Best Collaboration Software for Insightly

Microsoft 365 is a comprehensive productivity suite that brings together essential tools like Word, Excel, PowerPoint, Outlook, and Teams in a unified cloud-based environment. Enhanced by Microsoft 365 Copilot, the platform integrates AI directly into these applications to help users work more efficiently and intelligently. Users can quickly generate documents, analyze complex datasets, and design presentations with the help of AI-driven suggestions and automation. The platform supports real-time collaboration, allowing teams to work together on files, share updates, and communicate seamlessly. With OneDrive cloud storage, users can securely store and access their files from any device at any time. Microsoft 365 also enables users to incorporate their own files into AI prompts, ensuring responses are relevant and context-aware. Copilot can assist with brainstorming ideas, summarizing content, and organizing workflows to save time. The platform is accessible across desktop, web, and mobile applications, providing flexibility for different work environments. It also prioritizes user control, giving individuals the ability to manage how AI is used within their workspace. By combining productivity tools with intelligent automation, Microsoft 365 helps users accomplish tasks faster and more effectively. Ultimately, it empowers individuals and teams to improve productivity, collaboration, and decision-making in a modern digital workspace.

Zendesk serves as a robust customer service platform aimed at optimizing support processes and improving the overall experience for customers. With an extensive array of features such as automated AI tools, messaging, live chat, and customizable workflows, it empowers companies to deliver tailored and effective support through various channels. The platform also integrates effortlessly with other applications and offers real-time analytics, enabling organizations to make informed, data-backed choices. Designed to accommodate businesses of any scale—from emerging startups to established corporations—Zendesk prioritizes scalability, security, and the satisfaction of its users. Ultimately, its versatile solutions ensure that companies can adapt their customer service approach to meet evolving demands efficiently.

Take productivity to new heights with Hubstaff! Hubstaff offers time-tracking apps for your desktop, web browser, or mobile device. Once you start tracking time to a task, Hubstaff will quietly run in the background as you work, consuming virtually no resources. You can easily switch between tasks or stop tracking with just a few clicks. Tracking your team's efficiency can be a challenge, but we've equipped Hubstaff with several great features to help you determine how they perform. Hubstaff works best when you have clear expectations for your team. It helps you determine each team member's average productivity levels to identify improvements or declines in their performance over time. In other words, the more you use Hubstaff, the better the results you'll get. Available for Mac, Windows, Linux, iOS & Android.

Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless. Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent. Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale. No code required. No micromanagement. Just proof that work gets done right, every time. Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage. From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability

Shift is your power browser. The only browser to merge all your applications into one beautiful window. Connect all of your email accounts and manage all your apps from one powerful window. Streamline everything you do online when you install Shift and access thousands of apps without leaving your browser. Tired of juggling apps, hundreds of tabs, and multiple accounts? Most browsers make that feel messy, Shift makes it simple.

1) Customer delight made super easy Manage conversations across multiple channels Deliver fast and consistent customer service across email, phone, chat, WhatsApp Business, and other social media channels from a single view. 2) Boost your agent productivity Cut down on manual and repetitive tasks using advanced automation rules, and solve customer queries faster without increasing your agent strength. 3) Deliver seamless self-service Help customers help themselves by publishing a branded knowledge base and offering instant resolutions using AI-powered chatbots. 4) Stay on top of your CSAT goals Use customizable analytics and reports to track team performance, identify bottlenecks before they snowball, and keep tabs on your team's CSAT goals. Enable frictionless remote work for your support team 1) An intuitive and easy-to-use platform that does not require a complicated onboarding process 2) Cloud-based solution that empowers agents to work conveniently on their laptops or phones 3) 650+ cutting-edge applications that you can easily integrate with and build robust support workflows

Desktop.com offers a complete solution that saves money and instantly provide you and your team with all key aspects for efficient online collaboration and organization. Stay on top of it all by creating one or several workspaces, connect them and organize tools and content into separated Desktops. Add app integrations, share and manage access or use the global search to instantly search across everything from a single location to find what you need. Working with a team, partners or other guest users? Enable the complete Desktop.com communication suite with chat, voice and video call functionality that seamlessly gets added to your workspace. - powerful search; search across ALL your content, apps, integrations and more! - integrated app store; instant access to all the best web apps - bookmark management and sharing - password manager & password sharing - browser extension with secure vault - import feature - app integrations - SSO - MFA Communication suite: - group chat, 1-on-1 chat, cross-app chat - voice and video call - meeting breakout rooms - schedule meetings And much more. Organize it all, with an online Desktop.

Host your most successful event ever with RegFox. RegFox is easy to use, highly customizable, and unbelievably affordable. At just $0.99 per registrant, you'll save thousands, while offering a seamlessly simple registration experience. RegFox is flexible and feature rich, offering full branding control, event page builder, a check in app, registrant CRM, instant funding, and more. With over 60,000 customers and twelve years of experience, we’ll be your guide to the most successful and profitable events you’ve ever had.

All your business operations can be managed remotely from one platform. You can improve productivity and simplify communications with reliable voice and video, fax, messaging, conferencing, and fax in the cloud. Flexible, unified cloud communications and contact centre services for small and medium-sized businesses. You can customize your settings and capabilities to make your conference calls work as you wish. You can have up to 100 people on your conference call. Our VoIP phone system or hosted PBX replaces your traditional small business phone system. It uses your broadband connection to make communication easier. You can easily share your desktop and broadcast HD video to any size meeting, large or small, as well as teleconferencing. No downloads required. You can send and receive SMS and MMS text messages online. You can also manage internet faxing right from your dashboard. Infinite offers the most current VoIP phones that are fully configured and ready to use. You just need to turn on your phone and get started talking.

Zoom Meetings & Chat allows for enterprise video conferencing that includes real-time messaging and content sharing. Video conferencing and messaging made easy across all devices. Facilitate adoption with meeting capabilities that make it simple to join, start, and collaborate on any device. Zoom Meetings syncs to your calendar system and provides enterprise-grade video conferencing on both mobile and desktop. All-hands meetings, internal and external communications, trainings, and all-hands meetings can all be done through one platform. With support for up to 1000 participants and 49 videos per screen, HD video and audio can be added to your meetings. Multi-participants can share their screens simultaneously, and co-annotate to make it more interactive. End-to-end encryption of all meetings, role-based security, password protection and waiting rooms. You can also place attendees on hold. You can record your meetings locally or to cloud with searchable transcripts. Zoom offers HIPAA-compliant healthcare plans.

Slack is a cloud-based platform that enhances project collaboration and team communication, specifically tailored to foster smooth interaction within organizations. With a robust suite of tools and services unified in one platform, Slack allows for private channels that encourage engagement among smaller groups, direct messaging options for sending information straight to coworkers, and public channels that invite discussions among members from different organizations. Accessible on various operating systems including Mac, Windows, Android, and iOS, Slack boasts a wide array of features such as chat capabilities, file sharing, collaborative workspaces, instant notifications, two-way audio and video calls, screen sharing, document imaging, and activity tracking, among other functionalities. Additionally, its user-friendly interface and versatile integration options make it a popular choice for teams seeking to enhance their productivity and communication effectiveness.

Dropbox Business transcends mere secure file storage by offering a dynamic workspace that integrates teams, tools, and content seamlessly. Users can create, store, and share their cloud content from various applications, including Google Docs, Sheets, Slides, Microsoft Office files, and Dropbox Paper, alongside conventional files saved in Dropbox. With Dropbox Spaces, all your files and cloud-based content are centralized, allowing you to have your PowerPoint presentations situated alongside Google Docs, Trello boards, and any other tools your team utilizes. Accessing your team's work is a breeze, whether you’re on a computer, mobile device, or any web browser. By connecting platforms like Slack and Zoom, you can keep your team's files and related conversations organized in one location. Additionally, intelligently suggested files and folders empower your team by ensuring they have access to the necessary content at the right time. A robust and secure infrastructure, coupled with administrative tools for enhanced control and visibility, ensures that your organization’s data remains protected within Dropbox. This comprehensive approach not only boosts productivity but also fosters collaboration among team members, enhancing overall efficiency.

Asana is an all-in-one work management solution that helps teams coordinate tasks, projects, and company-wide goals in a single platform. It enables organizations to gain clarity on priorities by aligning everyday work with strategic initiatives. Asana’s AI features assist teams by automating routine work, highlighting risks, and providing real-time insights with full business context. The platform supports diverse workflows such as project management, goal tracking, resource planning, and campaign execution. With more than 300 integrations, Asana seamlessly connects to the tools teams already rely on. Its flexible design allows companies to customize workflows to match their processes and scale effortlessly as needs evolve. Asana is trusted by leading global enterprises across industries including healthcare, technology, retail, and manufacturing. Robust security, privacy controls, and compliance features ensure sensitive data stays protected. Dedicated solutions like Asana Gov extend these capabilities to public sector organizations.

Trello allows teams to work together more effectively and get more done. Trello's cards, lists, and boards allow teams to organize and prioritize projects in an easy, flexible, and rewarding manner. Trello can help your team stay organized, whether it's for work or a side project, or even the next family vacation. Trello cards allow you to dive into the details, adding attachments, comments, due dates and more. Collaborate on projects, from beginning to end. Let the robots do all the work! Automate your team's productivity with Butler. Eliminate tedious tasks from your to-do list. Trello can be used the way your team works best. Trello has the flexibility and features to suit any team's needs. Trello makes it easy to get your team started. All the tools and boards your team needs to succeed are gathered in one place. Integrate the apps that your team already uses into your workflow.

Access, share, and collaborate on your files from virtually anywhere with ease. OneDrive seamlessly connects you to all your documents within Office 365, allowing for effortless sharing and teamwork, while safeguarding your projects. You can quickly store, access, and search through both personal and shared files, including those in Microsoft Teams, on any device you choose. Any changes made while offline will be automatically synchronized the next time you go online. Enhance your productivity by collaborating efficiently with colleagues, whether they are inside or outside your organization. You can securely share files and engage in real-time collaboration using Word, Excel, and PowerPoint across web browsers, mobile devices, and desktops. With the OneDrive mobile application, you can create, view, edit, and share documents on the go. Additionally, it allows you to easily capture whiteboards and scan various paper documents like receipts and business cards for safekeeping. OneDrive also prioritizes the protection of your files, offering simple recovery options for accidental deletions or security breaches, while enabling administrators to enforce security protocols to ensure your data remains secure. By using OneDrive, you not only streamline your workflow but also enhance the safety of your information.

Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. Founded in 2005, Box simplifies work for leading global organizations, including AstraZeneca, JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. Visit box.com to learn more

Evernote is an all-in-one workspace that helps individuals turn scattered ideas into organized action. It allows users to store notes, documents, images, and tasks in a single, centralized platform. The system is designed to adapt to different workflows, making it suitable for simple note-taking or complex project management. Seamless device syncing ensures your information stays updated across desktop, mobile, and web. Advanced search capabilities allow you to instantly retrieve notes, attachments, or keywords without digging manually. AI-driven tools enhance productivity by helping analyze notes, highlight key insights, and accelerate everyday work. Collaboration features make it easy to share notes, comment in real time, and keep teams aligned. Integrated tasks and calendars help users stay focused and meet deadlines. Evernote supports multiple ways to capture ideas, from typing and scanning to clipping content from the web. The result is a smarter, more organized way to manage information and get things done.

Microsoft Outlook, part of the Microsoft 365 suite, simplifies communication and organization by bringing your email, calendar, contacts, and tasks into a single, intelligent workspace. Designed for both personal and professional use, Outlook connects seamlessly with Gmail, iCloud, and other services for effortless management of multiple accounts. The integrated Copilot AI assistant streamlines your workflow by summarizing long email chains, prioritizing messages, and even suggesting polished replies. With shared calendars, to-do lists, and scheduling insights, Outlook makes managing work-life balance easier than ever. The platform’s cross-device syncing ensures that your inbox, meetings, and files stay updated on Windows, macOS, iOS, Android, and the web. Outlook’s built-in security protects against phishing, spam, and data breaches while offering encrypted email options for sensitive communication. Users can customize their experience with themes, rules, and add-ons, including apps like Power BI and Adobe Acrobat. Whether for individual productivity or enterprise collaboration, Outlook delivers a unified, secure, and intelligent communication hub.

Access, share, and store your files effortlessly across any device. Enjoy the initial 15 GB of storage at no cost. With Drive Enterprise, companies are billed solely for the actual storage their employees consume. It includes Google Docs, Sheets, and Slides, ensuring compatibility with Microsoft Office for a smooth experience. Preserve your photos, stories, designs, recordings, videos, and much more. The first 15 GB of storage is complimentary with a Google Account. Files stored in Drive can be accessed from any smartphone, tablet, or computer, allowing your documents to accompany you wherever you venture. You can easily invite others to view, download, and collaborate on your files—all without the hassle of email attachments. Begin your journey with Drive for free today and experience the convenience of cloud storage.

Todoist is the best to-do list and task manager in the world. It helps you organize your life and work. Todoist is the best way to gain clarity and calmness, regardless of where you are or what device. It's a simple but powerful to-do app that has been rated best-in-class in many categories by Apple, Google and Forbes. Todoist has been used by more than 25 million people to organize their work and lives, completing more that two billion tasks.

Maximize each day to its fullest potential. The latest Google Calendar application allows you to focus less on organizing your agenda and more on savoring your moments. Experience your Schedule in a new way; the Schedule View feature animates your calendar, presenting upcoming events with visual aids like images and maps for better clarity. Everything you need is at your fingertips, with multiple perspectives on your day, week, and month, along with invitations and a web calendar, ensuring comprehensive management of your time. Rest easy knowing that all your events are securely stored online; even if your phone is lost, your address book remains intact. Easily navigate through different calendar views by switching seamlessly between monthly, weekly, and daily layouts. Additionally, events from Gmail—such as flight bookings, hotel arrangements, concert tickets, and dining reservations—are automatically incorporated into your calendar. Manage your tasks efficiently by creating and viewing them alongside your scheduled events. Integrating video conferencing into your calendar events is a breeze, enhancing connectivity and collaboration. With smart suggestions for event titles, locations, and participants, creating events becomes a quick and effortless process, allowing you to optimize your planning experience.

Google Workspace, the enhanced version of G Suite, brings together all the essential tools you need to boost productivity in a single, user-friendly platform. This integrated workspace simplifies your workflow, allowing you to focus more on your tasks rather than on managing them. With advanced AI and search capabilities, Google Workspace enables you to prioritize what truly matters while it takes care of the rest. You can work seamlessly from any location and on any device, even without an internet connection, thanks to customizable tools designed to cater to your team's specific requirements. Just like G Suite, Google Workspace offers bespoke email solutions for businesses along with a suite of collaborative tools, including Gmail, Calendar, Meet, Chat, Drive, Docs, Sheets, Slides, and Forms. Explore our assortment of plans tailored to address your distinct business needs, and find the one that aligns best with your goals on our pricing page. Experience how Google Workspace can transform the way your team collaborates and achieves success.

Help Scout, a web-based helpdesk software, allows you to delight customers and provide exceptional customer service. Help Scout is suitable for all companies and allows businesses to provide personalized support. The platform features collaboration features to keep everyone on one page, automated workflows and best-in-class reporting. It also has an integrated knowledge base and robust API. Help Scout integrates with voicemail and live chat services such as Olark and Snap Engage.

Create robust low-code solutions for your business that enhance work and communication. Podio seamlessly integrates your project information into a single platform, streamlining all content, discussions, and processes into one centralized collaboration hub. By establishing well-defined roles and customizing tools to suit your team's workflow, you can enhance delivery speed, productivity, and interpersonal connections. Detailed administrative features empower you to manage access to your Podio workspaces effectively and make swift modifications as needed. Invite clients, freelancers, and external collaborators to join Podio at no cost, reducing the need for extended email exchanges and tedious file transfers. Customizing your workflows to reflect the unique steps and phases your team encounters promotes both efficiency and effectiveness, all within a unified space. This comprehensive approach ultimately leads to more productive teamwork and improved project outcomes.