Best Finance Software for Customer.io

Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.

Rippling streamlines HR, payroll, IT, and spend management for global businesses. Effortlessly manage the entire employee lifecycle, from hiring to benefits administration to performance. Automate HR tasks, simplify approvals, and ensure compliance. Manage devices, software access, and compliance monitoring all from one dashboard. Enjoy timely payroll, expense management, and dynamic financial policies, empowering you to save time, reduce costs, and enhance efficiency in your business. Experience the power of unified management with Rippling today.

Connect models to your data faster than ever before, create models 10x faster, and share them with beautiful visuals and interactive dashboards. Causal's formulas can be used in plain English, without cell references or obscure syntax. A single Causal formula can perform the work of dozens of spreadsheet formulas and even hundreds of spreadsheet formulas. Causal's Scenarios feature allows you to easily create and compare what-if scenarios. You can also work with ranges ("5-10") to see the full range of outcomes for your model. Startups use Causal for tracking KPIs, planning employee compensation, and building investor-ready financial models. You can create beautiful tables and charts without spending hours customizing and configuring. You can easily switch between summary views and time scales.

A single platform that consolidates, automates, scales, and monitors payment operations for any business, ISO or financial institution. You can unlock your business' full potential by offering more payment options, securely and quickly, without the need for in-house payments experts. Integrate quickly and without needing to deal with outdated banking systems. OpenTransact's APIs have been updated and support is available via Slack and email. OpenTransact allows you to connect any payment method, provider or acquirer to your account. You can also send payments to any processing service without having to update your integration. OpenTransact can be configured to meet local regulations and protect your customer data, regardless of the type of payment. OpenTransact can be implemented once, reducing the developer workload needed to maintain multiple integrations. Data is synchronized across gateways instantly, offering flexibility and optionality across processors.

IXOPAY is an online payment orchestration platform that allows for greater flexibility and independence in the process of online payments. The entire transaction life cycle can be fully visualized using individually customizable technologies, including intelligent payment options for customers, an acquirer-agnostic PCI Vault, which supports smart routing, modular risk and fraud management, and centralized reporting, settlement, and reconciliation. IXOPAY, a PCI-certified payment orchestration platform that is highly scalable and customizable for white label clients as well as enterprise merchants, is the best-of-breed. Modern, extensible architecture allows for intelligent routing, cascading and state-of the-art risk management functions. Central reconciliation and settlements are also available. Plugin-based integration with acquirers and payments service providers is possible. Card vaulting that is fully PCI compliant, smart transaction routing and monitoring, reporting, post processing reconciliation and settlements.

You won't need to build a pricing, billing, or metering stack with Archetype. With infinitely flexible pricing, you can charge for usage, seats and more. Automate operations, financial billing, and collection workflows. Build an in-house billing stack that includes metering and invoicing to save your engineering teams thousands in time. Archetype manages SaaS pricing. Your team can focus on the product while saving thousands of hours. Charge for peak or total usage. Offer free trials. Flexible pricing models that scale to your needs. Seats, API calls, minutes - define your unit. Log events and start collecting. Monitor revenue, usage and churn in order to identify trends and address spikes. Run real-time pricing experiments. Track conversion, usage and churn for optimal pricing. Set usage thresholds for your users. Alert your sales and customer support to resolve issues or to upsell.