What Integrates with PandaDoc?

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

  • 1
    monday.com Reviews
    Top Pick

    monday.com

    monday.com

    $39/month for 5 users
    22,667 Ratings
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    monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.
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    Pipedrive Reviews
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    Pipedrive

    Pipedrive

    $14/month
    8,087 Ratings
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    Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.
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     monday sales CRM Reviews
    Top Pick

    monday sales CRM

    monday.com

    $10 seat / month
    1,385 Ratings
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    Built on monday.com's flexible low-code/no-code framework, WORK OS, monday sales CRM is a fully customizable CRM that empowers business owners and sales teams to manage every aspect of their sales cycle and customer data in one centralized place They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. Create customizable dashboards to confidently analyze your data and get a clear overview of your sales activities and performance to optimize your sales processes or adjust your strategy, without the need for an IT expertise. monday sales CRM eliminates hours of repetitive work by automating manual processes using no-code and seamlessly integrates with the tools sales teams already use. Beyond this, nurture all your client relationships by managing post-sale activities such as onboarding and their projects. Send out personalized invoices and quotes with ease. Unlike traditional CRMs, monday sales CRM is extremely user-friendly, providing your sales team with a CRM they'd actually want to use.
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    HubSpot CRM Reviews
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    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.
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    Xero Reviews
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    Xero

    Xero

    $2.90/month
    4,611 Ratings
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    Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.
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    Shift Reviews
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    Shift

    Shift Technologies Inc.

    Free
    1,097 Ratings
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    Shift is your power browser. The only browser to merge all your applications into one beautiful window. Connect all of your email accounts and manage all your apps from one powerful window. Streamline everything you do online when you install Shift and access thousands of apps without leaving your browser. Tired of juggling apps, hundreds of tabs, and multiple accounts? Most browsers make that feel messy, Shift makes it simple.
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    DoorLoop Reviews
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    DoorLoop

    DoorLoop

    $59/month
    911 Ratings
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    All-in-one property management software that helps property managers and owners make more money, get organized, and grow. Simplify property management with easy-to-use, secure, and reliable software. With cutting-edge technology, world-class support, and free educational resources, DoorLoop empowers you to grow personally, professionally, and financially.
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    Stripe Reviews
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    Stripe

    Stripe

    2.9% + 30¢ per charge
    3,575 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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    Pipeliner CRM Reviews
    Top Pick

    Pipeliner CRM

    Pipelinersales Corp.

    $25
    734 Ratings
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    Pipeliner revolutionized CRM through its unique visual interface, no code workflow automation engine, instant dynamic insights, and reporting. No other CRM offers salespeople and sales managers so many ways to display and analyze sales data, as well as intelligent, system-generated insights. Pipeliner's automation engine and ease-of-integration with other systems (such email, ERP, and Marketing) allow for the elimination of many routine and manual tasks that other systems impose on salespeople and managers. Pipeliner CRM is so different than traditional CRM. This is why we have high adoption rates, low Total Cost of Ownership and a rapid Return on Investment. The system is easy to use and learn, and it takes very little business disruption when it's deployed.
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    Dropbox Reviews
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    Dropbox

    Dropbox

    $12.50 per month per user
    32,483 Ratings
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    Dropbox Business is more than secure file storage. It's a smart workspace that brings together teams, tools, content, and other resources. You can create, store, and share cloud content using Google Docs, Sheets and Slides, Microsoft Office files and Dropbox Paper. Dropbox Spaces allows you to combine cloud content and files, so your PowerPoints can live alongside your Trello boards, Google Docs, and other tools. Access your team's work easily from any computer, mobile device or web browser. Connect tools such as Zoom and Slack to keep your team's files and conversations in one place. Intelligently suggested folders and files keep your team one step ahead. They will have the content they need when they need it. Dropbox offers a secure, distributed infrastructure with admin tools to control and visibility. Keep your company's data safe with Dropbox.
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    VipeCloud Reviews

    VipeCloud

    VipeCloud

    $20.00/month/user
    5 Ratings
    VipeCloud is a complete sales and marketing customer relationship management solution (CRM). It's designed to help small and midsize businesses streamline their marketing operations and track their sales. The key features include lead generation and prioritization, multi-channel communication, engagement analysis, and an autoresponder. VipeCloud provides the support you need in order to get more customers. Your team and you will quickly accelerate your growth with VipeCloud's email marketing, sales automation, and CRM. With workflow automation and lead scoring, empower your sales team to prioritize the most important leads. A simple marketing-to sales handoff can help you grow your sales. You can rest assured that our US-based support team is the best in the industry and will be there for you every step of your journey.
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    Rambox Reviews

    Rambox

    Rambox

    $7 per user per month
    3 Ratings
    PRODUCTIVITY SOFTWARE Rambox is a digital workspace organizer that 🚀 boosts productivity for professionals who use web apps frequently. It centralizes all your apps, making it easy to organize and access frequently used applications in one place. 80K+ users across 5,000 companies of all sizes choose Rambox worldwide to simplify their workspace. Select from our list of 700+ apps which you want to use and organize them into different workspaces. You can have multiple sessions of WhatsApp, Gmail, Slack, etc. and stay signed. Workspaces With over 700 pre-configured apps, you can instantly add them to your workspace, including: - Gmail - Google Apps - WhatsApp - Facebook - iCloud and much more And if your app isn't listed, no problem - you can add any custom app in a few easy steps. Rambox synchronizes app configurations and can disable notifications across all devices in the user dashboard, automatically hibernating inactive apps to free up memory. Plus, users can apply CSS styling and JS code to improve each app's design and performance. Other features include: dark mode, do not disturb mode, spell checking, ad blocking, password management, notification management, and keyboard shortcuts.
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    Move Right Reviews

    Move Right

    Karve IT

    $200 CAD / month
    3 Ratings
    Move Right is a revolutionary platform that helps you grow your moving company. With cutting-edge cloud-based technology, Move Right streamlines your operations, collects data and provides real-time insights. We take care of the technological complexities so that you can focus on moving your business forward. Whether you run a small or large moving company, Move Right offers tailored solutions that help you expand your business and exceed your customers' expectations. Our unique structure enables you to provide essential job information to every employee at a fraction of the cost of other solutions. Plus, our user-friendly application is quick to learn, easy to use and adaptable to your changing crew size. At Move Right, we're more than just a software provider. We're your trusted partner, supporting you every step of the way. Our platform seamlessly integrates with payments, accounting, and more, helping you streamline your business and enhance your customer experience. Move Right is the smarter way to move. Join the movement and revolutionize the way you run your business.
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    APIANT Reviews
    Endpoints can be modified to allow for a fully bidirectional (two-way), sync between apps, without the need for migration. This allows you to use all connected apps while still having a consistent view of the data across all your apps. Software for hotel, restaurant, spa management, accounting, research, and more. You can name it. We can integrate it if it is possible. We have thousands of pre-built connectors, and we can quickly build new ones with our state of the art Assembly Editor®. This allows us to deliver complete integrations much faster than other solutions. SIs can help design your integration's architecture, build automations, train staff, and even implement your entire integration project.
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    Square Appointments Reviews
    Square Appointments is a booking and appointment scheduling software. It's a one-stop shop for businesses of any size that wants to save time and stay organized. It integrates POS, online booking, payment processing and cloud-based calendar. Square Appointments allows clients to book all of your services online 24 hours a day. Square Appointments also offers robust features for teams, such as employee calendars, schedule tracking and employee and place management.
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    Kizen Reviews
    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.
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    Square POS Reviews
    Square POS is a simple, intuitive point-of sale (POS) solution. It provides a rich set of tools for inventory tracking, sales tracking, online payment processing and digital receipts. Square POS is available for Android and iOS devices. It records transactions offline by storing data locally, then automatically syncing information when there is an Internet connection. Square POS allows users to manage details such as names, prices and quantities. It also offers features such as a barcode scanner and discounts, credit card processing and gift cards, refunds and more.
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    Salesmate Reviews

    Salesmate

    Salesmate

    $12/month/user
    1 Rating
    Salesmate, a web-based integrated CRM platform that allows your business to automate, accelerate, and grow revenue by having your entire sales, marketing, and CS team working together under one platform. Salesmate is used as your one source of truth giving you a 360-degree view of all of your contacts. Your Marketing Team can create laser-focused campaigns based on your companies initiatives. Your Sales Team will be able to manage their sales pipeline and be given the tools to make more calls, reach out faster, and never miss an opportunity because of disorganization. Finally your CS team will be able to manage your biggest client relationships and find upsell opportunities to drive more revenue for the business. With Salesmate, you will have the power to have all departments work together towards one goal. With their 15 day free trial, you can easily try Salesmate today!
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    Kynection KIM Reviews

    Kynection KIM

    Kynection

    $60 per user, per month
    1 Rating
    KIM was created to assist field-based teams in achieving optimal operational efficiency. Many companies still use paper or multiple apps to manage their data. Kynection can offer "ONE SYSTEM", which can be integrated into your accounting package (inc. Xero MYOB Sage and Reckon). KIM is a mobile app that allows businesses to manage their workforce from their phones. It can also be used to create customized workflows and procedures that can be used for standardizing working practices and improving operational efficiency. Kynection understands that every business is unique and can offer customized solutions to meet your requirements.
  • 20
    Google Drive Reviews
    Top Pick
    You can access, share, or access your files from any device. The first 15GB of storage is free. Drive Enterprise allows businesses to only pay for the storage that employees use. It works seamlessly with Microsoft Office and comes with Google Docs and Sheets. You can store photos, stories and designs, drawings, recordings, videos and more. Google Accounts come with 15GB of storage for your first 15GB. You can access your files in Drive from any smartphone, tablet or computer. Your files will follow you wherever you go. You can quickly invite others and allow them to download, view, and collaborate on any files you wish. Get started with Drive free of charge
  • 21
    Zapier Reviews
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    Zapier

    Zapier

    $20.00 per month
    22 Ratings
    Automate your workflows by connecting your apps. Automate your life with ease. Zapier automatically moves information between your web apps so you can concentrate on your most important work. Just a few clicks will connect your web apps so they can share data. Zaps are workflows that allow you to share information between your apps. No code required to speed up processes and get more done. Discover how Zapier makes automation easy for everyone. Keep using the tools that work best for you. Zapier connects more web applications than anyone else, and we add new options each week. We integrate with apps like Facebook Lead Ads and Quickbooks, Quickbooks, Google Sheets and Google Docs. Our editor is designed for DIY automation. Zaps can be set up without the assistance of developers. Zapier's built in apps allow you to create powerful workflows, without having to use separate services. Zapier is trusted by more than 3 million people to handle their tedious tasks.
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    intelliHR Reviews
    Top Pick

    intelliHR

    intelliHR

    $3.60 / employee / month
    15 Ratings
    As the world’s only analytics-first software-as-a-service, intelliHR has advanced big data collection and analytics capabilities at its core. The platform allows organizations to maintain a real-time handle on performance, create a culture aligned with business strategy and contribute to strategic decision-making with data-driven insights. Featuring real-time analytics, best practice people management tools and workplace & compliance automation, the platform and data is accessible securely anywhere, anytime, on any device. It’s intelligent and intuitive.
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    Desktop.com Reviews

    Desktop.com

    Desktop.com

    $5 per user per month
    4 Ratings
    Desktop.com offers a complete solution that saves money and instantly provide you and your team with all key aspects for efficient online collaboration and organization. Stay on top of it all by creating one or several workspaces, connect them and organize tools and content into separated Desktops. Add app integrations, share and manage access or use the global search to instantly search across everything from a single location to find what you need. Working with a team, partners or other guest users? Enable the complete Desktop.com communication suite with chat, voice and video call functionality that seamlessly gets added to your workspace. - powerful search; search across ALL your content, apps, integrations and more! - integrated app store; instant access to all the best web apps - bookmark management and sharing - password manager & password sharing - browser extension with secure vault - import feature - app integrations - SSO - MFA Communication suite: - group chat, 1-on-1 chat, cross-app chat - voice and video call - meeting breakout rooms - schedule meetings And much more. Organize it all, with an online Desktop.
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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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    Nutshell Reviews
    Top Pick

    Nutshell

    Nutshell

    $16.00/month/user
    45 Ratings
    Your CRM shouldn't stress you out. Nutshell is an all-in-one CRM, sales automation, and email marketing platform that helps B2B organizations work together to win more deals. Simple enough for any user and powerful enough for any business, Nutshell is built for teams who are tired of managing separate sales and marketing tools and don’t want to pay a full-time admin to manage their software. Every Nutshell subscription includes unlimited data storage, fully customizable reporting tools, free data migration assistance, and world-class live support, all at an extremely affordable price. Nutshell integrates with the software that small businesses already use, including Google Workspace, Microsoft Office/Outlook, QuickBooks Online, Intercom, and Slack. Nutshell also offers native iPhone and Android apps. A leading small business CRM with thousands of customers worldwide, Nutshell is ideal for any B2B business that relies on building relationships, including manufacturing companies, professional services companies, software and technology companies, wholesalers, and non-profits. Give Nutshell a look. We love growing business.
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    Slack Reviews
    Top Pick

    Slack

    Slack

    $6.67 per user per month
    241 Ratings
    Slack, a cloud-based project collaboration software solution that facilitates communication between teams, is designed to seamlessly integrate with other organizations. Slack offers powerful tools and services all integrated into one platform. It provides private channels for interaction within smaller teams, direct channels for sending messages to colleagues, as well as public channels that allow members to start conversations across organizations. Slack is available on Mac, Windows and Android as well as iOS apps. It offers a variety of features including chat, file sharing and collaboration, real-time notifications and two-way audio/video, screen sharing, document imaging and activity tracking and logging.
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    Zoom Reviews
    Top Pick

    Zoom

    Zoom Communications

    $14.99 per user per month
    571 Ratings
    Zoom Meetings & Chat allows for enterprise video conferencing that includes real-time messaging and content sharing. Video conferencing and messaging made easy across all devices. Facilitate adoption with meeting capabilities that make it simple to join, start, and collaborate on any device. Zoom Meetings syncs to your calendar system and provides enterprise-grade video conferencing on both mobile and desktop. All-hands meetings, internal and external communications, trainings, and all-hands meetings can all be done through one platform. With support for up to 1000 participants and 49 videos per screen, HD video and audio can be added to your meetings. Multi-participants can share their screens simultaneously, and co-annotate to make it more interactive. End-to-end encryption of all meetings, role-based security, password protection and waiting rooms. You can also place attendees on hold. You can record your meetings locally or to cloud with searchable transcripts. Zoom offers HIPAA-compliant healthcare plans.
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    Zendesk Sell Reviews
    Top Pick

    Zendesk Sell

    Zendesk

    $19 per user per month
    13 Ratings
    Zendesk Sell (formerly Base) is a next-generation CRM software that accelerates sales for modern sales teams. Zendesk Sell allows small business, mid-market, and enterprise sales teams to improve their productivity, visibility, and process efficiency. Zendesk Sell features an intuitive user interface that allows teams to access, analyze and collaborate on relevant data. It also prioritizes leads and opportunities and drives sales actions with data. You can make calls, send emails, schedule meetings, view deal history, and even log everything manually from one place. Sell allows you to close deals from anywhere. It gives you the power and flexibility of a desktop sales tool, even when you're not physically there. Zendesk Sell is simpler than legacy sales management tools and easier to use.
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    ChatGPT Reviews
    ChatGPT is an OpenAI language model. It can generate human-like responses to a variety prompts, and has been trained on a wide range of internet texts. ChatGPT can be used to perform natural language processing tasks such as conversation, question answering, and text generation. ChatGPT is a pretrained language model that uses deep-learning algorithms to generate text. It was trained using large amounts of text data. This allows it to respond to a wide variety of prompts with human-like ease. It has a transformer architecture that has been proven to be efficient in many NLP tasks. ChatGPT can generate text in addition to answering questions, text classification and language translation. This allows developers to create powerful NLP applications that can do specific tasks more accurately. ChatGPT can also process code and generate it.
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    Box Reviews
    Top Pick
    Secure collaboration with anyone, anyplace, on any device. It is our top priority to protect your cloud files. We have developed advanced security controls, intelligent threats detection, and complete information governance. We also know that your needs are not limited to these security controls. Strict data privacy? Check. Check. Check. Check. You should check. Collaboration is key to your business. This includes customers, partners, vendors, and teammates. Everyone can work together on your most important content easily if they are in the same place. You should not be sharing files but frustration. You should be able to rest assured that your data is safe. It is a waste of time to work on cumbersome, manual processes every day. We let anyone automate repeatable workflows that are important to your business, such as HR onboarding and contract management. Your workflows will move faster. You have more time for what is most important.
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    Zendesk Reviews
    Top Pick

    Zendesk

    Zendesk

    $5 per month per user
    20 Ratings
    Zendesk helps you create exceptional customer experiences. Zendesk, a leading provider of software and solutions to improve customer relationships, empowers businesses to become more reliable, flexible, scalable, and adaptable. Zendesk's products include Support, an integrated customer service solution; Chat, chat, and messaging tool; Talk and call center software; Explore to analyze and report; Inbox, shared team mailbox; Guide, a knowledgebase and self-service solution; and Connect + Outbound to support proactive 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.
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    Cognito Forms Reviews
    Top Pick

    Cognito Forms

    Cognito Forms

    $15 per month
    10 Ratings
    Cognito Forms allows you to create powerful forms and interfaces with ease using the form builder Cognito Forms. Everyone, from novice developers to experts in programming, can create their own online tools to automate their work. Cognito Forms can be integrated with existing systems to speed development or replace paper-based processes by digital solutions. Cognito Forms is an online form builder that combines powerful capabilities with simplicity. This makes it easy for anyone to simplify their time-consuming or complicated processes. Use our drag and drop form builder and free templates to quickly create beautiful forms. You can then easily add conditional logic or calculations to automate your work.
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    Zoho CRM Reviews
    Top Pick
    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.
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    QuickBooks Online Reviews
    Top Pick

    QuickBooks Online

    Intuit

    $9/month (normally $15/month)
    45 Ratings
    QuickBooks Online is the most widely used accounting software in the entire world. QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more. You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones. Click the link to get a 30-day free trial, and 50% off for your first three months. QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year. Need more help? QuickBooks Live helps you to stay organized and ready for tax season. QuickBooks Mobile is a mobile application that helps you run your business anywhere, anytime.
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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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    PayPal Reviews
    Top Pick
    PayPal is used by 9 million merchants to grow, manage, and build their businesses. You can get the tools, products and financing you need to help your business grow. This includes everything from building a website and processing payments to shipping and marketing. We also offer business loans* that can be used to provide merchant financing to help you get started and continue to grow. You can get paid online or in person. We have the solution for you, whether you need online billing, a customized checkout for website, or a card reader to process on-the-go transactions. You can choose from a variety of products and services that will simplify your day-today operations such as tools to track payments and print shipping labels. Merchant lending options can help you quickly access the money you need now. You can also offer financing to your customers that allows them to pay over time while you get paid upfront.
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    Square Payroll Reviews
    Top Pick
    Square is a mobile-friendly and PC-friendly app that helps businesses manage their payroll. You can use the platform for employees, contractors, or both. The monthly pricing adjusts to the number on the payroll. Additional features include the ability to track work hours, automate filing of federal and state taxes, monitor sick leave, and workers' comp.
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    Rippling Reviews
    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.
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    Capsule Reviews

    Capsule

    Zestia

    $18 per user per month
    1 Rating
    Smart, simple online CRM. You can build stronger customer relationships, increase sales, and save time. Organize all your customer information in one place. You can track conversations, see the history, and provide more personal experiences. You can tailor your sales pipeline to suit your sales process and spot deals that need your attention or are about to land. With our insightful reports, you can easily identify the activities that have the greatest impact on your sales figures and make better business decisions. You can use Shape Capsule to organize your teams and ensure they only see what they need. Report on their progress and focus their activity. Capsule integrates seamlessly with popular apps such as G Suite and Mailchimp. Capsule Mobile provides caller ID and reminds to save a note in your CRM every time you call. All Capsule features are available on Android and iPhone.
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    COZYROC SSIS+ Suite Reviews
    COZYROC's SSIS+ suite includes 270+ Data integration adapters, ETL components and tasks for developing ETL solutions with MS SQL Server Integration Services.
  • 42
    Causal Reviews

    Causal

    Causal

    $50 per user per month
    Connect models to your data faster than ever before, create models 10x faster, and share them with beautiful visuals and interactive dashboards. Causal's formulas can be used in plain English, without cell references or obscure syntax. A single Causal formula can perform the work of dozens of spreadsheet formulas and even hundreds of spreadsheet formulas. Causal's Scenarios feature allows you to easily create and compare what-if scenarios. You can also work with ranges ("5-10") to see the full range of outcomes for your model. Startups use Causal for tracking KPIs, planning employee compensation, and building investor-ready financial models. You can create beautiful tables and charts without spending hours customizing and configuring. You can easily switch between summary views and time scales.
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    Rentroom Reviews

    Rentroom

    Rentroom

    $49.99 per month
    Rent collection, maintenance, communication, leasing, accounting, and other tasks can be automated to keep your business moving. Rentroom saves our customers on average 20 hours per month. Rent collection is faster than cash, check, or money orders. Rentroom is committed to customer satisfaction. Rentroom is a tool that landlords and property managers can use to close their books quicker, save time, and improve the performance of their portfolios. Rentroom automatically logs payments to tenant profiles and updates accounting reports instantly (even QuickBooks). Automate rent collection, maintenance ticketing and reporting. You can work anywhere you are! Rentroom is available in your pocket and at your desk. Rentroom can manage 1 unit or more. Get our mobile apps for Android and iOS. Tenants can access Rentroom from anywhere they are.
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    Square for Retail Reviews
    Square for Retail is a retail point-of-sale (POS) system that allows you to sell intelligently. Square for Retail offers powerful inventory management tools that allow users to reduce errors and streamline their processes. Square for Retail alerts users when stock is low and allows them to create purchase orders and send them to their vendors. Square for Retail allows users to track, adjust, or transfer inventory to different locations.
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    DynaFile Reviews

    DynaFile

    Blue Ribbon Technologies

    $799 per month
    DynaFile is a cloud-based electronic HR employee filing system that gives your teams secure, instant access to the files they need. Featuring unique scanning automation tools, instant document retrieval, segmented document access, secure file sharing, automated employee onboarding integrations, data sync with your HRIS and HCM, and custom reporting that boost employee record compliance.
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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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    Replyify Reviews

    Replyify

    Replyify

    $19 per month
    Automate your Cold Emails and Follow-ups. Drip marketing makes it easy to automate your sales process. Replyify is affordable and easy to use for small and large companies. Modern sales platform that automates Account Based Marketing and opens up more opportunities. Drip email campaigns are the best way for Account Executives, Sales Development and Demand Generation, Recruiters to close more deals. Replyify automates all your pipeline activities so that you can sell in real-life with emails, phone calls, and social selling. Connect ANY email account (Gmail, Office365 & more). We integrate directly with Salesforce CRM. (Zapier too!!) Emails can be automatically customized with prospect information and sent directly from your inbox (psst - this increases deliverability). With an All-In-One Platform that you and your team will actually use, you can send more prospecting emails, book more meetings and close more deals.
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    Teamstack Reviews

    Teamstack

    Teamstack

    $3 per user per month
    Do not compromise security for convenience. Automate identity management for legacy, mobile, and web apps to grow your team seamlessly. Integrate your day-to-day apps with our identity management platform to increase efficiency and allow employees, contractors, and customers to work seamlessly together. You can use pre-built integrations, Single-Sign-On and one click user provisioning to allow your team to sign in to any application passwordless using multi-factor authentication. Your workforce deserves easy access, regardless of whether your applications are cloud-based or custom-built. The Fortune 500s should not have high standards in identity management. They can access best-in-class accessibility and security features that will protect their business, increase efficiency, and save valuable time. Our access policies are now in place for employees who attempt to access cloud apps.
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    Qualee Reviews

    Qualee

    Qualee Technology

    $3.99 per user per month
    Qualee, an award-winning platform for employee experience, is designed to help organisations align and feel connected. Companies can keep their employees engaged throughout the employee lifecycle, including onboarding, learning and offboarding. Our A.I.-enabled solution enables the creation of interactive workflows and automates compliance requirements, which in turn improves engagement. Qualee is an organisation that values diversity and offers our platform in 16 languages. Engage your new employees before they start their first day, throughout their time with you and up to their last day. This will maximize your company's performance when it comes to onboarding new employees. Our mobile-first onboarding and employee engagement platform can be customized to fit your company's needs to create informative and interactive curated journeys. It can be branded with your company logo and color scheme to match the unique characteristics of your company.
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    SimpliContract Reviews
    Key Benefits: - Quicker Revenue: 40% reduction in contract authoring time. Quicker revenue realization (18% of sales cycle spent on contracting). - Reduced Costs: Reduction in revenue leakage – 9% of the bottom line. Optimized spend & 10-12% reduction in expenses. - Improved Compliance: Reduced risk – 2% of annual costs. Real-time contractual insights for improved compliance. - End-to-end CLM platform: One platform for legal, sales & procurement teams. - Quick deployment: Simplify contracts across the enterprise in just 3 months. Features: • Distinct functionalities for both buying and selling sides of contracts, providing a unique and tailored approach. • Advanced Reporting • Contract authoring and template & clause library management. • AI-powered (NLP) contract analysis, metadata extraction, and search. • Contract repository and document management. • Contract collaboration and approval workflows. • Contract milestone and obligation tracking. • Contract renewal and expiration management. • Centralized Desk and Controlled Access to data. • Integration with other enterprise systems.
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