GoTo Connect Integrations

Salesforce empowers sales teams to enhance their effectiveness and reach their objectives more efficiently. As the leading CRM platform globally, Salesforce goes beyond basic functionalities. It equips teams with essential tools designed to expand their client portfolios, discover new prospects, and finalize transactions swiftly from any location. The platform boasts an extensive array of features, such as managing contacts, tracking opportunities, overseeing leads, integrating emails, generating reports and dashboards, forecasting sales, and enabling file synchronization and sharing, among many others. This means you can spend less time sifting through spreadsheets and more time focusing on your business operations. With no need for additional hardware or software, our user-friendly setup assistant allows you to optimize sales processes and address customer inquiries in mere minutes. By linking data across sales, service, and marketing, you can provide buyers with smooth and personalized experiences. Gain a holistic understanding of each customer, including their accounts, activity history, and relationships. Moreover, integrating social data can offer even richer insights into your customers' behaviors and preferences.

Introducing Microsoft 365, previously known as Microsoft Office 365. Unlock your creativity and accomplish your goals with a suite of tools including Outlook, OneDrive, Word, Excel, PowerPoint, OneNote, SharePoint, Microsoft Teams, Yammer, and more. A subscription to Microsoft 365 grants you access to the latest versions of Office applications, both on your desktop and online, along with timely updates as they are released. Whether you're using a desktop, tablet, or smartphone, Microsoft 365 combined with your device and an internet connection ensures you can maintain productivity from any location. OneDrive ensures that your work is accessible from anywhere, allowing for seamless collaboration and sharing with others. Plus, support is readily available through email, chat, or phone, connecting you with a real person whenever you need assistance. Embrace the power of Office today and find the subscription plan that best suits your needs for ultimate efficiency. Now is the perfect time to elevate your productivity game.

Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.

Clio, the leading cloud-based law practice management system trusted by more than 150,000 lawyers, invites you to schedule a demo. Access your law firm securely anywhere. Manage your work in one central place.

Microsoft Azure serves as a versatile cloud computing platform that facilitates swift and secure development, testing, and management of applications. With Azure, you can innovate purposefully, transforming your concepts into actionable solutions through access to over 100 services that enable you to build, deploy, and manage applications in various environments—be it in the cloud, on-premises, or at the edge—utilizing your preferred tools and frameworks. The continuous advancements from Microsoft empower your current development needs while also aligning with your future product aspirations. Committed to open-source principles and accommodating all programming languages and frameworks, Azure allows you the freedom to build in your desired manner and deploy wherever it suits you best. Whether you're operating on-premises, in the cloud, or at the edge, Azure is ready to adapt to your current setup. Additionally, it offers services tailored for hybrid cloud environments, enabling seamless integration and management. Security is a foundational aspect, reinforced by a team of experts and proactive compliance measures that are trusted by enterprises, governments, and startups alike. Ultimately, Azure represents a reliable cloud solution, backed by impressive performance metrics that validate its trustworthiness. This platform not only meets your needs today but also equips you for the evolving challenges of tomorrow.

Boost the growth of your business with Dynamics 365, a cutting-edge suite of CRM and ERP solutions. Integrate your data seamlessly. Gain insightful predictions. Attain remarkable outcomes. Make informed choices. Implement strategies that propel your business forward. Cultivate and enhance valuable relationships. Elevate both productivity and performance metrics. Access a comprehensive view of your customers. Identify and develop promising leads. Craft cohesive customer interactions. Keep abreast of market shifts. Provide exceptional customer experiences more swiftly. Streamline resources and enhance technician efficiency. Lower operational expenditures. Transform your conventional global financial management practices. Streamline processes for heightened efficiency. Minimize operational costs and simplify financial complexities. Transition from reactive to proactive operations. Modernize and ease your manufacturing and supply chain processes. Extend the longevity of your assets. Integrate your physical and digital sales channels. Foster brand loyalty through meaningful engagement. Surpass customer expectations consistently, ensuring they feel valued and understood.

Instant happiness, instant responses With Zoho Desk's embeddable Chat widget, you can respond to customers immediately. The embedded chat widgets of Zoho Desk allow you to be at your customers' side when they can't find the answer in your Help Center. Customers can instantly contact your agents via the Help Center to get answers and help faster. Agents can convert chat conversations into tickets if a customer has a more complex issue. Agents can save all chat conversation context, so there is no lost time. Your chat tickets can be left with the team's trusted experts. Zoho Desk allows you to assign tickets from different channels to specific agents and teams. This allows agents to work more efficiently and customers can feel secure.

Experience a mobile and intelligent intranet designed to enhance collaboration and content management while empowering teams. With SharePoint, you can easily share and manage knowledge, applications, and content, enabling swift access to information and seamless collaboration within your organization. This platform provides dynamic and efficient team sites tailored for every project team, department, and division, allowing you to share files, data, updates, and resources effectively. Personalize your site to optimize your team’s workflows and collaborate securely with colleagues inside and outside the organization, regardless of whether they are using PCs, Macs, or mobile devices. Foster unity and keep your employees informed across your intranet, while promoting organizational efficiency through the shared use of resources and applications on home sites and portals. Create captivating communication sites to narrate your organization's story. Additionally, stay updated with personalized and targeted news through both the web interface and SharePoint mobile apps. With powerful search capabilities and intuitive methods for discovering information, you are only a click away from the resources you need. Every feature is designed to enhance user experience and drive productivity within your teams.

Google Workspace, the enhanced version of G Suite, brings together all the essential tools you need to boost productivity in a single, user-friendly platform. This integrated workspace simplifies your workflow, allowing you to focus more on your tasks rather than on managing them. With advanced AI and search capabilities, Google Workspace enables you to prioritize what truly matters while it takes care of the rest. You can work seamlessly from any location and on any device, even without an internet connection, thanks to customizable tools designed to cater to your team's specific requirements. Just like G Suite, Google Workspace offers bespoke email solutions for businesses along with a suite of collaborative tools, including Gmail, Calendar, Meet, Chat, Drive, Docs, Sheets, Slides, and Forms. Explore our assortment of plans tailored to address your distinct business needs, and find the one that aligns best with your goals on our pricing page. Experience how Google Workspace can transform the way your team collaborates and achieves success.

Redtail CRM has tools that will help you build client relationships, increase revenue and profitability, reduce client attrition, and improve team collaboration. Redtail CRM integrates well with other popular tools within the financial services industry. This allows for consistent data entry across all platforms and eliminates redundant data entry. Redtail is also available as a subscription service. It is priced per database rather than per user. Redtail allows you to have up to 15 database users at a low monthly cost. We understand that CRM adoption can prove difficult for some offices.

Faster, Smarter Growth. Kizen helps companies grow faster and work smarter by leveraging cutting-edge technologies like intelligent automation, digital assistants, big data, and AI. Our next-gen software platform with Zoe, the world’s smartest digital business assistant, supercharges productivity and accelerates profitable growth. Marketing with Zoe - Marketing with Zoe lets teams effectively target their entire addressable markets with hyper-personalization to convert more buyers into loyal customers. Sales with Zoe - Sales with Zoe helps close deals faster by giving every team member useful insights and serving as an intelligent personal assistant for time-consuming tasks. Experience with Zoe - Experience with Zoe is the best way to manage all your interactions in one place, gain insights into client experiences, and pinpoint areas for improvement to maximize customer value. Insights with Zoe - Insights with Zoe (Beta) delivers actionable, decision-grade insights through dashboards, reports, and alerts. Data with Zoe - Data with Zoe is the smartest place to store all your most important data, allowing even the most complex businesses to deploy an intelligent, unified data platform in days.

ITBoost is the comprehensive IT documentation software that consolidates everything you need in one platform. It simplifies the management of documentation, KPIs, and client feedback, making the process straightforward. Developed by ConnectWise, ITBoost features a dynamic dashboard that offers the most sophisticated documentation tools available, showcasing the critical metrics from your external systems. With ITBoost, you can effortlessly access all your MSP business applications, including PSAs and RMMs. This solution empowers you to manage your tasks efficiently, all from a single, user-friendly interface. Enjoy the convenience of having all your essential tools in one place for maximum productivity.

Nekton AI simplifies your workflow by automating tasks where possible and executing them in the cloud, making it accessible for anyone without the need for complicated tools. You can easily begin using Nekton, which connects with thousands of services to streamline both business and personal processes. It allows you to gather input from users and incorporate that data into your automated tasks. Additionally, you can share your workflow with others via a link, and they can execute it without needing to sign up. Nekton AI is capable of handling highly-customized automation, eliminating the need to learn complex systems or hire developers. You have the flexibility to combine manual and automated tasks in your workflow, gradually introducing automation as you see fit. Since everything runs in the cloud, there's no need for you to worry about setting up or maintaining any infrastructure. Furthermore, you can also run automation locally on your computer or utilize services that may not be available online, making it versatile for processing small to medium amounts of data efficiently. This approach not only saves time but also empowers users with a seamless automation experience.

Experience seamless voice conferencing that accommodates up to 500 participants at any time. Effortlessly schedule meetings straight from your Outlook calendar and manage your calls online with features like mute controls and call locking. You can initiate or join an audio conference with a single tap, and this service is available for free on both iPhone and Android devices. Participants can dial in using toll and toll-free numbers from over 50 countries, making it accessible to a wide audience. For convenience, conferences can be saved as MP3 files for simple storage and playback. However, when a standard conference call isn't sufficient, GoToMeeting provides enhanced solutions; their video and conference bridge services allow you to connect to team or client meetings from virtually anywhere while sharing your screen instantly, regardless of whether you're on a desktop or mobile device. Furthermore, attendees have the option to activate their webcams, facilitating a more personal interaction that enhances professional connections. Elevate your team and client communications beyond mere voice calls with the comprehensive video and conference bridge services offered by GoToMeeting, ensuring that every meeting is productive and engaging.

SpiceX is a tool that enables organizations to connect disparate client data sources and workflows to provide exceptional customer service. Our customers are our greatest asset, and they are our most valuable asset. Low-code platform that enables data integration, case management, workflow management, and workflow management. This platform is the best for helping you transform your customer journey. Combine data from multiple sources into one interface. Your users will have the right data at the right time from the right system. Multiple data streams can be displayed in one view. Data can also be written to any number of connected systems. You can create the perfect platform for you business by combining the best-in class applications for each function into one interface. Instead of trying to find one-size-fits all business processes, use each application for its specific purpose. You can add an extra layer of security by restricting access to systems that are truth.

Boost your revenue, elevate customer satisfaction, and streamline operational processes by leveraging AI-driven insights from all customer interactions. Discover ways to refine sales presentations, identify compliance challenges, and enhance the overall customer journey, among other benefits. Enthu.AI offers complete customization tailored to your unique needs, whether in sales, support, or customer success. Experience straightforward data visualization that produces actionable insights across various business areas, revealing new revenue potentials. You can filter calls by date, agent, specific moments, feedback, duration, call type, and much more. This functionality enables you to develop and evaluate calls based on personalized quality assurance hypotheses effectively. Moreover, you can analyze a 30-minute conversation in less than 30 seconds by automatically navigating to the segments where dialogue occurs, eliminating the need to listen to the entire call. By utilizing these advanced tools, you can optimize your team's performance and enhance overall business outcomes.

CallCabinet is an award-winning SaaS solution that records every audio, video and screen interaction regardless of where and when it happens. Simplify compliance, quality assurance and business intelligence with this certified solution for the world’s most popular unified communications platforms including Microsoft Teams, Cisco, Zoom and many more. Accurately record desktop phones, softphones, cell phones or any combination. Whether on-premise, cloud or hybrid, CallCabinet securely stores recordings using military-grade 256-bit AES encryption. Storage is unlimited and recording data is accessible 24/7 through its five nines (99.999%) uptime. Comprehensive searching and filtering functionality allow users to search, sort and locate calls simply and effectively. Flexible pricing packages enable enterprises to scale with growth. Every plan includes: Unlimited recordings and storage 256-bit AES rotating encryption Redundancy (local and geographical) Unified location data sovereignty Custom retention policies Multi-factor authentication Granular user-based permissions Call playback Call flagging Searchable call tagging Call notes Agent and team grouping capabilities Basic API support Multi-language support

Dynamic. Streamlined. Tailorable. Enhance your operational processes, automate your sales and marketing strategies, and foster meaningful connections with your clients through a straightforward yet personalized vehicle purchasing journey. Focused. Adaptable. Cohesive. We simplify the process of leveraging your customer insights, ensuring they return to your dealership. Captivating. Interactive. Personalized. Amplify your marketing returns with high-performance websites and digital solutions designed to meet your unique requirements, attracting a larger clientele to your establishment. Effortless and clear. Customers can smoothly customize their preferred deal online and transition seamlessly from the digital platform to the physical showroom, resulting in increased profits for you. Strong. Insight-driven. Effective. We align with your inventory approach instead of imposing our own, assisting you in making strategic inventory choices that enhance your Profit Per Day™ outcomes. By leveraging our tools and expertise, you can optimize every aspect of your sales process and maximize overall efficiency.