Visual Planning 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.

Oracle NetSuite is the world’s leading AI-powered cloud ERP, trusted by more than 42,000 customers worldwide. The platform unifies ERP, financials, CRM, ecommerce, and analytics into one suite, creating a single source of truth for organizations. Its built-in AI doesn’t just predict—it learns from your business data to deliver accurate insights, recommendations, and automation. With NetSuite, companies can streamline accounting, manage global operations, improve customer relationships, and optimize HR processes all from a centralized cloud platform. Its omnichannel commerce tools also help businesses scale by connecting online, offline, and B2B sales seamlessly. By combining scalability, real-time visibility, and AI-driven intelligence, NetSuite empowers organizations to operate smarter and grow faster.

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.

Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.

Make the most of every day. The new Google Calendar app helps you spend less time managing your schedule and more time enjoying it. A Schedule with a View. Schedule View brings your schedule to life and makes it easy to see what's ahead with images and maps. Everything you need. Various views of your day, week and month, invitations, web calendar and much more. Backup everything. Your events are always saved on the Web. If you lose your phone, you don't lose your address book. Different ways to view your calendar - Quickly switch between month, week, and day views. Events from Gmail - Flight, hotel, concert, restaurant reservations, and more are added to your calendar automatically. Tasks - Create, manage, and view your tasks alongside your events in Calendar. Video conferencing - Easily add video conferencing to calendar events. Quick event creation - Smart suggestions for event titles, places, and people save you time when creating events.

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.

Increase customer loyalty and drive up revenue with cloud-based CRM systems and tools from Sage. CRM stands for Customer Relationship Management. It's a way of tracking and managing interaction with prospects, leads and customers as they move through every stage of a company's sales cycle. If ERP lets you focus on running your business, CRM tools help you focus on customers. CRM software helps businesses improve customer relationships by organising and automating communications and activities across all customer-facing departments including sales, marketing and customer service. Cloud CRM systems provide a level of automation that enables businesses to run smoothly and efficiently. And, because every customer interaction is stored in one place, you and your team can nurture these relationships at every stage.

QuickBooks Enterprise can handle it with an all-in-one solution built to manage your business and your bottom line. With QuickBooks Enterprise with cloud access, your team can collaborate from anywhere with a protected connection and automatic daily backups. Get our most powerful software and the flexibility to work from where you want with hosting. Get 6x the list capacity of Pro and Premier with room to grow to up to 1 million customers, vendors, and inventory items. In addition, get faster payroll inside QuickBooks, deeper insights with 200+ reports, and focused editions for your industry. Enterprise Diamond is an integrated solution that helps you streamline business management. It bundles key functionality and lets you add and customize as you grow. With Assisted Payroll, we’ll manage your payroll taxes for you, including quarterly and year-end filings—guaranteed accurate and on time.

Tailor-made for your business. QuickBooks Desktop Premier automates everyday tasks, so you can focus on your business. Improved bank feeds. Now save even more time by automatically categorizing bank transactions with improved matching for payees, accounts, and classes. Use enhanced rules and batch editing to limit data entry, and quickly review and resolve discrepancies. Fulfill the industry-specific needs of your business. Easily manage inventory items. Quickly locate items and complete inventory related tasks all in one place using the Inventory Center in QuickBooks. Track your balance sheet by class. Use this built-in, easy-to-access report to track financial data separately by location, department, or profit center. Bill clients progressively by job phase. Track and bill clients by time and material, job phase, or percentage completion, whatever works best for your unique business. Our cloud-based subscription service makes accounting easy.

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.

Manage projects of any size with Primavera P6 EPPM. Robust, and easy-to-use, Primavera P6 EPPM is the solution for globally prioritizing, planning, managing, and executing projects, programs, and portfolios. Insight to current and future resource usage for accurate forecasts and decisions. Resolve overallocation through leveling or changing resource assignments. Plan, schedule, and control large-scale programs and individual projects. Role and resource optimization, demand, and capacity planning. Communicate resource requirements and decisions throughout project lifecycle. Graphical analysis of resource and role utilization.

Quantum Control – a fully integrated, business solution designed for the aviation industry. Enforces compliance to best practices & workflows, ensuring quality, optimization and operational performance. Looking for commercial, off-the-shelf software flexible and configurable enough to meet the needs of your business? Rigorously tested, with best-in-class processes, Quantum empowers your company to meet the complex needs of FAA compliance and quality. Highly trained technicians and 24/7 world-wide support provide our customers with best-in-class results for implementation, training, and technical support. These are key benefits of our membership service. Looking for commercial, off-the-shelf software flexible and configurable enough to meet the needs of your business? Rigorously tested, with best-in-class processes, Quantum empowers your company to meet the complex needs of FAA compliance and quality.

Epicor Advanced MES is a manufacturing execution system that is suited to plastic molders, repetitive manufacturers and those with an assembly process involving multiple machines. It is designed to help floor operators to monitor and optimize their plant operations. Advanced MES helps manufacturers monitor and control their business with real-time plant and machinery information. The system enables users to identify inefficient resource allocations to find new capacity within the business. It also helps to track machine downtime and record scrap and material wastage in every production cycle. The software offers visibility into operations, real-time scheduling and process monitoring. Users can monitor up to 100,000 cycles and can see production details and descriptors. Maintenance teams can also access machine condition reports to plan preventive maintenance. Advanced MES offers integrations with accounting and manufacturing estimating capabilities.

Modern customers expect transparency, proactivity, and responsiveness from your service department whenever an issue arises. CRM for SYSPRO is built for manufacturers and distributors and gives your teams the tools they need to provide a higher level of service and assist at every point as your customers move through their journey from their initial purchase to becoming an advocate. CRM for SYSPRO is built for manufacturers and distributors who rely on loyal relationships, operational efficiency, and quality. Our integrated solution pulls together data from every customer interaction, SYSPRO ERP and other connected systems to help build your customer-centric organization. Our unique solution has all the features you would expect in a CRM system and some additional tools built specifically to support recalls of lotted and serialized products, managing warranty contracts as well as facilitate in-house and remote maintenance services.

Growth is a big part of your business game plan, but have you thought about how you should be managing and streamlining all critical business areas? With SYSPRO Enterprise Resource Planning (ERP) you gain full view of all business activities, including Financial, Warehouse and Inventory Management, across your Supply Chain and Business Operations. Specializing in the Manufacturing and Distribution sectors, SYSPRO ERP provides the solutions, processes and tools to assist you to manage your data and gain insights into your business. The demonstrable benefits of new technologies will lead to their wider adoption, and failure to invest in them will be fatal for many firms long term prospects. SYSPRO specializes in the manufacturing and distribution industries, with us, you get more than an ERP solution – you gain a global team of industry experts who speak your language and understand your pain points.

We’ve been hearing about the “paperless office” for ages. With electronic invoice processing from EASY SOFTWARE, you are counting on the right solution at the right time. Gains in efficiency and transparency through Accounts Payable Automation are waiting for you – in the digital invoice receipt process. You will achieve a significant reduction in costs compared to paper-based invoice processing thanks to a digitized verification and approval process. All involved people can learn from the digital workflow what the status of an invoice is, in whose “virtual” hands it currently is, and who initiates the next step for approval. Manual searches, sorting & stamping are things of the past. EASY AP Automation has already been successfully integrated in a variety of backend systems in numerous projects. That includes the following systems, among others: Microsoft Dynamics NAV (Navision), Sage, Diamant, FOSS, Datev, Oracle Financials, Infor, Infor AS, SAP® and many more.

GROW with SAP is a comprehensive cloud ERP solution designed to help businesses adopt cloud-based enterprise resource planning with speed, predictability, and continuous innovation. It offers a ready-to-run cloud ERP system, SAP S/4HANA Cloud Public Edition, which accelerates business processes by providing the latest industry best practices and continuous updates. The solution includes preconfigured processes, enabling companies to move forward efficiently and manage legal, tax, and industry regulations globally. GROW with SAP integrates across various business lines, including HR, finance, supply chain, and manufacturing, providing real-time insights for informed decision-making. The platform features an intuitive, collaborative, and modern user interface, empowering business users with low-code tools that require minimal IT training. To ensure successful implementation, GROW with SAP offers guided tools and methodologies through the Accelerate for GROW with SAP approach.

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.

Grow your customer-centric strategies while gaining insight with our next-generation CRM platform. Epicor CRM provides the information and control to deliver a world-class customer experience at every touchpoint. Advanced collaboration capabilities in Kinetic (new name for Epicor ERP) connect employees, departments, and supply chain partners so your whole company can be more responsive. Epicor CRM allows you to Increase supply chain velocity to keep pace with global competition. Drive out costs to improve profitability through effective coordination from raw materials to the delivery of finished products. Enhance your customer experience with a data-driven focus on meeting expectations for information accuracy, inventory, product delivery, and service. Web-based customer retention solutions for automotive service providers.