Business Software for Zapier

Zoho Billing, formerly Zoho Subscriptions, is a powerful subscription software that allows you to manage recurring billing. Zoho Billing allows small businesses to large enterprises to manage the entire customer's life cycle, from accepting recurring payments to managing customer subscriptions. The top features include recurring payments, subscription management metrics, subscription finance and payment gateways. Manage your products and services with ease using a comprehensive catalog. With flexible pricing models and a pricing table widget, you can optimize your sales strategies. Unleash seamless invoicing and expense tracking. Handle projects, timesheets and generate eInvoices to ensure smooth and quick transactions that are compliant with regional regulations.

Accelo is an AI-powered Professional Services Automation (PSA) platform that unifies CRM, project management, resource scheduling, time tracking, billing, and financial reporting in a single connected system — purpose-built for consulting, IT services, accounting, engineering, architecture, and marketing firms. Where most PSA tools report on what happened, Accelo's embedded AI predicts what's coming: flagging at-risk projects before deadlines slip, surfacing scheduling conflicts before they hit delivery, and identifying margin erosion before the project closes. The result is fewer surprises, better utilization, and profitability you can actually control. Core capabilities: - Pipeline & CRM — manage leads, proposals, and retainers end-to-end - Project management — milestones, tasks, budgets, and real-time health tracking - Resource scheduling — AI-assisted allocation based on skills, availability, and workload - Time & expense tracking — automatic time capture to close the revenue leakage gap - Invoicing & billing — milestone, time-based, fixed-fee, and retainer billing in one workflow - Reporting & dashboards — real-time financial visibility from pipeline to payment Accelo integrates with the tools professional services teams already use: QuickBooks, Xero, Salesforce, Microsoft 365, Google Workspace, Jira, Slack, and more — eliminating duplicate data entry and fragmented visibility. Industry research shows 42% of professional services firms lose revenue they've already earned. Accelo closes those gaps by connecting every stage of the client lifecycle — so billable hours don't fall through the cracks, scope creep gets caught early, and leaders make decisions on data instead of instinct.

ActiveDEMAND serves as an all-encompassing marketing automation solution tailored for marketers, digital agencies, and small to medium-sized enterprises. It provides an extensive array of features that enable users to enhance their marketing strategies through efficient campaign management, innovative campaign templates, and detailed attribution analytics. Among its diverse set of tools, ActiveDEMAND includes capabilities such as call tracking, email marketing, performance reporting, online event promotion, robust integrations, and a multitude of additional functionalities. This platform is designed to simplify marketing processes and maximize the effectiveness of campaigns for its users.

Accelerate your quoting process, manage pricing effectively, and secure more deals using Salesforce CPQ. Designed specifically for the leading CRM platform, Salesforce CPQ equips businesses with essential tools to streamline their sales journey from quoting all the way to cash flow. This comprehensive solution is available in three distinct editions, one of which includes complete Quote-to-Cash capabilities that also facilitate billing and collections. With Salesforce CPQ, companies can enhance their sales efficiency and improve overall revenue management.

Planview ProjectPlace integrates online collaboration tools with robust project management software, equipping you and your remote team with everything necessary to oversee collective projects and accomplish everyday responsibilities. You can initiate a free trial to discover how effortlessly you can organize team projects, assign tasks, work collaboratively on documents, and monitor your team’s advancement through integrated Kanban boards, Gantt charts, and communication features. With Planview ProjectPlace, you can coordinate and carry out tasks alongside your team, keep track of progress in real-time, and fulfill your objectives using this comprehensive work collaboration platform designed for virtual teams. This platform consolidates a multitude of project management resources in one location, enabling teams to work more efficiently together. Notable functionalities encompass an upgraded Gantt chart planning tool for establishing goals, Kanban boards for managing daily activities, project oversight and reporting capabilities, real-time communication features, virtual meetings, and a host of additional tools to enhance productivity and collaboration. By utilizing Planview ProjectPlace, teams can streamline their workflow and foster a more effective working environment.

Opentute is a cloud-based mobile app for learning that businesses can use. Our user-friendly Learning Management System allows you to create and share online courses with your clients and staff in just minutes. Your eLearning portal can be customized with Newsfeed, instant messages, chats, groups, channels, eMail broadcasts and, most importantly, engaging online courses. The App and Desktop versions of the app offer SCORM modules, videos, slides and quizzes. Opentute integrates with Google, LinkedIn and Facebook, Stripe. Survey Monkey, Arlo, Zapier, Stripe, Survey Monkey, Arlo, and Stripe.

Enhance your event planning and management experience with Brushfire, which provides comprehensive solutions suitable for events of various types and sizes. The platform includes features such as ticketing, registration, virtual events, and dedicated event applications. With Brushfire, you can fully brand, design, and tailor your events, utilizing features like conditional registration fields, options for both individuals and groups, a variety of payment plans, and assigned seating arrangements. Additionally, a user-friendly mobile and iPad check-in application enables you to register attendees upon arrival, utilizing QR code scanning or facilitating quick in-person sales. For added convenience, a self-service kiosk option is available, allowing guests to check in or purchase tickets independently. The powerful reporting dashboard provided by Brushfire empowers you to oversee reservations, manage customer support inquiries such as refunds or seat adjustments, and access all event analytics from a centralized location. Furthermore, with integrations available for marketing platforms like HubSpot and Mailchimp, you can effectively promote and sell your events with ease. Overall, Brushfire streamlines the entire event management process, ensuring a smooth experience from start to finish.

Loc8, an intuitive and user-friendly field service management software, will help you take control of your field business and position it for success. Loc8 gives businesses the ability to quickly and easily manage their jobs and teams with essential tools. Users can quickly plan, assign, and complete appointments, create task and subtask lists, and generate detailed work reports. They can also keep track of cashflow and stay on top. Loc8 was created for small businesses.

QuickTapSurvey stands out as a highly regarded survey application favored by prominent organizations such as Disney, McDonald's, H&M, and Nike. This platform allows businesses to effortlessly develop surveys and mobile forms, gathering data in any location. QuickTapSurvey is designed for straightforward installation and usability, functioning seamlessly online and offline across both iOS and Android platforms, while also ensuring security and scalability. Additionally, it offers comprehensive reporting and analytics features, empowering brands and enterprises to derive actionable insights from their collected data. Overall, QuickTapSurvey equips companies with the tools necessary to enhance their data collection processes.

Software for enterprise survey in 150 countries. You can conduct insightful surveys and get actionable feedback. Monitor employee experience (EX), customer experience (CX), and engagement. Close the loop using shareable reports, dashboards and alerts. The first step is collecting data. The real value lies within the efficiency of reporting. We provide real-time reporting to help you spot trends sooner and gain deep insight into your organization to improve processes. Once you have completed your report, share it with others. You can create different share links with different filters depending on what you want viewers see based on your operational data, hierarchy, and organization. Integrate with Slack and Zendesk API, CRM, CRM, and more. Unlimited users, works in 49 languages. L'Oreal and Toyota are some of the clients. Allegiance Bank, Sony and the Government of Canada are others.

Salesmachine is a dynamic platform designed for real-time customer scoring, enabling businesses to track the well-being and engagement of their clients, thereby creating additional avenues for sales growth. This tool equips sales teams with comprehensive insights into customers who may require assistance during onboarding, those with high conversion potential, individuals likely to consider upselling, and clients at risk of non-renewal. Additionally, the platform provides timely notifications to teams regarding shifts in customer health and usage patterns, ensuring they can promptly address the needs of their customers. By utilizing Salesmachine, organizations can enhance their customer relationships and ultimately boost retention rates.

Webinato stands out as a frontrunner in the realm of webinar automation, assisting businesses in elevating the interactivity of their training and marketing webinars. With a browser-based design that ensures scalability, the Webinato platform creates a dynamic and engaging webinar experience that benefits both attendees and hosts alike. Among its standout features are a slides module, various audio options, sophisticated chat functionalities, superior video quality, a Q&A management tool, a virtual whiteboard, and the AutoPilot Record and Replay module, which faithfully recreates the initial presentation for later viewing. This combination of features not only enhances engagement but also fosters a more productive learning environment.

Forms on Fire is a mobile app that allows you to capture and store information on the move. Forms on Fire allows companies to transform the way they do business by replacing paper forms with a mobile app that is easy to use and stores all important documents in one place. The app comes with Microsoft Word and Excel so you can create beautiful reports, drag and drop functionalities, and integrates.

Event Temple is a cloud-based software company that sells and caters to the Hotel and Venue Sales and Catering industries. It offers an integrated, easy-to-use solution at a reasonable price. Our enterprise software is ideal to increase revenue for hotels without meeting rooms. It can also be used to manage entire hotel or venue chains. Event Temple provides properties with a suite sales tools, including lead management, prospecting, contract management, event management, and more. All this in a simple, intuitive platform. Event Temple is the fastest-growing Hospitality Sales CRM and Event Management Software in the industry, with thousands of users across more than 25 countries.

Mobiniti serves as a text messaging marketing platform tailored for both small to medium-sized businesses as well as larger enterprises. This platform enables users to connect with their clientele through mobile SMS marketing strategies. Among its essential features are social profiling, mobile coupons, contests, and automation, among others. Additionally, Mobiniti provides tools for gathering feedback and reviews, empowering users to solicit recommendations and insights directly from their customers. This comprehensive approach not only enhances customer engagement but also fosters loyalty through effective communication.

Picreel is a solution for optimizing conversion rates. It allows users to track visitors' scroll and mouse movements and offers them better offers when they navigate off. Picreel allows users to create or use design templates. Picreel allows users to collect leads and send it to their CRM or marketing automation tool immediately.

Asset Panda offers a cloud-based, no-code platform that exceeds traditional asset tracking by enabling the creation of tailored applications designed to enhance efficiency and reduce costs. Companies of various sizes across different sectors have experienced the advantages of our secure and user-friendly system, which adapts to their operational needs. By allowing the implementation of customized workflows, actions, and groups, Asset Panda helps clients streamline cumbersome procedures that hinder productivity, often achieving a remarkable return on investment of up to 800%. The robust integration of web and mobile applications ensures that clients can access crucial information anytime and anywhere, while our mobile apps come equipped with built-in barcode scanning capabilities, effectively eliminating the need for costly and cumbersome barcode scanning devices. Additionally, the system features role-based user management, granting tailored access across organizations and ensuring that each user only views the information pertinent to their responsibilities. This level of customization not only enhances security but also improves the overall user experience, making operations smoother and more efficient.

Streamline your operations and cut costs by replacing cumbersome paper forms with personalized mobile forms from GoCanvas. This cloud-based mobile solution empowers companies to transform outdated workflows and enhance productivity by automating tasks. With GoCanvas mobile applications, businesses and their field personnel can swiftly gather data through their mobile devices, seamlessly share this information, and efficiently transmit data back to the office, ensuring that operations continue to run smoothly. Additionally, GoCanvas provides organizations with valuable features like barcode scanning, image capture, mobile payment processing, GPS functionality, and electronic signatures, further enhancing efficiency and convenience. By adopting GoCanvas, companies can not only save time but also improve the accuracy and accessibility of their data collection processes.

Streamtime Software is an online project management solution designed specifically for creative teams. Committed to preserving the essence of creativity, Streamtime enables teams to handle administrative tasks without the dull, cumbersome, and unappealing forms and procedures typically associated with them. The platform boasts an array of aesthetically pleasing, user-friendly, and supportive tools that facilitate time tracking, project planning, quoting and invoicing, scheduling, and comprehensive reporting. With its focus on enhancing workflow, Streamtime empowers teams to focus more on their creative endeavors while efficiently managing their projects.

PracticePanther, a robust law practice management system that is trusted by thousands of law firms across 35 countries, has been praised for its ability to help firms get more done in fewer hours. PracticePanther combines tools such as communication, billing, CRM, and integrations with top business apps into one platform. Save 50% on your first 2 months by downloading a demo.

XING Events stands out as the foremost professional ticketing management platform available today, linking 14 million users within the XING business network. By bridging the divide between virtual and physical interactions, XING Events excels in facilitating connections at various events, and it uniquely integrates business networking with event management software. It offers a comprehensive suite of features designed to oversee Attendees, Badges, Clients/Customers, Exhibitors/Vendors, and more, including tools for Social Media Promotion, Ticket Processing, and Lead Retrieval. Consequently, XING Events emerges as the preferred choice for any organization seeking a systematic approach to event management. Its innovative solutions not only streamline the planning process but also enhance the overall attendee experience.

QuickBooks Commerce (formerly TradeGecko), is a powerful inventory and order management program, designed for multichannel brands as well as wholesalers. It automates omnichannel operations, increasing efficiency and profitability. Customers can set up customized price lists and catalogs, place wholesale orders and receive payment quicker using QuickBooks Commerce Payments. Integrations with Shopify and WooCommerce are seamless. Customers can automate repetitive, time-consuming workflows. This allows them to take control over complex processes and optimize order management workflows, shipping and logistics with supply chains automation. Other features include demand forecasting, intelligence, and a mobile application for iPhone and iPad. Sell. Ship. Grow. QuickBooks Commerce allows you to manage your wholesale and multi-channel business from one place.

Meisterplan is a lean project portfolio management software focused on planning resources beyond the short-term. It enables you to reliably deliver on your commitments by guaranteeing optimal resource utilization in line with your priorities. Its features focus on the most value-driving activities in portfolio management: ensuring strategic contribution of all initiatives, resolving resource bottlenecks across projects, and monitoring overall progress. Meisterplan is based on the Lean principles that drive success in dynamic environments, and is grounded in a thorough understanding of how organizations make decisions in reality.

Sage integration is the fastest and most intuitive purchasing software available. Allow staff to create purchase orders and spend requests through a system that seamlessly integrates with your Sage desktop. Allow staff to manage their spending, view their budgets, and access payment information, without having to give Sage access. ProcurementExpress.com is designed to help companies gain control over spending and have more transparency for purchasing. In a matter of seconds, department managers can approve, reject, or comment on purchase orders. With award-winning live chat support, budgeting, reporting, and supplier management are now easier than ever. ProcurementExpress.com also has an excellent audit trail and a seamless 2-way integration with Quickbooks Online & Desktop.

Compass Wave is an Estimate tool that helps you price your cleaning jobs. Customers can get instant estimates! You can ask prospective customers questions and then associate those questions with the cleaning costs. Compass Wave is the best software to help you manage your Cleaning Business more efficiently and provide you with the estimate tools you need to drive potential customers to your business. Our maid service software is simple to use and takes only a few minutes to set-up. To help you determine how the estimate will be calculated, you can easily tailor questions to your customers. Spend more time growing your company! Register at compasswave.com to get your FREE Trial today!