Captio 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.

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.

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.