Polytomic Alternatives

Twilio Segment’s Customer Data Platform (CDP) provides companies with the data foundation that they need to put their customers at the heart of every decision. Per IDC, it’s the #1 CDP in worldwide market share four years in a row (2019-2022). Using Twilio Segment, companies can collect, unify and route their customer data into any system where it’s needed to better understand their customers and create seamless, compelling experiences in real-time. Over 25,000 companies use Twilio Segment to make real-time decisions, accelerate growth and deliver world-class customer experiences.

Get fresh customer data into all you marketing tools. No engineering, no SQL, no manual csv upload, or costly CDP required. Quick Setup: Get DinMo up and running in under 30 minutes - simplicity at its best. Audience Building, Simplified: Build any audience using our intuitive Audience Manager, no SQL needed One-Click Activation: Easily connect your customer data to all your business tools. Goodbye, CSV exports and Jira tickets. Dynamic Audience Management: Enjoy continuously updated data across all synced platforms, ensuring your strategies are always fueled by the freshest customer data.

Utilizing the data that's spread across your organization shouldn't be so difficult! With Zuar Runner you can automate the flow of data from hundreds of potential sources into a single destination. Collect, transform, model, warehouse, report, monitor and distribute: it's all managed by Zuar Runner. Pull data from Amazon/AWS products, Google products, Microsoft products, Avionte, Backblaze, BioTrackTHC, Box, Centro, Citrix, Coupa, DigitalOcean, Dropbox, CSV, Eventbrite, Facebook Ads, FTP, Firebase, Fullstory, GitHub, Hadoop, Hubic, Hubspot, IMAP, Jenzabar, Jira, JSON, Koofr, LeafLogix, Mailchimp, MariaDB, Marketo, MEGA, Metrc, OneDrive, MongoDB, MySQL, Netsuite, OpenDrive, Oracle, Paycom, pCloud, Pipedrive, PostgreSQL, put.io, Quickbooks, RingCentral, Salesforce, Seafile, Shopify, Skybox, Snowflake, Sugar CRM, SugarSync, Tableau, Tamarac, Tardigrade, Treez, Wurk, XML Tables, Yandex Disk, Zendesk, Zoho, and more!

Rivery’s SaaS ETL platform provides a fully-managed solution for data ingestion, transformation, orchestration, reverse ETL and more, with built-in support for your development and deployment lifecycles. Key Features: Data Workflow Templates: Extensive library of pre-built templates that enable teams to instantly create powerful data pipelines with the click of a button. Fully managed: No-code, auto-scalable, and hassle-free platform. Rivery takes care of the back end, allowing teams to spend time on priorities rather than maintenance. Multiple Environments: Construct and clone custom environments for specific teams or projects. Reverse ETL: Automatically send data from cloud warehouses to business applications, marketing clouds, CPD’s, and more.

OnPlan's FAST and FLEXIBLE FP&A platform gives Finance powerful planning, budgeting, and forecasting capabilities, layering visualization, integration, and collaboration features on top of spreadsheets. The OnPlan Engine is FAST TO DEPLOY with predesign best-practice Apps and FAST TO LEARN with spreadsheet syntax. It's FLEXIBLE to handle your core FP&A tasks like juggling many scenarios, BvAs, and allocations. And it AUTOMATES away annoying repetitive tasks like updating data from core systems like ADP, Quickbooks, Netsuite, Salesforce, and more; syncing structural changes everywhere; 1 click rollovers; and automatically toggling monthly, quarterly, yearly, and period-to-date summaries. Give your budgeting spreadsheets superpowers with OnPlan.

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.

Census is the operational analytics platform that syncs your data warehouse with all your favorite apps. Get your customer success, sales & marketing teams on the same page by keeping customer data in sync. No engineering favors required. Census automatically publishes SQL & dbt models from your warehouse without a line of code. Stop deciphering external APIs and maintaining custom scripts, just focus on the business outcomes. You don't want "yet another source of truth" when everything is already in your warehouse. Census works on top of your existing infrastructure. Just pick a destination app, map the data, and voila, you are done. Your data shouldn't be stuck in quarterly reports. Census empowers everyone in your business to take action. Live metrics in every app means better business operations, which leads to happier users & more revenue.

Unify data from 100+ sources so your team can deliver better insights, rapidly. Sync data from any data warehouse into business tools your teams prefer. Efficiently scale data ops using a single platform custom-built for all requirements of your data teams and save up to 75% of your costs. Don't want the hassle of managing a data warehouse? We are the only platform that offers an integrated managed data warehouse to meet all your data management needs. Select from a growing library of 100+ fully managed connectors and 20+ destinations - SaaS apps, databases, data warehouses, and more. Completely secure granular control over what data to move. Schedule and transform your data for analytics seamlessly in sync with your pipelines.

Your data warehouse is your source of truth for customer data. Hightouch syncs this data to the tools that your business teams rely on. Serve your sales, marketing, and customer success teams a 360˚ view of the customer in the tools they rely on. Eliminate tedious data requests. Hightouch operationalizes your data warehouse to turn analytics into action. Drive growth with better data. Run personalized campaigns across all email, push, and ads. Iterate without asking for engineering favors. Increase revenue with better data. Target leads using custom PQL and MQL models. Sync a single view of the customer to your CRM. Prevent churn with better data. Build a 360° customer view in your CS CRMs. Use customer data proactively identify “at risk” customers. Your data warehouse has all your data. Why stop at analytics? Hightouch operationalizes your data warehouse by empowering you to sync data to any SaaS tool with just SQL.

DBAmp is the ultimate Salesforce integration solution for any SQL DBA. With DBAmp, you can easily access all your Salesforce data in real-time using standard SQL. For many organizations, SQL Server plays a critical role in BI and operational reporting. Using DBAmp, you can extend the same SQL Server integrations you’ve built for BI, analytics, and reporting to Salesforce data. - Enable Salesforce BI, analytics, & reporting from any tool through SQL Server - Connect data from internal systems with Salesforce in real-time - Build reports that combine live data across SQL Server and Salesforce to deliver up-to-the-minute insights You can quickly build integrations using T-SQL to perform real-time lookup and load operations. Access Salesforce data in real-time with SQL Select statements or make local copies of Salesforce data into a local SQL database.

Create hyper-targeted campaigns in no time directly on top of your cloud data warehouse. Stop worrying about storage-based costs, restrictive data lookup periods, and dependencies on engineering teams. Enables you to be 2x effective at 25% of the cost, giving you a 4x increase in ROI. Create flexible and effective user segments using our visual builder to run your dream campaigns. Finally, an affordable and predictable pricing model that scales to your ever-growing customer data needs. Volume is not a concern anymore. Work with sufficient backfilled data to form a holistic customer profile for better engagement. Create meaningful segments on top of the customer’s 360-degree view of data in the warehouse. Let the sky be your limit. Skip the initial data integration effort to move data into your CEP. Plug directly into your warehouse and get going in no time. Avoid dependency on your data team to create complex and leaky pipelines. Involve them where they add value.

Unlock your data warehouse. Write SQL and sync the results to the apps your team operates in. Connect to Postgres, MySQL, Snowflake, Redshift, and SQL Server. Send data where your team needs it like Google Sheets, Excel, Slack and email. Schedule your queries to run hourly, daily, weekly or every 5 minutes. Your data will always be fresh and up to date. Share, tag, and discover code written by anyone on your team. Never re-write code someone else has already perfected. Share small, reusable bits of SQL with your team using Snippets. They're great for automating date formatting or metric defintions. An always up-to-date Wall Street Journal article about your company automatically refreshed and delivered to your inbox daily.

Easy data management to power your business. Connect, transform and visualize your data fast and in a scalable way. Kleene makes it easy to access all the data that lives in your SaaS software. Once the data is extracted, it is stored and organized in a cloud data warehouse. The data is cleaned and organized for analysis purposes. Easy to use dashboards to gain insights and make data-driven decisions to power your growth. Never waste time again building your own data pipelines. 150+ pre-built data connectors library. On-demand custom connector build. Always work with the most up-to-date data. Set up your data warehouse in minutes with no engineering required. Accelerate your data model building thanks to our unique transformation tooling. Best-in-class data pipeline observability and management. Access Kleene’s industry-leading dashboard templates. Level up your dashboards using our wide industry expertise.

Create, edit and organize your data models. No need to get yet another data tool for your data models. Create and manage them in Weld. Packed with features that will make creating your data models a breeze: smart autocomplete, code folding, error highlighting, audit logs, version control and collaboration. Plus, we use the same text editor as VS Code – it's fast, powerful and easy on the eye. Your queries are organized in an easily searchable and accessible library. Audit logs also let you see when the query was last updated, and by who. Weld Model supports materializing models as tables, incremental tables, views, or a custom materialization of your design. Run all your data operations in one simple platform – with help from a dedicated team of data analysts.

RudderStack is the smart customer data pipeline. Easily build pipelines connecting your whole customer data stack, then make them smarter by pulling analysis from your data warehouse to trigger enrichment and activation in customer tools for identity stitching and other advanced use cases. Start building smarter customer data pipelines today.

Unify Your Data Stack: Experience the first no-code data pipeline platform and power enlightened decision making. Integrate.io is the only complete set of data solutions & connectors for easy building and managing of clean, secure data pipelines. Increase your data team's output with all of the simple, powerful tools & connectors you’ll ever need in one no-code data integration platform. Empower any size team to consistently deliver projects on-time & under budget. We ensure your success by partnering with you to truly understand your needs & desired outcomes. Our only goal is to help you overachieve yours. Integrate.io's Platform includes: -No-Code ETL & Reverse ETL: Drag & drop no-code data pipelines with 220+ out-of-the-box data transformations -Easy ELT & CDC :The Fastest Data Replication On The Market -Automated API Generation: Build Automated, Secure APIs in Minutes - Data Warehouse Monitoring: Finally Understand Your Warehouse Spend - FREE Data Observability: Custom

Modern data warehouses are more capable than ever but data integration has not evolved to the new paradigm. Legacy middleware is a bottleneck for agile businesses. Push data to apps with SQL functions in Snowflake. Manage integration with other data pipeline tasks. None or minimal data infrastructure to reduce security and vendor assurance overheads. Complex middleware and ETL creates a deployment bottleneck. Stay agile and reduce code. Solving the challenges of unifying customer data and creating a single source of truth. New capabilities allow more connectivity and flexibility than ever before. Connect integrations do not have any infrastructure between source & destination. Connect surfaces data in the destination app using live queries, not moving it.

We are at the next step in the data-driven evolution of how businesses scale. Over the last few years, teams have been investing by collecting key data and insights in their data warehouses to power BI and Data Science. The companies at the forefront of the Modern Data Stack movement are just starting to do Reverse ETL back to empower Marketing, Sales, and Support tools with this same data so they can make those teams more effective. Grouparoo helps these companies scale by making integrations easy. And Grouparoo is open source, so flexibility and privacy are at the heart of the solution. Grouparoo is powered by code. You can use Grouparoo just like the rest of your tech stack; you can develop locally, commit your changes, and deploy. Our web-based user interface makes it easy to generate configuration files for even the most complex schema.

Workato is the operating system for today’s fast-moving business. Recognized as a leader by both Gartner and Forrester, it is the only AI-based middleware platform that enables both business and IT to integrate their apps and automate complex business workflows with security and governance. Given the massive and growing fragmentation of data, apps, and business processes in enterprises today, our mission is to help companies integrate and automate at least 10 times faster than traditional tools and at a tenth of the cost of ownership. We believe Integration is a mission-critical, neutral technology for the dynamic and heterogeneous IT environments of today. We are the only technology vendor backed by all 3 of the top SaaS vendors: Salesforce, Workday, and ServiceNow. Trusted by world's top brands as well as its fastest-growing innovators, we are most appreciative of the fact that customers recognize us as being among the best companies to do business with.

Syncari, a leader in data unification and automation, is modernizing enterprise master data with its innovative Autonomous Data Management platform. Syncari is revolutionizing how enterprises handle data by ensuring comprehensive accuracy, centralized governance, and democratized access. This approach facilitates near real-time decision-making and AI integration, enhancing observability and operations across multiple domains. By accelerating the speed to business impact, Syncari enhances decision-making capabilities and empowers organizations to fully leverage their data for substantial value extraction. Syncari ADM is one cohesive platform to sync, unify, govern, enhance, and access data across your enterprise. Experience continuous unification, data quality, distribution, programmable MDM, and distributed 360°.

Hevo Data is a no-code, bi-directional data pipeline platform specially built for modern ETL, ELT, and Reverse ETL Needs. It helps data teams streamline and automate org-wide data flows that result in a saving of ~10 hours of engineering time/week and 10x faster reporting, analytics, and decision making. The platform supports 100+ ready-to-use integrations across Databases, SaaS Applications, Cloud Storage, SDKs, and Streaming Services. Over 500 data-driven companies spread across 35+ countries trust Hevo for their data integration needs. Try Hevo today and get your fully managed data pipelines up and running in just a few minutes.

Make life easy. Start automatically syncing Google Sheets with your business systems. Our solution connects, automates, and shares live data in Google Sheets, so your reports, dashboards, and insights always stay up-to-date. Connect Google Sheets to any source system in a single click. Automatically sync data from your source systems with your spreadsheet. Monitor your spreadsheets through Slack and email alerts. Coefficient completes the missing link in the modern data stack. Business users, including sales and marketing teams, still rely on data gatekeepers such as the IT team to access the data they need. This slows down projects, produces unsatisfying datasets, and diminishes trust in data. Coefficient is the antidote. With Coefficient, business users can access and analyze the data they need, when they need it, in the spreadsheet platform they prefer. Now any team member can harness a new category of spreadsheets to unlock more opportunities with their data.

Ragic is a database design tool that looks like any common spreadsheets you've seen, but it is much more powerful. With Ragic, you can simply create and customize your own database without using any codes. This means that you can decide how to process your data, how your sheets look like, the relations of your data, the access rights of every user, and much more. By bringing the power of data management to those who run the business, we make good data governance a convenience for businesses of all sizes. Our clients have built everything from small contact management systems to fully fledged ERP systems on Ragic. You decide who can view, edit, or create records in your database. Businesses need a database system, not just some spreadsheets. Save time by generating Word and Excel documents directly from your database with the mail merge tool.

Revolutionize your data experience with Tablize – transforming sources into dashboards effortlessly with AI. Tablize seamlessly connects disparate live data sources for integrated processing and real-time cross-sheet calculations. With Tablize's , you can automatically import data from any source - whether stored in spreadsheets, databases, ERPs or CRMs. Tablize's customizable dashboard blocks and diverse toolbox allow for optimized configurations tailored to each user persona's unique analytic needs. Dashboard portal syncs views fluently across terminals. Leverage synchronized discoveries to empower informed leadership anywhere.

Whether you have a brick & mortar or an online business, Stock&Buy helps you manage your inventory, orders, customers and suppliers in one place. Manage all your products in one central place. Stock&Buy offers a rich set of features to capture each and every details about your products. Improved inventory control through automatic stock level updates whenever sales and purchases are made. Stock&Buy helps you manage your inventory across multiple warehouses, and in multiple currencies. Stock&Buy makes it easy to track and fulfill orders. All your orders, inventory, supplier and customer data synced and fully integrated on one system. Manage invoices, shipments and payments in multiple locations and currencies. Lost in tracking your bill of materials in a spreadsheet? Search no more. Stock&Buy was designed from the group up to help you accurately track your manufacturing workflows.

Design and automate your sales comp plan tailored to your SaaS business needs, incentivizing the metrics that matter. Make smart business decisions backed by simple, clean data & accurate payouts. Achieve higher productivity & sales performance aided by automated and spreadsheet-free calculations. Design fair & effective comp plans based on evolving business needs, motivating your team to do their best. Get a 360-level breakdown of your sales commissions in real time & unlock your true earning potential. With just a few clicks, integrate any data source, while maintaining data integrity. Auto-sync data with real-time sync or customize a schedule. Ditch downloading endless reports, get all your data in one single place in real time. Save hundreds of hours as your data gets automatically synced to your ERP or CRM, ensuring data hygiene. System-notified reminders to ensure that your commission structures stay up-to-date.

It’s Easy with eSync. Two Way Sync and keep your inventory accurate. Simply click and connect in minutes! Connect your cloud applications and multi location brick-and-mortar stores to grow and automate your retail business. Connect in minutes, no coding required. Easily integrate your point of sale (POS), ERP and ecommerce applications to enable capabilities like cross-channel listings, inventory sync, product data management, order routing, click-and-collect and in-store pickup. Start your free trial today! Automatically list products from your point of sale (POS) and ERP systems in online stores and marketplaces such as, eBay and Amazon. Increase revenue by making your products available in more places. Avoid double selling and stock outs. Sync inventory levels from your physical stores and warehouses with as many online stores, eBay and Amazon accounts as you need. As items are sold and received inventory levels are automatically updated in all stores.

Predict conversion probability through ML analysis of product usage patterns and other indicators. Segment and rank accounts with probability scores and other custom attributes. Augment Salesforce or HubSpot with a browser extension that flags high-potential leads for reps. See key conversion indicators, insights on power users, and decision-makers to effectively customize outreach. Deploy PQL models instantly into existing workflows in Salesforce, Slack, Marketo, Outreach, and more. Leverage product usage data in your GTM efforts without any additional engineering buildout, or messy dashboards, spreadsheets, & new processes. Configure customer outreach across all channels from a single cockpit. Leverage the most impactful channels, marketing automation, sales, or in-product nudges to accelerate activation and monetization. AB tests different qualification models and engagement channels to find the most efficient way to convert & expand accounts.

Panoply brings together a managed data warehouse with included, pre-built ELT data connectors, making it the easiest way to store, sync, and access all your business data. Our cloud data warehouse (built on Redshift or BigQuery), along with built-in data integrations to all major CRMs, databases, file systems, ad networks, web analytics tools, and more, will have you accessing usable data in less time, with a lower total cost of ownership. One platform with one easy price is all you need to get your business data up and running today. Panoply gives you unlimited access to data sources with prebuilt Snap Connectors and a Flex Connector that can bring in data from nearly any RestAPI. Panoply can be set up in minutes, requires zero ongoing maintenance, and provides online support including access to experienced data architects.

Avalor’s data fabric helps security teams make faster, more accurate decisions. Our data fabric architecture integrates disparate data sources from legacy systems, data lakes, data warehouses, sql databases, and apps, providing a holistic view of business performance. Automation, 2-way sync, alerts, and analytics live on top of the platform, powered by the data fabric. All security functions benefit from fast, reliable, and precise analysis of enterprise data including asset coverage, compliance reporting, ROSI analysis, vulnerability management, and more. The average security team uses dozens of specialized tools and products, each with its own purpose, taxonomy, and output. With so much disparate data, it’s hard to prioritize your efforts and know exactly where issues lie. Quickly and accurately respond to questions from the business using data from across your organization.

Automate business processes, manage data and make your job easier. In the NinjaTable constructor you will be able to create tables and interfaces in a few clicks, configure roles and access rights, build graphs and reports, set up business processes, set up events and alerts, and much more. NinjaTable combines the power of web technologies, the Microsoft Access database designer and spreadsheets. Keep records, build reports. Get full control over the work of the company. Create tables, roles and business processes in the designer. Get the automatically generated application. The constructor will allow you to customize any process with the specifics of your company. As a rule, automation starts with Excel: warehouse, CRM, projects, orders, products. But problems with Excel are not long in coming. The solution is NinjaTable business application designer.

Businesses keep a lot of data stored in different systems and applications, across different departments: CRMs, marketing automation platforms, POS systems, electronic product catalogs, event ticket systems, and so much more. Golden Record is data matching software designed to link business data together across any and all of these systems, dedupe and match records, and keep them synced in real time. You can export records from all your systems into spreadsheets and CSV files, chew up a ton of time manually comparing fields, create new corrected CSVs, and import them back into all your systems. You can work with a data expert to analyze your needs and databases and write a custom application that ties it all together. You can purchase and spend months configuring expensive data movement software to connect your existing systems.

Build a collaborative relationship with your customers. Be more efficient with your time without jumping between Salesforce and email. Connecting to Salesforce is seamless. Just authenticate to your Salesforce account and all of your opportunities, contacts, notes and tasks will be synced. Send a message from Thread and customers can live chat with you via one click. Receive a notification when customers become online and when they view your email and files. Updates in Thread sync to Salesforce. And if the records get updated in Salesforce, the changes will be immediately visible in Thread.

Meet Sellular, the platform that superpowers your sales team. Plan & execute end-to-end sales outreach from one place. Best of all, seamlessly capture all sales activity in Salesforce in real-time. Free up your reps to spend more time selling. Less time toggling, automatic data logging, customizable views, and efficient workflows. Reps no longer have to spend additional time updating Salesforce. Capture all data as you go. No more need for offgrid work in spreadsheets or note apps. Execute your entire day in Sellular. Your team will love fewer clicks, less toggling, and better functionality.

Prove and improve impact with unmatched visibility into marketing performance. What is working and what isn’t? That’s the question every marketer needs to be able to answer. And it’s exactly why every B2B marketing team needs revenue attribution. Beyond just clicks and leads,Adobe Marketo Measure gives marketers unmatched visibility into their true impact on the bottom line. With attribution that measures every touchpoint in the customer journey—digital and offline, paid and organic, marketing and sales—accurately identify which channels and campaigns deliver the most revenue and highest ROI. Dealing with disparate data is frustrating.Adobe Marketo Measure automatically connects and unifies your data, so you can spend more time acting on insights and less time on tedious tasks. Get accurate data without the pain of broken spreadsheets and duplicate conversion counting. When it comes to attribution models, one size doesn’t fit all.

Scout's mobile and web-based field data capture platform eliminates your company's costly delays, drastically improves production reporting, operator experience, and saves you thousands of dollars. In addition to streamlining production data management processes, ScoutFDC helps you maintain a higher standard of operational excellence. Live data validation and error messaging notifies users of potential errors at the source. Real-time data sync provides the back office with the information needed to make more informed decisions faster. Production Reports are automatically created and updated as new data is captured. Automated distributions get data to those who need it most. Ditch the spreadsheets! Simple and intuitive operator data entry drastically reduces errors and saves back-office staff hours a day. Enterprise integrations allow Scout to push and pull data automatically from multiple data sources offering consistency across your database.

Get the tools you need to streamline your business and the insights to drive it forward. All in QuickBooks Online Advanced. Get the insights you need most with customizable, presentation-ready reports. Sync your spreadsheets for more accurate business data and custom insights.* Do less manual work by importing and sending hundreds of invoices and expenses at once. Enter and edit multiple bills and checks in just a few steps. We take security seriously, keeping your financial information protected with encryption and security safeguards. Customize how you work with your pick of seamless app integrations built just for QuickBooks Online Advanced.* Integrate with premium apps like DocuSign, Bill.com, HubSpot, Salesforce, and more to make Advanced even more powerful.

Get a top level overview of how to shorten your planning cycles, reduce labor costs and boost productivity. Identify and map out a cohesive, goals-oriented business strategy and follow through on that strategy with forecasting and transparent reporting cycles. Eliminate silos and shadow plans. Get the perspectives of sales, marketing and operations in sync and in one system. Segment the forecasting process in a simple way and apply different techniques to plan sales to customers. Ensure that the right inventory for the right product is in the right place at the right time. Your supply can be a mix of produced, purchased, transferred and copacked. Plan the movement of your products from your factories to the warehouses that supply your customers. Maximize usage of production lines and calculate scheduling conflicts from an easy Gantt Chart view.

CData Sync is a universal data pipeline that delivers automated continuous replication between hundreds of SaaS applications & cloud data sources and any major database or data warehouse, on-premise or in the cloud. Replicate data from hundreds of cloud data sources to popular database destinations, such as SQL Server, Redshift, S3, Snowflake, BigQuery, and more. Configuring replication is easy: login, select the data tables to replicate, and select a replication interval. Done. CData Sync extracts data iteratively, causing minimal impact on operational systems by only querying and updating data that has been added or changed since the last update. CData Sync offers the utmost flexibility across full and partial replication scenarios and ensures that critical data is stored safely in your database of choice. Download a 30-day free trial of the Sync application or request more information at www.cdata.com/sync

Thomson Reuters Workpapers CS streamlines processes, offering instantaneous collaboration and the ability to manage documents and data from a variety of sources. Integrated research and tools combine with powerful reporting capabilities to deliver one solution for both guidance and engagement for your clients. Collaborate in real-time with your team through a single-interface, single-database structure without having to sync, import, or export information. Available as either a cloud-based or local installation, Workpapers CS puts the information you need at your fingertips, empowering you to make a positive impact on your clients’ businesses. A sophisticated binder system, extensive configurability, and power efficiency features make your work fast and easy. Import data from a spreadsheet, quickly and easily verify client balances and transfer to tax returns. Give all team members simultaneous access to tax work papers and the trial balance, with role-specific dashboards.

Automate repetitive processes and tasks for every team. Capture and automate your workflows instantly – whether through a UI, document or image – with point-and-click tools. Empower business and IT teams to collaborate with ease and break silos on every step of your automation journey. Reuse and compose RPA securely with Anypoint Platform, Composer, and Salesforce Customer 360. Purpose-built for every team, MuleSoft RPA eliminates manual tasks and processes – from simple to advanced automations. Seamlessly integrated with Anypoint Platform and Composer, MuleSoft RPA delivers intelligent automation anywhere and achieves end-to-end automation at scale. Automate data entry and data retrieval in legacy and modern applications. Extract data from documents, web pages, emails, spreadsheets, and more. Intelligently recognize and extract texts from images and screens. Orchestrate complex multi-step, multi-system workflows.

No more messy spreadsheets when you have easy databases. With the simplicity of spreadsheets, the functionality of databases and integrations with best business APIs, Stackby gives you the flexibility to build your own work tools your way. No coding or technical skills are required. It's as easy as a spreadsheet, but you can mold it into a powerful relational database that your teams will love to use. Import excel or google Sheets or create your own template, in a few minutes. No coding or training is needed. With over 25+ unique column data types, 6 data views, powerups, an apps marketplace & ever-increasing capabilities, you can build custom no-code solutions for your teams to move work forward faster. Discover useful powerups, build custom reporting dashboards and extend your workflows with powerful building blocks for your team need to reach new milestones.

Tired of remapping your financial data? Reach allows financial professionals to sync their financial data directly from the source and create beautiful reports for their clients. Choose from pre-built reports, dashboards and metrics or customize your own. Access your key financial reports and dashboards from any device. Create universal reports and dashboards that work for all of your clients and stay automatically updated. Save yourself time and frustration with easily never having to remap your data for financial reports. Whether it's a view from 35,000 feet or viewed through a microscope, the data is live, and gorgeously displayed. Sharing specific data has never been easier. Built on a spreadsheet platform, Reach Reporting is created to make CPAs lives simpler.

SalesOutlook's Outlook CRM is a comprehensive customer relationship management (CRM) and email marketing system that embeds into Microsoft Outlook. Our Outlook based CRM automatically syncs all customer data at one place. All files and email correspondence are saved to the contact's profile, and because SalesOutlook CRM depends on Microsoft Outlook, there is no need for a dedicated MS-SQL server database. SalesOutlook Outlook CRM's intuitive interface provides a host of features that optimize the user experience. Contacts can be dragged and dropped into different lead categories, such as "Opportunity" or "Customer Inquiry" directly from the email interface. By right-clicking on a customer name, users can easily access contact information, providing instant visibility into all the necessary information related to any particular buyer. Our Outlook CRM is a specialized system that builds upon a frequently-used email medium to create a CRM that will optimize user efficiency.

Quip helps sales teams accelerate business in real-time. Reimagine sales processes with embedded documents, live Salesforce data, and built-in collaboration. Quip is the easiest way for Salesforce customers to transform processes like Account Planning, Mutual Close Plans, and Qualification Notes. Standardize, automate, and embed real-time, collaborative documents inside Salesforce records. Quip documents unite your team’s work and communication, so you can get everything done in one place. Embed spreadsheets into documents to give data the context your team needs to make critical decisions. Streamline your workflow with team chat built into every document and spreadsheet; plus team chat rooms and 1:1 messaging.

Blendo is the leading ETL and ELT data integration tool to dramatically simplify how you connect data sources to databases. With natively built data connection types supported, Blendo makes the extract, load, transform (ETL) process a breeze. Automate data management and data transformation to get to BI insights faster. Data analysis doesn’t have to be a data warehousing, data management, or data integration problem. Automate and sync your data from any SaaS application into your data warehouse. Just use ready-made connectors to connect to any data source, simple as a login process, and your data will start syncing right away. No more integrations to built, data to export or scripts to build. Save hours and unlock insights into your business. Accelerate your exploration to insights time, with reliable data, analytics-ready tables and schemas, created and optimized for analysis with any BI software.

Peliqan.io is an all-in-one data platform for business teams, startups, scale-ups and IT service companies - no data engineer needed. Easily connect to databases, data warehouses and SaaS business applications. Explore and combine data in a spreadsheet UI. Business users can combine data from multiple sources, clean the data, make edits in personal copies and apply transformations. Power users can use "SQL on anything" and developers can use low-code to build interactive data apps, implement writebacks and apply machine learning. Key Features: Wide range of connectors: Integrates with over 100+ data sources and applications. Spreadsheet UI and magical SQL: Explore data in a rich spreadsheet UI. Use Magical SQL to combine and transform data. Use your favorite BI tool such as Microsoft Power BI or Metabase. Data Activation: Create data apps in minutes. Implement data alerts, distribute custom reports by email (PDF, Excel) , implement Reverse ETL flows and much more.

eShopSync acting as a bridge between eCommerce and Salesforce, provides various range of features. Its functionalities not only relish the the eCommerce store management experience but also lets you enjoy the benefits of CRM with retention marketing. Powered with eShopSync, you can improve your store with exceptional support handling. Integrated with CRM tools one can achieve right data with right customers on right time. It also helps in increasing sales performance and generating unprecedented revenue with great customer satisfaction. Lead management is the most important factor when it comes to increasing sales. With eShopSync any query generated during run time on store end will act as lead in Salesforce. At run time the order can be automatically synced at Salesforce in real time. As soon as an order is created at eCommerce end, it will also get created at Salesforce end.

Our seamless API integration empowers you to fully integrate your e-commerce system of your choice with our logistics software and can be completed within a few clicks. After the products and SKUs have been synced, you can schedule deliveries in order to ship the products to one or several fulfillment warehouses. Our international fulfillment network is equipped with modern shelving systems and pallet spaces. Stocks can be divided flexibly across fulfillment centers to bring products closer to your customers. This enables you to cut down shipping costs and reduce delivery times. The automated fulfillment process starts right after a customer has placed an order in your online shop. Since the order data is automatically transferred to our warehouse we can immediately start processing the order and ship it to the customer on the same day. Our international fulfillment solution empowers you to sell and ship your goods worldwide at the best conditions.

Row Zero is the best spreadsheet for big data. Row Zero matches the experience of traditional spreadsheets but can handle 1+ billion rows, process data much faster, and connect live to your data warehouse and other data sources. Row Zero spreadsheets are powerful enough to pull entire database tables into a spreadsheet, letting non-technical users build live pivot tables, graphs, models, and metrics on data from your data warehouse. Row Zero also offers advanced security features and is cloud-based, empowering organizations to eliminate ungoverned CSV exports and locally stored spreadsheets from their org. With Row Zero, you can easily open, edit, and share multi-GB files (CSV, parquet, txt, etc.) Row Zero has all of the spreadsheet features you know and love, but was built for big data. If you know how to use Excel or Google Sheets, you can get started with ease.