Business Software for Formstack

Jenesis is a web-based agency management system software created to help insurance agents seamlessly manage existing clients, market to potential prospects, improve business efficiency & retention, and manage sales. Easy to use and affordable, Jenesis offers a variety of features that include a client portal, email integration, ACORD forms, carrier downloads, credit card integration, rating, receipts and invoicing, and more. By leveraging Jenesis Agency Management System, you can maximize your time and grow your revenue stream.

Link your applications and streamline your processes with ease. Designed for those with busy schedules, Zapier automates the transfer of information between your web applications, allowing you to concentrate on what matters most. With just a few clicks, you can connect your online tools so they can exchange data effortlessly. Information flows between your applications through automated workflows known as Zaps. Accelerate your projects and enhance productivity without the need for programming skills. Explore how Zapier democratizes automation for everyone. Continue using the tools you love while benefiting from the extensive connectivity Zapier offers, as it integrates with more web applications than any other service and continually adds new ones weekly. Our platform works seamlessly with popular applications like Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs, and many more! The intuitive editor is designed for self-service automation, enabling you to establish Zaps without needing a developer's assistance. Leverage Zapier’s built-in tools to craft robust workflows without relying on additional services. Over 3 million users trust Zapier to handle their repetitive tasks efficiently. Furthermore, Zapier Agents empower businesses to automate real-world operations by developing custom AI-driven teammates, enhancing both productivity and innovation. In this way, Zapier not only simplifies automation but also expands the horizons of what teams can achieve together.

Facebook stands as the biggest social networking platform globally. We develop technologies that enable individuals to engage with their friends and family, discover communities, and expand their businesses. Inspired by the remarkable ways in which people support one another during challenging times, we see examples ranging from fundraising efforts to lifesaving assistance shared in posts or through blood donation sign-ups. The Facebook app simplifies the process of connecting with loved ones and finding new acquaintances, thanks to features such as Groups, Watch, and Marketplace that cater to shared interests. These tools not only foster personal connections but also create opportunities for communal growth and support.

Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably. Deliver work on time and on budget, eliminate client chaos, and understand profitability in one platform. Teamwork.com's customers track and manage their projects with a suite of integrated solutions such as helpdesk, collaboration, knowledge sharing, and customer relationship management add-ons, enabling Teamwork.com to be the 'one-stop shop' solution for business owners. Teamwork.com is trusted by over 20,000 companies worldwide with a global team of over 350 employees, making project management more straightforward, more efficient, and more impactful with our project planning software, integrated with all the tools you already use.

PayPal is trusted by 9 million merchants to help them establish, operate, and expand their businesses. With an array of tools, products, financing options, and dedicated support, you can effectively manage essential tasks such as payment processing, website development, shipping, and marketing. Additionally, we offer business loans* that enable you to obtain funding that supports both startup initiatives and ongoing growth. You can receive payments both online and in-person, whether through online invoicing, customized checkouts for your website, or mobile card readers for transactions on the move. Choose from various products and services crafted to streamline your daily operations, including features for tracking payments and printing shipping labels. In addition, discover our merchant lending solutions that facilitate quick access to necessary funds for your business, while also providing your customers with financing options that allow them to pay over time, ensuring you receive your payment upfront. Our goal is to empower your business every step of the way, making it easier to focus on what truly matters: growth and customer satisfaction.

ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

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.

Eventbrite is an event technology and ticketing platform that allows businesses to sell tickets online and helps people find events that spark their passions. Eventbrite hosts events of all sizes, including workshops, concerts, conferences, and world-renowned film festivals and music festivals. Eventbrite's powerful platform is accessible online and via mobile apps. It can handle everything from basic registration to ticketing, all the way up to event management. Eventbrite Boost is now available: The only platform specifically designed for events. Eventbrite Boost lets you market to more people and manage all your events from one place. Feel legit, look legit. You can easily create marketing materials that stand out. Marketing tools that become smarter with each use can help you save time and money. Easy-to-use promotional tools can help you get your event in front more people and increase registrations.

Google Slides allows you to create, modify, collaborate, and showcase your work from any location. You can effortlessly design and refine high-quality presentations directly in your web browser without needing to install any software. This platform supports simultaneous contributions from multiple users, ensuring that everyone is working with the most current version. It features commenting, chat, and real-time editing tools. Whether collaborating with a business partner, your entire team, or external associates, you can work together on a single presentation online. You have complete control over permissions, allowing you to decide who can edit, view, or leave comments. You can start fresh or speed up your workflow by selecting a pre-made template. Enhance your presentations by incorporating videos, images, drawings, and seamless transitions for a more engaging experience. Additionally, you can view or present your slides from a mobile device, providing the flexibility to rehearse right up to the presentation time. Your work is automatically saved online, and previous versions are preserved indefinitely without impacting your Drive storage limit, enabling you to monitor and reverse changes easily. This ensures that your presentation is both secure and accessible whenever you need it.

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.

Boost your sales performance with Zendesk Sell, formerly known as Base, which is an innovative CRM solution tailored for contemporary sales teams. This platform streamlines the processes for small, mid-sized, and large enterprise sales teams, enhancing their productivity and improving visibility into their sales pipelines. With its user-friendly interface, teams can easily access and analyze pertinent data, prioritize leads and opportunities, and initiate sales actions driven by insights. Users can make calls, send emails, schedule meetings, and track deal histories all in one convenient location, eliminating the need for tedious manual logging. When it's time to finalize transactions, Zendesk Sell empowers you to do so from anywhere, putting the capabilities of a desktop sales tool right in your pocket—even without an internet connection. Unlike traditional sales management solutions that can be cumbersome and challenging to navigate, Zendesk Sell is designed for simplicity, ensuring that sales representatives can focus on what they do best—selling. This modern approach not only enhances efficiency but also fosters collaboration among team members, making it an invaluable asset for any sales organization.

Agolix® by Assessment Generator is an easy-to-use customizable software with an automated scoring feature that enables you to create customized online surveys, quizzes, and assessments in minutes. Provide personalized feedback with your business branding. Agolix supports various question formats, allowing you to design comprehensive assessments and display as many questions on a page as you prefer, tailoring the assessment experience to your needs. Set up user feedback based on scores and deliver different content or recommendations based on each respondent's results. Agolix offers extensive online user guides and free customer support over email and Zoom. Using assessments as a starting point, you can initiate conversations with potential clients. Agolix empowers you to personally analyze your prospects’ responses, increasing the chances of engaging with you. Assessments are a powerful tool for client engagement, credibility building, identifying quality prospects, training, tracking progress, assessing skills and knowledge, identifying strengths and weaknesses, and anticipating future needs and planning strategies.

Progress ShareFile allows you to securely share content with clients and internal team members from any device. Small businesses and departments need simple and secure solutions to collaborate between themselves and with clients. ShareFile allows you to access files securely, share data and create workflows that save time. Simple, quick set-up - no IT required. Cloud storage allows you to send and share any size file from any device. You can be sure that your files will always be safe. Bank-level encryption will protect your files, emails, and attachments while in transit and when they are at rest. Collaborate safely: Audit trails and configurable access permissions allow you to control and know who has access to your data. Optimize client and employee onboarding: Reduce manual paperwork with time-saving workflows. Secure FTP alternative: No software installation required - either for you or your client.

The Smart, Simple CRM for Office 365 and G Suite Teams. You don't need to set up. Nimble is the only CRM to build itself. Nimble is already helping thousands of teams work smarter every day. Nimble makes it easy to organize your contacts. You can build relationships, find opportunities, reach your goals, and create connections. Today Page organizes your tasks, social signals, pipeline, appointments, and schedules in one intuitive dashboard. You can automatically combine contacts, social media connections and communications with over 160 apps and CRMs to create one unified relationship manager. To view a 360-degree view and find contact information, as well as the interaction history of your team members, you can easily locate them. You can also add notes, change deal status, or access social handles.

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

Excel adapts to your habits, streamlining your data management to enhance efficiency. You can effortlessly generate spreadsheets using either templates or your own designs while applying advanced formulas for calculations. Additionally, the updated charts and graphs allow for engaging presentations of your data, complemented by formatting options, sparklines, and tables that facilitate deeper insights. With just a click, you can easily create forecasts to anticipate future trends. Collaborating with others is simple, ensuring you always work from the most current version of your workbook for real-time updates that expedite productivity. With Office 365, you can access your Excel files seamlessly across mobile, desktop, and web platforms. A remarkable new feature enables you to input data into Excel directly from a photograph; simply capture an image of a printed data table using your Android or iPhone, and the app will convert it into a fully editable table. This innovative image recognition capability removes the tedious task of manual data entry from hardcopy sources, making data entry faster and more convenient. Furthermore, this feature enhances your ability to leverage existing paper documents effectively within your digital workflows.

Not a coder? Not a problem. Kintone's visual application builder lets you drag and drop your way to custom enterprise apps that do exactly what you need. You can start from scratch or customize a pre-built app template. Collaborate with your team to build, test, and improve your app until you find your perfect workflow process.

FreshBooks makes billing and invoicing for small businesses easy. Freshbooks is a top-rated accounting and invoice software for self-employed professionals as well as small businesses. It makes it easy to invoicing and billing so that companies can concentrate on the work they love. It has a wide range of powerful features, including expense tracking, time tracking and payment processing. The Freshworks mobile app allows users to work from anywhere using Freshbooks.

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.

Cognito Forms allows you to create powerful forms and interfaces with ease using the form builder Cognito Forms. Everyone, from novice developers to experts in programming, can create their own online tools to automate their work. Cognito Forms can be integrated with existing systems to speed development or replace paper-based processes by digital solutions. Cognito Forms is an online form builder that combines powerful capabilities with simplicity. This makes it easy for anyone to simplify their time-consuming or complicated processes. Use our drag and drop form builder and free templates to quickly create beautiful forms. You can then easily add conditional logic or calculations to automate your work.

Comprehensive CRM Solution. Streamline your sales, marketing, and customer service efforts on a single platform. Prevent data breaches and maintain uniform messaging across all channels. Take advantage of Agile's contemporary features and integrations, along with straightforward setup and excellent support, all at a competitive price. This cloud-based SaaS platform is designed to be mobile-friendly, efficient, and user-friendly. Agile CRM provides an array of ready-to-use email marketing templates to help your business achieve a polished and professional aesthetic. Explore Agile’s selection of email marketing template examples, choose your desired template, craft your message, and schedule it for automated delivery. Additionally, you can design custom templates—no coding skills necessary—that incorporate your brand identity for enhanced effectiveness. Experience the benefits of Agile's innovative features and seamless integrations while enjoying easy implementation and responsive support at an economical price point. With its cloud-based nature, this SaaS service is not only fast and simple but also adaptable for mobile use, ensuring you can manage your business on-the-go.

Create a stronger relationship with your audience. Sign up today to get email marketing, landing pages, AI writing and subject line assistant, and so much more. You can grow your list, create amazing experiences, and make more money from one platform. All the email marketing solutions you need for growing your business are available here. Drag and drop editor makes it easy to create custom emails. You can also use our extensive library of pre-built templates to get you started. In minutes, you can create your own landing page. You have unlimited access to landing page templates, our drag-and-drop builder, and a pre-stocked image collection. You will be noticed and attract more visitors to your website. You can instantly send time-sensitive messages to visitors even if they aren't currently visiting your website. Automating your email marketing gives you more time. Automate your email marketing to deliver the right message at the right time to the right person, with less effort.

Design and distribute stunning online surveys and forms using Typeform, a flexible tool for data collection tailored for professionals. Typeform enables users to create a variety of forms, including contact forms, quizzes, employee feedback surveys, and suggestion boxes, among others. Its user-friendly and aesthetically pleasing interface allows for easy customization of forms, enabling the collection of necessary information while providing real-time updates on modifications. Additionally, the platform boasts more than 500 integrations and offers straightforward analytics to deliver immediate insights into collected data. This makes Typeform not only effective but also an essential tool for enhancing user engagement.

Creating online forms can be quite challenging, but Wufoo simplifies the process. With our intuitive form designer, you can easily craft contact forms, online surveys, and event invitations to gather the essential data, registrations, and payments you require. Our user-friendly form builder allows for extensive customization and design options tailored to your preferences. You can seamlessly link to our pages, embed forms on your website, or utilize our REST API for integration. As submissions come in, we can notify you via email or text, and you can even establish a real-time report to keep track of responses! Our award-winning form builder provides an exceptional interface, straightforward customization, an array of galleries, templates, and robust reporting features. You can select from over 400 templates, perfectly suited to your needs, and ready for personalization. Additionally, you can create engaging visualizations using your own graphs, charts, and key metrics, while implementing rules to generate dynamic forms that adhere to your specified logic. Within minutes, you can start accepting online payments through a Wufoo-powered form, making the entire process efficient and effective. Experience the ease and versatility that Wufoo brings to online form creation today.

With Google Forms, you can conveniently gather and arrange information of all sizes without any cost. Whether you're organizing a camping adventure, handling event sign-ups, creating a simple survey, collecting newsletter subscriptions, designing a quiz, or much more, this tool has you covered. You have the option to incorporate your own images or logos, allowing Forms to select complementary colors for a personalized touch, or you can opt for one of the many pre-designed themes to set the desired atmosphere. There are various question formats available, including multiple choice, dropdowns, and linear scales, enabling you to customize your inquiries as needed. Enhance your forms further by adding visuals and YouTube content, or by utilizing advanced features like page branching and question skip logic for a more tailored experience. The responsive design ensures that creating, editing, and responding to forms is a seamless and aesthetically pleasing process on any device. All survey responses are automatically organized within Forms, providing real-time insights and visual data representations. For deeper analysis, you can easily transfer your data to Sheets, where you can explore it further. This versatile tool is perfect for anyone looking to streamline information collection and management.