Nextiva Integrations

ConnectWise Automate makes it easy to solve IT problems at lightning speed. ConnectWise Automate is a robust platform for remote monitoring and management (RMM). It helps IT teams increase their effectiveness. It allows teams to identify all devices and users that require proactive monitoring, remove delivery roadblocks and support more endpoints without adding to their workloads.

Macaw AMS can be used to sell Insurance. Macaw AMS can be used by brokers, MGAs or MGUs, Program Managers, and Lloyds Coverholders to automate their operations. Macaw AMS was built with a customer-centric approach. It supports CRM, Sales and Underwriting. Customers, producers, and service providers can access self-service portals. Macaw AMS has built-in Document Management and Task Management capabilities. It is equipped with adaptors that allow for integrated and in-flow services such as eSignature, Payments, OFAC checks, Mass Emailing, Computer Telephony, and Mass Emailing, using 3rd Party Services. The data analytics part of Macaw AMS offers powerful data visualization with predefined dashboards, allowing users to easily upload datasets and view dynamic charts for clear, multi-dimensional insights. Interactive, real-time visualizations help uncover trends and insights, driving informed decision-making. Macaw AMS is hosted on cloud and tested for cybersecurity. The database is relational, and the core components of the Java-based application are written in Java. Macaw AMS is capable of processing 500-1000 policies per day at its peak. Macaw AMS is expected reduce per policy costs by 30%.

Zendesk serves as a robust customer service platform aimed at optimizing support processes and improving the overall experience for customers. With an extensive array of features such as automated AI tools, messaging, live chat, and customizable workflows, it empowers companies to deliver tailored and effective support through various channels. The platform also integrates effortlessly with other applications and offers real-time analytics, enabling organizations to make informed, data-backed choices. Designed to accommodate businesses of any scale—from emerging startups to established corporations—Zendesk prioritizes scalability, security, and the satisfaction of its users. Ultimately, its versatile solutions ensure that companies can adapt their customer service approach to meet evolving demands efficiently.

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.

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.

Systems fail as companies grow. Each team creates their own process, data becomes siloed and efficiency suffers. Operations teams must be central to growth in order to grow better. Operations Hub provides a unified toolkit that connects apps, cleans customer records, and automates business processes through a single CRM platform. The result? The result? A business that is efficient, aligned and adaptable, which delivers a frictionless customer experience. This package is simple and straightforward. It synchronizes your apps and data. Bidirectional sync, custom field mappings and filtering are all available so that all your teams can stay in sync. Eliminate time-consuming data cleanup. Automated automations allow you to automatically fix format names and date properties. HubSpot gives you the freedom to store and customize your data.

Consolidate a wide range of applications and services into a singular ecosystem tailored for your business operations by utilizing Bitrix24. With an array of tools such as an activity stream, group chat, calendars, workgroups, and various collaboration features, Bitrix24 enables efficient planning and timely execution of projects. It offers both online and on-premise solutions, complete with open source code access, making it highly versatile for teams of any size. The platform includes collaborative task management, time tracking, reminders, reporting tools, templates, task dependencies, and much more to enhance productivity. Recognized as the world’s most popular free CRM by user count, with over 12 million companies, it provides exceptional real-time support features that ensure customer satisfaction and loyalty. Additionally, users can effortlessly design stunning websites, landing pages, and online stores without any coding knowledge, and benefit from free domain names and hosting. For those who prefer more control, the self-hosted version of Bitrix24 is available, allowing businesses to operate directly on their servers. This flexibility makes Bitrix24 a comprehensive solution for modern business needs.

One platform, infinite ways for you to connect with your customers and employees. Any app can be made authable. Okta can help you create secure and delightful experiences quickly. Okta's Customer ID products can be combined to create the stack you need. This will provide security, scalability and reliability. Protect and empower your employees, contractors, partners. Okta's workforce identification solutions will protect your employees no matter where they are. You will have the tools you need to automate cloud journeys and support hybrid environments. Okta is trusted by companies around the globe to protect their workforce identities.

Rippling streamlines HR, payroll, IT, and spend management for global businesses. Effortlessly manage the entire employee lifecycle, from hiring to benefits administration to performance. Automate HR tasks, simplify approvals, and ensure compliance. Manage devices, software access, and compliance monitoring all from one dashboard. Enjoy timely payroll, expense management, and dynamic financial policies, empowering you to save time, reduce costs, and enhance efficiency in your business. Experience the power of unified management with Rippling today.

SalesExec automates the complex sales follow-up process for salespeople. SalesExec eliminates the guesswork of who to call and when to call. Your salespeople can work more efficiently with their leads thanks to guided selling and automated prioritization. This will help them win more deals. SalesExec offers efficiency tools such as local presence dialing to reach 60% more sales opportunities and automated text SMS to reach customers at the right moment in their buying journey. SalesExec will also assist your marketing team by intelligently routing and prioritizing all phone calls and web leads. SalesExec makes it easy for your team to handle thousands of leads. This will ensure you get the best ROI from each prospect by enforcing customer follow-up and outreach.

SalesStreamliner simplifies the business process for channel sales operations and partners by automating tedious sales tasks while seamlessly connecting cross-channel partners through a comprehensive system. Elevate your sales team with assurance and efficiency, managing both direct sales representatives and channel sales within a single, conflict-free platform. This all-in-one approach allows for effortless expansion of your business, enabling you to handle various product lines and sales channels without any hassle. Think of it as a complete package for franchise business operations, providing your franchisees with the tools they need for sales automation and growth. Successful entrepreneurs excel at juggling multiple responsibilities, and SalesStreamliner enhances this ability, allowing you to concentrate on selling and providing excellent service to your customers. Begin your journey with the SalesStreamliner turn-key solution in just five straightforward steps, and witness the transformation in your sales operations. With this innovative tool, you'll be empowered to streamline your efforts and achieve remarkable results.

AbacusLaw recognizes the ongoing and dynamic shifts in the legal and accounting fields, presenting challenges for firms striving to operate effectively. To address this, they have developed the largest Technology-as-a-Service (TaaS) solution tailored for the professional services industry, empowering legal and accounting professionals to achieve optimal success and tranquility. This comprehensive platform offers a user-friendly experience, designed to facilitate a secure, cloud-based practice while remaining budget-friendly. Their all-inclusive solution encompasses hardware, software, and infrastructure available on a pay-as-you-go basis, featuring Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop-as-a-Service, and Managed IT services. By integrating these essential tools, AbacusLaw ensures that firms can focus on delivering exceptional services to their clients without the burden of complex technology management.

Humhealth supports group of Medicare programs including Chronic Care Management, Remote Patient Monitoring and other programs. Humhealth software promotes the Practices to the next level of patient care.

AuguTech serves as a cloud-driven predictive dialer solution, specifically designed for small to medium-sized enterprises across various sectors. Notable features of AuguTech encompass both inbound and outbound calling capabilities, call recording, automatic dialing, and robust performance analytics. With its automatic and instantaneous functionality, AuguTech can facilitate up to 60 calls per hour for each agent, accommodating as many as 40 stations simultaneously. Additionally, users have the flexibility to configure personalized outbound caller IDs and implement dialing restrictions based on specific time zones. This versatility makes AuguTech an exceptional choice for businesses looking to enhance their communication efficiency.

Integrate customer data with engagement systems at crucial moments to facilitate meaningful and context-aware dialogues. Establish exceptional customer experiences as the norm. Tenfold equips service and sales representatives with comprehensive insights into each customer during every interaction—all through a unified interface. This innovative technology empowers representatives to foresee customer requirements and perform essential actions to enhance ticket resolution and boost sales. Streamline workflows and reduce the burden on representatives by utilizing our extensive suite of automation tools. Tenfold automatically records all customer communications and notes directly into your CRM system. Eliminate the need for manual dialing with our Click-to-Dial capability. Access a range of features such as script pop-ups and effortless note-taking through one cohesive platform, ensuring that representatives can focus more on building relationships rather than managing processes.

Active Directory serves as a centralized repository for information regarding various objects within a network, facilitating easy access and management for both administrators and users. It employs a structured data storage approach, which underpins a logical and hierarchical arrangement of directory information. This repository, referred to as the directory, holds details about various Active Directory entities, which commonly include shared resources like servers, volumes, printers, as well as user and computer accounts on the network. For a deeper understanding of the Active Directory data repository, one can refer to the section on Directory data store. Security measures are seamlessly integrated with Active Directory, encompassing logon authentication and the control of access to directory objects. Through a single network logon, administrators are empowered to oversee directory information and organizational structures across the entire network, while authorized users can readily access resources from any location within the network. Additionally, policy-based administration simplifies the management process, making it more efficient even for the most intricate network configurations. This framework not only enhances security but also streamlines resource management, making network operations more effective.

To enhance efficiency, productivity, and sales, your agency requires a top-tier agency management system. As an independent insurance agency, it is crucial to have access to an advanced management system equipped with state-of-the-art technology, a user-friendly interface, and exceptional support. Agency Matrix is dedicated to providing insurance software solutions tailored to these needs, facilitating your attainment of business objectives. Managing an agency doesn't have to be complicated; Agency Matrix streamlines processes by minimizing the time spent on tasks such as tracking x-dates, generating accounting reports, managing sweep tracking and reconciliation, and delivering client services. This optimization allows you to concentrate more on boosting your production levels. Additionally, with features like automated reporting and telephone integrations that instantly open a client's account based on their incoming phone number, you can save both time and resources, ensuring your agency operates at peak performance. Embrace the future of agency management with solutions designed to simplify your workload and enhance your overall business effectiveness.

Meet Liine, an AI-powered platform that simplifies the process of acquiring new patients for healthcare practices. Run your healthcare practice like a healthcare business. All phone and online inquires can be captured in one intuitive platform. Respond to interested leads within minutes, not days or hours. Instantly convert website form submissions to inbound calls. All your marketing and patient acquisition metrics automatically captured. Stop wondering why your practice is growing. With the clarity and conviction that comes from data, you can manage front-line operations. To improve patient experience and conversion rates, implement patient-centric phone messaging. To praise top performers, you can use individual performance metrics. Recognize staff members who book more patient appointments. The scheduling of relevant new patient opportunities is 76% easier for practices.