Business Software for Zapier

Ganttic is a flexible drag-and-drop scheduler for resource planning. Its resource-centric Gantt charts provide a holistic view of your equipment, personnel, facilities, and vehicles, providing a clear understanding of who or what is engaged and when. Beyond its scheduling capabilities, Ganttic enables a deeper level of resource management and project portfolio oversight. Harness the power to optimize resource utilization, generate detailed reports, and establish project or resource-breakdown structures that streamline the planning process. Unlimited Custom Views help segment large resource pools, giving different managers the power to organize their teams and departments according to their own needs. Create unique data fields to incorporate data that matters, and ensuring the right resource is booked for the job. Easily share Views to facilitate collaboration among teams and stakeholders, while notifications, calendar syncs, and a mobile app keep the right individuals informed of any changes. With unlimited user access in all subscriptions, everyone stays up to date. Take advantage of a free 14 day trial with complimentary training and onboarding from our dedicated support team.

Bókun, a Tripadvisor company, is the complete booking and channel management solution for extraordinary experiences. The only booking system you’ll need to run, sell, and grow your experiences. Bókun is the how to your wow - tech built for experience operators and resellers who want to focus on guest experiences, not get lost in admin. One platform. Every tool. From booking widgets that boost direct bookings, an engine for instant online sales, a Marketplace of 2,600+ OTAs and resellers, seamless channel and inventory control, website builder, and detailed reporting. All set up to boost bookings and strip away admin headaches.

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.

All-in-one platform for identity verification, fraud detection, and compliance. iDenfy uses a three-layer process to verify identity. This protects startups, financial services, gambling, streaming, ridesharing and other digital services against identity fraud. The process protects companies from the most dangerous forms of identity fraud. iDenfy offers a variety of fraud prevention services, including business verification, proxy detection and fraud scoring, AML screening, monitoring and AML screening, NFC verification and other fraud prevention services. iDenfy was founded before AML, GDPR, and fraud regulations were implemented. It pioneered the identity verification process. The company covers the entire ID verification process for users, combining AI biometric recognition with manual human checks to verify they are real users. Use our ID verification software to save up to 40% on identity verification services. Save up to 40% on identity verification costs by paying only for successful ID verification.

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.

Retreat Guru is the ONLY all-in-one retreat management software. It was built specifically for retreat centers with all of their needs, complexities, and concerns in mind. It does everything you need to make your retreat processes efficient and easy to handle. It will help you save tons of time while easily helping you set up and manage your programs. Some of the key things that set Retreat Guru apart are: - Software built for yoga, mediation, health & wellness, plant medicine, spiritual, buddhist, christian, and faith-based centers. - Accept bookings instantly and set up your program listings in minutes. - Show your real-time bookable inventory so guests can book their room with programs. - Automatically generate guest statements. - Access detailed meal, housekeeping, accounting, and other reports. - Automatically send guests pre-arrival and post-departure emails. - Collect rental inquiries from other retreat leaders looking for space. - Offer special discounts and flexible payment options for guests. - Offer the same room as a single, double or triple based on who books it first. - Keeping your entire team in sync by storing all retreat data in one place.

Streamline administration and amplify training effectiveness. Arlo serves as a specialized training management system tailored for organizations in the training sector. It allows you to oversee course sign-ups, payments, website management, customer relationship management (CRM), and reporting all from a single, robust platform. Easily design courses, automate communication processes, and coordinate your training timetable along with presenters for in-person, live online, and blended learning formats. Streamline the entire registration process with customizable forms, versatile payment solutions, and intelligent invoicing. Utilize waitlists, discounts, and specific registration criteria for both private and public courses to enhance user experience. Consolidate client data, maintain relationships, and track leads in one centralized location. Monitor course effectiveness, generate customizable reports, and make strategic decisions that promote growth and success. Increase your website's traffic, enhance conversion rates, and make real-time updates seamlessly. Integrate your existing site or take advantage of Arlo's sleek, ready-to-use solution that meets modern standards. Moreover, this comprehensive system empowers training providers to focus more on delivering quality training rather than getting bogged down by administrative tasks.

Easy-to-use WMS & TMS Software. CartonCloud is a simple-to-use (TMS-) transport management system and (WMS-) warehouse management system. Its mission is to simplify complex logistics. CartonCloud, a logistics software solution that transforms the way businesses work, is designed to streamline your workflow and help your business achieve more. No more long hours spent locating jobs or filing paperwork. You won't have to worry about losing product or having no control over your stock. You won't have to turn down work because you can't handle a rise in your workload. CartonCloud is an integrated transport management and warehouse management system. With CartonCloud, your business will have all the features it needs to succeed.

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.

Apollo is an AI-driven sales platform that combines B2B data, prospecting, engagement, enrichment, and deal execution within a unified revenue workspace. Its business database helps sales and marketing teams identify companies and contacts using detailed targeting criteria and access verified email addresses and phone numbers. Outbound capabilities include automated multichannel sequences, cold calling, task prioritization, workflow automation, meeting scheduling, and email deliverability tools. Inbound tools can identify website visitors, capture leads, enrich records, score prospects, and route qualified opportunities to the appropriate representatives. Apollo’s data enrichment capabilities help organizations complete, cleanse, and update CRM records using current company and contact information. Deal execution features include meeting preparation, call recording, conversation intelligence, follow-up assistance, pipeline management, coaching, and sales analytics. AI functionality supports prospect research, prioritization, personalized outreach, meeting insights, and other repetitive sales workflows that would otherwise require manual work. Apollo also offers integrations, APIs, a Chrome extension, workflow automation, and an MCP interface for connecting its data and sales capabilities with other applications and AI systems. The platform is intended for sales development teams, account executives, marketers, revenue operations professionals, sales leaders, and founders that want to manage more of the revenue lifecycle from one system.

Grok Bot is an AI teammate platform that allows users to assign work to bots across their tools, apps, websites, and business workflows. The platform is designed for AI agents that can sign in to tools, operate them like a user would, and complete projects from start to finish. Users can message bots like teammates on desktop or iOS, give them tasks, and receive completed work or approval requests when needed. Grok Bot supports multiple bots working at once, making it possible to run one bot for outbound sales, another for expenses, another for inbox management, and another for systems or project operations. Bots can learn by watching a user complete a workflow, save that process as a routine, and repeat it later on a schedule. They keep context over time, learn from each other, and can collaborate inside shared threads by passing work between bots. Example workflows include researching accounts, scoring contacts, drafting email and LinkedIn messages, managing receipts, clearing inboxes, preparing follow-ups, booking venues, and creating recap documents. The platform includes a persistent cloud computer that bots share, allowing them to keep files, browser sessions, logins, and context available across work. By combining agentic task execution, tool access, workflow learning, scheduled routines, multi-bot collaboration, and approval checkpoints, Grok Bot helps users turn AI into an active teammate.

Planview AgilePlace is an enterprise-grade Kanban platform that helps organizations visualize and manage work across teams, programs, and value streams. It supports Lean and Agile delivery by making work visible from strategic planning through execution. Teams use customizable Kanban boards to plan, prioritize, and deliver work while maintaining flow. AgilePlace provides real-time insights, metrics, and AI-powered analytics to identify risks, dependencies, and bottlenecks early. Leaders gain at-a-glance visibility into progress, priorities, and outcomes across the organization. The platform integrates seamlessly with existing Agile, PPM, ITSM, and DevOps tools to unify workflows. Collaboration features keep discussions, documents, and decisions in context. With enterprise scalability and governance, AgilePlace enables faster delivery without sacrificing quality. It empowers organizations to continuously improve how work gets done.

Every project tool claims to fix chaos. Most just move the chaos into more tabs. Kanban Zone doesn't add another dashboard on top of your mess; it makes the board itself the source of truth. A card is a real commitment. WIP limits stop people from starting five things and finishing none. If something's stalling, the system flags it before it becomes an excuse in Monday's standup. The AI part isn't a chatbot wedged into a sidebar. Agents live on the card, read its actual context, and propose the next step. You accept it, or you don't. Nothing runs on its own. If you've been burned by "AI features" that are really just a prompt box with your company logo on it, this isn't that. Built by people who've spent two decades doing this work at places like American Express and Mayo Clinic, not by a growth team chasing a trend. Free trial at kanbanzone.com, no sales call required.

LiveAgent provides a complete help desk and live chat platform that simplifies customer interactions by integrating them into a hybrid ticketing system, ensuring easy management and accessibility. It combines a universal inbox, real-time live chat, a self-operating AI chatbot, a built-in call center, and a comprehensive customer self-service portal. Packed with features like sophisticated automation rules, tags, and more than 200 integrations, LiveAgent offers robust customer service software for companies of all sizes. Known for having the fastest chat widget on the market, LiveAgent has supported over 150 million end users worldwide, including notable companies like BMW, Yamaha, Huawei, and Oxford University. Join the growing number of satisfied LiveAgent users delivering exceptional customer service. Start your free 30-day trial today—no credit card required.

Kanban Tool is a highly successful visual management application for organizing work and projects in line with the Kanban method. The application lets teams see the whole project at a glance on a Kanban board. The tool provides easy team collaboration in real-time, no matter the team size. With the Kanban Tool, teams can visualize business processes, manage projects, and deliver outstanding results. Kanban Tool became commercially available in 2009, and it has been showing strong growth in the global marketplace since. Today Kanban Tool is the leading Kanban application for visual project management. Its strengths are simplicity, intuitiveness, unique design resembling a physical Kanban board with a set of bespoke features, and the possibility of an on-premise offline installation.

Businessmap is a platform for Lean project and portfolio management. Created to support agility at an enterprise scale, Businessmap connects strategic objectives with day-to-day execution through integrated Workspaces, OKRs and KPIs, whiteboards, dashboards, and adaptable boards - all within a single environment. Combining Lean and Agile practices with AI-powered capabilities, the platform helps organizations streamline operations, lower costs, and speed up project delivery by bringing work together in one connected solution instead of relying on multiple disconnected tools.

A Kanban board provides a clear snapshot of your ongoing work landscape. By visualizing tasks within a team setting, communication becomes easier and productivity sees a boost. It's essential to restrict the amount of work-in-progress to enhance your output. To achieve a smoother flow on your Kanban board, prioritize the completion of existing tasks rather than initiating new ones. Frequently delivering value not only mitigates project risks but also alleviates pressure on your team, resulting in increased customer satisfaction. Additionally, it's beneficial to monitor the time invested in your tasks, which can be done using the Pomodoro technique timer or a straightforward stopwatch timer. You also have the option to manually record your time. The versatile Time spent report enables you to organize and filter your recorded time data in various formats. Any modifications made to your Kanban board are immediately accessible to every team member, fostering collaboration and efficiency. This real-time update feature ensures that everyone stays aligned with the project's progress.

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.

ActivTrak is a cloud-native workforce intelligence platform that transforms work activity data into actionable insights for employee monitoring, productivity and performance management, and workforce planning capabilities that deliver measurable ROI. Deployment is quick and easy — start collecting data in minutes.

Aleyant Pressero™, a web-to-print solution for your company, is available on a SaaS (hosted). All the Web-to-Print Capabilities You Need in One Affordable Package Pressero is a cloud-based, affordable and simple-to-use B2B and B2C online storefront that can be easily customized to your clients' needs. This includes responsive designs that are mobile-friendly for brand sites. This ensures proper display on any device. Aleyant provides web-to-print, production and estimating software, as well as prepress automation workflow software. We help our customers be more efficient, profitable, and available by unifying their production processes.

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.

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.

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