Captio Integrations

Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.

Gain, generate, and analyze business data and meaningful insights with Tableau, an integrated business intelligence (BI) and analytics solution. With Tableau, users are able to collect data from different sources such as spreadsheets, SQL databases, Salesforce, and cloud apps. Tableau provides users with real-time visual analytics and interactive dashboard that enables them to slice and dice datasets for making relevant insights and look for new opportunities. Tableau also allows users to customize the platform to serve different kinds of industry verticals like banking, communication, and more.

Microsoft Dynamics SL is an enterprise resource planning (ERP) solution that combines powerful project - and financial-management capabilities to help businesses manage customer demands, keep up with compliance regulations, and deliver services on time and on budget. Most accounting software isn't made for project work, and most industry-specific solutions don’t have the accounting tools you need. Dynamics SL bridges the gap by combining project management software and accounting capabilities for end-to-end functionality. Improve your sales, project management, job costing, materials management, and more—all integrated with your financial systems. Complete projects on time, on budget, and to specifications—while collecting and retaining the detailed information needed to address and comply with regulations. Make better, data-driven decisions, manage your people and financials, and maintain your profitability for client services and projects.

SAP Business One is a powerful ERP solution available on-premise, in the cloud, or powered by SAP HANA, SAP's in-memory computing database. SAP Business One covers all core business functions in one platform, giving managers access to critical data and allowing for quicker, better business decisions. Some of the functionalities available in SAP Business One are CRM, stock control, sales management, financials, purchasing, reporting, and more. A single, affordable solution to manage your entire small business – from accounting and financials, purchasing, inventory, sales and customer relationships to reporting and analytics. Gain greater control over your business or subsidiary with SAP Business One. Streamline key processes, gain greater insight into your business, and make decisions based on real-time information – so you can drive profitable growth.

The latest Sage 500 release includes accounts payable enhancements, credit card processing, and general updates, as well as updates to the solution's modules. Drive productivity and efficiency with powerful, fully integrated core financial accounting software. Sage 500 delivers a strong suite of tightly integrated, GAAP-compliant accounting and financial modules, easily customizable to the way you do business. Sage 500 ERP provides distribution and supply chain management that helps you minimize carrying costs while ensuring sufficient product availability. Automated supply chain and warehouse management processes integrate solidly with demand forecasting to maximize inventory control and profits. Sage 500 delivers scalable manufacturing capabilities to meet the needs of light assembly through advanced manufacturing, all in a tightly integrated suite of modules. These modules address the common concerns of costing, workflow, material tracking, and supply and demand.