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DealCloud for Outlook (Financial Services)
Intapp Office Store
+1
Applicable to:
Outlook
Experience the power of DealCloud's all-inclusive financial services software directly from Outlook.
5.0
(4 ratings)
1 out of 43
Cirrus Insight for Outlook
Cirruspath, Inc
+1
Applicable to:
Outlook
Be free from CRM friction and wasted opportunities.
3.4
(19 ratings)
2 out of 43
X-Author™ Contracts
APTTUS CORP
+1
Applicable to:
Word
X-Author for Contracts is a cloud-based Word add-in that lets you work on contracts and templates.
5.0
(1 ratings)
3 out of 43
Juniper Square for Outlook
Juniper Square, Inc.
+1
Applicable to:
Outlook
Juniper Square is the leading provider of investment management software for commercial real estate.
4.9
(88 ratings)
4 out of 43
LinkPoint Blade
LinkPoint
+1
Applicable to:
Outlook
#1 integration alternative to Salesforce tools. 1-Click to View/Edit/Sync records from any device.
5 out of 43
Backstop for Outlook
Backstop Solutions Group, LLC
+1
Applicable to:
Outlook
Bring key Backstop Research Management and Business Development functionality to the user’s inbox.
5.0
(1 ratings)
6 out of 43
Conga X-Author for Contracts Advanced
APTTUS CORP
+1
Applicable to:
Word
Conga X-Author for Contracts Advanced is a Microsoft Word add-in that lets you work on contracts
7 out of 43
SmartOffice
Ebix Inc.
+1
Applicable to:
Outlook
Post email messages and manage your SmartOffice contacts without leaving Outlook
5.0
(1 ratings)
8 out of 43
Dynamo
Dynamo Software
+1
Applicable to:
Outlook
The Dynamo Software integration with Outlook lets you experience Dynamo in Outlook.
4.2
(11 ratings)
9 out of 43
Affinity for Outlook
Project Affinity
+1
Applicable to:
Outlook
Manage and Close Deals Faster with Affinity for Outlook
10 out of 43
VerityRMS for Office 365
Verity Platform
+4
Applicable to:
Excel
OneNote
PowerPoint
Word
VerityRMS Add-ins allow users to deposit documents and create notes from within Microsoft Office
11 out of 43
Maven Documents Template Builder
MAVEN MULE d.o.o.
+2
Applicable to:
Excel
Word
Build templates easily using Maven Documents Template Builder integrated into your Word.
12 out of 43
MadeMarket CRM
Made Market, Inc.
+1
Applicable to:
Outlook
Software for investment bankers & M&A advisors.
5.0
(3 ratings)
13 out of 43
blau direkt für Outlook
blau direkt GmbH & Co. KG
+1
Applicable to:
Outlook
Zeige zu Kontakten Kunden- und Vertragsinformationen an und archiviere Konversationen im MVP
5.0
(3 ratings)
14 out of 43
X-Author™ Contracts (EU)
APTTUS CORP
+1
Applicable to:
Word
X-Author for Contracts(EU) is a cloud based word add-in that let you work on contracts and templates
15 out of 43
Gatekeeper
Cinergy Technology Ltd
+3
Applicable to:
Excel
PowerPoint
Word
Streamline your work with documents and Contract Templates stored in Gatekeeper.
5.0
(2 ratings)
16 out of 43
Edda for Outlook
Kushim
+1
Applicable to:
Outlook
Edda for Outlook allows to synchronise emails and contacts with your Edda Dealflow account
17 out of 43
ConnectME
LinkPoint
+1
Applicable to:
Outlook
The Leading productivity integration for Salesforce. Bring the power of Salesforce into Outlook.
4.5
(2 ratings)
18 out of 43
Klue
Klue
+2
Applicable to:
Outlook
Teams
Capture competitive intel from Teams to augment your competitive enablement strategy using Klue.
19 out of 43
BeeCastle for Outlook
BeeCastle
+1
Applicable to:
Outlook
Access & manage BeeCastle CRM contacts directly from your inbox
5.0
(3 ratings)
20 out of 43
X-Author for Contracts on Gov Cloud
APTTUS CORP
+1
Applicable to:
Word
X-Author for Contracts is a cloud-based Word add-in that lets you work on contracts and templates.
5.0
(1 ratings)
21 out of 43
LeadSquared for Outlook
MarketXpander Services Pvt Ltd
+1
Applicable to:
Outlook
Manage leads and boost your productivity with LeadSquared for Outlook.
5.0
(1 ratings)
22 out of 43
VerityRMS for Outlook
Verity Platform
+1
Applicable to:
Outlook
VerityRMS Add-ins allow users to deposit documents and create notes from within Microsoft Outlook
23 out of 43
SuperSync Email for NetSuite
SCS Cloud
+1
Applicable to:
Outlook
Real-Time Integration Between NetSuite and Outlook powered by SCS Cloud, a 5-star NetSuite partner
24 out of 43
Betterfront Add-in
Betterfront Technologies GmbH
+1
Applicable to:
Outlook
This add-in provides you access to your Betterfront content without interrupting your current work
25 out of 43
B2Publish
BIT2WIN SRL
+1
Applicable to:
Word
Streamline your document creation process with B2Publish Word add-in
26 out of 43
ClientManager for Outlook
ClientManager (Pty) Ltd.
+1
Applicable to:
Outlook
Upload emails directly to ClientManager Financial Planning CRM from Outlook.
27 out of 43
Firmainfo
Katan Software AS
+1
Applicable to:
Outlook
Firmainfo er en addin til outlook som henter data fra flere registre hos Brønnøysund
28 out of 43
NextAgency Email Add-In for Outlook
Take 44, Inc.
+1
Applicable to:
Outlook
The product makes it easy to add emails to case records directly from within Outlook.
29 out of 43
Suite365
BlueCollar Cloud Solutions
+1
Applicable to:
Word
Suite365: Swift, smart template creation with real-time NetSuite data. Elevate efficiency!
30 out of 43
Conga X-Author for Contracts Advanced (EU)
APTTUS CORP
+1
Applicable to:
Word
Conga X-Author for Contracts Advanced(EU) is a Microsoft Word add-in that lets you work on contracts
31 out of 43
Maven Documents Template Builder (sandbox)
MAVEN MULE d.o.o.
+2
Applicable to:
Excel
Word
Build templates easily using Maven Documents Template Builder integrated into your Word.
32 out of 43
Conga X-Author for Contracts Advanced (AU)
APTTUS CORP
+1
Applicable to:
Word
Conga X-Author for Contracts Advanced (AU)is a Microsoft Word add-in that lets you work on contracts
33 out of 43
ISAGI Connect
ISAGRI
+1
Applicable to:
Word
Éditez vos courriers avec les données d'ISAGI
34 out of 43
Adviser Cloud Word Assistant
Adviser Cloud Limited
+1
Applicable to:
Word
Generate Word Templates, populate templates with client details, Save back to the Adviser Cloud CRM.
35 out of 43
Atominvest for Outlook
Atominvest Software
+1
Applicable to:
Outlook
Modern software for fund management firms to maximize productivity & collaboration
36 out of 43
Yoobi CRM
Yoobi Software
+1
Applicable to:
Outlook
Attach your Yoobi CRM account to your (business) Office365 Outlook e-mail box.
37 out of 43
SynergyOS for Outlook
SYNERGY INC
+1
Applicable to:
Outlook
SynergyOS for Outlook allows you to save emails and attachments directly from Microsoft Outlook.
38 out of 43
WorkSchool 365 CRM & LMS for Coq + Quiz & Review
AnthropLOGIC.com WorkSchool 365
+1
Applicable to:
Word
View package options
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Create Automatically-Graded Quizzes, Reviews and Coq Code in Word Documents; the Easier Way!
39 out of 43
AccountKit - Tools for Accountants & Bookkeepers
AccountKit Pty Ltd
+1
Applicable to:
Outlook
A suite of tools designed to centralise and automate day-to-day tasks for accountants & bookkeepers
40 out of 43
Documill Dynamo for Office – Save & Update Instantly to Salesforce
Documill Oy Dynamo
+3
Applicable to:
Excel
PowerPoint
Word
Instantly save and update Excel, Word, and PowerPoint files to Salesforce, inside Microsoft Office!
41 out of 43
Dealflow by Fundwave
Fundwave
+1
Applicable to:
Outlook
Dealflow pipeline for venture capital, private equity and other investors in private companies.
42 out of 43
SynergyOS for Office
SYNERGY INC
+3
Applicable to:
Excel
PowerPoint
Word
SynergyOS addin lets you access and save your SynergyOS Drive files directly from Microsoft Office.
43 out of 43