Best Legal Software for Workato

Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

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.

Act! is the leading provider of all-in-one CRM and Marketing Automation solutions that empower small and midsize businesses to market better, sell more, and create customers for life. Act! Premium accommodates all the unique ways you work, not the other way around, and adapts to any business or industry. Act! Premium is available both on-premises (Act! Premium Desktop) and in the cloud (Act! Premium Cloud). Or, you can leverage a hybrid deployment for maximum flexibility! Plus, you’ll never grow out of Act!, because we offer a portfolio of CRM and marketing automation solutions that can fit your needs at any stage.

Your operations can be transformed by delivering workflows and real-time visibility so that your teams can keep up with the pace of change. To drive deeper insight and automation across complex systems and processes, extend and connect data, processes and workflows. Rapidly adapt your operations to meet new opportunities and to address potential risks. You can tailor workflows to meet the changing needs of your employees. In days, not weeks, create new workflows that respond to new challenges and support new ways to work. Connect, govern, and continuously improve an ecosystem of digital solutions that you can use to secure your most important data and processes. Transform how your data is used, and empower your employees to provide real-time insights using one unified platform. Unlock the potential of your team. Quickbase is now available.

CobbleStone's award-winning contract management software uses artificial intelligence to track and manage contracts. CobbleStone allows organizations to automate and streamline their entire contract lifecycle. It includes enterprise-wide contract tracking and administration, contract drafting and custom report design tools. Task and checklists, security, document and check-in management, financials, cost control, financials and more. Contract Insight Enterprise, Contract Insight Express and Contract Insight Workgroup are available. Call us today at 866-330-0156 to get a free demo or pricing.

Close is the top CRM for small businesses and startups looking to win more deals in less time. Your team can communicate with prospects or customers in one place using built-in SMS, email, and calling. It's an all-in-one platform that you can use as a standalone tool without the need for any additional sales email tools or calling products. Close is cloud-based and affordable. It's also easy to use and has straight-forward pricing. This makes it a great fit for small and medium-sized businesses. Plans start at $49//month. Close was designed to make salespeople as efficient as possible. With just one click, you can make and receive calls. All calls are automatically logged (no need to enter any data manually!). The phone rings and leads activity information is displayed immediately. This means that you always have the data you need! Support is available via email, phone, FAQ documentation online, and a self service knowledge base.

Freshservice is the right choice if you are looking for an IT service desk solution with simplicity. Freshservice is an easy-to-use ITIL service desk from Freshworks that helps businesses modernize IT and other business functions without the complexity and cost. Freshservice provides everything teams need to manage proactive IT services, including asset management, ticketing, configuration management, enhanced impact analysis, robust incident management functions, and more.

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.

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.

Zoho Books is the best web-based accounting software for small businesses. The platform was designed to help you manage your finances, get you tax ready, automate business workflows, and collaborate across departments. The platform includes many useful features, such as the ability to generate financial reports and knowing your Sales Tax liability. Zoho Books is an online accounting tool that makes it easy to manage your business' accounting. Zoho Books features include invoices and expense tracking, purchase orders, sales and purchase orders, contact management and project time tracking. Organizations can automate repetitive activities such as billing reminders, billing, auto-charge, and thank you notes. Zoho Books allows users to track inventory in real time.

Free, powerful accounting software. Wave's simple-to-use accounting program can connect to your bank accounts, sync expenses, balance your books and prepare you for tax time. Get in control of your finances now. Wave was designed for small business owners. Wave is simple software that makes sense. Everything is set up once you create your account so that you can start right away. You can access it from anywhere and at any time. For added security, your data is always accessible and backed up. In seconds, you can connect your bank accounts. You can forget about manual receipt entry and the transactions will automatically appear in your bookkeeping. To make better business decisions, keep an eye on the big picture. Our robust reports are simple to use and provide month-tomonth and year-to-year comparisons, so you can identify cash flow trends. Tax time is easy when everything is in its right place.

Software for managing business projects. Jira Work Management (formerly Jira Core) allows you to see all information about a project at a glance. Keep your team organized and manage your projects. A workflow is the key to managing projects and tasks in Jira Work Management. Workflows help you organize your process and allow your team to track your tasks. Jira Work Management Cloud instances also include boards that allow users to visualize their workflows and drag-and-drop tasks from to be done to done. Only available in the cloud. Task management is made easier by having statuses, comments and attachments all in one place. Everyone can see the details of a project at a glance without needing to email or set up meetings. Notifications let you know when your attention is required. What are the tasks that are still being worked on? Which team member has too many tasks? Jira Work Management allows you to track the status of your team’s projects in a variety of ways. You can do this with a quick overview or customized dashboards.

Get the tools and insights you need to streamline your company. All in QuickBooks Online Advanced With customizable, presentation-ready reports, you can get the insights that you need most. Sync your spreadsheets to get more precise business data and custom insights. * You can save time by importing and sending hundreds upon hundreds of expenses and invoices at once. In just a few clicks, you can enter and edit multiple bills or checks. We take security very seriously. We keep your financial information safe with encryption and security safeguards. You can customize how you work with the many seamless app integrations created just for QuickBooks Online Advanced. Advanced can be integrated with premium apps such as Bill.com, HubSpot and Salesforce to make it even more powerful.

Formstack's workplace productivity platform helps over 27,000 companies digitize what is important, automate workflows, and fix problems--all without writing code. Everything you need for digital work acceleration Formstack's platform combines all of our workplace productivity products into one integrated solution. Create custom forms quickly and easily, input data into digital documents and collect eSignatures. Forms. You can create powerful forms and workflows in a matter of minutes that automate processes and allow you to collect information from anywhere. No IT or coding skills required. Documents. A document generator can transform data into beautiful documents that can be sent anywhere. Sign. You can eliminate paperwork with an easy-to-use eSignature solution. This allows you to collect digital signatures on forms and documents from any device. Workplace Productivity Report.

Contracts are essential to every business. It is therefore crucial to end manual and disjointed contracts processes. Conga's contract management tools allow you to improve customer experience and user experience, increase visibility, speed up cycle times and lower risk. Conga CLM makes it easy to manage and tackle contracting issues. Conga CLM is perfect for anyone who is just starting out in contracting, or wants to improve an existing contract management process. Conga CLM allows you to quickly create complex or long contracts without making any errors. Automate tedious tasks such as authoring, negotiation and approvals, as well as reporting. Conga Contracts can be used to control processes and ensure compliance.

Clause connects your agreements with the systems you trust, verifying data, and accelerating actions while providing a superior digital experience. In real time, verify and validate agreement data entered by your signers. Smart agreements can be created using templates that integrate APIs. eSignature allows you to trigger actions and tasks such as notifications, payments, and other tasks. Salesforce allows you to track, manage and analyze agreements. Smart agreements can be generated using Salesforce data. Automate payments and send notifications. Verify that all agreement data entered at signing is correct. Verify all agreement data throughout its lifecycle. Provide a flawless user experience without costly mistakes. Compliance checks and data validation reduce risk. Contracts should not be a burden, but a source of value. We see a future in which your contracts, as well as their current state can be analyzed and questioned in real-time.

Modern solutions are required to meet new challenges in workforce management. Legacy software and manual spreadsheets can't keep pace. The Legion WFM platform, which is AI-powered but cloud-native, delivers the most intuitive enterprise solution. Employees love it. Modernize employee experience while optimizing your workforce management. Legion WFM uses machine-learning to generate highly accurate demand forecasts that will ensure optimal staffing. 98% accuracy is achieved by automated labor forecasts. Forecasts of business demand are made in dollars, transactions and foot traffic, as well as other variables. Your unique labor model is included. Fully-automated forecasts continuously learn from thousands data points. Happy employees are a great way to attract and keep guests. Legion WFM improves workforce productivity and engages staff with easy-to-use tools. Legion WFM automates workforce management so that you can concentrate on providing the best service.