and relationship tracking needs of the asset management industry. This intuitive, easyto-use, and scalable solution provides the flexibility that is essential for today’s rapidly evolving business, risk, and regulatory landscape. Compliance Suite’s user-defined architecture allows the system to be extended to other value-added uses beyond the regulatory filing process. Data repository for internal risk management and investor reporting information. Includes user customizable dashboard and fund performance charting functionality.

The APOC platform is built modularly and has integrated components including OCR, workflows, matching engine and supplier portal. It supports out of the box integration and allows multiple modes of invoice receipting beyond paper. It has OCR for automatic data extraction of both header and line level invoice data, automated 2/3-way match to enable and enhance touchless invoices processing. The in-built AI/ML assisted account coding for Non-PO invoices, multi-parameter duplicate checks enables faster and accurate supplier payments. The configurable workflow for managing approvals, exceptions along with rule-based and configurable approval matrix is made to suit varying customer needs. With its inbuilt analytics engine and out of the box integrations with most ERPs it provides a minimal touch AP process for our customers apart from providing them actionable insights around the payables process.

Since 1973, Hardhat has been working with contractors and meeting their ever-changing needs, especially in a diverse and challenging environment. Our extensive experience has aided in the production of an invaluable product: Hardhat Job Cost Accounting Software, the most comprehensive, fully integrated, cost-effective, Job Cost Construction Software system on the market. We pride ourselves on meeting our customer's ever-changing needs, especially in a diverse and challenging environment, such as contract work. Our extensive experience has aided in the production of an invaluable product: Hardhat Job Cost Accounting Software, the most comprehensive, fully integrated, cost-effective, Job Cost Construction Software system on the market. Hardhat comes with a standard Chart of Accounts and allows you to add, change, or delete accounts. Or, if you prefer, we will import your current Chart of Accounts. Hardhat has Bank Reconciliation, User-defined Profit and Loss Reports and Balance Sheets.

A single view of patient flow information, drawing from inpatient, elective, emergency and other compatible hospital systems. Visibility of near real-time capacity and demand to make informed patient flow decisions. Department and Ward electronic journey boards to help provide visibility of the patient journey from admission to discharge. Clinical task and referral management. Accessible via desktop, mobile, or touch screen journey board. Traditionally different hospital departments have used disparate patient systems making communication a challenge, causing silos and leading to inefficiencies across the board. By providing a single source of real-time patient status information, Patient Flow Manager can help provide hospital staff with visibility of operational information across the entire hospital. With Patient Flow Manager you can manage the patient journey from admission to discharge through simple integrations with your existing systems.