Integrify Integrations

Planview® Portfolios enables enterprises to accelerate strategic execution by seamlessly integrating business and technology planning, optimizing resources, and leveraging the power of embedded AI — Planview Anvi™ — to deliver breakthrough products, services, and customer experiences. This unified approach aligns strategy with execution, driving enhanced business performance across the organization. By empowering teams to strategically allocate resources and accelerate high-priority initiatives, Portfolios helps organizations adapt to change and respond to shifting market demands with greater agility. It increases speed-to-value, improves responsiveness, and ensures that every strategic investment delivers measurable business impact. To support end-to-end work orchestration, Planview Portfolios provides robust, comprehensive capabilities across five key pillars that work together to drive organizational success — Strategy, Planning, Execution, Analytics & Reporting, and AI.

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.

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.

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.

Tableau, now enhanced with AI-powered capabilities and integrated with Salesforce, is an advanced analytics platform that helps businesses turn data into actionable insights. With Tableau Next, users can unlock the full potential of their data by accessing trusted AI-driven analytics. Whether deployed in the cloud, on-premises, or natively within Salesforce CRM, Tableau enables seamless data integration, powerful visualizations, and collaboration. The platform is designed to support organizations of all sizes in making data-driven decisions, while fostering a Data Culture through easy-to-use, intuitive tools for analysts, business leaders, IT leaders, and developers alike.

One platform, infinite ways to connect to your employees and customers. Build auth into any app. Create secure, delightful experiences quickly by offloading customer identity management to Okta. Get security, scalability, reliability, and flexibility by combining Okta’s Customer Identity products to build the stack you need. Protect and enable your employees, contractors, and partners. Secure your employees—wherever they are—with Okta’s workforce identity solutions. Get the tools to secure and automate cloud journeys, with full support for hybrid environments along the way. Companies around the world trust Okta with their workforce identity.

SAP Concur offers powerful solutions that automate and simplify business expense, travel, and accounts payable processes. Concur Expense allows employees to submit expenses easily from anywhere, ensuring timely and accurate reporting. Concur Invoice automates accounts payable workflows, improving efficiency and integration with financial systems. The platform helps businesses gain greater control over spending by connecting financial data seamlessly. Trusted by over 46,000 customers worldwide, SAP Concur delivers reliable, scalable solutions that adapt to any business size or industry. With SAP Concur, organizations can run their spending processes smoothly anywhere and anytime.

Oracle's PeopleSoft applications are designed to address the most complex business requirements. They provide comprehensive business and industry solutions, enabling organizations to increase productivity, accelerate business performance, and provide a lower cost of ownership. Oracle Cloud Infrastructure is built for enterprises seeking higher performance, lower costs, and easier cloud migration for their applications. Customers choose Oracle Cloud Infrastructure over AWS for several reasons: First, they can consume cloud services in the public cloud or within their own data center with Oracle Dedicated Region Cloud@Customer. Second, they can migrate and run any workload as is on Oracle Cloud, including Oracle databases and applications, VMware, or bare metal servers. Third, customers can easily implement security controls and automation to prevent misconfiguration errors and implement security best practices.

Sage Accounting is a cloud-based accounting solution designed to simplify financial management for small businesses, with AI-powered features that automate key tasks like invoicing, VAT returns, and receipt capture. It offers Making Tax Digital (MTD) compatibility and is recognized by HMRC, ensuring seamless tax submissions. Sage Copilot, the built-in AI assistant, helps users stay organized by automating reminders, generating professional communications, and providing real-time financial insights. The platform supports bank connections, cash flow control, detailed reporting, and optional payroll management. Available in three plans—Start, Standard, and Plus—Sage Accounting caters to different business needs, from sole traders to companies managing inventory and multiple currencies. Users benefit from a free 3-month trial, no long-term contracts, and award-winning support that helps maximize productivity.

The essential source for government contracts, research, and support to keep you ahead of the competition. GovWin IQ is a government contracting intelligence platform that enables businesses to manage public sector opportunities, pursue deals faster, and plan strategically to get ahead of the competition. With 30+ years of experience and more than 6,000 customers, GovWin IQ has helped many organizations enhance their public sector sales and capture strategies. In 2018, GovWin IQ, the industry standard in federal government contracting information, and Onvia, the innovator in state, local, and education contracting data, joined forces and became one powerful solution - making GovWin IQ the leader across the entire public sector spectrum.

With SAP Crystal Reports, you can create powerful, richly formatted, and dynamic reports from virtually any data source, delivered in over a dozen formats, in up to 28 languages. SAP Crystal Reports turns almost any data source into interactive, actionable information that can be accessed offline or online, from applications, portals and mobile devices.

IBM Cognos Analytics acts as your trusted co-pilot for business with the aim of making you smarter, faster, and more confident in your data-driven decisions. IBM Cognos Analytics gives every user — whether data scientist, business analyst or non-IT specialist — more power to perform relevant analysis in a way that ties back to organizational objectives. It shortens each user’s journey from simple to sophisticated analytics, allowing them to harness data to explore the unknown, identify new relationships, get a deeper understanding of outcomes and challenge the status quo. Visualize, analyze and share actionable insights about your data with anyone in your organization with IBM Cognos Analytics.

Increase profitability and improve project success for government contractors with Costpoint Manufacturing by bringing efficiency and digitalization to the operations process—from bid to shipment. Tie all data to financials in one secure system; paper processes are digitalized as data is captured, stored and analyzed in real-time, down to the project level. Consistently collect and allocate costs and simplify adherence to contract requirements by including traceability and contract flow downs. Withstand interruptions with modernized, flexible and integrated automation for visibility into changes and process control. Connect and automate processes between finance and production for improved accuracy, true costs and audit readiness. Leverage contract flow downs and organizational, project and part security. And automate traceability on every transaction.

Oracle Cloud Infrastructure supports traditional workloads and delivers modern cloud development tools. It is architected to detect and defend against modern threats, so you can innovate more. Combine low cost with high performance to lower your TCO. Oracle Cloud is a Generation 2 enterprise cloud that delivers powerful compute and networking performance and includes a comprehensive portfolio of infrastructure and platform cloud services. Built from the ground up to meet the needs of mission-critical applications, Oracle Cloud supports all legacy workloads while delivering modern cloud development tools, enabling enterprises to bring their past forward as they build their future. Our Generation 2 Cloud is the only one built to run Oracle Autonomous Database, the industry's first and only self-driving database. Oracle Cloud offers a comprehensive cloud computing portfolio, from application development and business analytics to data management, integration, security, AI & blockchain.

SAP solutions go beyond traditional CRM software. In addition to core CRM functionality, they provide in-memory technology and Big Data insights to help you drive contextual, personalized customer engagement in real time – across any channel or line of business. Get the deep customer and social insights you need to make an impact in every deal – anytime, anywhere. Deliver contextual, individualized customer experiences across all channels and make every customer feel like your only customer. Provide a personalized digital shopping experience with our solutions for mobile, social, and e-commerce. Give your service reps the customer visibility and real-time problem-solving tools they need to win loyalty and cut costs.