What Integrates with Boss Insights?

Find out what Boss Insights integrations exist in 2024. Learn what software and services currently integrate with Boss Insights, and sort them by reviews, cost, features, and more. Below is a list of products that Boss Insights currently integrates with:

  • 1
    QuickBooks Online Reviews
    Top Pick

    QuickBooks Online

    Intuit

    $9/month (normally $15/month)
    9,772 Ratings
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    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 70% 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.
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    Pipedrive Reviews
    Top Pick

    Pipedrive

    Pipedrive

    $14/month/user
    7,147 Ratings
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    Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love. With over 100,000 companies spread across 179 countries, sales teams are drawn in by an easy-to-use CRM with a simple yet powerful design that prioritizes ease of use above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with a CRM software that is both agile and powerful. Some Pipedrive top features: · Visual sales pipeline: See your entire sales process at a glance. Update deals by dragging and dropping them into place. Customize it to match your sales cycle. · Team collaboration: Collaborate on deals and activities with colleagues. Share updates on sales operations and wins. · Reporting and dashboards: Get detailed reporting on sales and key activities. Track progress against goals in your dashboard. · Activity reminders: Schedule reminders for all your sales activities. Stay on top of all your deals. Never miss a follow-up. · Segment leads: Filter, categorize, segment and sort leads to create targeted lists for personalized communications.
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    Odoo Reviews
    Top Pick

    Odoo

    Odoo

    $25.00/month/user
    1,058 Ratings
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    Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.
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    Stripe Reviews
    Top Pick

    Stripe

    Stripe

    2.9% + 30¢ per charge
    3,499 Ratings
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    The new standard for online payments. Stripe is the best platform to run an internet business. For forward-thinking businesses all over the globe, we handle billions of dollars annually. Stripe creates the most flexible and powerful tools for internet commerce. Whether you’re creating a subscription service, an on-demand marketplace, an e-commerce store, or a crowdfunding platform, Stripe’s meticulously designed APIs and unmatched functionality help you create the best possible product for your users. Stripe is helping millions of innovative technology companies scale faster and more efficiently than ever before. We believe that payments is a problem rooted in code and not finance. We are obsessed with finding elegant, modular abstractions that allow for robust, scalable and flexible integrations. Stripe is easy to use because we remove unnecessary complexity and extraneous detail.
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    Microsoft Dynamics 365 Business Central Reviews
    Top Pick
    Dynamics 365 Business Central (formerly Microsoft Dynamics NAV), a comprehensive business management tool for small- to medium-sized businesses, streamlines your processes and makes smarter decisions. You can improve financial performance, track financial performance, and forecast accuracy, while still maintaining compliance and security. Maximize profitability by having an integrated view of all operations, including purchasing, manufacturing, inventory, warehouse management, and purchasing. Outlook allows you to manage the entire sales process, from start to finish, and provide exceptional customer service. Monitor your projects and plan with real-time metrics about resources, profitability, tasks and progress.
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    Gusto Reviews

    Gusto

    Gusto

    $45.00 per month
    6 Ratings
    Gusto is a solid platform that integrates all aspects of payroll, benefits and HR task management. Gusto is trusted by more than 40,000 companies. It offers a wide range of features that automate payroll, benefits, HR tasks, and allows small business owners and operators to focus on what they do best: growing their business. Gusto integrates with top business software such as expense management, time tracking and accounting software. A platform that supports your team will help you grow your business. Take care of your employees every day, even on payday. The people platform is for small businesses. One place to manage your benefits, pay your payroll, and support your employees. A team that is successful will make your business a success. Gusto's all in one platform will help you create a great workplace and grow your company. It's easy to grow your team.
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    Chargebee Reviews

    Chargebee

    Chargebee

    $299/month
    4 Ratings
    Chargebee is a subscription management and recurring billing tool that helps SaaS businesses streamline Revenue Operations. Chargebee integrates seamlessly with leading payment gateways such as PayPal, Braintree and Stripe. All over the globe, Chargebee allows you to automate recurring payments collection, invoicing, taxes and email notifications. Chargebee manages all your critical workflows, from lead to ledger, with powerful integrations that include Salesforce and Quickbooks, Avalara and Slack. Chargebee Retention is the best-of-breed solution that helps you avoid cancellations on a scale that suits your needs. It offers personalized experiences that deliver results and provides a way to deflect cancellations. To ensure a relevant and personalized cancel experience, you can run experiments based upon customer and subscription attributes.
  • 8
    Magento Reviews
    Magento Open Source provides all the essential ecommerce capabilities, allowing you to create a unique online store right from scratch. If you are looking for a more advanced ecommerce solution, we recommend the cloud-based Adobe Commerce software. It includes optimized cloud architecture, hosting, and AI-powered merchandising. You can create unique and engaging shopping experiences with no other platform. You will find a wealth of features that are out-of-the box, unrivaled customization options, and seamless third party integrations. You can bring your commerce vision to reality with our eCommerce platforms and a global network of partners. For flawless brand interactions, combine content and commerce to meet customer needs. You can get the most out your ecommerce store's capabilities by adding ready-to-use extensions to the marketplace.
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    Copper Reviews

    Copper

    Copper

    $23 per user per month
    3 Ratings
    Copper is the easy-to-use CRM for small businesses that need to manage more prospects & grow customer relationships but don't have time for data entry, repetitive admin tasks, or complicated tools. Don't waste hours on typing things out. Copper integrates with Gmail and other Google Apps, so it logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place.
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    Sage Business Cloud Accounting Reviews
    Sage Business Cloud Accounting empowers small business. With clever, intuitive features that are built around you, you can get rid of admin. You can access powerful features on your phone, tablet, or computer whenever you need them. Reduce the workload by having your accountant and team work on real-time data. No experience required! We constantly add new features to make your business run smoothly. We stay up-to-date with the latest legislation. You can rest assured that your bank-level security is in place and that backups are not required. Contact our support team via chat if you need assistance with Accounting. You can manage your cash flow, invoicing, and banking on the road. It works with Android, iOS, Macs, and PCs. Data entry, reconciliation and reporting, accounting, tax, and accounting are all possible. You can rest assured that you are always compliant. A powerful cloud accounting system that allows you to invoicing and cash flow management.
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    Shopify Reviews
    Top Pick

    Shopify

    Shopify

    $14 per month
    22 Ratings
    Your business is your best asset. You have the ability. We have the right way. All the features you need for ecommerce and point-of-sale to help you start, grow, and manage your business. Our free tools will help you to find a business name, purchase a domain, and build a brand. You can sell products to anyone and everywhere with one platform: online with your ecommerce store and online marketplaces and social media. In-person with point-of-sale. Built-in tools make it easy to create, execute, analyze, and report on campaigns on Facebook or Google. You can manage all your orders, shipping, payments, and other details from one dashboard. Get the information you need to grow your business. Shopify integrates with over 3200 apps, allowing you to add functionality and features to your business.
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    Salesforce Reviews
    Top Pick

    Salesforce

    Salesforce

    $25.00/month/user
    60 Ratings
    Salesforce helps sales teams improve their performance and reach their goals. Salesforce is the most widely used CRM in the world. Salesforce gives teams access to tools that enable them to grow their accounts and find new customers. They also allow them to close deals faster and from any location. Salesforce offers many features, including contact management, opportunity management and lead management, email integrations, reports and dashboards as well as sales forecasting, files sync-and-share, and reports and dashboards. You will spend less time looking at spreadsheets and more time managing your business. No software, no hardware, no hassle. In minutes, our simple setup assistant will streamline sales and answer customer questions. Connect data from sales, service, marketing to create seamless, personalized experiences for buyers. You can see a complete customer view, including their account, activity history, connections, and more. You can also pull in social data to get a deeper understanding of your customers.
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    Bitrix24 Reviews
    Top Pick

    Bitrix24

    Bitrix24

    $ 49 per month
    17 Ratings
    Replace multiple services and apps for your business with a single ecosystem. Bitrix24: Discover the tools. You have at your disposal the Activity Stream, Group Chat, Calendars, Workgroups, and other collaboration tools. Bitrix24 will help you plan and execute projects on time, every time. Available online and on premise with open-source code access. Collaboration task management for large and small teams. Time tracking, templates, reminders and reporting, as well as task dependencies, are all available. The most popular free CRM in the world by number of companies (12 million and growing). Real-time assistance tools that make customers happy and keep them coming back to buy your products or services. Anyone can create stunning websites, landing pages, and online shops without having to write a single line code. Includes free domain name and hosting. Bitrix24 can be run on your own server.
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    HubSpot CRM Reviews
    Top Pick
    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.
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    Google Analytics Reviews
    Top Pick
    Get to know your customers. Gain a deeper understanding about your customers. Google Analytics provides all the tools you need to analyze data in one place. To better assess the performance of your marketing, content, and products, you need to understand your site and app users. To get the most from your data, use Google's unique insights or machine learning capabilities. Analytics can be used with Google's publisher and advertising products. This allows you to use your analytics insights for reaching the right customers. Easy-to-use interface makes it easy to share and process your data. You can also share reports. Analytics intelligence, detailed reports, and many other features will help you get the most out your data. You can easily access data from other Google solutions while you work in Analytics. This streamlines your workflow and saves time. Get deeper insight into how users interact with your site through Google Ads campaigns.
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    Nimble Reviews
    Top Pick

    Nimble

    Nimble

    $19 per user per year
    11 Ratings
    The Smart, Simple CRM for Office 365 and G Suite Teams. You don't need to set up. Nimble is the only CRM to build itself. Nimble is already helping thousands of teams work smarter every day. Nimble makes it easy to organize your contacts. You can build relationships, find opportunities, reach your goals, and create connections. Today Page organizes your tasks, social signals, pipeline, appointments, and schedules in one intuitive dashboard. You can automatically combine contacts, social media connections and communications with over 160 apps and CRMs to create one unified relationship manager. To view a 360-degree view and find contact information, as well as the interaction history of your team members, you can easily locate them. You can also add notes, change deal status, or access social handles.
  • 17
    NetSuite Reviews
    Top Pick
    One integrated business management suite that includes ERP/Financials CRM and ecommerce. It can be used by more than 20,000 customers. It has never been more important to be flexible. You have the control and visibility to make the right decisions now. NetSuite's flexibility allows you to scale up, spin-off, and adopt new business models quickly and easily. Your configurations and customizations are seamlessly migrated with every NetSuite upgrade. Your core business system is now your customer-facing commerce platform. It can be customized to meet customer needs and provides a pixel-perfect experience. The NetSuite user interface offers real-time analytics. The NetSuite user interface lets users know what to do and how they can help the business. Vital business data is available right from the system.
  • 18
    LinkedIn Reviews
    Top Pick
    Welcome to your professional network. Find the perfect job or internship. LinkedIn is the largest professional social network in the world. LinkedIn connects professionals around the globe to help them be more productive and more successful. LinkedIn is the largest professional network in the world, with 756 million members, including executives from every Fortune 500 firm. LinkedIn has a diverse business model, with revenue coming from Talent Solutions as well as Marketing Solutions and Premium Subscriptions. LinkedIn is headquartered in Silicon Valley and has offices around the world.
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    ActiveCampaign Reviews
    Top Pick
    ActiveCampaign is the platform of choice for intelligent marketing automation. ActiveCampaign is trusted by customers in over 170 countries to power their personalized marketing, transactional email, and one-to-1 CRM interactions. ActiveCampaign has the highest customer satisfaction rating in Marketing Automation, E-Commerce Personalization and Landing Page Builders on G2.com. It is also one of a few software solutions that have over 10,000 positive reviews. ActiveCampaign was also named the Top Rated E-Mail Marketing Software by TrustRadius. ActiveCampaignoffers a free trial.
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    Xero Reviews
    Top Pick

    Xero

    Xero

    $9.00/month
    12 Ratings
    Xero is an award winning online accounting and bookkeeping platform for small businesses. Xero is a simple platform that allows businesses to manage their finances easily. It includes invoicing, inventory management, bank connections, payroll, reporting, and much more. Xero offers 24/7 online support for users.
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    Keap Reviews
    Top Pick

    Keap

    Keap

    $40 per month
    12 Ratings
    Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.
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    Agile CRM Reviews
    Top Pick

    Agile CRM

    Agile CRM

    $8.99 per user per month
    9 Ratings
    All-in-One CRM All-in-one CRM. Automate sales, marketing, service. Eliminate data leaks and ensure consistent messaging. Agile's latest features and integrations, ease of implementation, great support, and affordable prices are all yours. Cloud-based SaaS service that's mobile-ready, fast, simple to use, and cloud-based. Agile CRM offers a variety of pre-packaged email templates that will give your business the professional, visually appealing look and feel it requires. Look at Agile's email templates and choose the one you like. Then, create your message and automate the send. You can also create your own templates, even if you don't have programming experience. These templates can be customized to include your branding for extra impact.
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    Insightly Reviews

    Insightly

    Insightly

    $29.00/month/user
    3 Ratings
    Insightly helps you to understand your customers and grow your company. Insightly is a powerful and simple-to-use customer relationship platform that small and medium-sized businesses can use to increase sales, build relationships and deliver projects on schedule. It integrates natively with Gmail, Office 365 and MailChimp. Insightly offers tools that help companies manage their contacts throughout the sales cycle, track customer relationships and monitor their sales pipeline.
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    Freshsales Reviews
    Top Pick

    Freshsales

    Freshworks

    $9 per user per month
    14 Ratings
    Stop trying to manage multiple tools. Freshworks CRM, formerly Freshsales and Freshmarketer, is now AI-powered. It gives you a 360-degree view of your prospects and customers, with the combined power and efficiency of marketing automation, salesforce automation, chat and telephony. Freshworks CRM powered by Freddy AI helps you discover the best leads, increase customer engagement, close deals, and nurture your existing customers with a smart, comprehensive system. Freshworks CRM gives your sales team access and control over a better CRM. Freshworks CRM is a feature-rich CRM and lead management tool that empowers high-velocity sales team members to win more sales opportunities and take the guesswork and work out of sales. The platform includes built-in phone, email, task management and appointments, notes, user behavior tracking and reporting, as well as reporting and deal management. You can have conversations that are contextual. Increase your chances of securing more business opportunities. Attract visitors and convert them into leads.
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    X (Twitter) Reviews
    Top Pick
    X, formerly known as Twitter, is one of the largest social networks in the world. Follow your interests. Listen to what people are saying. Join the conversation. Watch what's happening around the world. Conversation is the key to real change. Here, your voice matters. Come as you are, and together we will do what is right (not easy) to serve public conversation.
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    Reddit Reviews
    Top Pick
    Reddit is home for thousands of communities, endless conversation, authentic human connection, and thousands of people. Reddit has a community for everyone, regardless of whether you are interested in breaking news, sports, TV fan theory, or endless stream of adorable animals from the internet. Millions of people worldwide post, vote, or comment every day in communities that are based on their interests. The community can post stories, images, and videos to share content. The community can comment on posts. Commentaries allow for discussion and sometimes humor. Comments and posts can be upvoted and downvoted. The most interesting content is at the top. Reddit is an online community of millions of people who share the things that matter most to them.
  • 27
    Zoho Books Reviews
    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.
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    Paycor Reviews
    Paycor is an all-in-one HR software solution that modernizes how leaders manage their people. Paycor is trusted by more than 29,000 customers to modernize virtually every aspect of people management. The platform includes recruiting, onboarding, payroll, tax compliance, HR benefits administration, HR reporting, analytics, talent development, learning management and more! It changes the way that you recruit, onboard, develop, and retain talent, as well as the way you pay and retain them. Paycor empowers leaders to get out of the weeds of HR.
  • 29
    Maxio Reviews
    Maxio empowers B2B SaaS leaders in monetizing their businesses and uncovering critical financial insights in a volatile market. Natural growth is not a straight line. It ebbs-and-flows with the market. Maxio can help you navigate your business through any inflection point, no matter where you are on your growth path. Maxio is a system that supports your monetization model, no matter how complex or simple, without compromising the agility necessary to meet changing market needs. Maxio is able to strike the right balance. Maxio will not let your systems stop you from going to market. Maxio is the core of your tech stack. Maxio automates the manual tasks between your CRM, GL and reporting tools. You need to have insights now, not two weeks later, in order to navigate a constantly changing market. Maxio allows you to quickly and accurately answer your most difficult business questions.
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    Wave Accounting Reviews

    Wave Accounting

    Wave Financial

    $35 per month
    6 Ratings
    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.
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    Authorize.Net Reviews
    Repeat business should be easy and quick Returning customers can shop with less hassle if they have their card on file. Your security risk is reduced by storing payment information on our secure server. We offer solutions to help you support the changing payment landscape.
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    Recurly Reviews

    Recurly

    Recurly

    $0.00/month
    Our partnership and platform accelerates and enhances every aspect of the subscription lifecycle—from plans, pricing, and promotions and subscriber management, to payments optimization, recurring billing, churn management, and revenue recognition. Recurly delivers: - Scalability: Our platform is built for growth, adapting effortlessly to your evolving needs. Enter new markets and manage expansion without skipping a beat. - Subscription Insights: Gain data-driven expertise on subscriber behaviors and preferences, empowering you to make strategic decisions that bolster your bottom line. - Subscriber Retention: We perfect the art of retention through personalization for heightening customer engagement and robust churn management solutions. - Profitable Growth: Our technology isn't just sustaining; it's growth-accelerating, driving operational efficiency and fostering innovation.
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    Fusebill Reviews

    Fusebill

    Fusebill

    $295.00/month
    Automate subscription billing and management, just like hundreds of our clients in SaaS (avionics), publishing, telematics etc. Automate billing. Reduce revenue leakage and churn. Fusebill automates subscription billing and management. It automates recurring invoicing, payments and revenue recognition. It also streamlines customer lifecycle management to maximize revenue. Fusebill's flexible platform, which is ledger-based, allows you to scale up your business with confidence.
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    FreeAgent Reviews

    FreeAgent

    FreeAgent Central

    $20.00/month
    FreeAgent is an online accounting program that was created specifically for small business owners and freelancers. FreeAgent is trusted by more than 60,000 businesses. It combines all accounting tools into one platform, including invoice and expense management, project management, and sales tax. This allows owners to spend less time calculating numbers and more time building their business. FreeAgent can be linked to bank accounts so that transactions can be automatically imported.
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    PayWhirl Reviews

    PayWhirl

    PayWhirl

    $49 per month
    The most flexible subscription payment software available. PayWhirl offers powerful widgets and tools that will help you manage your recurring billing like an expert. You can sell subscriptions, preorders, payment plans, and much more. Online subscription billing and recurring payments. It's easy to set up and use on any website. You can cancel at any time, no contracts. Integrate a customer portal to your website. Customers can log in to manage their subscriptions. PayWhirl will schedule and automatically charge recurring payments from customers. Accept payments easily from your website, via email, over the phone, or on your phone tablet. Recurring billing is a great way to increase your revenue. PayWhirl makes billing easy so you get paid on-time, every time. To create custom billing schedules that fit any business model, chain subscription plans together.
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    FreeAgent CRM Reviews

    FreeAgent CRM

    FreeAgent Network

    $33 per user per month
    FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform helps teams increase productivity and sales easily. AI-guided sales helps you stay in the zone. With a flow-based feed that prioritizes and prioritizes tasks, you can only see what you need at the right time. You can zoom in and out between high-level overviews or deep-dive activity tracking, which all happens automatically. Track and celebrate the activities that lead sales and happy customers.
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    Square Payments Reviews
    Accept all payments quickly, securely, and easily. Accept card payments quickly and easily, no matter where you are selling. You can streamline the process of creating, sending, and tracking your invoices. Customer not available in person? Remote credit card payments can be made over the phone or via your computer. Get paid quickly Square makes it easy to create and grow an online store and accept online payments seamlessly with Square. Accepting cards is as easy, painless, secure, and fast as possible with Square. We don't charge extra, have no long-term contracts and are not able to use tricks. You can rely on fast, secure payments.
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    VK Reviews

    VK

    VK

    Free
    VK (formerly VKontakte), is Russia's largest social network. Our mission is to create simple and easy communication tools that connect people, services, and companies. The VK Team has three offices: Saint Petersburg, Moscow and Sochi. We also have regional offices in Yekaterinburg and Kazan, Nizhny Novgorod, as well as Kazakhstan. Our headquarters is located in Saint Petersburg's historic landmark, the Singer House.
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    CenterEdge Advantage Reviews

    CenterEdge Advantage

    CenterEdge Software

    CenterEdge Advantage is a platform for facilities management that helps managers drive more customers to their facilities. CenterEdge Advantage features key features like a point-of-sale (POS) system, online ticketing and sales, loyalty and rewards programs, and online sales and ticketing. CenterEdge Advantage allows users to increase web revenue by integrating with local applications, allowing for web-based ticketing and selling barcoded tickets. CenterEdge Advantage supports online payments, reservation lists, and POS devices.
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    Zuora Reviews
    The industry's best solution to monetize your subscription service and manage it. Your current systems are holding you back. Finance teams are drowning under spreadsheets. Backlogged developers are common. Zuora makes it simple to manage subscriptions and keep track of rapidly changing go-to market strategies using one platform. You can speed up billing for large invoice volumes without losing sight of the details. You can group customers together and create automated billing schedules and rules to suit each group. Billing is affected whenever a customer changes, upgrades, or downgrades a subscription. The Rating Engine from the Zuora Central Platform automatically handles these prorations. Integrate with a third-party tax solution or Zuora's tax engine to pull real-time tax calculations on every invoice.
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    NetSuite CRM Reviews
    NetSuite CRM+ can help you to improve and redefine your customer relationships. NetSuite CRM+ is a front-office solution that provides a 360-degree view to customers in real-time. It provides a wide range capabilities that allow for seamless information flow throughout the customer's lifecycle, from lead to fulfillment to renewal, cross-sell, upsell, and support. It integrates with the most popular accounting, warehousing, and shipping applications.
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    Envestnet Yodlee Reviews

    Envestnet Yodlee

    Envestnet | Yodlee

    Yodlee, the leading data aggregation and data analytics platform, helps consumers live better financial lives through innovative products and services created for more than 1,400 financial institutions and FinTech companies, including 16 of the top 20 U.S. banks. We are transforming financial apps and services by providing solutions for wealth managers and banks, merchants and many more. Find out how we can help your business grow. Our data aggregation platform allows financial institutions and FinTechs help consumers achieve better financial outcomes. We follow industry-leading practices in data security, regulatory compliance, privacy, and confidentiality. Bill Crager has updated us on Envestnet's commitment to action. Browse our library of whitepapers, on-demand webinars and eBooks. They are packed with valuable insights, actionable advice, and product information.
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