VerityESG 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.

Slack is a cloud-based project collaboration and team interaction software solution specially designed to seamlessly facilitate communication across organizations. Featuring powerful tools and services integrated into a single platform, Slack provides private channels to promote interaction within smaller teams, direct channels to help send messages directly to colleagues, and public channels that enables members across organizations to start conversations. Available on Mac, Windows, Android, and iOS apps, Slack offers a plethora of features that include chat, file sharing, collaborative workspace, real-time notifications, two-way audio and video, screen sharing, document imaging, activity tracking and logging, and more.

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.

Store, sign, and secure your content on Box, the leading Intelligent Content Management platform. Built for the AI-first era, Box simplifies your tech stack and conserves cost with one secure, end-to-end solution for the entire content lifecycle. ✓ Unlock the value of your content with AI: Pair top AI models with your organization’s content to find information, extract insights, build custom AI agents, and automate the work that slows you down ✓ Get unlimited collaboration: Create, manage, and share files from anywhere, with anyone ✓ Protect your content: Secure your sensitive files and data, thanks to granular access controls, intelligent threat detection, and adherence to stringent compliance requirements ✓ Scale with 1,500+ integrations: Work from anywhere across all your team’s favorite apps and extend the power of Box with APIs

Evernote is a powerful productivity platform designed to help you capture, organize, and remember everything in one place. It brings together notes, tasks, calendars, and files so you can manage both personal and professional projects effortlessly. With flexible organization tools, users can structure information in a way that matches how they think and work. Evernote syncs across devices, ensuring your content is always accessible whenever you need it. Built-in search makes finding important notes fast and intuitive, even in large libraries. AI-powered features help users summarize content, surface relevant information, and work more efficiently. Whether you’re planning, researching, or brainstorming, Evernote acts as a reliable second brain.

Access, share, and collaborate on all your files from anywhere. OneDrive connects you to all your files in Office 365 so you can share and work together from anywhere while protecting your work. Easily store, access and discover your personal and shared work files in Office 365, including Microsoft Teams, from all your devices. Edits you make offline are automatically uploaded next time you connect. Work faster and smarter with anyone inside or outside your organization. Securely share files and work together in real-time using Word, Excel and PowerPoint across web, mobile and desktop. Create, view, edit, and share files on the go with the OneDrive mobile app. Easily capture whiteboards and scan work receipts, business cards, and other paper documents for safe keeping. OneDrive helps protect your files. You can easily recover files from accidental deletes or malicious attacks and administrators can manage security policies to help keep your information safe.

Microsoft PowerPoint empowers you to design captivating presentations that inspire, inform, and engage your audience. With Copilot, PowerPoint’s built-in AI assistant, you can instantly generate outlines, craft slides from text prompts, and refine your content with smart design suggestions. It offers professional templates, customizable layouts, and multimedia integration for impactful storytelling. The Speaker Coach helps you rehearse with confidence, improving pacing, tone, and delivery. Seamless real-time collaboration enables teams to co-edit and present from anywhere across desktop, web, and mobile devices. With its intuitive tools and cloud connectivity through Microsoft 365, PowerPoint transforms ideas into polished, persuasive presentations.

Microsoft OneNote is your all-in-one digital notebook for capturing ideas, organizing thoughts, and collaborating seamlessly. With Copilot in OneNote, you can draft plans, generate ideas, and structure your notes using simple natural-language prompts. Sketch, annotate, and highlight freely using digital ink that feels as natural as pen on paper. Share notebooks in real time to brainstorm, plan, or learn together with teammates, classmates, or family. Built-in voice transcription ensures you never miss key details from meetings or lectures. Whether at home, school, or work, OneNote helps you stay organized and creative across all your devices.

Microsoft Outlook is the all-in-one email, calendar, and contact management platform designed to keep you organized and connected across your digital life. With Outlook, you can manage multiple accounts—including Gmail, Yahoo, and iCloud—within one unified inbox. Intelligent scheduling tools and shared calendars help you stay on top of meetings, events, and personal reminders. The built-in Microsoft Copilot assists with writing emails, summarizing long threads, and managing tasks to boost productivity. Outlook also offers enterprise-grade security, filtering out spam, phishing, and malware to keep your data safe. Whether on desktop, mobile, or web, Outlook helps you manage communication and time with clarity and confidence.

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.

Microsoft Excel is the industry-standard spreadsheet application that helps users organize, analyze, and visualize data with precision and power. Whether you’re managing budgets, tracking performance, or analyzing complex datasets, Excel simplifies every task with intuitive tools and intelligent automation. With Copilot, you can now ask Excel to write formulas, summarize data, or create visualizations—all powered by AI. From basic spreadsheets to advanced financial modeling, Excel adapts to your skill level and workflow. Its cloud collaboration through Microsoft 365 lets multiple users edit, share, and comment in real time from any device. With flexible templates, built-in charts, and cross-platform integration, Excel turns numbers into insights you can act on.

Microsoft Word is the world’s leading word processing software, designed to help you write, read, and create with confidence. Powered by Copilot, Word uses AI to help you generate ideas, refine drafts, and edit your writing with clarity and precision. Whether you’re working on essays, reports, proposals, or creative writing, Word delivers professional results across devices—desktop, web, and mobile. With Editor and built-in collaboration tools, teams can co-author documents in real time while maintaining consistency and accuracy. Integrated with Microsoft 365, Word also connects seamlessly with apps like Excel, PowerPoint, and OneDrive for a complete productivity experience. Trusted by millions, Word empowers individuals and businesses to create polished, impactful content anytime, anywhere.

Affinity offers the insights you need to grow your most valuable relationships and discover untapped business opportunities through patented technology that structures and analyzes billions of data points across your team’s digital communications. Affinity helps teams manage and grow their networks by unlocking introductions to key decision-makers and auto-populating pipelines to increase deal flow. Affinity also applies context to your team's contacts, so you always know who has talked to whom and why. In any industry where success depends on maintaining high-touch relationships, Affinity allows you to get deeper insights into your network and finally eliminate manual data entry.

MSCI Real Estate Enterprise Analytics provides global market and portfolio analytics that fit your view of the real estate investment world, allowing you to see and evaluate the total performance of your entire real estate portfolio, and how you’re managing it. Available through the MSCI Real Estate Analytics Portal, Enterprise Analytics delivers whatever level of analysis you need from portfolio fund summary reporting to granular asset-level data. Using the portfolio and query builder tools you also have the ability to isolate and analyze the performance of specific sectors, segments, or assets, run analysis on custom portfolios, and evaluate custom time horizons. Enterprise Analytics also provides a common language for the C-Suite, research, risk, and investor relations teams across your organization. From strategy through capital raising, portfolio construction, and risk and performance reporting, it supports you to determine future allocation.

An integrated, effective and practical platform that helps you manage the key areas of your compliance program and make better decisions. Manage your third parties across their entire lifecycle, including compliance risk assessments, due diligence, screening and monitoring, auditing and reporting, and offboarding. Our platform is designed by former compliance officers and has been built from the ground up with one sole purpose in mind: to meet the needs of compliance managers. The scale of our technology offerings suits enterprises with minimal requirements through to global Fortune 500 companies that regularly deal with hundreds of thousands of third parties across every continent. Configurable and personalized workflows align to your organization and third-party processes. Solution architecture that allows you to integrate with hundreds of systems – including SAP, SalesForce, Oracle and HRMS systems – using a standard API model.