Uppwise CWM 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 is a cloud-based productivity platform that combines familiar tools like Word, Excel, PowerPoint, Outlook, and Teams into one integrated solution. With the addition of Microsoft 365 Copilot, AI capabilities are built directly into these applications to enhance productivity and streamline everyday tasks. Users can draft documents, analyze data, create presentations, and manage emails more efficiently with intelligent assistance. The platform allows seamless collaboration across teams by enabling real-time editing, file sharing, and communication. Microsoft 365 also includes cloud storage through OneDrive, ensuring users can access their files from anywhere. Copilot helps users generate content, summarize information, and provide insights based on their data. The system is designed to support both personal and professional workflows with flexibility across desktop, web, and mobile devices.

Slack is a work collaboration platform that brings people, apps, data, and AI agents together in one shared workspace. It helps teams communicate through channels, direct messages, huddles, Slack Connect, files, canvases, lists, workflows, and integrations. The platform includes Slackbot, a context-aware AI agent that can summarize conversations, search across messages and files, prepare users for meetings, analyze documents, and help complete tasks without leaving Slack. Slack also supports connected apps such as Salesforce, Google Drive, GitHub, Zoom, Asana, Box, Workday, ChatGPT, and many others. Teams can use Workflow Builder to automate stand-ups, project updates, approvals, notifications, and routine business processes. With enterprise search, AI assistance, secure collaboration, and a large integration ecosystem, Slack helps organizations stay aligned, move faster, and reduce work scattered across disconnected tools.

Enterprise video conferencing with real-time messaging & content sharing with Zoom Meetings & Chat. Simplified video conferencing and messaging across any device. Enable quick adoption with meeting capabilities that make it easy to start, join, and collaborate across any device. Zoom Meetings syncs with your calendar system and delivers streamlined enterprise-grade video conferencing from desktop and mobile. Enable internal and external communications, all-hands meetings, and trainings through one platform. Bring HD video and audio to your meetings with support for up to 1000 video participants and 49 videos on screen. Multiple participants can share their screens simultaneously and co-annotate for a more interactive meeting. End-to-end encryption for all meetings, role-based user security, password protection, waiting rooms, and place attendee on hold. Record your meetings locally or to the cloud, with searchable transcripts. Zoom also offers a HIPAA compliant plan for healthcare.

Dropbox Business is more than just secure file storage—it’s a smart workspace where teams, tools, and content come together. Create, store, and share cloud content from Google Docs, Sheets, and Slides, Microsoft Office files, and Dropbox Paper alongside traditional files in Dropbox. Dropbox Spaces brings your files and cloud content together, so that your PowerPoints can live next to your Google Docs, Trello boards, and whatever tools your team wants to use. Easily access your team’s work from your computer, mobile device, or any web browser. Keep your team’s files and the conversations about them in the same place by connecting tools like Slack and Zoom. Intelligently suggested files and folders keep your team one step ahead by giving everyone the content they need, when they need it. A secure, distributed infrastructure—plus admin tools for control and visibility—keep your company’s data safe on Dropbox.

Solving today's complex business problems takes teams of engaged people working together. We’ve built an online guide to teach you and your team the secrets of successful teamwork. When you have a place to create and make decisions as a team, there’s no limit to what you can achieve. Teams brings everything together in a shared workspace where you can chat, meet, share files, and work with business apps. Get your team on the same page with group chat, online meetings, calling, and web conferencing. Collaborate on files with built-in Microsoft 365 (formerly Office 365) apps like Word, Excel, PowerPoint, and SharePoint. Add in your favorite Microsoft apps and third-party services to keep the business moving forward. Get end-to-end security, administrative control, and compliance—all powered by Microsoft 365. Teams is designed for groups of all kinds. Get started with the free, no-commitments version. You can also get Teams as part of the best-in-class suite of productivity tools.

Box helps growing businesses manage and get more value from their content on one secure AI-powered platform. Combining file sharing, document management, workflow automation, e-signature, and AI tools in one place, Box empowers teams to reduce tool sprawl and improve visibility across all their files. Organizations use Box for secure internal and external collaboration, knowledge management, contract lifecycle management, onboarding, controlled documents, and audit-ready archiving. For teams adopting AI, Box is designed to connect AI to business content with permissions, governance, and auditability in one file system. The platform also supports compliance and security needs with features such as access controls, retention, classification, and protections for regulated environments, including support for requirements such as HIPAA and FINRA.

Jira is the only project management tool you need to plan and track work across every team. Jira by Atlassian is the #1 software development tool for teams planning and building great products. Trusted by thousands of teams, Jira offers access to a wide range of tools for planning, tracking, and releasing world-class software, capturing and organizing issues, assigning work, and following team activity. It also integrates with leading developer tools for end-to-end traceability. From short projects, to large cross-functional programs, Jira helps break big ideas down into achievable steps. Organize work, create milestones, map dependencies and more. Link work to goals so everyone can see how their work contributes to company objectives and stay aligned to what’s important. Your next move, suggested by AI. Atlassian Intelligence takes your big ideas and automatically suggests the tasks to help get it done.

Google Drive is a cloud-based storage platform designed to help individuals and businesses store, manage, and share files securely online. The platform allows users to upload, edit, and access documents, spreadsheets, presentations, PDFs, and many other file types from virtually any device. Google Drive includes AI-powered tools through Gemini, helping users quickly search for files, generate insights, and organize content more efficiently. Teams can collaborate in real time with customizable sharing permissions, shared drives, electronic signatures, and integrations with third-party applications. The platform also offers enterprise-grade security features such as ransomware detection, encryption, AI-powered classification, and compliance controls to help protect sensitive business information. With scalable storage options and seamless integration with Google Workspace applications, Google Drive helps businesses improve productivity, collaboration, and data management.

Microsoft SharePoint is a secure, enterprise-grade collaboration and content management platform that connects teams, information, and workflows. With AI-powered Copilot and SharePoint agents, users can instantly generate pages, summarize content, and surface insights from within their sites. It enables seamless document management, version control, and real-time collaboration—both inside and outside your organization. Customizable templates and drag-and-drop tools make it easy to design visually engaging intranet sites and portals. SharePoint also provides robust security and compliance features, including access controls, data governance, and conditional policies. Integrated deeply into Microsoft 365, it helps businesses streamline communication, boost productivity, and accelerate their AI transformation.

Meet the simple, powerful, reimagined Project for everyone. Stay organized, focused, and in charge. Tackle anything from small projects to large initiatives. You may or may not be a project manager, but now you can be the boss of any project with a powerful, easy-to-use app. Work confidently with a powerful project management tool that makes getting started and managing projects both simple and easy. Even complex projects are easier to manage when you can choose methods and tools that best suit your needs. Use Project and Teams to empower collaboration and management of projects, including file sharing, chats, meetings, and more. Collaborate on projects even when you’re on different continents. Enable all team members to update tasks simultaneously so you can get more done together.

Power BI is a business intelligence platform that enables users to analyze data using AI-driven tools and intuitive report creation. It consolidates data from various sources into OneLake, creating a centralized data source. This platform aids in embedding actionable insights into applications like Microsoft 365, aiding decision-making. Power BI integrates with Microsoft Fabric, enhancing data management. It offers scalability to handle large data volumes and integrates seamlessly with Microsoft services. Its AI capabilities efficiently identify patterns and generate insights. Power BI ensures data security and compliance. Its Copilot feature allows rapid report generation. Additionally, Power BI Pro offers self-service analytics, and its free version includes data modeling and visualization tools. It's known for unified data management, empowering users with accessibility and training resources. Power BI has demonstrated a significant ROI and economic benefit, as evidenced in a Forres

SAP ERP (Enterprise Resource Planning) is an integrated software solution developed by SAP that enables organizations to manage and automate their core business processes in a unified system. It covers a wide range of business functions, including finance, supply chain management, human resources, procurement, manufacturing, and customer relationship management. The software is designed to facilitate the flow of information between different business departments, ensuring that data is consistent and up-to-date across the organization. SAP ERP is modular, meaning organizations can implement the specific modules they need, such as Financial Accounting (FI), Sales and Distribution (SD), or Materials Management (MM), among others. The system is highly customizable, allowing businesses to tailor it to their specific industry requirements and operational needs. SAP ERP has been widely adopted by companies of all sizes and industries.

Azure DevOps is a comprehensive set of modern development tools that help teams plan smarter, collaborate better, and deliver software faster. It provides services like Azure Boards for work tracking, Azure Pipelines for continuous integration and deployment, Azure Repos for Git-based source control, and Azure Test Plans for quality assurance. With built-in support for GitHub Copilot, developers can boost productivity by leveraging AI-assisted coding. The platform offers seamless integration with a variety of tools and supports any language, platform, or cloud environment. Azure DevOps emphasizes security with extensive compliance certifications and a dedicated engineering team. Trusted by leading global companies, it enables organizations to accelerate development cycles while maintaining high code quality and operational agility.

The modern analytics era truly began with the launch of QlikView, our first analytics solution, and the game-changing associative engine it is built on. It revolutionized the way organizations use data with intuitive visual discovery that put business intelligence in the hands of more people than ever. And we continue to lead the way with Qlik Cloud® Analytics for a cloud-based SaaS deployment and Qlik Sense® for an on-premises solution. Both options augment and enhance human intuition with AI-powered insights, and help your team move from passive to active analytics for real-time collaboration and action. Take advantage of analytics in the cloud and on-premises. You get maximum choice and deployment flexibility when deciding where to store, transform, and analyze your data.