Plauti builds native data-quality apps that run entirely within your CRM. No data leaves your system, no external servers are used, and everything is controlled by your own admins without IT tickets.
For Salesforce, Plauti covers the full data quality spectrum:
> Prevent duplicates with real-time alerts that stop bad data at entry
> Catch duplicates from integrations and imports
> Run batch jobs to find and merge existing duplicates with full audit trails
> Verify email addresses and phone numbers before they’re saved +postal+addonn
Context
All functionality runs on Salesforce infrastructure using your existing permissions and security. There’s no separate login, no data sync delays, and no compliance gaps.
For Microsoft Dynamics 365, Plauti prevents duplicates with real-time alerts, API-based detection, batch processing, and cross-entity matching—giving CRM admins and data stewards direct, immediate control over data quality.
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EBizCharge is the leading embedded payments application for businesses to accept payments directly inside QuickBooks, Microsoft Dynamics, NetSuite, SAP, Acumatica, and 100+ other business systems. Trusted by 20,000 companies and voted best fintech solution by the Globee® Awards, EBizCharge combines modern billing tools with integrated payment processing to help B2B companies get invoices paid faster, eliminate manual work, and keep payment data automatically synced to their ERP.
Companies use EBizCharge to:
◉ Accept credit card, debit card, and ACH payments natively in their ERP, CRM, or shopping cart
◉ Automate billing and reconciliation to save time and reduce errors
◉ Speed up collections with easy billing tools: payment links, online customer portal, recurring billing, saved cards, and more
◉ Reduce risk with enterprise-grade security certified by the PCI-Security Council: PCI-compliance, encryption, and tokenization
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PandaDoc
PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are:
- Proposals
- Quotes
- Contracts
- eSignatures
- Forms.
PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.
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