MyRepChat Integrations

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. 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. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Intradyn's email archiving solutions are trusted and reliable, safeguarding your organization in the face of potential litigation, eDiscovery requests, or Right to Know inquiries. Gain peace of mind knowing that your emails will remain secure, searchable, and readily accessible. Intradyn offers diverse, innovative archiving solutions designed to address various business challenges, from regulatory compliance to legal matters. Our versatile products cater to all industries and can be customized to suit your specific environment through different deployment options. Experience the power of comprehensive social media archiving across multiple channels effortlessly accessed through a unified interface. Our solution ensures compliance with regulatory requirements by maintaining all content in evidence quality. Capture, categorize, and index all mobile content, including MMS and SMS, empowering you to retrieve crucial information whenever needed conveniently. Real-time archiving capabilities effectively preserve all mobile communications for future reference.

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

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.

If you're in need of computing power, database solutions, content distribution, or various other functionalities, AWS offers a wide array of services designed to assist you in developing advanced applications with enhanced flexibility, scalability, and reliability. Amazon Web Services (AWS) stands as the most extensive and widely utilized cloud platform globally, boasting over 175 fully functional services spread across data centers worldwide. A diverse range of customers, from rapidly expanding startups to major corporations and prominent government bodies, are leveraging AWS to reduce expenses, enhance agility, and accelerate innovation. AWS provides a larger selection of services, along with more features within those services, compared to any other cloud provider—covering everything from fundamental infrastructure technologies like computing, storage, and databases to cutting-edge innovations such as machine learning, artificial intelligence, data lakes, analytics, and the Internet of Things. This breadth of offerings facilitates a quicker, simpler, and more cost-effective transition of your current applications to the cloud, ensuring that you can stay ahead in a competitive landscape while taking advantage of the latest technological advancements.

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.

Vtiger is a single product that allows Sales, Marketing, and Support teams to collaborate and deliver exceptional customer experiences. Vtiger organizes customer data in one place so that everyone on the team has a complete view of the customer. Vtiger CRM assists over 300,000 businesses in increasing revenue, customer loyalty and team performance. It breaks down the barriers between sales, marketing, and support teams. Vtiger's All in One CRM allows teams to create memorable experiences across the entire customer lifecycle. 1. Marketing teams must capture and nurture leads. 2. Sales teams can score, track, and close deals. 3. Support teams can access customer history to provide exceptional support.

The Less Annoying CRM is a contact chief that was developed in the beginning of private companies. You can manage your contacts, drives and logbooks, as well as to-do's, from one simple web application. Our product is based on three core standards: simplicity, reasonableness, as well as exceptional client benefit. Clients get a 30-day free trial to test the CRM. Clients can also reach out via email or telephone if they have any questions.

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.

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.

Your clients deserve an enhanced interaction. Zoho CRM Plus serves as a comprehensive customer experience platform that enables you to provide outstanding service to every client throughout their journey, turning them into loyal advocates for your brand. Connect with customers through various channels at every phase of their lifecycle. Achieve the right context across different platforms and receive real-time updates. Streamline discussions among multiple teams within a single conversation thread. A superior customer experience starts with aligning all teams and ensuring that customers remain the focal point of all activities. Zoho CRM Plus integrates your marketing, sales, and support teams, equipping them with essential tools to achieve this goal. Collaborate effectively across all teams by utilizing Zia, Zoho's AI-driven voice assistant, which aids in forecasting business trends, recommending optimal times to reach out to customers, analyzing email and ticket sentiments, and offering insightful business dashboards. With these capabilities, you can not only enhance customer satisfaction but also foster long-lasting relationships that benefit your organization.

Pagefreezer's software solutions assist organizations in monitoring, capturing and archiving online data. Our tools address the following business challenges. Your online archived data can be used as evidence in a legal case or regulatory audit. Our website archiving service exports all metadata, digital signatures and timestamps which validate the authenticity and integrity your records and prove that they have not been altered. You can archive social media without missing a comment or edit. Our enterprise collaboration and social media archiving solutions actively monitor your data and collect it in real-time. This will allow you to keep track of all conversations and capture all activity on your platforms. You can be alerted when inappropriate content is posted, and you can capture it in a defensible format before it's deleted.

Eliminate the hassle of managing multiple systems for your essential non-trading compliance needs. Patrina’s Integrated Compliance Suite caters to Broker-Dealers, RIAs, and FCMS, offering a single, robust platform that streamlines workflows and provides a comprehensive overview of your entire non-trading compliance program. As your business evolves in a rapidly changing world, adapting strategies and restructuring becomes crucial for maintaining competitiveness. Each action taken today carries implications for the future, and amidst these transitions, valuable historical data can easily be overlooked. Effective record preservation plays a vital role in the success of any enterprise, and thriving organizations require robust Enterprise Records Management (ERM) solutions. Regardless of whether regulatory demands or internal stakeholder needs govern your recordkeeping practices, Patrina’s ERM system equips your business with the necessary tools to securely consolidate and archive all critical electronic records on a globally accessible platform, ensuring you maintain compliance and protect your valuable data. In doing so, you can focus on growth while confidently managing your compliance obligations.

We develop digital solutions tailored specifically for investors, advisors, broker-dealers, and financial brands. Wealthbox serves as an elegantly designed CRM that enables financial advisors to effortlessly manage client relationships and collaborate with colleagues. No more straining your eyes amid overwhelming data; our user-friendly layout and efficient note-taking feature allow you to seamlessly track all communications, including calls, emails, documents, and financial details. Stay connected with your prospects and clients by engaging with them on social platforms like Twitter, ensuring you remain informed and relevant. Enhance your productivity and save valuable time with our intuitive system; simply click on a contact's phone number within Wealthbox, and we will initiate a call to both you and your contact instantly. Additionally, you can easily send, forward, and Bcc emails to your personal Wealthbox email dropbox address, which will automatically associate those communications with the appropriate contact record in your account. This streamlined approach not only simplifies your workflow but also enhances your overall efficiency in managing client interactions.

Protecting your business and securing your data is essential. The foundation of cybersecurity is built on four key pillars: backup, recovery, archiving, and discovery. Since its inception in 2004, Vault America has been dedicated to ensuring the safety of its customers’ data and business operations through automated and scalable hybrid cloud data protection and availability services, all structured around these four core pillars. Businesses of all sizes, from small enterprises to large multinational corporations, depend on Vault America’s services to address their data backup, disaster recovery, business continuity, compliant email and data archiving, and information discovery needs. With a focus on delivering top-tier performance and dependability, Vault America aims to simplify complex enterprise solutions while keeping costs manageable, recognizing that every client’s data is of utmost importance, irrespective of their size. Vault America’s commitment to client success means they continually adapt their offerings to meet the evolving challenges of data management and cybersecurity.

Retain unified archive is the best choice to move from one email platform into another quickly, securely, and effectively. Retain provides a complete business communication archive solution that makes it easy to migrate and long-term preservation, discovery and preservation of communication data. This is essential for organizations in order to comply with data retrieval and archiving laws and regulations. The Retain Archive is accessible from multiple access points including the Retain mobile application, the end-user email client and the browser-based Web Access client. You can also search and browse the archive directly from the Offline Archive viewer. Business communication archive data can be exported to a portable, standalone archive viewer. Administrators can set up policies in Retain to specify the email, mobile and social media data they want to archive.

Archive Intel is a cutting-edge archiving platform that utilizes AI to streamline client communication management while ensuring accuracy. It effortlessly records a variety of communications, such as emails, iMessages, text messages, social media interactions, and more. The software provides a straightforward way to adhere to regulatory standards, leveraging the capabilities of artificial intelligence. Designed by experts who comprehend the hurdles advisors encounter in maintaining compliance, Archive Intel boasts an intuitive interface and efficient workflow that improves user satisfaction and reduces operational costs. Built from the ground up with a focus on compliance, it aligns with SEC Rule 204-2 and 17A-4. This all-encompassing platform also archives diverse forms of communication, including WhatsApp messages, thus covering all bases. With features like free exports and prompt reporting, Archive Intel offers a user-friendly solution that equips firms with the necessary tools for regulatory compliance, making it an invaluable asset for any organization.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

Nitrogen serves as a robust platform tailored to equip financial advisors with essential tools that assess risk tolerance, create individualized proposals, and perform comprehensive investment research, all while ensuring a seamless user experience. This platform boasts sophisticated analytics and research capabilities, allowing advisors to engage in detailed investment evaluations that cater to clients with a strong analytical focus. By aiding in the modeling of risk capacity, timeframes, and likelihoods of success, Nitrogen plays a crucial role in guiding clients toward their retirement aspirations. Additionally, it provides customizable marketing resources, such as client-oriented videos and templates, to bolster client outreach and acquisition strategies. Among its notable features is the Insights Dashboard, which presents growth and risk analytics across managed assets, offering advisors a retrospective view of their performance metrics. Furthermore, Nitrogen's ability to integrate with various financial planning and portfolio management tools enhances its utility, making it an indispensable asset for advisors striving to optimize their client services. Ultimately, this comprehensive solution fosters deeper client relationships and supports advisors in navigating the complexities of financial planning.

In today's landscape, businesses encounter unprecedented risks that require strategic management. Leverage our robust, AI-driven solutions to navigate these challenges and propel your business growth. Integrate over 100 data sources, ensure effective and compliant collaboration, and harness your data to advance your objectives. From electronic communications and voice to trade data, social media, and documents, we empower you to convert all of your data into organized, discovery-ready feeds, seamlessly delivered to either our archive or yours. By doing so, you can not only mitigate risks but also uncover valuable insights that drive innovation and success.

Access pertinent information and receive notifications regarding a company from both internal and external channels, encompassing financial performance, operational metrics, competitive analysis, legal documents, industry trends, and associations. Additionally, discover crucial insurance information related to individuals or businesses, such as workers' compensation, commercial auto, commercial property, general liability, and business owner's policies (BOP), while also receiving location-specific alerts. Leverage Big Data for social intelligence to construct a thorough profile of individuals and generate alerts based on the evaluation of key individuals linked to a business and its legal transactions. In just five steps, RA equips you with essential data, enabling you to make informed decisions. Utilize platforms such as Reddit, Glassdoor, Yelp, Quora, Wikipedia, Facebook, LinkedIn, Angie’s List, and Time Out, along with numerous others, including the Better Business Bureau, Pitney Bowes, and Google Places, to gather insights. This approach encompasses billing, policy management, claims processing, and a comprehensive data warehouse to support your needs effectively. By integrating these resources, you can ensure a well-rounded understanding of the business landscape.

Arctera Enterprise Vault is an advanced data archiving solution that helps organizations maintain compliance with global regulations. It captures data from a wide array of communication platforms, ensuring compliance with industry standards like GDPR, SEC, and MiFID II. The platform features intelligent classification tools to organize and retain data according to specific needs, improving data supervision, search, and eDiscovery. Arctera supports fast and accurate data retrieval with Elasticsearch, delivering quick results for complex queries. Deployment options are flexible, offering on-prem, hybrid, or cloud solutions, including secure encryption and WORM storage. With enhanced security features like multi-factor authentication and privileged account management, Arctera ensures the integrity and confidentiality of sensitive information while maintaining compliance.

OneSecure Technology provides a comprehensive suite of advanced solutions designed to help businesses enhance their IT resource management. Our offerings are dedicated to safeguarding the security, integrity, and dependability of your network systems and data. We collaborate closely with our clients from the very beginning to strategize, develop, and seamlessly integrate a variety of solutions into their current network frameworks. Our services include state-of-the-art data centers equipped with on-demand computing capabilities, which are not only easy to set up and manage but also come with full support. We also offer Enterprise Email Hosting aimed at boosting productivity and improving IT efficiency, alongside migration services. Additionally, our web security solutions cover content filtering, policy and access control, data loss prevention (DLP), as well as reporting and management tools. Our expertise extends to graphic design, development, hosting, social media management, and search engine optimization, ensuring a holistic approach to your digital needs. Furthermore, we focus on data management strategies, strong authentication methods, and encryption to protect your information. Collaboration tools that promote information sharing and knowledge management are also part of our extensive service offerings, ensuring your organization can thrive in the digital landscape.

As trailblazers in the industry, we provide innovative solutions that propel businesses into the future. Smarsh enables organizations to not only get ahead but also maintain a competitive edge against the risks associated with their electronic communications. Our main office is located in the scenic city of Portland, Oregon, with additional locations across the globe. Embrace the latest and most effective communication platforms as they develop and change. Equip your organization to advance its business objectives while enhancing compliance measures. In today's world, hybrid work is the norm, leading to an overwhelming increase in the volume, diversity, and speed of communications data, which strains outdated systems and poses significant regulatory and reputational challenges. Effectively identify and mitigate risks at scale, converting your data into a valuable business asset with Smarsh's support. The need for collaboration among fast-moving, geographically dispersed teams introduces new channels and increases the amount of data and risk to manage. Capture and centralize all your communications effortlessly in one comprehensive solution, ensuring your organization can thrive amidst the complexities of modern communication.

We preserve every form of digital communication—spanning over 50 distinct channels—to ensure your organization remains compliant. Is this a complete solution? We believe it is! Our applications for supervision and reporting are meticulously crafted to enhance your productivity while alleviating concerns about compliance. Our team of developers is always innovating, preparing you for the latest applications in the market to ensure you stay ahead of the curve. On the same all-encompassing platform, we guarantee that secure email communications are deployed, providing you with essential protection when it matters most. You can count on us; we won't leave you to navigate your software alone. With our dedicated support, you can relax knowing that we’re managing everything in the background and are available whenever you require assistance. Support is an integral part of what we offer, with friendly and knowledgeable staff ready to help. Personal archives not only save time and reduce expenses but also significantly boost productivity. Additionally, our capabilities to search, retrieve, and enforce policies span over 100 languages, ensuring accessibility and efficiency for a diverse workforce. In essence, we’re committed to empowering your organization with the tools and support it needs to thrive.