Business Software for HubSpot CRM

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.

Sogolytics, an experience management platform, allows companies to collect, analyze and use employee and customer data to drive business growth. Sogolytics is used by organizations across all industries to track interactions at all touchpoints with customers and employees. The best-in-class reporting delivers real-time, actionable insights that help to prevent and mitigate potential problems. SogoCX improves every aspect of a company's customer experience. This means improved conversion rates, simplified data management, and understanding customers to increase return on investment. Organizations can use SogoCX to measure key metrics like NPS, CSAT and CES. SogoEX software is used by organizations to collect and use data to improve engagement and reduce turnover. This platform allows HR and leadership to drive organizational changes through real-time feedback collection and employee engagement.

Intulse is a business VoIP provider, offers hosted/cloud VoIP UCaaS services to businesses. We offer managed VoIP phone systems for businesses in the USA designed for mobility, speed, flexibility, & more. Intulse was established in 2015 to assist businesses who were stuck with old communication systems that did not do enough but cost a lot. The Intulse UCaaS (Unified Communication as a Service) solution is designed to increase productivity through the Intulse App which offers a VoIP softphone, SMS texting, messaging, CRM integration (ex. Salesforce & HubSpot), softphones, time-based routing, virtual receptionists, customized greetings (including AI generated), unlimited extensions, and more. Customers who choose Intulse as their cloud VoIP provider get the power of a feature-rich system that can be customized to best-fit how they do business. Intulse’s communications specialists work closely to help select and implement features to ensure each business gets the most out of their system and service. Intulse offers 24/7, 100% US-based support which is unmatched in the industry, and we answer the phone when you call.

Pylon is an All-in-one B2B Support Platform for modern B2B businesses. We provide everything a post-sales team needs, including a ticketing software, B2B omnichannel (Slack Connect and Microsoft Teams), a modern chat widget, a knowledge base, an AI support bot, customer marketing and account management. Support system for B2B businesses. Support your customers wherever they want and allow multiple support levels. Let AI create support articles based on the resolutions of your issues. Use Triggers to codify workflows and business processes, and create Macros for common responses. Track engagement and broadcast new features, newsletters and more to customers. All customer data can be stored, tracked and organized in a dedicated location. Shared view that gives your stakeholders visibility on their team's current issues. If you use or want Slack for customer support, we should talk. Our Slack power users average 180+ customer channels

10Duke Enterprise is a cloud-based, scalable and flexible software licensing solution designed to enable software vendors to easily configure, manage and monetize the licenses they provide to their customers. 10Duke Enterprise enables you to gain a single point of license control for desktop, SaaS, and mobile apps, APIs, VMs and devices. It’s cloud-native, supports all license models, integrates with CRM & Ecommerce, has a built-in Customer Identity Management solution, and supports offline scenarios. 10Duke Enterprise is used by SMBs and Fortune 500 customers alike, and is SOC 2 compliant. 10Duke Enterprise is used across a wide range of industries by the fastest-growing software vendors that offer desktop, SaaS and mobile apps, devices, APIs and VMs. It's specifically designed for fast-growing software businesses looking to scale up licensing & minimize friction. › Unlock 15-30%+ revenue from your existing customers › Prevent revenue leakage by means of a real-time licensing and access control solution › Vastly reduce internal license admin costs (up to 70%) › Improve how your customers can trial and access your products › Learn how and when your customers are using your licenses and product features to help drive license sales › Prevent revenue leakage by means of a real-time licensing and access control solution › Integrate with 3rd party systems like CRM & ecommerce

MedRight is a user-friendly, fully supported, cost-effective EHR/eMAR that can be used in senior living communities such as ALFs, and SNFs. Because of its flexible configuration features, other users include IDDs, and treatment centers). MedRight is HIPAA compliant and ensures patient safety. MedRight is used coast to coast and includes all the features needed to manage any senior living community: Inventory Tracking e-Naarcotic Logs eMAR Full reporting Seizure Tracking Behavior Tracking Charting Incident Tracking Manage Staff and Residents Assessments Care Plans Community Calendar Resident Calendar Vital Tracking and Graphing e-Prescribing Refusal Log Text/email notifications Document Manager Alerts and Trends Pharmacy Integration Ability to work without internet Standing Orders email blasts to resident families Family Portal CRM specific for your usage ADL tracking Wound management Staff License and Training Management Dashboard to track Key Performance Indicators (KPI) Web-based and on the Cloud We integrate with other health care providers using our API and strongly believe in healthcare interoperability. Get a demo or try MedRight's free trial.

Labs don't need another LIMS. They need a complete operating system for modern lab operations - and that's QBench, reshaping everything from order placement through sample processing to automated reporting. Simple. Powerful. Adaptable. Where other LIMS force labs into rigid structures built on heavy custom code and vendor dependency, QBench moves with you. It bends. It adapts. Your processes evolve, and QBench evolves too. It adapts to your secret sauce. Every lab has its own workflow, its own rhythm, and QBench respects that with unmatched configurability. You shape the workflows. You define the data fields. You stitch together the automations. QBench's former bench scientists work alongside you throughout, offering expert guidance and workflow suggestions. It automates the tedious work. File parsers and a robust API connect QBench to the instruments and systems you already run, so data flows on its own. No manual entry. No transcription errors. It unifies everything in one platform. Real-time inventory. A dedicated portal giving clients instant access to results. Built-in analytics. A QMS module that keeps you audit-ready, always. QBench helps labs work smarter - cloud-based, secure, and always evolving, like the science it supports.

Turn the world into your office. 800.com allows you to manage your business from your cell phone. No contract, advanced calling features, forwarding for cell phones, and advanced calling features Increase conversions, brand recall, higher call response, and SMS messaging. Manage extensions, send professional greetings and manage your account online. 800.com offers standard forwarding as well as simultaneous and sequential ringing. Toll free numbers are the best standard for telephone numbers and will be taken seriously by US customers. Local numbers signal that your company isn't focused on doing business in the entire country. Every 800.com member has access to every phone system tool, regardless of the plan they choose. You will not only help your customers avoid long distance fees but also your company.

A platform for managing Omni-channel Experiences. You can do more than just survey. Power-up your experience management programs. All touch points can have an omnichannel experience. All data in one location. You can customize and share email surveys to increase open-rates. You can customize the subject, body, or share from an email address you choose. White-label your emails, and share. For feedback, share a QR code that can be scannable. Share the code with respondents. Respondents can scan the code to access the survey and take it. Generate multiple unique survey links for sharing surveys. These links can be tracked and used to measure survey performance. You can white-label your survey by using Custom Domain. You can embed surveys to engage customers and visitors on your website. You can embed the survey as a popup card, chatbot on your website, or inline embed. Our mobile SDK allows you to quickly create surveys and collect actionable information.

Private and hard money lenders across the US and Canada use Mortgage Automator to run their lending business without stitching together spreadsheets, email, and separate tools. The cloud-based platform covers the full loan process, from application and underwriting to document generation, servicing, renewals, and fund management. Lenders handling residential, commercial, or construction loans can rely on the platform to track payments, calculate interest, and disburse funds automatically, while commitment letters, loan agreements, and discharge documents are generated in seconds rather than drafted by hand. A built-in CRM keeps deals organized and moving through the pipeline, and dedicated portals give borrowers, brokers, and investors secure, real-time access to their statements. Because workflows adjust to loan type and deal volume, lending teams can scale up without adding proportional admin work. Mortgage Automator also connects with tools like Zapier, QuickBooks, and major credit bureaus, so it fits into an existing tech stack rather than replacing it. New customers get hands-on onboarding and ongoing support, helping lending teams get value from the platform quickly and keep growing without getting buried in manual processes.

Bullseye is the visionary dealer and store locator platform that wins more clients. Bullseye is more than a standard locator. It allows companies to engage customers through local content, increase lead capture and drive traffic. It also helps them build relationships with agents, dealers, and other partners. Bullseye partners love because it has SEO-friendly landing pages and automated real-time leads management. Integrate partner pages to your website easily to show their work and build trust with customers. Bullseye has 20 years of experience and includes all the features that you would expect from a modern locator. These include user-friendly search interfaces and an API, in-depth reports, 3rd-party integrations and extensive tools to manage users, categories, locations, custom data fields, and location management. It is a comprehensive solution that allows you to manage all of your location data and direct customers to dealers, agents, stores, and other locations.

Skedda is the world's leading space-scheduling platform for your workplace. Our infinitely-customizable platform allows for the automation of complex and time-consuming booking tasks, which leads to better space management. We allow your teams to focus on work that matters, by removing the hassle of manually managing all things 'space-scheduling'. 1000's of organizations like Mercedes-Benz, Siemens and Harvard University are already using Skedda to help them do just that! No matter the size of your organization, Skedda eliminates logistical headaches. Experience our award-winning platform today. Skedda's platform features are complex scheduling automation, interactive maps, floorplans, mobile capabilities, calendar sync, a tablet view, SSO support, and user management.

Semrush One is a comprehensive digital visibility solution built to help brands dominate every modern search environment. It combines Semrush’s industry-leading SEO technology with powerful AI visibility and generative search optimization tools. Users can track performance across traditional search engines and AI platforms like ChatGPT and Gemini in one unified system. The platform delivers actionable insights across SEO, content, paid advertising, social media, local listings, and AI PR. With access to billions of keywords, backlinks, and domain profiles, Semrush One uncovers growth opportunities others miss. Advanced forecasting tools allow teams to predict traffic, conversions, and revenue impact. Enterprise-ready features support automation, scalability, and cross-team collaboration. Real-world benchmarks and competitor analysis help brands understand market position and gaps. Semrush One is used by Fortune 500 companies and global enterprises worldwide. It enables marketers to turn data into measurable, sustainable growth.

Coworker is an AI-powered assistant that utilizes OM1, a revolutionary memory architecture, to provide your teams with actionable insights and execute tasks with full company context. By connecting to 40+ enterprise applications, Coworker helps streamline processes across teams, automating everything from task execution to project management. OM1 allows Coworker to understand your company's projects, teams, and priorities, providing answers to complex questions and automating workflows seamlessly across platforms like Slack, Jira, and GitHub. Coworker boosts efficiency, collaboration, and decision-making, all while ensuring enterprise-grade security and compliance with global standards.

Parloa is a customer experience AI platform that uses intelligent agents to automate and improve conversations between businesses and their customers. It is designed for companies that need to handle large volumes of customer interactions without long hold times or inconsistent service quality. The platform can manage conversations in many languages, helping organizations serve customers more quickly and personally across different markets. Parloa’s AI agents are built for high-stakes support needs, including financial services, utilities, healthcare, ecommerce, retail, media, entertainment, and IT. Teams can use the platform to automate common requests such as claims support, card issues, outage updates, billing questions, returns, product inquiries, appointment bookings, prescription refills, ticket resolution, and password resets. Parloa supports the full AI agent lifecycle, giving businesses tools to design, test, scale, optimize, secure, and integrate their agents. The platform focuses on building long-term customer relationships by making support interactions more seamless, proactive, and personalized. It also emphasizes enterprise reliability, privacy, and compliance with standards such as ISO, SOC 2, PCI DSS, HIPAA, and DORA. By replacing outdated support experiences with faster AI-powered conversations, Parloa helps companies improve loyalty while reducing operational pressure on service teams.

Vanta is the leading trust management platform that helps simplify and centralize security for organizations of all sizes. Thousands of companies rely on Vanta to build, maintain and demonstrate trust in a way that's real-time and transparent. Founded in 2018, Vanta has customers in 58 countries with offices in Dublin, New York, San Francisco and Sydney.

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.

WordPress powers a significant portion of the internet, estimated at 35%. For the ultimate experience, WordPress.com stands out as the premier platform to start creating your website. You can begin your website-building journey today. What opportunities does WordPress.com offer? It equips you with all the necessary tools to craft anything you envision. Its flexibility, robust security features, and powerful capabilities align perfectly with your business aspirations. You can promote your products, leverage advanced analytics and SEO functionalities, and tap into integrated social media audiences to expand your reach. Manage transactions, set up taxes and shipping, and formulate a marketing strategy—while you focus on creating your widgets, we’ll handle the website development for you. Everyone possesses a unique perspective; now is the time to showcase yours using the world’s leading blogging platform. Join a thriving community of millions eager to engage with your insights. With thousands of themes available, you’re sure to find a layout that fits your vision perfectly, and ample storage and design choices allow you to upload your content seamlessly and present your work in the best light possible. The possibilities for your online presence are virtually limitless.

Channeltivity is the best PRM solution for tech companies. A single, powerful Partner Portal simplifies deal registration, MDF request management, channel lead management, training and Salesforce.com connectivity. You can now spend your time creating meaningful connections with partners and delivering exactly what they need. Channeltivity is simple to use and quick to set up. It empowers you and all your partners with the right tools and resources to grow your channel. Channeltivity Salesforce Edition gives your channel program a powerful PRM. It also provides real-time visibility for your entire organization through Salesforce.com. Channeltivity's seamless data flow gives finance access MDF data and direct sales full visibility of customers, ensuring that everyone has the data they need where they are most comfortable. Channeltivity HubSpot Edition provides real-time visibility into your partner pipeline to your entire company.

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

Assembly serves as a comprehensive platform for client engagement and back-office operations, tailored specifically for tech-driven professional service organizations like those in consulting, law, accounting, real estate, marketing, and technology. By consolidating various tools into a single, branded client portal, it enables businesses to seamlessly connect, communicate, invoice, share documents, and manage tasks from the initial sale through to full-scale operations. This system enhances visibility into client relationships organization-wide, utilizing secure AI support to optimize workflows and conserve valuable time. Furthermore, Assembly integrates smoothly with pre-existing business applications through various methods, including embeds, Zapier, Make, or its versatile API, while also allowing for the development of custom applications. Among its standout features are secure messaging, document sharing, invoicing with one-click payment options, electronic signatures, storefront capabilities for productizing services, customizable forms, and task management. The platform is crafted to provide exceptional, contemporary client experiences while ensuring robust security measures and HIPAA compliance. With its innovative approach, Assembly not only simplifies operations but also elevates overall client satisfaction.

HiHello offers a complimentary digital business card and contact management application designed to enhance your networking capabilities. With digital business cards, you can differentiate yourself from others, as they are not only eco-friendly but also cost-effective while ensuring you leave a memorable first impression. You can effortlessly share your virtual business card via a QR code, email, text, social media, and more, allowing anyone to receive your information even if they don’t have the app installed. The Self-Healing Address Book™ automatically keeps your contacts' details up to date, simplifying the management process. You can personalize your address book by adding notes and tags to each contact, and efficiently sort them into groups for better organization. While we understand that some people prefer traditional business cards, our app includes a human-verified business card scanner, enabling you to quickly convert physical cards into digital format and seamlessly integrate new contacts into your network. Embrace the convenience of modern networking with HiHello, where building connections is easier than ever.

With over 8 million users in more than 60 countries, our digital business cards enhance sales effectiveness, foster valuable connections, and minimize your carbon footprint. In the aftermath of COVID-19, traditional handshakes and paper business cards are becoming obsolete. Empower your team with touchless digital business cards that can be easily shared with potential clients and partners during in-person meetings or virtual calls on platforms like Zoom and Teams. Additionally, your employees can photograph any paper business cards they receive without making physical contact, thereby lowering health risks within your workforce. Transitioning to digital allows for instantaneous sharing, tracking of your cards, and leaving a memorable impression on those you engage with. Haystack serves as a smart marketing asset, directing traffic to your website, social media profiles, and other essential company links. You can personalize your company template to feature images, incorporate links to whitepapers, and showcase industry reports, ensuring that your brand stands out effectively. Embracing this innovative solution not only streamlines networking but also aligns with modern sustainability practices.

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.

NimbleBrain turns natural language into working automations. Tell Nira what you need, she figures out the logic, connects your tools, and runs it. No YAML. No flowcharts. No "if this then that" configuration. Under the hood: LLM-powered intent parsing, multi-step orchestration across APIs (HubSpot, Slack, Gmail, PostgreSQL, and more), scheduled and webhook-triggered execution. You describe the outcome; the system handles the implementation. Use cases: operations monitoring that pulls from 5+ sources into a morning briefing, lead enrichment pipelines that validate score, and personalize outreach, event-driven alerts when deals close or issues escalate. Built for technical operators who understand automation but don't want to maintain it. Inspect any workflow. Adjust through conversation. First automation runs in under 60 seconds. Plain English in. Working automation out.