Business Software for Insightly

Zendesk serves as a robust customer service platform aimed at optimizing support processes and improving the overall experience for customers. With an extensive array of features such as automated AI tools, messaging, live chat, and customizable workflows, it empowers companies to deliver tailored and effective support through various channels. The platform also integrates effortlessly with other applications and offers real-time analytics, enabling organizations to make informed, data-backed choices. Designed to accommodate businesses of any scale—from emerging startups to established corporations—Zendesk prioritizes scalability, security, and the satisfaction of its users. Ultimately, its versatile solutions ensure that companies can adapt their customer service approach to meet evolving demands efficiently.

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

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.

Google Workspace is an all-in-one cloud productivity platform developed by Google to help businesses manage communication, collaboration, document creation, and workflow automation from a centralized environment. The platform combines professional email, cloud storage, video conferencing, document editing, team messaging, scheduling, and AI-powered assistance into one subscription-based ecosystem optimized for modern work environments. Google Workspace includes applications such as Gmail, Google Drive, Google Meet, Docs, Sheets, Slides, Calendar, Chat, Keep, Forms, Sites, NotebookLM, and Gemini AI, enabling teams to work together seamlessly across devices and locations. One of the platform’s core strengths is its built-in AI functionality powered by Gemini, which helps users draft emails, summarize meetings, generate research insights, automate repetitive tasks, and improve productivity using contextual awareness from workplace data. Google Workspace also supports advanced collaboration features including real-time editing, appointment scheduling, eSignatures, document sharing, cloud storage management, and AI-assisted research tools. Businesses benefit from enterprise-grade security features such as AI-powered threat protection, data classification, endpoint management, Data Loss Prevention, secure access controls, and compliance support for enterprise environments. The platform offers scalable pricing plans suitable for startups, small businesses, enterprises, educational institutions, nonprofits, and government organizations. Google Workspace also simplifies data migration and onboarding with built-in migration tools and partner support for transferring emails, files, and business information securely into the cloud.

Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. The software automates key financial processes, enhancing efficiency and accuracy. Sage Intacct provides real-time financial insights through intuitive and customizable dashboards, enabling data-driven decision-making. Seamlessly integrating with various business applications, Sage Intacct ensures a unified view of operations, enhancing data consistency and collaboration across departments. Its robust reporting and analytics tools allow users to generate detailed financial statements, track key performance indicators, and gain deep insights into financial performance. Sage Intacct is scalable, reliable, and trusted by thousands of organizations worldwide. It supports complex organizational structures with multi-entity management, facilitating seamless consolidations and inter-entity transactions. The cloud-based platform ensures continuous innovation, keeping your financial management tools up-to-date. With award-winning customer support, Sage Intacct empowers businesses to streamline

Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.

Take productivity to new heights with Hubstaff! Hubstaff offers time-tracking apps for your desktop, web browser, or mobile device. Once you start tracking time to a task, Hubstaff will quietly run in the background as you work, consuming virtually no resources. You can easily switch between tasks or stop tracking with just a few clicks. Tracking your team's efficiency can be a challenge, but we've equipped Hubstaff with several great features to help you determine how they perform. Hubstaff works best when you have clear expectations for your team. It helps you determine each team member's average productivity levels to identify improvements or declines in their performance over time. In other words, the more you use Hubstaff, the better the results you'll get. Available for Mac, Windows, Linux, iOS & Android.

Trusted by over 25 million users worldwide, Jotform is an all-in-one platform that simplifies data collection, workflow automation, and online sales, all without coding. With Jotform’s drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, contact information, payments, appointments, and e-signatures with ease. Choose from over 10,000 templates for everything from feedback surveys to registration forms, or build your own from scratch. Jotform's advanced features, such as conditional logic, autoresponders, and over 200 integrations, further streamline processes. In addition, Jotform's AI-powered Agents offer real-time customer support by guiding users through the form submission process, answering questions, and ensuring a smooth experience, all while reducing the need for manual intervention. With Jotform’s Store Builder, you can also set up an online store, sell products, services, and subscriptions, collect donations, and receive payments through 30+ supported payment gateways. Finally, Jotform’s tools like Approvals, PDF Editor, and Report Builder help businesses transform collected data into actionable insights and automate workflows for even greater efficiency.

Axis LMS is a feature-rich, highly customizable Learning Management System designed to simplify and elevate corporate training. Whether you’re delivering onboarding, compliance, continuing education, or skills development, Axis LMS gives you the tools to engage learners, track progress, and stay audit-ready - all without the complexity of large enterprise systems. Built for real-world business needs, Axis LMS supports a wide range of content formats, including SCORM, video, assessments, documents, and interactive modules. It allows you to automate enrollments, reminders, and certifications, freeing your team from repetitive tasks and ensuring nothing slips through the cracks. With its intuitive drag-and-drop course builder and mobile-friendly learner interface, Axis LMS makes learning accessible and enjoyable on any device. Branding options and flexible permissions let you tailor the experience for different teams, departments, or clients — making it a perfect fit for internal training, external certification, partner enablement, and more. The platform includes powerful reporting and analytics, so you can measure impact, identify trends, and meet compliance standards with ease. Seamless integrations and an open API ensure Axis LMS can work alongside your existing HR, CRM, or business systems. Trusted by organizations of all sizes, Axis LMS combines enterprise-level power with small-business flexibility. Whether you have 25 users or 10,000+, Axis LMS delivers a reliable, scalable solution that evolves with your training needs.

Process Street is the Compliance Operations Platform built for teams that need to move fast without breaking standards. It combines document control, workflow automation, and AI-powered oversight in a single system so every policy is followed, every step is tracked, and every audit is effortless. Unlike legacy GRC tools or static SOP docs, Process Street turns compliance into a living system. Policies are documented in governed, version-controlled Pages. Those policies are executed through dynamic workflows with built-in task assignment, approvals, and forms. Every action is logged, monitored, and optimized in real time by Cora, our AI compliance agent. Used across industries like financial services, real estate, healthcare, and manufacturing, Process Street helps teams automate employee onboarding, streamline audits, manage policy updates, enforce vendor reviews, and run critical processes at scale. No code required. No micromanagement. Just proof that work gets done right, every time. Companies like Salesforce, Colliers, Drift, and Hartford Healthcare trust Process Street to eliminate busywork, improve operational visibility, and reduce compliance risk across the business. With native integrations, role-based access, audit trails, and ISO-aligned workflows, it is the platform that makes compliance a competitive advantage. From onboarding to audits, Process Street is how high-stakes teams enforce standards, automate execution, and prove compliance by default.

AI Sales Rep - Your Next Salesperson Might Not Be A Person at All Identify and Influence Your Engaged Website Visitors into Sales-Ready Leads – Before You Commit a Single Working Hour. Lower Funnel, Higher Value Leads: Using our advanced WebID +Person identification technology, we uncover and identify the most engaged visitors to your site. These are the prospects we focus on, ensuring maximum impact for your sales efforts. - Detailed Prospect Data: We gather 40 points of data about each prospect, including first name, last name, email address, and more. - Engaged, But Anonymous: These prospects are conducting online research but haven’t met with your sales team yet. - Crucial Sales Funnel Position: These visitors are deep in your sales funnel, spending time on your key ‘buying pages’ but remaining unknown to you. They are the ones most likely to convert into appointments. - AI-Driven Engagement: Our AI Sales Rep identifies and gently engages with these visitors, influencing them to express interest. The process is fully automated, so your sales team only needs to engage with the interested leads—your low-hanging fruit. Leverage the power of AI to turn your website visitors into meeting-ready leads effortlessly.

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability

Shift puts you in control of your browser. Arrange apps, bars, and controls exactly where you want them, building a personalized workspace that works around you — not the other way around. Connect over 1,500 web apps, jump between dedicated Spaces for work, side hustles, and personal browsing, and manage multiple accounts without ever logging in and out. As a pioneer in carbon-neutral browsing, Shift is committed to rethinking what a browser can be — for the people who use it and the world they live in. Started in Victoria, British Columbia in 2016, Shift is a Certified B Corp and proud member of the Redbrick portfolio. What you can do with Shift: - Build your browser: Design a layout tailored to how you use the internet. - Create Spaces: Keep work, side hustles, and passion projects in their own lane. - Integrate Apps: Bring your favorite web apps together in one place. - Templates: Pick from 6 ready-made layouts to get started fast. - Shift AI: A built-in AI assistant that helps you get more done across every tab and app.

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.

All-in-one property management software that helps property managers and owners make more money, get organized, and grow. Simplify property management with easy-to-use, secure, and reliable software. With cutting-edge technology, world-class support, and free educational resources, DoorLoop empowers you to grow personally, professionally, and financially.

Simplify the process of booking and managing appointments effortlessly with Acuity Scheduling. This user-friendly online appointment scheduling tool empowers professionals and businesses to conveniently fill their calendars without the associated stress. Clients can view your availability in real time, book appointments quickly, and make payments upfront, allowing you to avoid the tedious task of constant organization and rescheduling. Additionally, Acuity's features help streamline your workflow, making your scheduling experience even more efficient.

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.

Power BI provides advanced data analysis, leveraging AI features to transform complex datasets into visual insights. It integrates data into a single source, OneLake, reducing duplication and streamlining analysis. The platform enhances decision-making by integrating insights into everyday tools like Microsoft 365 and is bolstered by Microsoft Fabric for data team empowerment. Power BI is scalable, handling extensive data without performance loss, and integrates well with Microsoft's ecosystem for coherent data management. Its AI tools are user-friendly and contribute to efficient and accurate insights, supported by strong data governance measures. The Copilot function in Power BI enables quick and efficient report creation. Power BI Pro licenses individuals for self-service analytics, while the free account offers data connection and visualization capabilities. The platform ensures ease of use and accessibility, backed by comprehensive training. It has shown a notable return on investment and economic benefits, as reported in a Forrester study. Gartner's Magic Quadrant recognizes Power BI for its ability to execute and completeness of vision.

1) Customer delight made super easy Manage conversations across multiple channels Deliver fast and consistent customer service across email, phone, chat, WhatsApp Business, and other social media channels from a single view. 2) Boost your agent productivity Cut down on manual and repetitive tasks using advanced automation rules, and solve customer queries faster without increasing your agent strength. 3) Deliver seamless self-service Help customers help themselves by publishing a branded knowledge base and offering instant resolutions using AI-powered chatbots. 4) Stay on top of your CSAT goals Use customizable analytics and reports to track team performance, identify bottlenecks before they snowball, and keep tabs on your team's CSAT goals. Enable frictionless remote work for your support team 1) An intuitive and easy-to-use platform that does not require a complicated onboarding process 2) Cloud-based solution that empowers agents to work conveniently on their laptops or phones 3) 650+ cutting-edge applications that you can easily integrate with and build robust support workflows

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

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.

Configure One Cloud, a Revalize, accelerates sales cycles, streamlines business processes, and drives efficiency with its leading CPQ solution. With over 20 years of manufacturing industry expertise, it enables the creation of unique product configurations, real-time pricing calculation, production data integration, and secure order placements all within a single application. Optimize your manufacturing and sales with Configure One Cloud's advanced CPQ system, tailored for complex product configurations and global scalability. Proud to be part of Revalize, a leader in CPQ, PLM, and design solutions that provide a more efficient route from idea to cash. Helping more than 15,000 customers worldwide to better design, model, develop, and sell $100B in products annually. Join hundreds of manufacturing leaders who are making Configure One Cloud the backbone of their digital transformation. Wherever your business journey starts, greater outcomes start with Revalize.

Tempo Portfolio Manager (formerly LiquidPlanner) is a dynamic project scheduling and resource management platform that uses predictive AI to forecast when work will realistically be completed. Its scheduling engine runs Monte Carlo simulations using team bandwidth, task priorities, and ranged estimates to deliver completion forecasts with up to 90% confidence. Automatic resource leveling adjusts schedules instantly when priorities shift or team availability changes, highlighting bottlenecks and preventing burnout. Teams plan, predict, and optimize complex portfolios across the entire organization from a single workspace, replacing static plans that are out of date the moment they are saved. By modeling uncertainty directly with ranged estimates – best-case and worst-case bounds rather than a single guess – Portfolio Manager gives leaders a realistic view of delivery dates and resource demand instead of false precision, surfacing bottlenecks before they derail delivery and protecting teams from overcommitment. Portfolio Manager is part of Tempo's broader Strategic Portfolio Management portfolio, a connected set of tools spanning planning, resourcing, cost, and reporting for delivery-focused organizations. Teams can pair predictive scheduling with Tempo's time, cost, and portfolio tools to connect realistic forecasts with the work that delivers them.

Desktop.com offers a complete solution that saves money and instantly provide you and your team with all key aspects for efficient online collaboration and organization. Stay on top of it all by creating one or several workspaces, connect them and organize tools and content into separated Desktops. Add app integrations, share and manage access or use the global search to instantly search across everything from a single location to find what you need. Working with a team, partners or other guest users? Enable the complete Desktop.com communication suite with chat, voice and video call functionality that seamlessly gets added to your workspace. - powerful search; search across ALL your content, apps, integrations and more! - integrated app store; instant access to all the best web apps - bookmark management and sharing - password manager & password sharing - browser extension with secure vault - import feature - app integrations - SSO - MFA Communication suite: - group chat, 1-on-1 chat, cross-app chat - voice and video call - meeting breakout rooms - schedule meetings And much more. Organize it all, with an online Desktop.

Kixie: Smarter Calling & Texting for Revenue Teams Kixie is the AI-powered sales engagement platform that helps teams connect faster, close more deals, and scale effortlessly—all while keeping it personal. 🔥 Outbound Sales: Boost connection rates up to 400% with AI-powered Local Presence, Multi-Line PowerDialer, and Spam Risk Prevention. 🚀 Marketing: Automate calls & texts for instant follow-ups and high-converting outreach—without the manual work. 📞 Inbound Sales & CS: Handle more calls with smart CRM-based routing, shared SMS inboxes, and instant auto-replies. 📊 RevOps & Leadership: Get AI-driven insights, real-time coaching tools, and advanced analytics to level up your team. 💥 Supercharge your sales team today! Visit our website to get started for free, no credit card required.