Board Integrations

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 for Individuals is a complete productivity suite that combines powerful applications, secure cloud storage, and AI-driven tools to help users achieve more in their daily lives. It integrates popular apps like Word, Excel, PowerPoint, Outlook, OneNote, and OneDrive, all enhanced with Copilot—Microsoft’s intelligent AI companion. The platform enables seamless collaboration, creativity, and organization across devices, including PC, Mac, iPhone, iPad, and Android. With Microsoft Designer, users can create stunning visuals, while Clipchamp adds professional-grade video editing capabilities. Built-in Microsoft Defender provides advanced security for personal data and devices. Microsoft 365 empowers individuals to imagine, create, and accomplish with greater efficiency and confidence.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Microsoft PowerPoint empowers you to design captivating presentations that inspire, inform, and engage your audience. With Copilot, PowerPoint’s built-in AI assistant, you can instantly generate outlines, craft slides from text prompts, and refine your content with smart design suggestions. It offers professional templates, customizable layouts, and multimedia integration for impactful storytelling. The Speaker Coach helps you rehearse with confidence, improving pacing, tone, and delivery. Seamless real-time collaboration enables teams to co-edit and present from anywhere across desktop, web, and mobile devices. With its intuitive tools and cloud connectivity through Microsoft 365, PowerPoint transforms ideas into polished, persuasive presentations.

Microsoft Excel is the industry-standard spreadsheet application that helps users organize, analyze, and visualize data with precision and power. Whether you’re managing budgets, tracking performance, or analyzing complex datasets, Excel simplifies every task with intuitive tools and intelligent automation. With Copilot, you can now ask Excel to write formulas, summarize data, or create visualizations—all powered by AI. From basic spreadsheets to advanced financial modeling, Excel adapts to your skill level and workflow. Its cloud collaboration through Microsoft 365 lets multiple users edit, share, and comment in real time from any device. With flexible templates, built-in charts, and cross-platform integration, Excel turns numbers into insights you can act on.

Adobe Marketo Engage is a powerful, scalable and marketer-friendly marketing automation solution that enables brands to create a global marketing COE to orchestrate and execute cross channel campaigns across buying journeys. It helps improve buyer engagement and conversions by personalizing content based on buyer signals, behavior & AI to create tailored journeys for individuals and teams. It aligns strategy, messaging and execution across marketing and sales by sharing customer engagement data & insights between them; increasing sales productivity. It optimizes marketing impact through out of the box dashboards, customizable reports and multi-touch attribution. It connects new data sources without extensive IT support, creating a central hub for customer intelligence to improve efficiency, ROI and customer experience.

Oracle's Complete CRM solutions offer the broadest and deepest capabilities that help organizations drive sales, marketing, loyalty, and service effectiveness. And in combination with Oracle's Commerce solutions, they deliver a unified cross-channel experience for consumers. Only Oracle CRM On Demand Industry Editions provide organizations with CRM solutions tailored for specific industries. Unlike other hosted CRM solutions, Oracle CRM On Demand Industry Editions are built upon Oracle's deep industry expertise, providing organizations in the automotive, high technology, insurance, life sciences, and wealth management industries with tangible business value from the start of deployment. Oracle CRM On Demand Industry Editions feature pre-built business processes, data models, object models, and business logic designed to support the unique requirements of each of these industries.

Agentforce Service, formerly Service Cloud, is Salesforce’s AI-powered customer service platform designed to unify humans and AI agents across every touchpoint. It connects contact center, self-service, and field service operations on one trusted CRM platform. AI-driven agents provide real-time insights, next-best actions, and personalized responses to improve service quality. The Service Console offers a unified workspace for case management, collaboration, and automation. Built-in knowledge management ensures accurate, AI-grounded answers for both reps and customers. Incident management tools help teams detect and resolve disruptions proactively. Agentforce Service enables organizations to reduce costs while delivering faster, more personalized customer experiences.

Intrigue audiences with brilliantly personalized campaigns across multiple channels including email, display, search, web, video and mobile. Oracle Eloqua equips marketers with best-in-class lead and campaign management tools that help marketers engage the right audience at the right time in the buyer’s journey while providing real-time reporting and insights. The right marketing automation software can help businesses and marketers streamline engagement, drive efficiency, expose real-time insights to drive ROI. However successful demand generation, email marketing, and lead management engagement hinge on integrated and modern platforms to follow a potential customer across all digital channels to provide timely, personalized, and exceptional customer experiences. Where does your business’s marketing automation software and maturity lie in relation to your peers?

Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.

Our data predictor has a dynamic artificial intelligence core with proprietary algorithms and machine learning applications to identify and predict problematic risk for potentially high loss, excessive litigation, and other costs. We apply machine learning and statistical modeling methods to client data, then integrate it with external data sources for the AI to learn and id risk accurately. Our suite of products can be used end-to-end or incorporated into your current BI systems such as Board, Tableau, or MS BI. From worker’s compensation intake to processing general liability claims, we have a solution that integrates with your insurance company, TPA, or your own system if self-insured. Lower your risk with complete and accurate defense files, reduced settlement costs, faster resolution, and proactive risk reduction. We have general liability or worker’s comp claim cost prediction, rapid settlements, and more accurate premium settings.

Extend your business processes in the cloud. Extend SAP solutions in a fast and agile way without disrupting key business processes - leveraging existing investments and expertise. Rapidly develop robust and scalable cloud-native applications. Leverage your existing ABAP expertise to create new extensions or renovate existing custom apps. Innovate for business agility with cloud-native, low-code, and responsive event-driven applications. Accelerate outcomes with intelligent business process optimization. Discover, configure, extend and optimize business processes, connecting experience data to operational workflows. Gain impactful and actionable insights to anticipate business outcomes and uncover new revenue and growth opportunities. Harness the power of predictive analytics and machine learning capabilities. Embed real-time intelligence into your business applications. Advance and personalize the user experience for your customers, partners and employees.