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163 tools. No owner fields. No holdings.
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- service Meet with David Cullum Cross-provider calendar busy-time mirror
- service Melio Intelligent and easy accounts payable and receivable software. Pay & get paid with Melio B2B bill payment solutions.
- service Microsoft 365 Copilot in Outlook for priority scoring, summaries, and draft assistance Learn how to use Copilot in Outlook to review your emails as they arrive and assign them a priority based on a list of factors.
- service Microsoft 365 Copilot-assisted thread summaries and digest drafting
- service Microsoft 365 Critical Ops Inbox Desk Manage shared mailbox settings in new Outlook
- service Microsoft Forms channel-normalized intake form In Microsoft Forms, you can add branching logic to a survey or quiz form so that it changes according to the responses to specific questions.
- service Microsoft Lists Lead Duty Roster — Day 1 Assignment Surface and Permanent SLA Tracker Learn how to manage the Lists app in Teams for users in your organization.
- service Microsoft Lists rules and Power Automate reminder flow In a SharePoint list, make a rule to automate a task, such as notifying someone about changes in the list. You choose a trigger for the rule and a resulting action.
- service Microsoft Lists task-control register If your team has info to track, work to organize, or workflows to manage, the Lists app can help.
- service Microsoft Loop Learn about Loop access privileges for various Microsoft 365 subscriptions.
- service Microsoft Planner plan for operational follow-ups Training: There are many ways to view and update your tasks in Microsoft Planner. Watch this video to learn how.
- service Microsoft Teams + SharePoint Process Library Learn how to add a SharePoint page or list to a channel in Teams.
- service Missive team inbox Manage shared email accounts with team inboxes. See unassigned work and claim tasks.
- service Native Abe data-quality and duplicate controls Use HubSpot's data quality tool to view property insights, evaluate record issues, and use AI to manage issues automatically.
- service Notesnook Express yourself with freedom — no spying, no tracking, only private notes. Unlike Evernote and other note apps, your data is yours alone.
- service Notion verified supplier wiki Use wikis and verified pages to maintain important information more easily.
- service Omnisend Omnisend pricing scales as your ecommerce business grows. Start Free and use all Omnisend features. Paid plans start from $16/month
- product Openproject Open source project management software for classic, agile or hybrid project management: task management✓ Gantt charts✓ boards✓ team collaboration✓ time and cost reporting✓ FREE trial!
- service Outlook flagged email and Microsoft To Do capture aid Using Microsoft To Do with flagged email from Outlook
- service Outlook shared mailbox plus manual provider-aging log Learn how to open a shared mailbox in Outlook. Shared mailboxes let a group of users view and send email, and share a calender, and open a contact list from a common mailbox.
- service Parseur quote parser proof of concept Parseur is an AI email parser that automatically extracts data from incoming emails and attachments, and sends it to Google Sheets, Excel, your CRM, and thousands of apps. Works with Gmail, Outlook, and any email client.
- service Partner Collateral Control Hub in SharePoint or Teams Learn what a library is, what different types are available, and how to use them.
- service Partner missing-info template and source quality scorecard Budget, Authority, Need, and Timeline (BANT) is a lead qualification framework that helps salespeople focus on the best prospects.
- service Partner source quality scorecard Lead qualification helps you determine whether a prospect is a good fit for your product. Learn to find the best leads to close more deals.