Business Software for HubSpot CRM

DualEntry is #1 AI-native ERP built by and for accountants. It’s designed to scale with high-performing teams from mid-market to IPO, handling up to 40 billion transactions per business per month. ✓ Consolidate results from subsidiaries worldwide—instantly and accurately ✓ Handle 180 currencies across 240 countries with up-to-the-minute FX rates ✓ Eliminate intercompany transactions and post journals automatically ✓ Create workflows tailored to your process with detailed user permissions ✓ Get real-time visibility through role-specific dashboards ✓ Ensure compliance with SOX, SOC 2, and GDPR for audit readiness ✓ Adapt your general ledger with unlimited classifications and custom data sources ✓ Drill into multi-entity reports with live, multi-dimensional insights ✓ Connect to 13,000+ banks across more than 60 countries ✓ Plug into 200+ out-of-the-box integrations covering CRM, AP, AR, and beyond High-performing finance teams close the books faster by automating 90% of manual tasks with DualEntry, freeing up their time to focus on strategy.

Trace is a sophisticated workflow automation platform that effectively analyzes and maps your current business processes by integrating with tools such as Slack, Jira, and Notion, creating a cohesive view of data, activities, and users. The platform enables users to visualize, design, and replicate complex workflows through a selection of community-curated templates or tailored paths they create themselves. After workflows are defined, Trace intelligently delegates repetitive or routine tasks—whether they require human intervention or can be executed by AI—to the appropriate agent, ensuring that you maintain oversight, permissions, and complete audit logs throughout the process. Additionally, it offers chat, search, and API interfaces for interacting with tasks, as well as high-context knowledge indexing that spans your organization, facilitating smooth transitions between various projects or teams using dedicated workspaces. By combining these functionalities, Trace empowers organizations to automate mundane tasks without altering their existing workflows, thereby enhancing productivity by seamlessly coordinating both AI and human agents across various tasks. Ultimately, this comprehensive approach not only streamlines operations but also fosters a more efficient work environment.

Business Pulse redefines analytics by putting AI-driven insights directly into the hands of business users through a natural language chat interface. Instead of waiting for reports or depending on technical teams, users can query their data in real time and receive instant responses in the form of charts, summaries, or downloadable tables. This conversational approach to analytics not only accelerates decision-making but also enhances collaboration by ensuring all stakeholders access the same centralized platform. By integrating with multiple tools and data warehouses, Business Pulse eliminates fragmentation and consolidates company-wide insights. The platform also addresses common business challenges such as delayed reporting, limited visibility, and disconnected data silos. Its AI engine goes beyond surface-level dashboards by identifying anomalies, highlighting opportunities, and contextualizing business performance. Companies can choose to fully customize Business Pulse for their systems or deploy it as a managed service. Ultimately, it empowers teams to move faster, think deeper, and act confidently with data at their fingertips.

Clarity is an advanced project and portfolio management solution designed for enterprises, enabling organizations to oversee the entire process from idea generation to execution with both flexibility and accuracy. It facilitates quick project launches through the use of adaptable templates, features user-friendly task management options with dynamic Gantt charts, and offers various viewing formats such as list, grid, timeline, and Kanban. Additionally, it incorporates automated scheduling that takes into account dependencies, resource availability, and critical deadlines. By providing a consolidated portfolio overview, real-time analytics, dashboards, and customizable reporting, users are equipped with strategic insights to identify risks or bottlenecks before they affect project delivery. The platform also excels in resource management, enabling assignments at both role and individual levels, along with approvals, forecasting, and optimization capabilities. Designed for scalability, Clarity accommodates workflows in ideation, demand management, strategic planning, scenario analysis, and much more, making it a versatile tool for any organization. With its comprehensive feature set, Clarity stands out as a pivotal asset for organizations aiming to enhance their project management efficacy.

Sidekick allows users to effortlessly create robust automations similar to those found on Zapier, all through an easy conversational interface that eliminates the need for complicated UI navigation. You start by articulating your requirements in straightforward language, and Sidekick's AI takes care of the rest by generating the workflow, visualizing it on a canvas, managing error logic, and providing options to execute or schedule the automation right away. It integrates flawlessly with a variety of popular applications, including Gmail, Google Calendar, Google Docs, Google Sheets, Notion, Airtable, HubSpot, Slack, and Linear, and offers customizable pre-built templates that can be tailored to fit your specific workflow through chat. Potential applications include syncing emails from Gmail directly into Google Sheets, summarizing calendar events for easy sharing on Slack, efficiently storing incoming leads from emails into Notion databases, automatically creating documents after meetings, generating weekly risk reports for HubSpot deals, translating spreadsheet entries into Linear issues, and sending out prioritized email summaries. This flexibility makes Sidekick an essential tool for streamlining everyday tasks and improving productivity across multiple platforms.

Skyp.ai is an innovative email outreach platform powered by artificial intelligence, specifically designed for founders and teams experiencing rapid growth. In contrast to conventional automation solutions, Skyp enables users to initiate highly tailored multi-step micro-campaigns that maintain a human touch even at scale. Equipped with integrated research, strategic insights, and writing assistance, Skyp manages everything from identifying prospects to composing messages, all while allowing you to retain control over the process. Tailored for efficiency and accuracy, Skyp.ai enhances inbox warming, improves email deliverability, and facilitates the sending of genuine emails that effectively stand out. Whether your focus is on founder-led sales or team expansion, Skyp.ai empowers you to accelerate your pipeline growth with intelligence, efficiency, and authentic personalization, ensuring a more impactful outreach experience. By leveraging this platform, teams can achieve remarkable results in their email marketing endeavors.

RhinoAgents serves as a no-code platform for AI workforce solutions, enabling a diverse range of users, from startups to large corporations, to create and implement intelligent agents across various sectors such as HR, IT, real estate, recruitment, and healthcare. By utilizing a straightforward prompt-based method or a user-friendly drag-and-drop workflow builder, organizations can develop AI agents designed to automate mundane tasks, optimize processes, and improve customer interactions. This innovative approach allows businesses to substitute extensive hiring with AI agents, achieving equivalent outcomes at just a quarter of the expense. These digital agents function similarly to traditional employees, efficiently managing tasks such as onboarding, customer service, lead qualification, scheduling, property inquiries, healthcare FAQs, and IT support, among others. Moreover, the platform offers remarkable versatility across different industries, effortless usability without coding skills, engagement through multiple channels, the ability to build a custom knowledge base, and tools for tracking analytics and return on investment. Overall, RhinoAgents empowers businesses to harness the power of AI, significantly enhancing productivity and lowering operational costs.

Sales Ask is an innovative sales coaching platform that leverages AI to support trades and home service teams by facilitating remote coaching through virtual ride-alongs, call recording, transcription, and real-time performance analysis. By capturing both in-person and virtual sales conversations, it transcribes and analyzes each interaction to uncover performance trends, automatically assesses pitches, and identifies objections, upselling chances, and compliance with sales protocols. Acting as a virtual mentor, it provides tailored feedback and enhances talk-tracks for every representative, ensuring consistent development even in the absence of managers. Additionally, Sales Ask compiles a playbook of best practices based on insights from top achievers, effectively training new representatives while offering role-specific dashboards, comparing speech metrics, and integrating smoothly with CRM systems for comprehensive tracking and management. The platform not only enhances individual performance but also fosters a culture of continuous improvement across the entire sales team.

Nonverbia serves as an AI-driven sales assistant and coach that improves interactions in virtual meetings by assessing nonverbal signals, vocal tone, body movements, and emotional expressions in real-time during video conferences, enabling the identification of concealed objections, recognition of buying indicators, and assessment of engagement levels. With support for over 100 languages, it offers real-time coaching feedback during meetings, allowing sales professionals to adapt their strategies on the fly. Following meetings, Nonverbia creates comprehensive summaries, updates CRM systems automatically, proposes tailored follow-up actions, and provides pipeline intelligence that includes alerts on potential risks and forecasts for deals. By merging sales coaching with meeting analytics, it grants insight into the dynamics of conversations, the status of deals at risk, and the next steps to take. Ultimately, it aims to empower teams to close more sales by interpreting the unspoken elements of communication and translating those insights into practical guidance for improvement. Additionally, this innovative tool fosters a heightened awareness of interpersonal dynamics, enhancing the effectiveness of sales engagements.

Blocks.diy serves as a productivity platform enhanced by artificial intelligence, enabling teams to create personalized tools, workflows, and smart agents that align precisely with their operational requirements, all without the need for a specialized development team. This platform merges an AI application builder with intelligent agents capable of extracting, analyzing, and acting on data from a variety of systems, while allowing users to maintain oversight of their functionalities. Additionally, it features a marketplace filled with professionally designed templates that teams can either implement immediately or modify to suit their unique workflows. By transforming traditional work systems from mere data storage into dynamic systems, Blocks.diy automates mundane tasks, delivers predictive insights, enhances coordination across different platforms, and integrates fluidly into existing workflows. Designed for teams across various sectors, including healthcare, investment firms, and technical operations, Blocks.diy adheres to high standards of enterprise-grade compliance and has already seen widespread adoption. This versatility makes it an essential tool for enhancing productivity and efficiency in modern workplaces.

Lumro serves as a comprehensive platform designed for the creation, management, and deployment of AI agents that are capable of handling various tasks including sales, customer support, lead generation, appointment scheduling, and ensuring customer satisfaction, all while providing human-like engagement around the clock. These AI agents integrate effortlessly with multiple communication channels such as website chat, email, WhatsApp, Instagram, Facebook, and phone services. Furthermore, they are compatible with existing business tools like CRMs, payment gateways, and scheduling applications, enabling them to perform more than just answering common queries; they can actively capture leads, manage support tickets, schedule appointments, process transactions, escalate issues, retrieve product details, and execute customized workflows that align with specific business needs. Lumro also offers features for brand customization and voice alignment by training the agents on company-specific data such as websites, PDFs, manuals, and previous interactions, while continuously monitoring performance through detailed analytics to ensure optimal operation. This comprehensive approach not only enhances efficiency but also ensures that businesses can maintain a consistent and engaging customer experience across various platforms.

Pod offers AI-driven voice agents that handle your business phone calls around the clock, engaging with clients in a natural manner without relying on rigid phone trees, to facilitate appointment bookings, customer support, lead qualification, order or payment status checks, service scheduling, information verification, and human escalation when necessary. These voice agents can be set up in just minutes without any coding knowledge and can seamlessly integrate with your current phone systems, CRM, knowledge bases and documentation, calendars, databases, and business APIs, enabling them to access real-time information and operate as a cohesive extension of your team. The platform also features intelligent call routing, supports conversations in multiple languages, provides analytics on call effectiveness, and ensures security through bank-level encryption, along with transparent controls for privacy and data retention compliance. Designed to streamline operations, it aims to save you valuable hours each month by automating tasks related to inbound support, outbound engagement, lead follow-ups, and conducting surveys or gathering feedback. Ultimately, Pod’s AI voice agents enhance productivity, allowing your team to focus on more strategic initiatives while maintaining high-quality customer interactions.

Xyte is an innovative cloud-based platform that facilitates the lifecycle management and operations of various devices, including AV, UC, IoT, and smart building technologies, allowing organizations to effectively oversee, regulate, and automate expansive device fleets. This platform features comprehensive fleet management capabilities for both cloud-connected and locally networked devices, along with real-time monitoring and coordinated firmware updates. Additionally, Xyte employs AI-driven agents, utilizing the "Model Context Protocol" (MCP), to provide self-healing functionalities, automated troubleshooting, and expedited resolution of issues. Seamlessly integrating with current IT workflows, ticketing systems, and messaging applications, it also offers no-code APIs for easy connectivity to a wide range of vendors. With a focus on enterprise-grade security, a universal device API, and modular components, Xyte enhances operational effectiveness and security. Notably, its advantages encompass diminished downtime, reduced need for on-site visits or “truck rolls,” heightened efficiency for system integrators, manufacturers, and internal IT/AV/UC teams, capacity for smart building oversight, and robust remote support capabilities, ensuring a comprehensive solution for modern device management. As organizations increasingly adopt advanced technologies, Xyte stands out as a pivotal tool in optimizing device operations and management efficiency.

Doraverse serves as a comprehensive AI coworker platform, integrating over 15 leading AI models, more than 50 app connections, and no-code automation to facilitate effective office operations. Users have the ability to engage in conversations and easily toggle between different models, conduct "multi-AI debates" to derive credible answers, and streamline their workflows within a cohesive workspace. The platform includes a creative studio, enabling users to generate images, videos, and audio through various generative frameworks. Teams are empowered to create role-specific agents using a no-code setup, allowing them to merge file searches, APIs, OCR, code execution, and personalized instructions while automating processes without the need for complex coding. Additionally, Doraverse provides an array of productivity features such as an in-depth research mode, internal document searches, dashboards, and tracking of usage metrics. It fosters team collaboration with shared workspaces and offers customizable domains, ensuring security and compliance with standards like SOC 2 and GDPR, while also enhancing cost transparency. In this way, Doraverse not only enhances efficiency but also promotes a collaborative environment that adapts to diverse team needs.

Storm MCP serves as an advanced gateway centered on the Model Context Protocol (MCP), facilitating seamless connections between AI applications and multiple verified MCP servers through a straightforward one-click deployment process. It ensures robust enterprise-level security, enhanced observability, and easy integration of tools without the need for extensive custom development. By standardizing AI connections and only exposing specific tools from each MCP server, it helps minimize token consumption and optimizes the selection of model tools. With its Lightning deployment feature, users can access over 30 secure MCP servers, while Storm efficiently manages OAuth-based access, comprehensive usage logs, rate limitations, and monitoring. This innovative solution is crafted to connect AI agents to external context sources securely, allowing developers to sidestep the complexities of building and maintaining their own MCP servers. Tailored for AI agent developers, workflow creators, and independent innovators, Storm MCP stands out as a flexible and configurable API gateway, simplifying infrastructure challenges while delivering dependable context for diverse applications. Its unique capabilities make it an essential tool for those looking to enhance their AI integration experience.

ScaleXP is a financial automation solution designed to enhance and modernize key processes like revenue recognition, billing, subscription management, and reporting on SaaS metrics. By automating the management of deferred and accrued revenue sourced from invoice data, it creates revenue recognition schedules and journals that can be easily posted into accounting systems with minimal clicks, effectively reducing reliance on error-prone spreadsheets. The platform enables users to generate invoices from CRM deal records, effortlessly track renewals and contracts, and oversee subscription billing without the need for manual inputs. Additionally, it provides real-time dashboards and analytics to monitor critical SaaS metrics such as churn rates, retention statistics, and revenue growth, thereby promoting consistency across different teams. ScaleXP seamlessly integrates with various accounting and CRM systems, including popular options like Xero, QuickBooks, HubSpot, Pipedrive, Salesforce, Stripe, and Exact, ensuring a cohesive workflow. Beyond its primary accounting capabilities, it also supports advanced features like financial consolidation and the recognition of prepaid expenses, making it a comprehensive tool for financial management. As businesses evolve, ScaleXP adapts to meet their growing needs in financial operations.

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.

AgentKit offers an all-in-one collection of tools aimed at simplifying the creation, deployment, and enhancement of AI agents. Central to its offerings is Agent Builder, a visual platform that allows developers to easily create multi-agent workflows using drag-and-drop nodes, implement guardrails, preview executions, and manage different workflow versions. The Connector Registry plays a key role in unifying the oversight of data and tool integrations across various workspaces, ensuring effective governance and access management. Additionally, ChatKit facilitates the seamless integration of interactive chat interfaces, which can be tailored to fit specific branding and user experience requirements, into both web and app settings. To ensure high performance and dependability, AgentKit upgrades its evaluation framework with comprehensive datasets, trace grading, automated optimization of prompts, and compatibility with third-party models. Moreover, it offers reinforcement fine-tuning capabilities, further enhancing the potential of agents and their functionalities. This comprehensive suite makes it easier for developers to create sophisticated AI solutions efficiently.

Prowi is an innovative cloud solution that transforms the management of commissions and bonuses into a seamless, transparent process in real-time. Users can effortlessly import deals and activities directly from their CRM, implement personalized rules through a flexible engine, and instantly share results with managers and employees via an app that enhances sales by providing immediate updates on earnings as soon as deals are finalized. Sales representatives have the ability to confirm their earnings statements while managers can approve everything in a unified workflow, with payout information easily exported to payroll systems. You can create any compensation plan using straightforward components such as flat rates, tiered structures, accelerators, caps, overrides, team splits, product multipliers, and rules for absences due to holidays or sickness. The platform allows for backtesting of new rules using historical data, enabling users to model and assess plan changes before the start of a new quarter, and to compare costs and achievement levels across different scenarios. All calculations are meticulously logged for auditing purposes, ensuring transparency and accountability. Moreover, Prowi integrates seamlessly with various platforms, including Salesforce, HubSpot, Pipedrive, Microsoft Dynamics, Podio, and CSV, while also allowing payroll exports to systems like Zenegy, Salary, Intect, Lessor, Visma Dataløn, and many others. The result of using this platform is a significant reduction in errors, a quicker month-end closing process, fewer disputes, and enhanced data quality, ultimately leading to improved operational efficiency. By streamlining these processes, Prowi empowers organizations to focus on driving sales and achieving their financial goals.

viaSocket is a no-code workflow automation platform powered by AI, allowing users to seamlessly link a vast array of applications and create robust automations without the need for coding skills. Users can design workflows that consist of triggers from one application leading to actions in others, incorporating features such as conditional logic, delays, branching options, custom JavaScript, human intervention, memory, and HTTP/API steps. The platform boasts a user-friendly visual drag-and-drop interface that is enhanced by AI-driven recommendations during the setup process. viaSocket connects with an extensive ecosystem of over 1,500 to 5,000 applications across various sectors, including CRM, marketing, e-commerce, helpdesk, document management, and collaboration tools, and provides users the ability to integrate automation directly into their own SaaS offerings. It also facilitates the inclusion of custom applications in its marketplace. Additional functionalities include pre-made templates for popular workflows, multi-path logic capabilities, error management, audit logs, observability, and robust enterprise-grade security features ensuring compliance with standards like SOC 2, ISO, and GDPR/CCPA, along with guaranteed uptime SLAs and monitoring tools. This comprehensive suite of features makes viaSocket a powerful ally for businesses looking to enhance their operational efficiency through automation.

NbliK is a community platform powered by AI that allows brands, creators, and organizations to create and oversee branded, white-labeled communities without any coding required. It encompasses essential community functions, events, messaging, member profiles, groups, and subcommunities, and further enhances user interaction with tools like surveys (featuring branching/skip logic and multilingual options), content discovery, and analytics dashboards. The platform also facilitates social media integration and email functionalities, making sharing and syncing contacts effortless, and users often commend its rapid setup process, with some completing it in around 15 minutes, alongside considerable options for customization. NbliK aims to boost user retention, engagement, and lifetime value by consolidating various fragmented community tools and external apps into a single, cohesive solution. Additionally, it is accessible as both a mobile application and a web platform, offering monetization features tailored for creators and brands. The comprehensive nature of NbliK makes it a versatile choice for those looking to foster vibrant and engaged communities.

Vistaly is an innovative cloud-based platform designed for product discovery and operations, seamlessly integrating the processes of discovery, planning, and execution in one unified workspace. This tool empowers teams to effectively track results, consolidate insights from customer interviews, and develop Opportunity Solution Trees (OSTs) using a single interface. Among its features, the platform includes an AI Discovery Co-pilot (currently in beta) that analyzes discovery interviews and creates easily shareable snapshots, while also automating the aggregation of customer insights into OSTs with options for prioritization and filtering. Additionally, on the operations front, Vistaly offers an Outcome Tracker that assesses whether the work delivered is achieving the desired impact, alongside an Insights Repository that gathers and organizes feedback from interviews and product data in one location. Furthermore, Vistaly is designed to integrate effortlessly with existing tech stacks, analytics tools, feedback systems, and project management applications, ensuring that daily activities are aligned with broader business objectives and facilitating a clear visualization of the interconnections between strategy, discovery, and execution. This comprehensive approach not only enhances productivity but also helps teams make informed decisions based on real-time insights.

Tutorial AI is an innovative video platform that leverages artificial intelligence to transform raw screen recordings into professional-grade tutorials and demonstrations within mere minutes. Users have the flexibility to either record their processes silently or provide a natural narrative, while the system takes care of transcribing or enhancing the narration, crafting polished scripts, and converting the recordings into high-quality videos primed for sharing. Notable features encompass AI-generated voice-overs in over 30 languages, a document-style editing interface that simplifies the video creation process without the need for complicated timelines, automatic zoom and cursor effects to highlight key points, as well as options for customizing backgrounds and branding. Additionally, the platform offers AutoRetime translations, which seamlessly synchronize video scenes when transitioning between different languages. Supporting both macOS and Windows for recording, along with iPhone and iPad screen capture, it also facilitates collaborative workspaces with version control, guest viewer permissions, and easy embedding options for integration into LMS, CMS, or other systems. This makes Tutorial AI a comprehensive solution for anyone looking to produce engaging educational content quickly and efficiently.

PartnerBoard serves as a comprehensive solution for overseeing and expanding partnership and referral initiatives by consolidating every partner, referral, and incentive into a dynamic board that refreshes in real time. It establishes a definitive "referral source of truth," granting partners collaborative access to a unified board while allowing the program owner to maintain complete visibility, which facilitates automatic synchronization of partner updates and clarity regarding incentives. Users are empowered to monitor both incoming and outgoing referrals, identify their sources, evaluate top-performing partners, and delve into analytical dashboards that highlight successful strategies and potential areas for growth. The platform also guarantees a streamlined referral process: each entry clearly outlines essential criteria, contacts, and introductory steps, enabling users to submit qualified referrals within minutes; partners can customize their views to align with relevant information, thereby minimizing friction and enhancing coordination. Furthermore, real-time notifications and integrations with various tools such as email, CRM systems, and webhooks ensure that teams remain informed whenever a referral is either submitted or modified, thereby fostering a more efficient workflow. This holistic approach not only improves communication but also strengthens partnership relationships, ultimately driving better results for everyone involved.

IllumiChat is a customer service platform powered by AI, designed to provide businesses with prompt and precise responses at any time by integrating effortlessly with their current AI services, knowledge bases, and operational tools. This innovative system is compatible with top LLMs such as OpenAI’s GPT, Anthropic’s Claude, and Google Gemini, while also connecting to knowledge storage solutions like OneDrive, Google Drive, Dropbox, and Box, in addition to live data from platforms like HubSpot, Jira, Confluence, and Notion. It can be deployed through various channels including a customizable chat widget, iFrame, Slack, or a dedicated workspace, and it accommodates multilingual interactions in over 95 languages, all while maintaining enterprise-level security standards, including bank-grade encryption and compliance with GDPR, SOC2, and HIPAA regulations. Among its notable features are a smart-learning AI that evolves based on user feedback, round-the-clock accessibility to eliminate any delays, and a comprehensive analytics module that tracks agent performance, resolution rates, and usage patterns. This holistic approach not only enhances user experience but also empowers businesses to optimize their customer service strategies efficiently.