Business Software for Workato

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

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

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

Microsoft 365 for Individuals is designed to elevate personal productivity through its blend of creativity, collaboration, and AI intelligence. The suite includes industry-leading apps like Word, Excel, PowerPoint, Outlook, and OneNote, accessible across all major devices for continuous workflow. With the integration of Copilot, Microsoft’s advanced AI assistant, users can brainstorm ideas, write content, and analyze data effortlessly. OneDrive cloud storage ensures files are safe, accessible, and protected with ransomware defense. Microsoft Designer and Clipchamp bring professional-level design and video editing within reach, empowering creators to produce visually captivating content. Microsoft Defender provides enterprise-grade security, safeguarding user identities and information. The platform’s flexible plans—Personal, Family, and Premium—cater to different needs while keeping experiences consistent and user-friendly. Whether for work, study, or creativity, Microsoft 365 helps users unlock their potential with the power of AI and cloud technology.

Familiarize yourself with your clientele for a more profound insight into their behaviors. Google Analytics equips you with essential, cost-free resources to evaluate your business data seamlessly in a single platform. The newest version, Google Analytics 4 (GA4), enhances the previous analytics system by offering a more in-depth and holistic view of user interactions on both websites and applications. Emphasizing user privacy, GA4 utilizes event-driven tracking rather than traditional session-based methods, facilitating a more versatile and nuanced approach to data gathering. It introduces sophisticated capabilities such as tracking across different platforms, insights powered by machine learning, and predictive analytics to aid businesses in comprehending customer pathways and making informed decisions based on data. Additionally, with its improved compatibility with Google Ads and the ability to customize reports, GA4 empowers companies to refine their marketing strategies while remaining compliant with changing privacy standards, ultimately leading to more effective customer engagement. As businesses continue to adapt to the digital landscape, leveraging these tools will be crucial for sustained success.

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.

Slack is a cloud-based platform that enhances project collaboration and team communication, specifically tailored to foster smooth interaction within organizations. With a robust suite of tools and services unified in one platform, Slack allows for private channels that encourage engagement among smaller groups, direct messaging options for sending information straight to coworkers, and public channels that invite discussions among members from different organizations. Accessible on various operating systems including Mac, Windows, Android, and iOS, Slack boasts a wide array of features such as chat capabilities, file sharing, collaborative workspaces, instant notifications, two-way audio and video calls, screen sharing, document imaging, and activity tracking, among other functionalities. Additionally, its user-friendly interface and versatile integration options make it a popular choice for teams seeking to enhance their productivity and communication effectiveness.

Dropbox Business transcends mere secure file storage by offering a dynamic workspace that integrates teams, tools, and content seamlessly. Users can create, store, and share their cloud content from various applications, including Google Docs, Sheets, Slides, Microsoft Office files, and Dropbox Paper, alongside conventional files saved in Dropbox. With Dropbox Spaces, all your files and cloud-based content are centralized, allowing you to have your PowerPoint presentations situated alongside Google Docs, Trello boards, and any other tools your team utilizes. Accessing your team's work is a breeze, whether you’re on a computer, mobile device, or any web browser. By connecting platforms like Slack and Zoom, you can keep your team's files and related conversations organized in one location. Additionally, intelligently suggested files and folders empower your team by ensuring they have access to the necessary content at the right time. A robust and secure infrastructure, coupled with administrative tools for enhanced control and visibility, ensures that your organization’s data remains protected within Dropbox. This comprehensive approach not only boosts productivity but also fosters collaboration among team members, enhancing overall efficiency.

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.

Asana is an all-in-one work management solution that helps teams coordinate tasks, projects, and company-wide goals in a single platform. It enables organizations to gain clarity on priorities by aligning everyday work with strategic initiatives. Asana’s AI features assist teams by automating routine work, highlighting risks, and providing real-time insights with full business context. The platform supports diverse workflows such as project management, goal tracking, resource planning, and campaign execution. With more than 300 integrations, Asana seamlessly connects to the tools teams already rely on. Its flexible design allows companies to customize workflows to match their processes and scale effortlessly as needs evolve. Asana is trusted by leading global enterprises across industries including healthcare, technology, retail, and manufacturing. Robust security, privacy controls, and compliance features ensure sensitive data stays protected. Dedicated solutions like Asana Gov extend these capabilities to public sector organizations.

Trello allows teams to work together more effectively and get more done. Trello's cards, lists, and boards allow teams to organize and prioritize projects in an easy, flexible, and rewarding manner. Trello can help your team stay organized, whether it's for work or a side project, or even the next family vacation. Trello cards allow you to dive into the details, adding attachments, comments, due dates and more. Collaborate on projects, from beginning to end. Let the robots do all the work! Automate your team's productivity with Butler. Eliminate tedious tasks from your to-do list. Trello can be used the way your team works best. Trello has the flexibility and features to suit any team's needs. Trello makes it easy to get your team started. All the tools and boards your team needs to succeed are gathered in one place. Integrate the apps that your team already uses into your workflow.

Access, share, and collaborate on your files from virtually anywhere with ease. OneDrive seamlessly connects you to all your documents within Office 365, allowing for effortless sharing and teamwork, while safeguarding your projects. You can quickly store, access, and search through both personal and shared files, including those in Microsoft Teams, on any device you choose. Any changes made while offline will be automatically synchronized the next time you go online. Enhance your productivity by collaborating efficiently with colleagues, whether they are inside or outside your organization. You can securely share files and engage in real-time collaboration using Word, Excel, and PowerPoint across web browsers, mobile devices, and desktops. With the OneDrive mobile application, you can create, view, edit, and share documents on the go. Additionally, it allows you to easily capture whiteboards and scan various paper documents like receipts and business cards for safekeeping. OneDrive also prioritizes the protection of your files, offering simple recovery options for accidental deletions or security breaches, while enabling administrators to enforce security protocols to ensure your data remains secure. By using OneDrive, you not only streamline your workflow but also enhance the safety of your information.

Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. Founded in 2005, Box simplifies work for leading global organizations, including AstraZeneca, JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. Visit box.com to learn more

Oracle NetSuite is the #1 AI Cloud ERP, designed to bring together financials, operations, CRM, ecommerce, and analytics into one unified business management suite. Unlike traditional ERP systems, NetSuite leverages built-in AI that learns from your company’s data, providing intelligent recommendations and reducing reliance on guesswork. With over 42,000 organizations already using it, the platform supports companies of all sizes, from fast-growing startups to global enterprises. Its ERP and accounting modules simplify compliance, automate reporting, and accelerate month-end close processes. Meanwhile, its CRM and HCM solutions improve workforce engagement and customer relationships. NetSuite also delivers advanced capabilities in professional services automation, omnichannel commerce, and analytics, ensuring real-time decision-making. Because it is cloud-based, businesses gain scalability, cost efficiency, and a single source of truth across all operations. With consulting, education, and partner programs, Oracle NetSuite provides end-to-end support for digital transformation journeys.

Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance. As well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board. Discover how it can benefit your team — start your free two-week trial today.

Evernote is an all-in-one workspace that helps individuals turn scattered ideas into organized action. It allows users to store notes, documents, images, and tasks in a single, centralized platform. The system is designed to adapt to different workflows, making it suitable for simple note-taking or complex project management. Seamless device syncing ensures your information stays updated across desktop, mobile, and web. Advanced search capabilities allow you to instantly retrieve notes, attachments, or keywords without digging manually. AI-driven tools enhance productivity by helping analyze notes, highlight key insights, and accelerate everyday work. Collaboration features make it easy to share notes, comment in real time, and keep teams aligned. Integrated tasks and calendars help users stay focused and meet deadlines. Evernote supports multiple ways to capture ideas, from typing and scanning to clipping content from the web. The result is a smarter, more organized way to manage information and get things done.

Basecamp is the beginning of your journey to remote work. People feel stressed, their work is scattered, projects are falling apart, and it isn't easy to see and manage everything. Basecamp: Soon, you'll feel like, "hey! We got this!" Basecamp will bring everything together, your team will work together, even though they are apart, and you will feel calm. Your company will likely be scrambling to figure out how to transition to remote work because of COVID-19. Basecamp can help you make the transition to remote work seem daunting. Basecamp was built to manage our remote company. We've been working remotely for over 20 years. We are experts in what it takes and have been doing it for 20 years. Basecamp is a result of those experiences. Basecamp is used by millions every day.

Microsoft Outlook, part of the Microsoft 365 suite, simplifies communication and organization by bringing your email, calendar, contacts, and tasks into a single, intelligent workspace. Designed for both personal and professional use, Outlook connects seamlessly with Gmail, iCloud, and other services for effortless management of multiple accounts. The integrated Copilot AI assistant streamlines your workflow by summarizing long email chains, prioritizing messages, and even suggesting polished replies. With shared calendars, to-do lists, and scheduling insights, Outlook makes managing work-life balance easier than ever. The platform’s cross-device syncing ensures that your inbox, meetings, and files stay updated on Windows, macOS, iOS, Android, and the web. Outlook’s built-in security protects against phishing, spam, and data breaches while offering encrypted email options for sensitive communication. Users can customize their experience with themes, rules, and add-ons, including apps like Power BI and Adobe Acrobat. Whether for individual productivity or enterprise collaboration, Outlook delivers a unified, secure, and intelligent communication hub.

QuickBooks Online is the most widely used accounting software in the entire world. QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more. You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones. Click the link to get a 30-day free trial, and 50% off for your first three months. QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year. Need more help? QuickBooks Live helps you to stay organized and ready for tax season. QuickBooks Mobile is a mobile application that helps you run your business anywhere, anytime.

Welcome to your career network! Discover the perfect job or internship that suits your needs. LinkedIn stands as the largest global social platform tailored for professionals. It links professionals worldwide, enhancing their productivity and success. Boasting over 756 million users globally, including leaders from every Fortune 500 firm, LinkedIn truly is the premier professional network. The organization operates on a varied business model, generating income from Talent Solutions, Marketing Solutions, Sales Solutions, and Premium Subscription offerings. With its headquarters situated in Silicon Valley, LinkedIn maintains a presence in multiple locations around the world, ensuring its services are accessible to a diverse audience. This widespread reach allows it to continually adapt to the evolving demands of the professional landscape.

PagerDuty, Inc. (NYSE PD) is a leader for digital operations management. Organizations of all sizes rely on PagerDuty to deliver the best digital experience to their customers in an ever-on world. PagerDuty is used by teams to quickly identify and solve problems and to bring together the right people to prevent future ones. PagerDuty's 350+ integrations include Slack, Zoom and ServiceNow as well as Microsoft Teams, Salesforce and AWS. This allows teams to centralize their technology stack and get a holistic view on their operations. It also optimizes processes within their toolkits.

Docusign, a cloud-based electronic signature system that allows companies of all sizes to sign, send and manage agreements from any device, anytime, anywhere. Docusign is trusted by more than 250,000 businesses in 188 countries. It allows users to sign various types documents, including school permission slips, business agreements, contracts, agreements, and approvals. Docusign allows users to send and sign documents using multiple languages. It also offers a mobile app for Android, iOS and Windows. Docusign allows you to digitally notarize notarial acts for your organization. It allows a Notary Public, who can act as an in-person witness, to electronically sign documents.

Jira is a project management tool that allows you to plan and track the work of your entire team. Atlassian's Jira is the #1 tool for software development teams to plan and build great products. Jira is trusted by thousands of teams. It offers a range of tools to help plan, track, and release world-class software. It also allows you to capture and organize issues, assign work, and follow team activity. It integrates with leading developer software for end-toend traceability. Jira can help you break down big ideas into manageable steps, whether they are small projects or large cross-functional programs. Organize your work, create milestones and dependencies, and more. Linking work to goals allows everyone to see how their work contributes towards company objectives, and to stay aligned with what's important. Your next step, suggested by AI. Atlassian Intelligence automatically suggests tasks to help you get your big ideas done.

Constant Contact delivers for small businesses and nonprofits with powerful tools that simplify and amplify digital marketing. Whether it's driving sales, growing a customer base or engaging an audience, we deliver the performance and guidance to build strong connections and generate powerful results.