Business Software for Close

ActiveCampaign is an autonomous marketing platform that revolutionizes the workflows of marketers, agencies, and entrepreneurs. The platform powers forms, landing pages, email, SMS, WhatsApp, automation, and a CRM, as well as the ability to integrate with over 1000 applications. With Active Intelligence, it's easy to create personalized, engaging, data-driven marketing campaigns. Other platforms focus on reporting past failures; ActiveCampaign’s Active Intelligence swiftly flags potential problems and creates opportunities proactively. Predictive insights and goal-driven AI agents replace dashboards and guesswork. Within a single tool, you get real-time reporting and proactive optimizations in addition to market-leading deliverability. That means you can act on insights faster, easily streamline processes, and drive growth for your business. By combining a user-friendly interface with a comprehensive suite of features, the platform is powerful, accessible, and designed to scale with your business. It's easy to get started: While traditional tools force teams through long setup cycles and training, ActiveCampaign delivers measurable lifts in engagement and conversions in days. 89% of surveyed customers say the platform meets their business needs better than the competition, and 88% say ActiveCampaign delivers value faster than competitors.

Retool is a modern AI-native application development platform designed to help teams build internal software quickly and efficiently. It enables users to create agents, workflows, dashboards, and full-stack apps using natural language prompts and visual tools. Retool connects directly to databases, APIs, vector stores, and AI models to ensure applications work seamlessly with existing systems. The platform allows teams to transform raw data into actionable tools such as dashboards, admin panels, and monitoring systems. With drag-and-drop UI building, code-level customization, and AI-assisted generation, Retool supports multiple development styles. Built-in workflows automate complex processes while maintaining auditability and security. Retool fits naturally into standard engineering stacks with support for CI/CD and version control. Enterprise-grade permissions and hosting options ensure sensitive data stays protected. Used by thousands of companies worldwide, Retool helps teams ship AI-powered software faster. It bridges the gap between idea and production with speed and control.

Everstage is the #1 rated no-code sales commission platform that automates your entire commission process. It removes the work from your Ops & Finance teams and offers gamified incentives to your customer-facing teams. Trusted by public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more. The Everstage plan designer can be customized to suit your plan structure. All this in an intuitive and simple-to-use design format. Everstage allows you to create and manage quota. You can customize quota measurement periods, assign multiple categories of quota, and set up ramp structures. There are no restrictions. No more back and forth context on change requests. With Everstage, you can manage exception requests, queries, and approvals with a complete audit trail. You can track and manage the performance of your customer-facing employees. Everstage is your single source for truth for quarterly business reviews and annual planning. Everstage seamlessly pulls all data fields needed for commission calculations in real time.

Josys is a modern, AI-native identity security and governance platform built for the era of rapid enterprise AI adoption. As identity becomes the primary attack surface, Josys provides the tools to discover, govern, and secure every human, machine, and AI agent identity across your entire application ecosystem. The platform enables security and IT teams to proactively surface risks, manage granular access, and remediate identity-based threats in real-time. Trusted by more than 1,000 global organizations and MSPs, Josys transforms identity management from a complex security vulnerability into a streamlined, autonomously governed strategic advantage. Learn more at josys.com.

Your data warehouse is your source for truth about customer data. Hightouch syncs these data to the tools your business relies on. Your sales, marketing, customer success and customer service teams will have a 360@ view on the customer through the tools they trust. Eliminate tedious data requests. Hightouch operationalizes data warehouses to make analytics real. Better data can drive growth. Personalized campaigns can be run across all channels, including email, push, ads, and social media. You don't need engineering favors to iterate. Improved data can increase revenue. Target leads with custom PQL or MQL models. Sync one view of the customer with your CRM. Better data will prevent churn. Your CS CRMs should have a 360-degree view of your customers. You can use customer data to identify customers at risk. Your data warehouse contains all of your data. Analytics is just the beginning. Hightouch makes your data warehouse operational by empowering you with SQL to sync data to any SaaS platform.

Fathom is the free AI meeting assistant that instantly records, transcribes, and summarizes your Zoom, Meet, or Microsoft Teams meetings so you can focus on the conversations instead of taking notes. Fathom is an AI-driven meeting assistant that automatically records, transcribes, and summarizes your virtual meetings across platforms like Zoom, Google Meet, and Microsoft Teams. Designed to save time and increase productivity, Fathom generates actionable summaries in under 30 seconds and syncs with your CRM for streamlined follow-ups. The platform's unique features include real-time transcription, meeting highlights, and the ability to share clips, making it ideal for teams looking to improve meeting efficiency and reduce administrative work.

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.

Mailchimp is a widely-used marketing automation platform that houses over 11 million users worldwide. Through the platform's AI-powered insights and content creation tools, businesses can personalize every email and SMS to cater to each customer. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses stay connected with their customers while promoting repeat business and brand loyalty - all while integrating with users' existing workflows. Some of the notable organizations turning to Mailchimp for assistance in driving revenue through email marketing include TEDTalks, Shutterstock, Boston Market, and Nikon India. What sets this platform apart lies in its user-friendly interface and accessibility for both tech-savvy individuals and those who are not so familiar with technology. Since 2001, Mailchimp has grown significantly to become a prominent global marketing automation platform with offices situated in Atlanta, Brooklyn, Oakland, Vancouver, London, Seattle and Santa Monica. The platform prides itself on delivering an impeccable and personalized user experience. Mailchimp was recently acquired by Intuit Inc. (Nasdaq: INTU), a widely recognized global financial technology platform. Since the acquis

MeetMinutes is an innovative notetaking platform enhanced by artificial intelligence, designed to analyze, transcribe, and summarize meetings effectively. It guarantees precise summaries through a money-back assurance, enabling users to search for specific words within their meetings and instantly navigate to the relevant timestamps. The platform streamlines task management by transforming action items into tasks in your preferred management tool. Seamlessly integrating with Google or Microsoft calendars, it supports various platforms such as Google Meet, MS Teams, Zoom, and Webex. Additionally, MeetMinutes accommodates multiple languages within the same session, offering automated transcriptions, task tracking, and key insights, thus eliminating the hassle of manual note-taking. With its growing popularity, MeetMinutes is relied upon by more than 50 leading brands worldwide, showcasing its effectiveness and trustworthiness in enhancing productivity. This solution not only saves time but also ensures that important details are captured and easily accessible. It works for in-person conversations, telephonic conversations, as well as online conversations.

You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it! It can be used with major CRMs like Close.com, Hubspot and Pipedrive. DocSales: (1) Use Google Docs as a Document Template Editor to complete personalization (2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically. (3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign). (4) Keep track of their openings. (5) Move the card to a different column/phase or set opportunity to win it (6) Integrate with Blling systems or payment processors

LeadsBridge, an iPaaS platform that enables companies and organizations to improve their omnichannel strategy through the orchestration of their business data, is called LeadsBridge. LeadsBridge is your one-stop shop for all your integration needs. We focus on bridging the gap between advertising platforms, sales funnels, and deliver custom-made integrations based on your business requirements. Companies who want to streamline their advertising activities through integration of the marketing technology stack with Facebook & Instagram Ads and Google Ads, as well as LinkedIn Ads, will find the LeadsBridge platform useful. There are more than +370 integrations available right now. This allows you to connect your chosen software to your advertising platform and seamlessly sync data for your marketing workflows. The main features of LeadsBridge include: - Lead Sync Audience Targeting Online to Offline Tracking - Platform to platform - eCommerce Synchronization Integration of Tailor-Made

SignWell is a secure electronic signature and document workflow platform trusted by tens of thousands of businesses worldwide. We help teams sign documents online, automate approvals, and reduce paperwork with legally binding eSignatures, SOC 2 Type II compliance, and support for GDPR, HIPAA, and NOM-151 requirements. With an easy-to-use interface, a powerful eSignature API, and best-in-class customer support included on every plan, SignWell makes it simple to sign PDFs, manage agreements, and move business forward—without the enterprise price tag. For developers and technical teams, SignWell's REST API makes it straightforward to embed eSignature workflows directly into your applications, handling document sending, signer authentication, status webhooks, and completed document retrieval without building signing infrastructure from scratch. If you've ever tried to roll your own document signing flow, you know how quickly certificate management, audit trails, and compliance requirements turn a "simple feature" into a months-long project. SignWell handles that layer so your team doesn't have to. On the compliance side, SOC 2 Type II certification means SignWell's security controls have been independently audited — not just self-attested. GDPR, HIPAA, and NOM-151 support make it viable for teams operating across jurisdictions where data-handling requirements are non-negotiable, including healthcare, legal, and finance verticals. For non-developer users, the interface is built to minimize friction: reusable templates, bulk send for high-volume agreements, automated reminders, and in-person signing support cover most real-world document workflows without requiring any configuration overhead.

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.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Textellent offers robust business texting services, including SMS, MMS, and customer service. Textellent's business SMS and text message marketing solutions simplify designing, managing, and measuring SMS and MMS campaigns. Textellent is a simple-to-use service that texts-enables local business lines, allowing you to text customers for marketing, customer service, and sales from a number they already recognize. You can use Textellent to schedule and manage appointments, including booking, confirmations, reminders, and follow-ups. Keywords and shortcodes are also available for easy opt-in programs that comply with the TCPA, supported by AI. Textellent Messenger, a free extension for Google Chrome, supports Business Texting from any web page or web application.

Cal ID is a cloud-based platform that simplifies the process of scheduling appointments and organizing calendars for both individuals and teams. This tool features unlimited scheduling links, customizable booking pages, and seamless integrations with popular applications such as Google Calendar, Outlook, Zoom, Slack, and various payment platforms. Users can create multiple event types with distinct durations and rules, implement round-robin or collective scheduling to optimize team availability, and automate reminders and follow-ups, which helps to minimize no-shows. Additionally, the software enables synchronization across multiple calendars, allowing users to effectively manage their work, personal, and shared calendars in one interface, while also offering insights into booking metrics, attendance rates, and conversion statistics. Cal ID distinguishes itself as a cost-effective solution by providing a free-forever plan that includes essential features, along with an open-source framework that encourages self-hosting and contributions from the community. In this way, it caters to a wide range of users looking for an efficient scheduling solution without the burden of high costs.

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.

Zapier is a comprehensive AI automation platform that helps organizations transform how work gets done. It allows teams to connect AI tools with everyday apps to automate workflows end to end. Zapier supports AI workflows, custom agents, chatbots, forms, and data tables in one unified system. With over 8,000 integrations, it eliminates manual handoffs between tools and teams. Built-in AI assistance helps users design automations quickly without technical complexity. Zapier enables teams to deploy AI agents that work continuously, even outside business hours. The platform offers full visibility into automation activity with audit logs and analytics. Enterprise-grade security and compliance ensure safe AI adoption at scale. Zapier is used across departments including marketing, sales, IT, and operations. It helps teams save time, reduce costs, and scale productivity with confidence.

Maximize your productivity with Gmail, which has been enhanced to be more secure, intelligent, and user-friendly—allowing you to efficiently manage your inbox and save valuable time. Easily spot new features and prioritize your reading and responses with convenience. Receive gentle reminders to follow up and reply, ensuring that you never miss an important communication. You can check attachments, respond to invitations, postpone messages, and perform various tasks without needing to open every email. With a powerful filter in place, Gmail prevents 99.9% of harmful emails from reaching your inbox, and you’ll be alerted if anything appears suspicious. This makes your email experience not only safer but also more streamlined than ever before.

HubSpot Marketing Hub will help you grow your traffic, convert leads and prove ROI. HubSpot Marketing Hub is an all-in-one marketing software that helps brands and marketing professionals launch and maintain effective campaigns that help them get noticed. This includes SEO (search engine optimization), writing blogs and creating web content (CMS), as well as leveraging social media such as Facebook, LinkedIn, Twitter, and others. Marketing Hub will help you and your team increase traffic, convert leads, track your entire funnel, and more. Drag and drop your way into professional email templates and landing pages. You can quickly publish blog posts that make you an authority on any topic and help you get noticed online. Your content is responsive, so visitors can access it from any device. Get real-time SEO recommendations and create a content strategy that adapts for modern search. You can also find out more.

Calendly is a modern scheduling platform that helps individuals, teams, and organizations save time and reduce the hassle of booking meetings. With Calendly, you can set your availability, share a custom link, and let invitees pick a time that works — all without the back-and-forth emails. The platform syncs automatically with your existing calendars, avoiding conflicts and keeping everyone in the loop. Ideal for professionals across sales, recruiting, customer success, consulting, and more, Calendly supports one-on-one meetings, team availability, group sessions, and automated lead routing through round robin scheduling. Built-in time zone detection, buffer settings, and meeting limits ensure control over your schedule, no matter how simple or complex. Calendly integrates seamlessly with your existing tech stack, including Google Calendar, Outlook, Zoom, Microsoft Teams, Salesforce, HubSpot, Slack, and payment tools like Stripe. Automate reminders, follow-ups, and post-meeting workflows to keep your process running smoothly. From solo entrepreneurs to enterprise teams, Calendly helps you schedule smarter and make every meeting count. Get started for free—no credit card required.

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.

LiveChat is a robust customer service platform built to streamline communication for businesses. It unifies website chat, WhatsApp, Facebook Messenger, and Meta Suite into a single, high-efficiency dashboard, allowing teams to manage multi-channel support without increasing headcount. The platform focuses on operational efficiency through AI-powered features. The AI Copilot provides instant chat summaries, smart response suggestions, and grammar correction to maintain a professional tone. Technical features like "Sneak Peek" allow agents to see what users are typing in real-time before they hit send, significantly reducing Average Handle Time (AHT) and improving resolution speed. With a 5-minute setup and over 200 native integrations (including Shopify, WordPress, HubSpot, and Slack), LiveChat seamlessly integrates into any existing tech stack. For teams requiring custom workflows, it offers a robust API and webhooks. LiveChat provides the stability, security, and scalability needed to turn real-time conversations into measurable business growth.

Make is a visual platform that allows anyone to design, build and automate anything, from workflows and tasks to apps and systems. It does not require any coding. Make is used by SMBs, scaleups and teams worldwide to scale their businesses faster than ever. Make allows people to connect and create workflows at lightning speed. Make allows anyone to build like a developer and launch solutions across all industries and business areas at a fraction the cost and time. Make allows teams to visualize and modify processes, and collaborate on them so they can scale as fast as their company. You can integrate sales and marketing tools, automate a customer journey, improve business operations, or build a custom backend system. Making on Make is intuitive, playful, and powerful. Our Maker community has shown us that when building brings out joy, there is no limit to what is possible.

Intercom is a leading AI-driven customer service platform that empowers businesses to provide tailored and effective support through various communication channels. Established in 2011, this company boasts an extensive array of tools, such as the Fin AI Agent, which delivers prompt and precise responses to customer questions around the clock. Additionally, Intercom's platform includes AI Copilot, which aids support agents by offering real-time solutions, and AI Analyst, which delivers valuable insights and suggestions for those in leadership roles within customer support. With over 25,000 organizations worldwide, including notable names like Atlassian, Amazon, and Microsoft, Intercom handles more than 500 million messages monthly, significantly improving customer interactions and operational efficiency. Based in San Francisco, with additional offices in Chicago, Dublin, Sydney, and London, Intercom is committed to continuously advancing the customer service landscape while adapting to the evolving needs of its clients. Their focus on innovation ensures that they remain at the forefront of the industry.