Our Products | Plative

Private Equity Dealmaking on Salesforce

Claude Client Monitor is a Claude-powered AI agent that runs scheduled analysis across your CRM, billing system, email, and meeting data. It surfaces the households, opportunities, and billing gaps that need attention before your advisors start their day.

Salesforce

Financial Services

Claude Client Monitor

Claude Client Monitor is a Claude-powered AI agent that runs scheduled analysis across your CRM, billing system, email, and meeting data. It surfaces the households, opportunities, and billing gaps that need attention before your advisors start their day.

Anthropic Claude

Financial Services

Agentforce Voice

Plative's Agentforce Voice Solution leverages conversational AI to instantly transcribe customer calls, extract key meeting notes, and automate data logging directly into your CRM. Eliminate manual data entry, ensure perfect record accuracy, and free up employee time for high-value tasks.

Agentforce Salesforce

General

Field Service Manager Console Powered By NetSuite’s AI Connector

Our NetSuite AI Connector gives Field Service Managers (FSM) instant, strategic insights into capacity, backlog, and revenue opportunities using Claude.

Artificial Intelligence NetSuite

General

SaaS Metrics powered by NetSuite’s AI Connector (MCP) Solution

Stop exporting NetSuite data for analysis. Plative makes integrating NetSuite's MCP with AI simple. Ask a chatbot about Churn ARR and get an instant, governed dashboard. Zero data risk. All insights.

Artificial Intelligence NetSuite

General

HHS Salesforce Closed Referral Solution

Manage your nonprofit's outbound referrals seamlessly. This solution shows how Salesforce Nonprofit Cloud's Program Management, integrated with Slack, automates provider notifications and status updates for efficient, transparent, and collaborative referral tracking.

Salesforce Slack

Nonprofit

AI-Powered 360 Dashboard

The NetSuite AI-Powered 360 Dashboard delivers a real-time, complete view of your customers by combining internal data with market insights. It helps you identify risks early -like financial issues or declining satisfaction- so your team can act quickly to improve retention and strengthen relationships.

Artificial Intelligence NetSuite

General

Agentforce Call Preparation Agent

AI-powered Call Prep Agent transforms meeting preparation by instantly gathering insights about participants and their companies. Pulling data from calendars, LinkedIn, and web searches, it creates detailed profiles that help professionals walk into meetings confidently and prepared.

Agentforce Artificial Intelligence Salesforce

General

Agentforce Human Services Intake Form Helper

Streamline your nonprofit's intake process with Plative’s Agentforce Human Services Intake Helper. With features like pre-populated forms, real-time FAQ assistance, context-based guidance, and rapid crisis escalation, it reduces barriers, minimizes errors, and ensures participants feel supported every step of the way.

Agentforce Artificial Intelligence Salesforce Slack

General Nonprofit

Agentforce Human Services Referral Agent

Plative’s Agentforce Human Services Referral Agent simplifies crisis management and intake processes with AI-powered automation. Key features include rapid crisis escalation, efficient task assignment, and seamless collaboration to ensure teams can respond quickly and effectively during critical moments.

Agentforce Artificial Intelligence Salesforce Slack

General Nonprofit

Agentforce Live Chat Escalation Agent

The Agentforce Live Chat Escalation Agent streamlines customer support by ensuring smooth escalations. It checks agent availability in real-time and, when no live agents are online, seamlessly offers alternative options like email, phone, or case creation to keep customers supported.

Agentforce Artificial Intelligence Salesforce

Construction Financial Services General High Tech Installation Manufacturing Nonprofit Professional Services

AIA Billing Solution

This specialized IP enhances NetSuite by centralizing your contract and change order tracking on a single sales order, complete with line-level detail. It allows you to create a detailed Schedule of Values (SOV) for precise work and billing estimates. With this solution, you can generate invoices based on the percentage of completion for each line item within the SOV, streamlining your billing process.

NetSuite

Construction Manufacturing