Business Software for Zapier

SPEED + access anytime, anywhere! + speed up time to create & send sales quotes + give customers an easy way to e-sign sales quotes + centralised text, video, spreadsheet, image and PDF content libraries for your salespeople to drag and drop into sales quotes + build a library of sales quote templates to perfect your sales pitch in target markets + customer address book -- to save time when creating sales quotes + prospect finder -- use the contact finder robot to search the web for cold call lists WIN + increase your sales conversion + create impressive & accurate quotes + know when customers are reading your sales quotes + get paid faster with easy online acceptance and payments + live chat with clients while they read your sales quote + stop messy sales quotes + don't forget key information...record customer contact history for each sales quote AUTOMATE + automate sales forecasting + seamless integration to your CRM and accounting packages + keep a full version history of sales quotes sent to a client + automatically expire sales quotes past their "time to live" + automatic currency conversions - get real time exchange rate for foreign currencies

Vidalytics is a video platform that marketers can use. It streams, hosts, and plays your videos. It also includes Video Conversion Technology™, which is the most advanced way to convert your videos. Vidalytics guarantees better conversions than any other video player. Vidalytics is ideal for creating online courses, direct response marketers and funnel builders, eCommerce store owners and conversion rate optimizers.

EasyWebinar is a user-friendly, web-based platform designed for hosting webinars and live events effortlessly. Whether you're a novice or an experienced host, EasyWebinar offers an intuitive interface and powerful features to streamline the process. It supports live, automated, and hybrid webinars, giving you the flexibility to choose the best format for your needs. Engage your audience with interactive chat, polls, and surveys, fostering real-time communication. Detailed analytics provide valuable insights into attendee behavior and overall webinar performance. Integrations with marketing tools and social media platforms make webinar promotion a breeze, ensuring a broader reach. With seamless third-party app integration, you can sync webinar data with your existing systems. Deliver impactful webinars hassle-free with EasyWebinar's comprehensive solution.

In one line, PitBullTax is a business advantage for tax resolution professionals. Those who use the software to simplify and automate theiir work solve cases faster. In greater detail, what PitBullTax does is organize the entire lifecycle of a tax resolution case into a simpler, methodical process that lets you deliver the fast, accurate and lasting solution your clients are looking for. Just add a new client and start working. PitBullTax takes care of the rest: - Calculate your fees - Prepare engagement letters and IRS authorization documents (POA & TIA) to start working - Communicate securely through a client portal - Get a workflow for each case - Send questionnaires to your clients to get information faster - Request their IRS transcript & read the analysis report - See on one screen the result of the resolution evaluation - Get full representation support (forms, IRM, letters) - Receive alerts whenever IRS changes something on their side PitBullTax also includes powerful support and customization tools: - History log - White-labeling - Email import - Document preview & annotation - Integration with DocuSign, Zapier, Dropbox, OneDrive & Google Drive - API access - Case management, billing & payment processing With PitBullTax, you even make Revenue Officers’ lives easier (yes—one told us!). Via PitBullTax Institute, receive tax resolution training several times a year and get continuing education credits for your licence.

PageProof is an online proofing platform that makes it easy to review and approve work. Our online proofing tool is the only one that allows native integrations to all your communication, design, and project management tools. Securely share files of any type - Adobe CC and Microsoft Office, web banners as well as movies, emails, and other media - with your team in just a few mouse clicks PageProof provides smart tools that allow you to collect feedback centrally about work, automate workflows, and ensure everything is pixel perfect. PageProof allows unlimited team members to have a voice and you can collaborate seamlessly with your entire team, regardless of where they are located. Feedback is welcome.

Loopy Loyalty is the world's leading web application to create and manage digital stamp cards for Apple Wallet and Google Pay. Design your cards online, send push messages to customers, capture transaction history, and view customer insights.

Telzio powers VoIP phone systems for business VoIP phones for top organizations around the globe. Telzio is the top cloud phone system for business. It offers the best uptime, features-rich solutions, and an interface that makes configuration quick and easy. You can get toll-free numbers, call center routing, real-time data, call analytics and many other features. Telzio's unique usage-based pricing helps to reduce monthly telecom expenses by an average 30% Unlimited users, simultaneous calling and call recording are all included. Voicemail transcription is also included. 24/7 customer service is available.

TestMonitor is a powerful software as a service (SaaS) application that promises a comprehensive, user-friendly test management system designed to help establish repeatable testing structures, link requirements to delivered products, and create a constant, auditable trail of quality assurance. With TestMonitor, you can enjoy a simple and intuitive approach to testing, with insight and quality at the forefront. Whether you're an enterprise software implementer, an app developer, a scrum master, a small to mid-sized business, or a large corporation implementing complex IT systems for user acceptance testing, TestMonitor is ready to take your test management to the next level. Our platform is built specifically for software testers and anyone else looking to execute test runs at any time and any place, regardless of prior experience. With TestMonitor, you can streamline your manual testing process, build quality apps, and implement enterprise software with ease. You can start with our affordable Starter plan, which starts at just $39 a month and comes with all of our core features and includes support for up to 3 users. Try TestMonitor for free with our 14-day trial.

Acronis Automation is a powerful Professional Services Automation (PSA) solution designed specifically for Managed Service Providers (MSPs) to optimize and streamline their business operations. It includes robust features such as automated billing and invoicing, service desk management, CRM tools, project management, inventory tracking, and KPI reporting. Seamlessly integrating with Acronis' Remote Monitoring and Management (RMM), cybersecurity, and data protection services, it provides a unified platform for managing tickets, automating workflows, and analyzing business performance. This centralized solution reduces manual processes, enhances efficiency, and improves client satisfaction, enabling MSPs to focus on delivering exceptional services and driving growth.

Don't let ideas slip by the cracks. Use a dedicated customer feedback tool to collect, analyze, and organize feedback. Find out which features are most popular, filter feedback by impact and segment, and clarify your use cases. Don't waste your time building the wrong things. Get feedback and feature requests based upon priority. Add them to your roadmap and integrate with project management tools such as Jira. When you release a feature, automatically follow up with people. Keep the feedback loop open. Communicate what your team is up to. Announce new features to engage people.

Fitbox is an ecosystem of products, services and programs that help fitness businesses grow. Fitbox IQ, our leading Gym Management Software, is at the heart of the ecosystem. Fitbox IQ is available under an innovative business model that allows you to use the software free of charge in return for minimal spending within the ecosystem. Your logo and hero banner can be customized to fitbox mobile apps. Your members can easily book in for their favorite session. Engage and inform your members from fitbox. Fitbox is an Australian-based company that has more than 10 years experience in technology and business of fitness. Fitbox was originally developed to manage athlete performance for the New Zealand All Blacks. It was then acquired by Again Faster, an Australian-owned company. Fitbox saw the potential of the platform being developed under a revolutionary subscription model and set out to make it an all-in-one fitness management tool.

Manago AI is a customer engagement platform, previously known as SALESmanago, built to help marketers connect data, understand customers, and launch campaigns through a prompt-driven AI experience. The platform is trusted by 2,000+ businesses and focuses on customer engagement for eCommerce and digital brands. Manago AI includes a Customer Data Platform that brings behavior, purchases, engagement, preferences, consent, and predictive signals into a single live customer profile. Its marketing automation tools trigger messages when customers browse, buy, abandon carts, return, disengage, or show new intent. Commerce Marketing captures signals from product views, carts, wishlists, back-in-stock requests, price-drop alerts, and purchase history. Personalization and recommendations use customer data, behavior, AI predictions, product context, browsing history, purchase patterns, and scoring to adapt messages, offers, timing, and products. The platform’s AI capabilities include predictive AI, generative AI, conversational AI, recommendation AI, and agentic AI for creating audiences, drafting content, building workflows, suggesting timing, and preparing campaigns for approval. AI MCP allows teams to access customer data, create campaigns, and take action from ChatGPT, Claude, Cursor, and other MCP-compatible tools. By combining CDP, marketing automation, commerce signals, personalization, recommendations, email, SMS, WhatsApp, website engagement, integrations, APIs, and agentic AI, Manago AI helps brands turn insights into revenue-focused campaigns.

Teamdeck is a cloud-based resource management solution suitable for creative agencies, software design firms, and startups. Key features include resource scheduling, time tracking, and leave management. Teamdeck helps project managers to schedule work milestones, balance employee workloads, and plan projects, and supports both internal and external teams. The solution also helps managers in reporting and visualizing the overall project statistics. The time tracking feature lets users calculate remaining budget based on hours worked and analyze the difference between actual hours and budgeted hours. Additionally, the solution enables all team members to assess staffing assignments and manage individual tasks. Teamdeck provides services on a monthly subscription basis. It provides support via a knowledge base, phone, email and live chat.

We automate all channels of communication with customers, including Facebook, WhatsApp, and the Web. This helps you scale your business process. We integrate with your existing technologies and generate reports that will help you optimize your omnichannel service. You can interact with the bot directly, ask questions, and speak to our experts to make it work for your business. To ensure a 100% efficient follow up and optimize your commercial management, share all information with your team. To avoid losing business opportunities, provide prompt responses to multiple questions from your customers. You can customize your support channels to give your customers quality and immediate information. For 100% efficiency monitoring and optimization of your ROI, centralize customer information and share it with your sales team.

Work, clients, planning & communication in one place. Whether your team is in the office or remote, you’re together with Karbon. Karbon is the collaborative practice management platform for accounting firms. It brings your team, clients, systems, and data together in one place, significantly improving visibility, efficiency, and connectivity no matter where your people are located.

AllClients serves as a comprehensive CRM and marketing solution designed specifically for small businesses. Enhance your customer engagements, streamline your processes, and increase your revenue through functionalities such as email campaigns, customized landing pages, and automated workflows. Best of all, you don’t need any technical expertise to get started with these powerful tools. This platform empowers you to focus on what truly matters—growing your business.

Axelor is an Open Source ERP, CRM, and BPM that can be easily customized. It includes more than twenty business applications. You will enjoy a modern design and intuitive navigation. Axelor is a new management solution that combines simplicity, efficiency, and ease of use. Axelor offers unparalleled flexibility and a new way to manage your business. Using the integrated BPM you can adapt in real-time, with very few configurations and very few custom development your application to business change.

MochaDocs is the cloud for contracts. Permanent access to the most recent version and the latest technology. Access to detailed contract information. All tasks, addendums, and information are well-organized. Dashboards are useful for quickly finding key data. You can easily create contracts with more contractors than one. Notifications and dashboards communicate precisely which actions must be taken at what moment. Notifications will allow you to have full control over the execution of contractual tasks. Two-factor authentication (2FA), is used to gain MochaDocs Access. It involves two steps that must be completed successfully. Each contract has its own procedure and a hierarchy. You can create different entities, such as legal, geographical or department/business units entities. You can easily create contract templates and keep track of important notifications. The automated authorization will indicate who can view which information.

Klipfolio PowerMetrics is the first & only analytics tool you need. It easily brings together all of the metrics you and your team need to make faster, more confident decisions. Bring all of your business metrics together in one place PowerMetrics eliminates manual reporting by automating every step of your analytics. - Connect and automate updates for all of your data, no coding or technical expertise required - Uncover, explore, and communicate insight with your entire team Use metrics, dashboards, and PDF reports and stay in-the-know and in control of your business and the KPIs and metrics that matter most. Get it now. FREE.

Build and share real-time business dashboards without the hassle. Geckoboard integrates with over 80 tools and services to help you pull in your data and get a professional-looking dashboard in front of others in a matter of minutes. Create dashboards directly in your browser with a straightforward, drag-and-drop interface, and bring important numbers, metrics and KPIs out of lifeless reports. When ready, share your dashboard with a link, invite your teammates, schedule email and Slack updates to go out automatically. For maximum visibility, Geckoboard has ‘Send to TV’, allowing you to pair your account with a browser on a large screen or TV, and pick which dashboards you’d like displayed on there. It can even loop through several dashboard on one screen. We’ve got easy-to-follow instructions for how to achieve this in an afternoon using affordable off the shelf hardware.

Talkspirit facilitates information sharing and makes work more fluid through an all-in one collaborative platform. Talkspirit allows you to bring together your employees, improve cohesion, and facilitate the flow of information. Our solution allows you to communicate and collaborate with your team, create dynamic interactions, and improve the efficiency of your employees. You can mobilize your communities, distribute your key information, and schedule your events in just a few steps. No matter if they work behind a desk, or out in the field, all your employees can connect on a secure platform that is simple to use and accessible without a business email account.

Introducing HirePOS® - the premier hire and rental software that has been transforming businesses since 2005. HirePOS® has become the go-to solution for a wide range of industries across Australia and New Zealand, including builder and landscape equipment hire, scaffolding, party hire, audio/visual, medical equipment, and more. From its humble beginnings, HirePOS® has continuously evolved to meet the ever-changing demands of the hire and rental industry. Our software's ease of use and exceptional flexibility in terms of customisation have made it a favorite among businesses of all sizes. Whether you're a small start-up or a well-established enterprise, HirePOS® can be tailored to suit your unique requirements. What sets HirePOS® apart is not just our powerful software but also our commitment to customer satisfaction. We take pride in providing fast support and friendly service to ensure that you receive the assistance you need when you need it. Our team is dedicated to your success, and we go the extra mile to ensure that you have a seamless experience with our software.

CoachAccountable allows qualified coaches to do their best work. This means coaching that is more effective and more approachable. Our motivation is that coaching doesn’t have to feel woo-woo. Clients can do the work between sessions. Coaching can do better. It's not enough to be a great, results-producing coach by being certified at all levels. Why is this? There are two reasons. The motivated mere mortals you coach face their own challenges when applying your coaching to their lives. You'll have difficulty attracting and keeping quality clients if your offering isn’t compelling.

ClearEvent is your go-to solution for hassle-free event management. Our platform provides an integrated suite of tools designed to simplify every stage of your event, from planning and scheduling to ticketing and communication. Customize registration, manage your budget, and track expenses with our intuitive features, all while ensuring seamless collaboration with your team through real-time updates and task management. ClearEvent also offers robust analytics, giving you insights to optimize future events. Secure, scalable, and user-friendly, ClearEvent is built to help you deliver memorable, well-organized events effortlessly.

Convert Experiences is the A/B testing platform that delivers enterprise-grade experimentation without the enterprise baggage. For over 15 years, Convert has helped growth marketers, e-commerce teams, and agencies run reliable, flicker-free experiments that scale with their business. From classic A/B and multivariate testing to split URL and personalization campaigns, Convert makes experimentation fast, accurate, and frustration-free. With 90+ integrations (Shopify, GA4, WordPress, WooCommerce, Segment, and more), Convert adapts to modern stacks and supports both marketers and developers. Our Visual Editor lets teams launch experiments without waiting on developers, while advanced targeting and revenue tracking ensure clean, trustworthy insights. Privacy is at our core: Convert is GDPR compliant, HIPAA/CCPA-ready, and never resells data. Pricing is transparent, predictable, and fair — no hidden fees or nasty surprises. And when you need help, you’ll find it fast: real human support via live chat, email, and dedicated agency-friendly support. Our SmartInsert technology eliminates flickering across both frontend and backend experiments, while 40+ stackable targeting filters and robust APIs enable sophisticated test deployment. Convert’s comprehensive toolkit includes real-time QA through Live Logs & QA Wizard, built-in hypothesis prioritization frameworks, and automated collision prevention—all backed by expert support to help you launch tests in under 30 minutes.