Business Software for Copper

Boss Insights provides global leading access to business customers’ financial data with a single connection to accounting, banking, commerce, payroll, tax and more (i.e. Quickbooks, Stripe, SalesForce, etc.). It’s used by fintechs and neobanks to gain 60% increased automation, 100% automated scoring, 51% faster funding and 5x faster renewals.

Jiminny is a leading Conversation Intelligence platform designed to capture and analyze key go-to-market insights across video, voice, and email. Powered by AI, it automates data entry into your CRM, saving your team time and improving productivity. Jiminny enables revenue teams to focus on selling smarter, achieving faster growth, and closing more deals. With its intuitive interface and actionable insights, Jiminny equips managers to effectively develop their teams and helps executives make confident, data-driven decisions. The platform delivers measurable ROI within six months, offering a seamless onboarding process and a user-friendly experience. Empower your business with Jiminny to transform conversation intelligence into a driver of revenue growth.

Stay connected, organized, and focused with a user-friendly phone solution designed for organizations of any size. With Voice, making work-related calls becomes a breezy experience. You can easily make and receive calls using a dedicated work number from any device, no matter your location. Begin to enhance your communication strategies today. Voice is adaptable, allowing you to tailor it to your daily tasks seamlessly. The processes for number assignment, porting, and billing are all streamlined within the user-friendly G Suite Admin console. Google's advanced AI technology helps filter out spam calls, automatically transcribes voicemails, and allows you to customize your PBX settings. Additionally, integrations with Hangouts Meet and Calendar ensure you remain focused on what truly matters. Voice can be rapidly deployed on a global scale from any location, significantly reducing the need for administrative overhead. Concentrate on your priorities while effortlessly staying connected through desk phones, smartphones, and web applications, making your workday more efficient than ever.

monday CRM is a modern, AI-driven platform designed to help businesses manage customer relationships and streamline their sales processes. It brings leads, contacts, deals, and communication into one centralized workspace for better organization. The platform uses automation to handle repetitive tasks like lead assignment, follow-ups, and activity logging. It offers code-free customization, allowing teams to easily adapt workflows to their specific sales processes. monday CRM provides real-time dashboards and analytics to track performance and predict outcomes. It includes email sequencing tools that help teams engage with prospects throughout the sales cycle. The platform integrates with over 500 apps, enabling seamless connectivity with existing tools. It is designed to support both small teams and large enterprises. The system improves efficiency by reducing manual work and increasing data accuracy. It also enhances collaboration across departments involved in the sales process. By combining AI, automation, and flexibility, monday CRM helps businesses accelerate growth and improve sales performance.

Transform your customers into enthusiastic advocates with Campaign Monitor by Marigold, an impactful email marketing and automation solution designed to deliver tangible business outcomes. Crafting effective email campaigns is a breeze with Campaign Monitor, thanks to its user-friendly drag-and-drop email builder and an extensive library of stunning, professionally crafted templates. Additionally, the platform is equipped with a rich array of features that enable you to design tailored customer experiences, develop intelligent segments, and foster individual relationships with each subscriber, ensuring effective engagement. By leveraging these capabilities, businesses can significantly enhance their marketing efforts and drive stronger connections with their audience.

Transform your dialogue into customer loyalty through Messenger. By utilizing Messenger, you can streamline customer acquisition with a straightforward conversational approach, enabling users to engage where they already spend their time. Establishing a presence on Messenger allows potential customers to explore your offerings and make purchases directly within the chat. Crafting a unique experience on this platform can increase visibility for your business, products, or services to a wider audience. Whether you’re introducing a new item or enhancing brand awareness, engaging conversations foster significant connections with your audience. Incorporating Messenger into your customer service framework empowers clients to interact with your business on their own terms, effectively eliminating the frustration of hold times and multiple website tabs. Furthermore, the ongoing dialogue remains within Messenger, making it a convenient hub for inquiries and follow-up engagement. This approach not only enhances customer satisfaction but also nurtures long-term loyalty by keeping communication seamless and user-friendly.

Maintain an organized and easily accessible address book with Google Contacts, a complimentary contact management tool that seamlessly integrates with G Suite and Gmail, ensuring your contacts are securely backed up and available across all your devices. Additionally, this solution allows for effortless updates and sharing, making it ideal for both personal and professional use.

PerfectApps puts the power to create completely customized no-code solutions in your hands. Subject matter experts can build enterprise-ready web apps, web forms and reports in days or weeks instead of months – without coding. Using a visual designer, simply drag & drop pre-coded elements on a canvas to build the entire application. The no-code approach removes coding as a barrier between ideas and solutions. Benefits include: Faster Delivery. Organizations can be more agile and deploy solutions faster to address their mission critical needs. No-code development is 10x faster than traditional methods (Forrester, 2019). Accessibility. Subject matter experts can build their own web apps without coding which frees up overburdened IT resources. The demand for app development will surpass IT's capacity to deliver by 5 times through 2022, according to Gartner. Lower Cost. App development can be distributed across the organization, reducing total operating costs and improving productivity. Organizations have reported reducing development cost by 74% using no-code app builders (Forrester, 2020).

Record, transcribe. Search your meetings and voice conversations. Instantly record meetings from any web-conferencing platform. Fireflies can be invited to your meetings to record and then share conversations. Fireflies can transcribe audio files or live meetings that you upload. You can read the transcripts and listen to the audio afterwards. To quickly collaborate with colleagues on important moments of your conversations, you can add comments or mark certain parts of calls. In less than five minutes, you can review an hour-long call. You can search for action items and other important highlights. Integrate with more than 10 web-conferencing platforms Zoom Google Meet GotoMeeting UberConference MicrosoftTeams Skype for Business + More 12+ App Integrations Slack Salesforce Zapier Hubspot CRM Pipedrive Zoho CRM Freshsales Copper CRM Close.io + More

Gravity Forms stands out as the most user-friendly and reliable solution for crafting sophisticated forms on your WordPress site. Don’t miss out on potential leads—enhance your business with a polished contact form that is filled with numerous time-saving features and tools. Gravity Forms is truly the only WordPress form plugin you'll ever require, allowing you to create and publish your forms in mere minutes. The process is straightforward, eliminating tedious tasks; simply choose your fields, adjust your settings, and seamlessly integrate forms into your WordPress site using the intuitive built-in tools. Additionally, Gravity Forms collaborates with popular web applications and online services to enhance the capability and versatility of your forms. With over a decade of experience in the WordPress forms industry, Gravity Forms continues to innovate, providing the most sought-after third-party integrations for our users. And this is just the beginning—stay tuned for even more premium partner integrations coming soon! Your form-building experience is about to become even more powerful.

Experience a cost-effective alternative to traditional Learning Management Systems with Trainual, where you can create your training playbook, onboard and train your teams, and ensure everyone is on the same page while making essential information readily available. With Trainual, onboarding and training become simpler and more engaging, allowing you to eliminate inefficiencies and the frustration of endless searches. You can enhance the learning experience by embedding videos directly into the platform or utilizing the in-app screen recorder to document processes as they happen. Moreover, the integration of a stock image library and GIPHY makes your content enjoyable and relatable. To guarantee accountability, incorporate straightforward tests within automated sequences to confirm that your team members possess the necessary skills for their roles. You can monitor user engagement by tracking logins and progress, providing timely assistance when needed. By integrating Trainual with your daily app ecosystem, you can not only increase productivity but also streamline time-consuming onboarding and training processes, creating a more efficient workflow. Ultimately, Trainual transforms the way organizations approach training and knowledge transfer, making it a vital tool for any team.

Discover a single platform that streamlines all your integrations effortlessly. With Pabbly Connect, you have the power to establish automated workflows that facilitate data transfer among your preferred applications and services without any manual intervention. This versatile tool is compatible with a wide range of popular applications in various domains, including CRM, Marketing, E-Commerce, Helpdesk, Payments, Web forms, and Collaboration, among others. Setting up Pabbly Connect is a breeze, taking less than five minutes to complete. Just follow three straightforward steps, and you won’t need to install anything! Begin by selecting and authorizing the applications you wish to connect. Customize your synchronization by incorporating filters, actions, and field mappings to suit your needs. Once you’ve set everything up, you can sit back and relax while Pabbly Connect handles the rest, granting you more leisure time. If you’re not particularly tech-savvy, don’t worry! Pabbly Connect’s user-friendly interface allows anyone to effortlessly create automated workflows tailored to their requirements. Get started with your synchronization today!

Your Team Email, SMS and WhatsApp accounts can be shared in a shared Inbox. It is not possible to share an email account login between team members. Helpwise is an easy-to-use shared inbox that allows you to access your team's email accounts such as help@, sales@ and jobs@. It becomes difficult to manage internal and customer emails (billing, hiring, etc.) as the business grows. Then, we make a mistake by sharing email logins between team members. We have experienced the same pain in our previous businesses and gigs. Helpwise is the shared inbox that actually works! We all love Outlook, Gmail, and other great email clients. Helpwise is as simple as these email services. You won't be able to miss them. Each team member will have their own login to access the same email address. No more password sharing! Higher productivity and better security!

Simplii's click-to-call functionality allows you to seamlessly transition from web browsing to making phone calls with just a single click. Once activated, any phone number displayed in your Chrome browser becomes clickable. Additionally, our Fusion extension ensures that any incoming calls to your phone will appear on any open tab in your Chrome browser. The Screen Pops feature enables you to either answer or decline calls, send text responses, and even manage call transfers or holds directly from your screen. Furthermore, you can jot down notes and contact details within the Screen Pop, and this information will be instantly saved to your contacts. When linked with an integrated Simplii CRM, all relevant data, including call history, call recordings, SMS messages, call dispositions, and notes, are recorded in real-time, synchronizing effortlessly with your CRM. Simply connect your CRM account to Fusion, and you'll see the logs being updated automatically, enhancing your workflow and communication efficiency. This integration not only streamlines your calling process but also ensures that all your interactions are meticulously documented for future reference.

PartnerStack is the only SaaS partnership platform that can deliver predictable revenue and accelerate software business growth. PartnerStack is used by companies like Intercom, Webflow, and monday.com to manage and scale their partnership programs. PartnerStack automates partner onboarding, training, payment processing, and much more to support their partners' success. Over $100 million has been generated by PartnerStack Network partners in the last year. All your partner marketing, referral and reseller channel needs can be met from one platform. Automate partner onboarding, engagement, payouts and compliance. Get connected to the only global B2B network that supports over half a billion partnerships worldwide. Contact us today to find out more.

Lead411 provides company intelligence and accurate contact data with direct dials and email addresses. It also offers a sales cadence tool that automates your email/sms outreach.

Transform your communications from a resource drain to an asset. GigTel connects your team through the most innovative, cloud-based communication platform to help you grow your business in a remote working environment. You can streamline your selling processes by communicating and working in real-time from anywhere, anytime. You can improve customer experience by contacting customers quickly and easily via chat, text, voice, or video. Real-time data analytics allows you to optimize sales and customer conversations quickly. This will allow you to make more impactful business decisions. Many companies are struggling unnecessarily due to communication issues like missed calls, complex legacy systems maintenance, and unreliable service. We are here to help. You can revive your business with a simple-to-use, flexible, and affordable hosted platform that unifies communications and improves company results. We make it easy for you to reap the benefits.

Create intricate automations at lightning speed, eliminating the hassle of dealing with APIs. The tedious hours spent navigating through a tangled web of scripts are now behind you. Utilize JavaScript for enhanced flexibility while relying on the intuitive UI for everything else. n8n empowers you to establish adaptable workflows that prioritize comprehensive data integration. Additionally, with shareable templates and an easy-to-navigate interface, team members with less technical expertise can also contribute and collaborate effectively. Unlike many other tools, complexity won’t hinder your creativity, allowing you to construct anything your imagination conjures—without worrying about expenses. Effortlessly connect APIs using no-code solutions for simple task automation, or delve into vanilla JavaScript for sophisticated data manipulation. You can set up multiple triggers, branch out, merge workflows, and even pause processes to await external events. Seamlessly interact with any API or service through custom HTTP requests, and safeguard live workflows by maintaining distinct development and production environments with separate authentication credentials. Embrace the freedom to innovate without limits.

Remote teams can use the cloud phone system. JustCall provides a phone system that works from any device, anytime, anywhere for sales and support teams. It takes only seconds to obtain phone numbers in 70 different countries and make or receive calls. In minutes, you can set up your own cloud phone system. JustCall is the fastest and easiest way to manage your phone service. Learn how JustCall is used by companies to handle phone calls. Increase sales and conversions by enhancing agents' capabilities. Get rid of the hassles associated with manual dialing and data logging. You can increase sales call volume and productivity by up to 300% You can deliver a seamless customer experience with IVR and Smart Call Routing, as well as Live Call Monitoring. With SMS Bots and a variety of features, you can offer your clients responsive, 24-hour support. Automated integrations can be used across many business tools and applications. CRM, Helpdesk, and other software automation tools can be used to create smooth workflows for support and sales teams.

The easiest and most intuitive sales engagement tool. Sales is hard. PersistIQ makes it easy. PersistIQ allows anyone to send personalized email sequences in less than a minute. PersistIQ can be used by anyone. The best part? Get PersistIQ free of charge. Free 14-day trial. No credit card required. You can master the system in just minutes. It's simple to use. This system is designed to save your team at least 10 hours per week. PersistIQ has zero onboarding complexity. Zero bloat. Sales automation tools are horrible. We all know this. They are slow and clunky. They are a pain for your sales team. They become the problem, instead of solving problems. We did something else. We got rid of all the junk. We stayed focused on the core features that your team uses every day to prospect, stay organized, move deals forward. PersistIQ is completely self-serve. PersistIQ makes your sales emails more personalized. Scale. Relevancy and personalization are key to higher response rates. It is important to sound human and not robotic.

Ambit is a Conversational Artificial Platform that allows you to create intelligent chatbots or Digital Employees that can automate conversations with customers 24 hours a day, across any channel. Ambit's Digital Employees automate customer queries, speeding up resolution times and reducing customer service expenses by eliminating repetitive, low-value tasks. Our clients see savings of up to 30% on customer service. The platform gathers extensive data on your customers' perceptions and concerns. This allows you to better respond to their requirements - both now and in the future. We have worked with some of the most recognizable brands in the world, and we are trusted to build and onboard digital employees that reduce time to value, provide actionable insights, and maximize customer interactions.

Reply.io combines AI automation, real-time data, and multichannel engagement to help modern sales teams generate, nurture, and convert leads at scale. The platform’s advanced database of over 1 billion B2B contacts allows users to discover ideal prospects using audience targeting and enrichment tools. Through AI-driven personalization, users can craft dynamic email sequences, automate LinkedIn messages, and even send follow-up calls or SMS from one unified dashboard. Its flagship Jason AI SDR agent autonomously handles outreach—analyzing data, generating messages, and scheduling meetings on behalf of the team. Reply.io’s robust email deliverability suite ensures that every message reaches the right inbox with features like domain warm-ups, spam prevention, and reputation tracking. Sales teams can manage every stage of the pipeline—discovery, engagement, and conversion—without switching tools. Seamless integrations with CRMs, calendars, and marketing platforms make it easy to sync activities and track performance. With over a decade of innovation, Reply.io remains the go-to automation partner for businesses looking to humanize and scale sales outreach through AI.

Spoke is the leading platform for high-value, complex, and regulated conversations. Spoke guides employees to say and collect the right things so deals move forward and customers get better experiences. Spoke integrates with everything, personalizing conversations, driving productivity, and ensuring compliance. Trusted for over 250,000 conversations every day with features such as calls, SMS, WhatsApp, Team Inbox, programmable routing, Personalized IVRs, caller insights, forms, analytics, +more. The Problem Today, only a small portion of your employees are equipped or have the skills to have highly-contextual, complex, and personalized customer conversations. The Solution Spoke empowers every employee with the information and skills to hold high-quality compliant conversations that drive positive customer and business outcomes. To achieve this, Spoke Phone combines the best parts of traditional business phone systems, high-cost contact centers, and leading business process automation, and has made it all easy to use on a mobile phone or desktop. By integrating a customer’s information, processes, and automation into calls, SMS, and WhatsApp conversations occurring on mobile phones, desktops, and other devices.

VOGSY is an all-in-one CRM and ERP platform for services businesses. We make it easy to set up new countries, track international projects, and connect local finance packages. Unify financials, operations, and delivery across teams, tools, and countries—without replacing your local finance systems. From opportunity to invoice, VOGSY gives you the clarity to grow profitably in every currency and country. Run as many concurrent accounting integrations as you need. VOGSY takes mere minutes to connect Xero in AUD for Australia, Tally in INR for India, Sage in GBP for the UK... Any configuration you need. Connect as many local accounting tools as you need Consolidate key finance data in your base currency Ramp up a new country in minutes, in any currency Comply with local accounting practices with zero fuss Keep costs under control Obtain 100% accuracy in A/R and A/P administration

Cyclr is an embedded integration toolkit (embedded iPaaS) for creating, managing and publishing white-labelled integrations directly into your SaaS application. With a low-code, visual integration builder and a fully featured unified API for developers, all teams can impact integration creation and delivery. Flexible deployment methods include an in-app Embedded integration marketplace, where you can push your new integrations live, for your users to self serve, in minutes. Cyclr's fully multi-tenanted architecture helps you scale your integrations with security fully built in - you can even opt for Private deployments (managed or in your infrastructure). Accelerate your AI strategy by Creating and publishing your own MCP Servers too, so you can make your SaaS usable inside LLMs. We help take the hassle out of delivering your users' integration needs.