Planning Pod Integrations

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.

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.

Google Docs allows you to edit, create, and collaborate from anywhere you are with Google Docs. All for free. Google Docs lets you bring your documents to life using smart editing and styling tools that allow you to easily format text and paragraphs. You can choose from hundreds of fonts and add images, links, and drawings. All this for free. You can choose from a variety of resumes, reports and other pre-made documents. All designed to make your job easier and your life easier. You can access, create, and modify your documents from anywhere you are -- your phone, tablet or computer, even if there is no internet. As you type, all your changes are automatically saved. Revision history can be used to view older versions of the same document. It is sorted by date and who made it.

Gmail allows you to do more with your email. Gmail is now more secure, smarter, and easier to use. This will allow you to save time and do more with the inbox. You can see what's new and decide what you want. You will receive nudges reminding you to respond to messages and follow up on them. You can view attachments, RSVP for events, snooze messages, and much more without opening emails. Gmail blocks 99.9% dangerous emails before they reach your inbox. You'll be notified if we suspect that something is phishy.

It can be difficult to create online forms. Wufoo makes it simple. Our form designer will help you create online surveys, invitations, and contact forms so that you can collect the data, registrations, and payments you need. Our easy-to-use form builder allows you to customize and design the form. Link to our pages. Embed our pages on your website. You can also use our REST API. We can email you or send you a text as soon as new data arrives. You can also set up a live report! Our form builder offers an award-winning interface, easy customization and templates, as well as reporting capabilities. You can choose from over 400 templates. You can customize them exactly how you like. Ready to be customized. Create dynamic visualizations using your graphs, charts, and key metrics. Create dynamic forms using rules that follow the logic you have specified. In minutes, you can accept online payments using a Wufoo powered page.

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.

You can track your clients' incomes and expenses in one place so that you can easily prepare the required documents for tax time. QuickBooks Online will automatically categorize your clients' bank and credit card transactions. You can easily see the most recent expenses by having your client snap a photo from a receipt and attach it to any transaction. Clients can give you access their books so you can answer questions and help resolve problems. With more than 65 built in reports, you can analyze your clients' financial health. These reports also include accountant-specific data. Intuit-approved apps from third-party vendors that integrate with QuickBooks Online allow you to do more. Automatic updates ensure that you are always using the most recent version. Our security system is up to par with internet banking, so your data is protected with us. Your data is protected, so even if your computer crashes your work won't be affected.

Connect. Organize. Get things done. All your email, calendar, contacts, and tasks in one place. You can manage your email, calendar, contacts and tasks efficiently from one place. Office integration allows you to share attachments directly from OneDrive, access contacts, view LinkedIn profiles, and view LinkedIn profiles. You can book conference rooms and track RSVPs right from your calendar. You can share your calendars to coordinate and plan and see when your coworkers will be available. You can rest assured with enterprise-grade security that is trusted by the world's most important companies. Outlook protects your confidential information around the clock, and doesn't get in your way. Outlook anticipates your needs. Outlook automatically adds travel and bill payments to your calendar. Intelligent reminders help you stay on track. Search makes it easy to find the information you need quickly.

Every day is a chance to make the most of it. Google Calendar's new app allows you to spend less time managing your calendar and more time enjoying it. A Schedule with a view. Schedule View brings your schedule to life. It makes it easy to see what's in store with images and maps.

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.

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.

Mailchimp is a widely-used marketing automation platform that houses over 11 million users worldwide. Through the platform's AI-powered insights and content creation tools, businesses can personalize every email and SMS to cater to each customer. With a 99% delivery rate and over 300 integrations, Mailchimp helps businesses stay connected with their customers while promoting repeat business and brand loyalty - all while integrating with users' existing workflows. Some of the notable organizations turning to Mailchimp for assistance in driving revenue through email marketing include TEDTalks, Shutterstock, Boston Market, and Nikon India. What sets this platform apart lies in its user-friendly interface and accessibility for both tech-savvy individuals and those who are not so familiar with technology. Since 2001, Mailchimp has grown significantly to become a prominent global marketing automation platform with offices situated in Atlanta, Brooklyn, Oakland, Vancouver, London, Seattle and Santa Monica. The platform prides itself on delivering an impeccable and personalized user experience. Mailchimp was recently acquired by Intuit Inc. (Nasdaq: INTU), a widely recognized global financial technology platform. Since the acquis

Constant Contact delivers for small businesses and nonprofits with powerful tools that simplify and amplify digital marketing. Whether it's driving sales, growing a customer base or engaging an audience, we deliver the performance and guidance to build strong connections and generate powerful results.

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.