QuickBooks Online Advanced Integrations

To achieve $1M in revenue with a closing ratio of 40%, the sales team must generate a pipeline of opportunities valued at $2.5M based on this calculation. UPilot simplifies this process by automatically tracking the closing ratios for both the entire team and individual sales members. Utilizing a CRM effectively allows teams to foresee revenue streams, make proactive investments, confidently expand their workforce, and ensure consistent growth. However, if users lack control over their sharing preferences, managers may struggle to accurately assess closing ratios and forecasts, ultimately hindering predictable growth. Implementing a CRM that offers top-down role-based access is crucial to avoid stagnation and excessive costs as growth strategies are developed. Unfortunately, many CRM systems either lack this essential feature or reserve it for their most expensive Enterprise tiers. Consequently, once a strategy for growth is established, organizations often face the dilemma of either transitioning to entirely new, complex systems or paying a premium for higher-tier plans in order to access necessary features. The importance of selecting the right CRM cannot be overstated, as it plays a pivotal role in shaping a company's future success.

Create your own software solution by designing customizable drag-and-drop forms tailored for your business needs. As your enterprise evolves, you can easily modify these forms, utilizing them as foundational elements to craft more intelligent applications. Together, we will transform your forms into dynamic databases that allow for sharing, filtering, and personalization. You can invite your team members and assign them specific permissions based on group roles. Whether you need a private customer relationship management system or a public survey, we provide the infrastructure to host your data securely online, allowing access from any device. You also have the flexibility to share permissions with partner organizations and can withdraw access whenever necessary. Partners are able to invite and manage their own team members, enhancing collaboration. Additionally, you can connect with a multitude of applications through Zapier or apply formulas for automating data entry processes. For your team, you can create drag-and-drop workflows that comprise various triggers, conditions, and actions, enabling you to send notifications, initiate integrations, or allocate records efficiently. Developers can also craft custom scripts based on models that respond to buttons, workflows, or APIs, further expanding the capabilities of your applications. This comprehensive approach ensures you have a robust toolset at your disposal for all your business needs.

Mango Practice Management is an all-inclusive software solution developed by accountants specifically for accounting professionals. This user-friendly suite of tools enables firms, regardless of size, to operate smoothly and efficiently. Whether billing is based on time or projects, it is essential to meticulously track all hours dedicated to client work. The software allows for swift invoice generation and seamless delivery, ensuring quicker payments. Additionally, it offers effective management of due dates through optimized workflows and task organization. Equipped with pre-built accounting templates, users can immediately start utilizing the software. The innovative system for secure file sharing and electronic signatures has transformed the way documents are handled, allowing users to send and obtain signatures directly from their email without the hassle of cumbersome portals. Designed by accountants, Mango Practice Management addresses the complexities of modern firm operations, helping users identify their most lucrative clients, products, and partnerships. With crucial insights readily available, decision-making becomes more informed and strategic. Ultimately, Mango equips accounting professionals with the necessary tools to thrive in a competitive environment.

Create a comprehensive work schedule in minutes, monitor time off, minimize labor expenses, and ensure your team arrives punctually. Everything you need is consolidated into one platform, including weekly schedules, availability, time off requests, and shift exchanges. Quickly craft work schedules using templates designed for efficiency. Simply drag and drop shifts directly onto the calendar to streamline the process. Distribute schedules via text, push notifications, or email communication. Automatically send reminders to team members ahead of their shifts to enhance accountability. Invite your team to access their schedules, establish their availability preferences, request time off, and claim any available shifts. Utilize our complimentary web and mobile time clocks to monitor hours without the need for cumbersome additional hardware. Additionally, track GPS locations and whitelist IP addresses for security. Our employee scheduling software operates seamlessly across devices, helping you prevent expensive timesheet inaccuracies before they occur. You can easily restrict early clock-ins, manage overtime, and rectify missed punches for a smoother workflow. This all-in-one solution not only simplifies scheduling but also enhances team communication and efficiency.

Automating AP is easy with Stampli. Issues can be quickly resolved by placing communications at the top of the invoice. Approvals are 5x faster. KEY BENEFITS - Smart and Flexible: Automate invoice capture, code, and approval workflows using advanced technologies that adapt to changing or existing processes - Communicate and Control: Accelerate approvals by using invoice-centric communications. These communications can be tracked and made accessible in an audit-ready format. - Sleek & Effortless - Make invoice processing simple with an intuitive platform that offers tailored views based upon the user's role KEY CAPABILITIES - Separation of duties - Collaboration hub for central communications - Smart AP processing with advanced AI - Use the intuitive dashboard to view and locate invoices easily - Full visibility of invoice status and details - You can use any payment option - Integration with your ERP is seamless, without IT support - Fast Implementation in Just 1 Day

Regardless of how many e-commerce platforms or online shops you utilize, ecomdash ensures that your product inventory is constantly synchronized around the clock. Our solution allows you to effortlessly monitor manufactured goods, serialized stock, product variations, and bundled offerings! By utilizing our services, you will be able to handle your inventory with greater efficiency, giving you the freedom to concentrate on expanding your business further. This seamless integration means you can dedicate more time to strategic planning and customer engagement.

We collaborate with companies globally to alleviate the burden of managing overdue accounts, thereby enhancing their cash flow and elevating customer service standards. Business owners often struggle with limited time, finances, and resources, which distracts them from their core passion—the very reason they launched their enterprises. The constant demands of handling debtors, invoices, and banking can overwhelm them, leading to significant financial and emotional strain. By employing an innovative blend of advanced technology and personalized service, CreditorWatch Collect (previously known as Debtor Daddy) enables businesses to ensure timely invoice payments, allowing them to focus on their true passions. Our commitment to our clients and our team is central to our mission, which is why we proudly feature a skilled team of professionals from various backgrounds who dedicate themselves to understanding and assisting our clients and their unique business needs. This approach not only fosters strong relationships but also contributes to the overall success and well-being of the businesses we serve.

Qvinci stands out as a pioneer in the realm of financial reporting technology on a global scale. Our innovative software seamlessly integrates with QuickBooks®, Xero®, MYOB®, and Excel®, delivering valuable reporting and transformative analysis. The setup process is both swift and straightforward, leading to immediate impacts on your financial insights. The foundation of Qvinci rests on a clear vision: to equip the accounting, franchising, and multi-unit sectors with affordable, ERP-like solutions that facilitate financial data consolidation, automate reporting, enhance workflow management, and provide advanced business intelligence via the cloud. Currently, Qvinci's top-tier solutions empower users by offering actionable insights, ultimately driving increased operational efficiency, more profound financial understanding, and enhanced profitability. By integrating with platforms like QuickBooks, Xero, MYOB, and Excel, Qvinci ensures that users consistently access the latest and most precise financial data available, enabling smarter business decisions and strategic growth. This commitment to excellence and innovation solidifies Qvinci's position as an indispensable tool for businesses seeking to thrive in a competitive landscape.

Transform your paper receipts into digital data and eliminate clutter from your workspace. Declutter your desks and drawers by sending your receipts directly to our processing center at no cost using our prepaid Magic Envelope™! You can also scan any remaining receipts using our mobile application, available on both Apple App Store and Google Play Store. All your crucial receipt information will be compiled in a single organized location, making expense tracking straightforward and efficient. By clicking on an expense, you can view a complete scanned image of the corresponding receipt. You have the option to use our standard categories or customize your own to suit your preferences. At any moment, you can export all your data, including the scanned receipts. Say goodbye to the chaos of paper receipts by mailing them directly to our processing facility with our convenient postage-paid Magic Envelope™. We'll handle the scanning process and convert your receipts into well-organized and actionable digital data, allowing you to focus on what truly matters. With this service, managing your finances becomes simpler and more efficient than ever before.

Our objective is to assist organizations in optimizing their business processes and project management through a unified platform. Interested in learning more? Discover who we are in a brief 15-minute on-demand webinar. Should you have any inquiries, feel free to contact our team today. Consolidate all your project details in one location to transform disorder into structure. You'll have a clear view of project progress at each phase. Track time against progress on-site, labor hours versus availability, and expenses in relation to budgets, while ensuring that everyone remains coordinated and engaged. With immediate access to a single source of precise, company-wide data, you can swiftly identify profit sources, grasp cost implications, adhere to budgets, issue invoices at any point, receive payments in any currency, enhance cash flow, and propel the success of each project in real-time. This streamlined approach not only fosters efficiency but also empowers teams to work collaboratively towards shared goals.

Discover why more than 8,000 users trust MoversSuite by EWS to manage their moving and storage businesses. With an emphasis on customer service, move management, dispatch, and accounting, this platform simplifies operations like never before. Imagine having all the information you require consolidated in one place, leading to remarkable improvements in your operational efficiency. MoversSuite offers tiered editions that enable you to grow your capabilities in line with your business needs, allowing you to pay solely for the features you desire and the users you require. There's no need to be tethered to your desk; you can access and share vital information from anywhere, ensuring an outstanding moving experience for your customers. The software is accessible, secure, and designed for your team’s convenience, no matter their location. From the very beginning, MoversSuite was created with the goal of enhancing the lives of those in the moving industry. Providing a holistic software solution, it recognizes the unique demands of moving businesses and delivers tailored tools to meet those requirements. Being entirely cloud-based, MoversSuite empowers moving companies to significantly enhance their accessibility and operational flexibility. By leveraging this software, businesses can streamline their processes and ultimately improve customer satisfaction.

Provide your constituents with the essential services and information they require for success. Explore the next phase of Digital Government with the GovOS Short-Term Rental Solution, a robust software suite supported by industry professionals and augmented assistance. This solution addresses various use cases centered on the community and economic effects of short-term rentals, offering features such as compliance management, registration and permitting processes, tax collection, and a 24/7 complaint hotline. Additionally, Studio equips agencies aiming to digitize forms, eliminate paper usage, and enhance citizens' interactions with local government. Across the United States, governments trust GovOS Studio to transform cumbersome paperwork into efficient online services that expedite processing, boost transparency, reduce errors, and ensure seamless governmental operations. Furthermore, GovOS Cloud Search presents a user-friendly interface reminiscent of Google, making it easier for those unfamiliar with land records to navigate, while also providing an advanced search feature for more detailed inquiries. Overall, this suite of tools represents a significant advancement in modernizing government services for the benefit of communities.

NiceJob helps local businesses win more customers by automating the process of review generation, referrals, and social media sharing. Instead of chasing feedback manually, it puts everything on autopilot—boosting your online reputation and driving organic growth. Businesses using NiceJob often see 4x more reviews, up to 2x more referrals, and a 10% or greater increase in sales. Its features extend beyond reviews, offering referral campaigns, a social proof widget, business insights, and even website-building options designed to maximize conversions. The platform integrates seamlessly with popular review and social platforms, ensuring that every great customer experience becomes public proof of your credibility. Onboarding is quick and easy, with most users seeing results within days. Recognized for best ROI and fastest implementation, NiceJob delivers results that are both sustainable and cost-effective. Whether you’re in home services, healthcare, hospitality, or professional services, NiceJob empowers you to turn reputation into growth.

Advanced AI algorithms transform invoices and receipts into comprehensive data sets tailored for accounts payable (AP) systems. Integration modules ensure precise and automated reconciliation of financial data. With the power of Artificial Intelligence, each field is cross-verified instantly, creating a detailed invoice log that bolsters AP automation. Any discrepancies can be swiftly identified before the payables are processed, leading to enhanced accuracy. Reliable data sets, along with trustworthy exception scores, empower team members to make faster, more informed decisions regarding AP management. Comprehensive business intelligence and reporting tools provide greater transparency into the accounts payable workflow. By speeding up the processing of payables, organizations can take advantage of Early Pay Discounts, minimize costs, and enhance cash flow. Additionally, reducing processing fees and unexpected expenses while eliminating errors streamlines the payment process. The entire AP cycle can be automated, from invoice capture and matching to approval and exception management, while delivering essential analytics that help organizations mitigate risks and ensure vendor compliance. This holistic approach not only enhances operational efficiency but also strengthens financial oversight.

HorizonWebRef is a comprehensive software solution designed for the scheduling and management of referees and umpires, aimed at assisting officiating organizations, teams, and leagues across all sports. Created by individuals who understand the needs of active referees, umpires, and schedulers, this platform provides a variety of specialized tools tailored to address the everyday challenges encountered by officiating managers and assignors in diverse sporting contexts. With the ability to integrate and sync with multiple external calendar applications, you can effortlessly keep track of your assignments, ensuring they are accessible on your phone, work calendar, family calendar, and beyond. Our commitment to accessibility means that users can engage with our system through any modern web-enabled device equipped with a browser, allowing for seamless management on the go. This innovative approach not only enhances the efficiency of game assignment management but also fosters better communication and organization within officiating teams.

Our Timesheet App features Geofence Autopunch, enabling employees to clock in and out automatically as they enter or leave designated job sites during their scheduled hours, making accurate timesheet management a breeze. With just a simple app installation, employees can seamlessly start their workday! The app allows for easy scheduling through a drag-and-drop interface, whether by jobs or individual employees. When schedule changes occur, employees are quickly notified, ensuring everyone stays informed. Additionally, the app provides detailed real-time reports that facilitate fast payroll processing and accurate job labor costing, while allowing both employee and manager timesheet approvals for added accuracy. Compliance with EU Working Time regulations is built into the system, eliminating the need for outdated manual timesheets! Users can create and manage checklists for tasks to be completed during shifts, receiving instant alerts upon task completion to ensure accountability. Moreover, teams can efficiently communicate about pressing priorities, chat in multiple languages, share images from job sites, and attach necessary specifications, all while clarifying instructions directly from the office. This comprehensive suite of features not only streamlines operations but also enhances productivity across the board.

Streamline your operations by connecting various channels, organizing storage facilities, and managing inventory with ease through effective integrations and straightforward workflows. Whether you're a large-scale manufacturer overseeing multiple locations or a small retailer aiming to maintain control over your inventory and orders, Goods Order Inventory helps you stay on top of everything. Stay updated in real-time while enjoying significant cost reductions with a comprehensive system in place. By reducing excess stock and minimizing the chances of overselling, you can enhance your cash flow. Record detailed descriptions and variations for every product, incorporating attributes such as SKU, barcodes, suppliers, variants, weight, wholesale price, retail price, and much more. The system also features serial and batch number tracking, ensuring that every unit in your inventory is accounted for and that you keep an eye on the expiry dates of batches. Gain automated, precise insights into your stock levels, allowing you to efficiently adjust inventory based on orders and sales trends, ultimately optimizing your supply chain management. By leveraging these tools, you can elevate your business to new heights of efficiency and effectiveness.

TruckLogics is a web-based TMS platform that integrates a mobile app. It was built from scratch based on feedback from fleet managers and dispatchers, brokers, leased operators, and other stakeholders. TruckLogics is able to handle complex fleet operations and increase efficiency with its built-in mobile application. The app can be used for dispatching drivers, updating customers with check calls, and scanning documents into your system. You can also customize the chart of accounts to track all your income, expense, driver settlements and file-ready IFTA reports. We also offer a customizable chart of accounts that you can use to generate invoices, scan documents and other reports for your company. We also work with industry leaders to offer you the best master dashboard.

We offer a single-location solution to your Customer Relations Management, Project Management and Invoicing Automation.

Begin utilizing our mobile application today to oversee all your field operations effortlessly with just a few clicks! Experience features like Intelligent Auto-scheduling, customizable dashboards and reports, and seamless integration with platforms such as QuickBooks, Salesforce, Zoho, and others. Benefit from a dedicated customer portal, receive instant updates through multiple channels (SMS, Email, PDF), and handle invoicing and signature collection directly from your mobile device. Our native applications for Android and iOS come with offline capabilities, allowing you to create custom forms and fields while receiving intelligent notifications. Effortlessly generate quotes, invoice clients, and monitor payments right from your smartphone. Enjoy real-time mapping and automatic scheduling, selfie attendance, and leave management, all accessible on your mobile device. Secure chat options and knowledge sharing with colleagues and managers enhance collaboration, while real-time location tracking ensures faster response times. The user interface and experience are optimized for both Android and iOS platforms, allowing you to capture, approve, and monitor expenses right from the field. FieldEZ offers a flexible and highly customizable solution that caters to multiple industries for a range of applications including repair and maintenance, installation, lead management, asset tracking, data collection, and surveys, making it an invaluable tool for streamlining operations. Take advantage of these features to improve efficiency and productivity across your business.

Achieve immediate insight into your inventory levels and order updates, regardless of how many products you oversee. Transition from outdated traditional systems to the efficiency, user-friendliness, and affordability offered by genuine cloud ERP solutions. Tackle the complexities of managing wholesale products with ease. With DEAR, you can establish Product Families that encompass various versions of the same item, each assigned a distinct SKU that is generated automatically. Handling large product catalogs has become remarkably straightforward. Take advantage of drop shipping to market products that you do not have in stock. Our Drop Shipment feature allows you to place a sales order, which in turn automatically creates a purchase order for your supplier, including all necessary shipping information. Your customer gets their order while you streamline your operations and minimize paperwork! Enhance the speed and precision of your product picking process through effective barcode scanning. DEAR enables you to utilize a barcode scanner for inventory management during picking, significantly cutting down on time spent and the likelihood of human error. This innovative approach not only optimizes workflow but also enhances overall operational efficiency.

We crafted Noko Time Tracking from scratch to ensure that you and your team can maximize the potential of your 480 business minutes each day—effortlessly, without reminders, and without losing precious time. You will be happy to discover that Noko incorporates all the essential features typical of a time tracking and productivity application. However, it offers much more than a simple time entry and billing solution, which is likely why you're exploring it. Our users frequently share how enjoyable and user-friendly Noko is, making it a tool your team will genuinely appreciate. Enhance your productivity with ease, as we strive to optimize Noko's efficiency, allowing you to conserve both time and energy. With streamlined features like one-click project creation, effortless time entry across all pages, and convenient keyboard shortcuts for the timer, we prioritize making your experience quick and enjoyable. Ultimately, using Noko can transform your workflow into a more organized and effective process.

Hiveage is #1 rated and a favorite of over 65,000 business owners. Get paid faster and enjoy invoicing. Software that invoicing software that recognizes the importance cash flow for small businesses. Hiveage makes financial management easy for entrepreneurs. You can serve your customers better by keeping them updated with invoices, payment receipts and account statements. Your employees can track and bill their work, grant clients and projects access, and securely share financial information within your team. Hiveage was built from the ground up to make it easy for busy freelancers, small business owners, and agencies to manage their finances. No complicated accounting features are included here. Just the right tools are available to bill clients and keep track your future and current revenue.

Choose a sales platform that boasts simple setup, effortless integrations, and user-friendly tools. With Pipeline CRM, you will gain access to all the resources necessary to expedite your sales processes. With 15 years of experience in developing sales enablement tools, we have actively listened to our customers to refine our offerings. The outcome is a platform that is straightforward to navigate, tailored to your needs, and devoid of unnecessary complications. Every aspect of your sales pipelines is readily available when you need it and discreet when you don't, ensuring clarity and focus in your workflow. View all of your transactions in a single, adjustable list format, and utilize filters to easily locate specific information. Our customer support team consists of real professionals based in the US, all of whom are daily users of Pipeline and have extensive expertise. Renowned for our exceptional customer service, we pride ourselves on answering calls within two rings without any complicated phone menus. Initiating your experience is a breeze with our personalized onboarding services, and we also offer custom development solutions. If you require something beyond our standard offerings, don’t hesitate to reach out. Beginning your journey with us is straightforward, with no hidden fees or need for engineering resources, making it an ideal choice for businesses of all sizes. You can focus on what truly matters—growing your sales.

Our online booking system is easy to use and allows you to book appointments in a matter of seconds. Clients can book appointments 24/7 from anywhere. It's great for appointments, consultations and mini-sessions. They can choose the service, staff and time slot they prefer. You can even have them sign a contract right there and pay! You can have your clients book online in seconds from any device! You can also offer add ons, make your staff sign contracts, and even pay online without having to bother your clients. You can set up when your staff is available, what hours they work, and when their breaks are. You can not only set your availability in Pixifi, but you can also schedule around it. You can also use your Google calendars to determine your availablity.

Automate all your accounting, inventory and shipping. Are you ready to optimize your operations and maximize profits? Give Webgility an opportunity today. Stop doing busywork. Get back to work. Automate accounting and operations to support multi-channel commerce. Automate the posting, tracking, and synchronization of all orders, expenses and shipping costs directly into QuickBooks Online and QuickBooks Enterprise. Each order can be recorded individually or grouped by week, month, or settlement period using journal entries.

If you're on the verge of abandoning your search for the perfect online reservation software that meets all your requirements, your quest ends here with Planyo! This versatile online booking system caters to any business, whether you're managing reservations for days, nights, hours, minutes, or specific events. What sets us apart is that the entire booking experience takes place on your website without the need for iframes or new windows, ensuring a seamless interaction for your customers. Our system offers plugins for straightforward integration with various CMS platforms like WordPress and Joomla, and for those using other software like Weebly, a simple copy/paste of HTML code will suffice. Designed to be responsive, our content looks stunning on all devices, allowing you to tailor even the tiniest elements to fit your brand. No other booking solution provides such extensive integrations; our software is compatible with all major website builders, supports over 70 payment gateways, and works seamlessly with numerous cloud-based applications, including Google Calendar and Analytics, as well as various CRM and accounting systems. Additionally, we offer an open API for further customization and flexibility in your operations. This means you can truly create a booking experience that aligns perfectly with your business model.

vWork is a job scheduling and dispatch software that field workers can use to make their dispatch and field teams more efficient. Your field workers can schedule jobs more efficiently and know when and where they are scheduled. Customers are also kept informed at all times.

Lawn care software designed to help you step away from the desk and focus on what truly matters. You can efficiently route your customers in under five minutes, and by reducing just two minutes from each property visit, you could potentially save yourself several hours each week. When your routing is optimized and you concentrate on acquiring new clients located near your established routes, the time savings can be even greater. The software allows you to select specific routes to enhance, applying filters based on crews, dates, or job types. With a single click, all your stops are neatly organized, minimizing travel time and maximizing profits. You can easily adjust your routes by dragging and dropping names into the desired order until it’s just right. Additionally, you can maintain records of all your notes, property details, and routing requirements for every customer, making it simple to manage their properties. CLIPitc ensures that both office staff and on-route personnel deliver exceptional service to all clients. This level of organization not only boosts efficiency but also enhances customer satisfaction, leading to a thriving lawn care business.

By automating tasks for your sales team and consolidating all their email interactions onto a single, user-friendly contact interface, you can transform them into highly effective selling powerhouses! Don't allow potential leads and revenue to go unaccounted for any longer! For roughly $2 a day, you can enhance your outreach to more prospects through diligent follow-ups and email campaigns, streamline your sales team's organization, capture leads directly from your website, and manage all communications with your team! It’s clear that achieving better organization is essential, especially since your current CRM is falling short. Make the smart choice to prevent valuable leads and revenue from being overlooked—act now!

The traditional way travel agents and other representatives arrange hospitality services for hotel and travel bookings has changed since CRM was introduced to the hospitality industry. Hoteliers have taken to heart the benefits of CRM software for the hospitality industry and hoteliers have adopted the on-demand Customer Relationship Management services (CRM) in the industry. CRM software allows hoteliers to reduce distribution costs, maintain brand integrity, and operate without the need for industry discounters. The internet users are smart and educated. They enjoy smooth and seamless online services and have taken up ebilling and self-serve options as well as hoteliers with equal enthusiasm. Salesboom CRM software for hoteliers offers integrated and synchronized performance across all channels, including call center, billing, and sales.

Adopt effective strategies for capacity planning and utilization to maximize both workload efficiency and profitability. By leveraging data-driven insights, you can enhance your service operations and bolster your organization's financial stability through the use of PSA-native analytics. Focus on your customer experience by integrating professional service automation with proposal automation, knowledge management, and customer sentiment analysis. Upland PSA revolutionizes the project delivery process for service organizations, ensuring a seamless transition from initial customer engagement to sustained success. Our comprehensive software includes features for robust timesheet and expense tracking, project management, customer billing, and financial oversight, while also providing tools for proposal automation, knowledge management, and customer feedback. This holistic approach allows you to prioritize customer satisfaction and drive positive outcomes right from the outset, ensuring a strong foundation for long-term relationships.

Primaseller, a SaaS-based inventory software, allows retailers to integrate all sales channels into one business unit. Retailers can now use one platform for point of sale functionality, warehouse management features, and accounting integration with QuickBooks Online. Track stock movements Adjust inventory levels across storage locations by -calculating and adjusting Set up automated POs to ensure you never run out of stock -Sell in one or more offline shops using the POS functionality -Sell across multiple online channels, including your web store, Amazon, eBay, and many more Choose the shipping partner that offers the best value for your money Track online orders until they arrive or are returned Use intuitive reporting to track the performance of your business Set user-level permissions to allow/ limit access to different features Move your existing software easily in a few steps You can use Primaseller on all devices, as long as you are online

Sumac is customizable, secure case management software built specifically for nonprofits. From intake to reporting, Sumac helps human and social service organizations streamline operations, deliver high-quality client care, and manage programs efficiently—all in one place. Whether you're serving families, managing a shelter, coordinating volunteers, or running health programs, Sumac adapts to your unique workflows. It offers web-based client intake forms, digital signatures, and a mobile-friendly Case Portal, so staff can access and update client information from anywhere. Sumac’s modular design makes it more than just case management software. You can expand it into a full nonprofit CRM by adding extensions for donations, volunteers, memberships, grant management, and more. It’s scalable, so you only pay for what you need. Built-in email marketing means you can send personalized or bulk communications without relying on external platforms. And with robust, customizable reporting, Sumac helps you track outcomes, satisfy funders, and inform board decisions. Data privacy and security are core features. Sumac is HIPAA & PIPEDA compliant, with encrypted storage, secure hosting, and role-based access control to protect sensitive client data. Best of all, free, top-rated live support is always included, so your team never faces technical challenges alone. Trusted by nonprofits for over 30 years, Sumac empowers organizations to serve clients better, eliminate data silos, and grow their mission with confidence.

Our mission is to empower contractors to achieve greater profitability by equipping them with cutting-edge tools and resources designed for effective business management through technology. We ensure that your customers stay informed throughout the entire process, from the initial scheduling of their visit to the arrival of your technicians and the completion of the job. Our intuitive setup wizard can get you operational in less than an hour! Say goodbye to the confusion and disorganization that often plague daily business operations. Streamline both management and field operations seamlessly. We currently offer support in English, French, and Spanish, and we welcome your suggestions for additional languages to enhance our offerings. Our work order module has continually evolved since its launch, becoming the cornerstone of our system due to its widespread use and comprehensive functionality. It encompasses everything necessary to manage a job from inception to payment, including attachments, various types of notes (for office staff, field technicians, and clients), special flags, assessments, quotes, expenses, worksheets, invoices, payments, custom forms, and eMail capabilities. With this extensive feature set, you can effectively manage your workload and improve communication across all levels of your operations.

OfficeBooks is an intuitive web-based application designed specifically for the needs of distributors and manufacturers. Whether your business maintains an inventory or operates differently, OfficeBooks streamlines the processes of purchasing, sales, and work order creation, allowing you to focus on growing your enterprise. Our primary goal is to empower clients to manage their daily tasks efficiently and effectively. For your customers, the two critical performance metrics are Quality and On-Time Delivery (OTD), and a robust inventory control solution like OfficeBooks can significantly reduce the chances of delays in shipments. Let OfficeBooks manage everything from generating quotes to processing credit card transactions, so you can concentrate on your core responsibilities – expanding your business. With the burden of routine tasks lifted, you’ll have the freedom to engage with clients, participate in networking opportunities, or brainstorm innovative marketing strategies, knowing that the operational side is in capable hands. Embrace the potential of OfficeBooks and transform your approach to business management.

Proteus CMS Scalable cloud-based suite that manages, organizes, tracks, and schedules your maintenance activities. All your maintenance operations can be managed from one place. Proteus is a cloud-hosted Next Generation Computerized Maintenance Management solution. It offers all the features of a traditional solution. It also includes preventive maintenance scheduling, work order management, and asset management. It also incorporates the latest digital trends like Enterprise Resource Planning (ERP), Artificial Inligence Integration, IoT system connectivity, and Enterprise Resource Planning (ERP). To analyze equipment and infrastructure performance, plan preventive maintenance and reduce capital expenditures, compile accurate information. All asset information can be accessed from one database. This allows for easy retrieval, input of activities, parts usage, maintenance, and input. The maintenance team can monitor manufacturing equipment in real time to identify potential problems.

Weemss is an award winning event registration and ticketing software. Everything you need for creating, promoting, selling, and managing your events. Give yourself more time to be creative and refocus on the things that matter!

PEX is the only vertically-integrated full-stack payment platform that's built from the ground up to streamline spending and expense management, grant program funds disbursement, and rewards card management. PEX is a corporate card alternative that offers physical, digital, or virtual prepaid cards. All connected via an intuitive web, mobile, or API-driven platform. The leading platform for business prepaid cards makes it easier to manage expenses. You can distribute cards, manage to spend and eliminate archaic reimbursements. Real-time reporting is available. This innovative solution is ideal for all fund disbursement programs. It can be used by a non-profit to distribute grant funds via reloadable card or a business to create a rewards program. PEX provides physical, digital, and virtual cards for customer and employee rewards, incentives to drive loyalty and a platform to manage distribution and gather insights.

Created by industry veterans with over two decades of experience in development and construction, this innovative tool is designed to meet the specific needs of any project team. It offers a trustworthy and user-friendly project database and tracker, ensuring that all team members can access the information they require. From the initial permitting phase all the way to the grand opening, Project Boss equips your team with the necessary resources to work together, share insights, and effectively manage your project. Our cloud-based software is compatible with all devices, including tablets and smartphones, enabling your team to remain organized and informed throughout the project lifecycle. Furthermore, with our secure, cloud-hosted application, you can devote less time to concerns about infrastructure and more time to advancing your projects toward successful completion. This streamlined approach fosters enhanced communication and collaboration among team members, ultimately leading to greater project efficiency.

Knit revolutionizes the management of HR data, making the process effortless by centralizing essential information in one convenient location. Utilize our mass-import tools, monitor past compensation trends, establish vacation guidelines, or create customized data fields tailored to your needs. Implement personalized time-off policies that simplify the tracking and management of employee absences. With an intuitive system, employees can effortlessly request time off, while managers have an easy interface for reviewing and approving those requests. Enjoy complete compliance with CRA regulations through Knit's online payroll services, which offer features like direct deposits, automatic payroll calculations, and unlimited pay runs—all at a competitive price. We ensure your payroll is flawless from the very first pay run, allowing you to collect accurate employee data, select your preferred payroll schedule, receive assistance with income and deduction types, and initiate direct deposits with just a click. Onboard once, and you’ll be able to automate every subsequent payroll, streamlining your HR processes for the long term. Ultimately, Knit provides a comprehensive solution to manage your HR needs efficiently and effectively.

Expense Once is a comprehensive online platform designed to help businesses simplify, automate, and oversee employee expenses efficiently. A specialized consultant will collaborate with you to ensure the setup and configuration of the solution meets your needs. In addition, we provide ongoing assistance with project management and implementation services as necessary. Our customers enjoy unlimited support at no extra charge for the entire duration of their product usage. Each premium and enterprise client is assigned a dedicated account manager to enhance their experience. Our pricing structure is designed to be competitive, allowing you to utilize our software with minimal financial commitment. You can register an unlimited number of user accounts within the expense management software, and you will only incur costs for active users who have submitted expenses or uploaded receipts. By leveraging open banking, we can seamlessly integrate our services with software you already use, such as Clearspend and Barclaycard, making it easier for you to generate expense reports without added hassle. This integration not only saves you valuable time but also enhances the overall efficiency of managing expenses within your organization.

Fivetran is a comprehensive data integration solution designed to centralize and streamline data movement for organizations of all sizes. With more than 700 pre-built connectors, it effortlessly transfers data from SaaS apps, databases, ERPs, and files into data warehouses and lakes, enabling real-time analytics and AI-driven insights. The platform’s scalable pipelines automatically adapt to growing data volumes and business complexity. Leading companies such as Dropbox, JetBlue, Pfizer, and National Australia Bank rely on Fivetran to reduce data ingestion time from weeks to minutes and improve operational efficiency. Fivetran offers strong security compliance with certifications including SOC 1 & 2, GDPR, HIPAA, ISO 27001, PCI DSS, and HITRUST. Users can programmatically create and manage pipelines through its REST API for seamless extensibility. The platform supports governance features like role-based access controls and integrates with transformation tools like dbt Labs. Fivetran helps organizations innovate by providing reliable, secure, and automated data pipelines tailored to their evolving needs.

Salesforce Agentforce 360 for Financial Services is an industry-specific CRM solution designed to transform financial institutions into AI-driven enterprises. It connects data, automation, and intelligent agents to help teams deliver personalized and proactive service. Advisors and relationship managers gain real-time insights to better understand customer goals and financial journeys. The platform streamlines onboarding, compliance, lending, and service workflows across channels. Financial Services Cloud unifies customer information to create a single, actionable view. AI capabilities enhance productivity while improving customer satisfaction and engagement. The solution supports retail banks, credit unions, insurers, brokerages, and asset managers. Built-in automation reduces manual processes and operational complexity. Integrated analytics help institutions uncover growth opportunities and optimize performance. Agentforce 360 enables financial firms to innovate confidently while strengthening trust and loyalty.

Automate A/R. The Invoiced A/R cloud makes it easier to get paid faster, save time, and provides a better payment experience. You can go from invoice to cash quicker with less effort. Invoiced is 14 days faster for businesses. Automated email, letter, and text communications make it easier to collect. A modern, frictionless portal makes it easier to provide better customer payment experiences. Our award-winning A/R Cloud automates financial processes. The Invoiced Cloud allows you to program your entire accounts receivable operation. It includes dashboards, integrated reporting, and specialized tools that allow for efficient, effective A/R administration. Many modern businesses are now able to accept online payments faster, but not all of them have. Some businesses are still losing weeks to snailmail and are sacrificing positive cash flow.

SkuSuite offers a comprehensive solution for managing inventory and orders across multiple channels. It provides real-time synchronization of inventory, supports multiple warehouses and locations, and includes automated order routing features. The platform is compatible with barcode scanning, facilitating efficient purchase order management and receiving processes. Users can take advantage of serialized inventory management with FIFO rules in place. All orders are conveniently organized in a single, centralized hub. Additionally, SkuSuite allows businesses to engage with their customers for future marketing opportunities. It caters to retail, wholesale, and e-commerce operations, eliminating the need for various systems to streamline business management. The platform also features a complete shipping solution, partnering with leading carriers such as USPS, UPS, FedEx, and Seller-Fulfilled Prime, allowing users to benefit from their negotiated shipping rates. With automated batch labeling, the process of shipping orders has never been simpler or more efficient. SkuSuite is designed to enhance the overall productivity and organization of a business's operations.

Receipt Stash efficiently manages the collection, data input, categorization, and safekeeping of your expense documents in real-time, thereby facilitating a more efficient accounts payable workflow. With a variety of document capture techniques, you can guarantee that all your expense documents are processed automatically upon receipt, regardless of how they arrive. This offers you the autonomy and adaptability to monitor your spending, integrate with accounting software, and effortlessly share information with stakeholders. Experience automatic data entry and categorization of your receipts and invoices in under five seconds. You can easily transfer your expense data to accounting software, or export it as a PDF or CSV file. Gain comprehensive insights into your expenditures in real-time through user-friendly dashboards and reports. Eliminate the risk of lost or misplaced documents with a single, secure cloud storage solution that keeps everything organized. Furthermore, this service enhances your financial oversight, allowing for more informed decision-making and improved budget management.

Start smarter business spending here. Soldo, the prepaid Mastercard® that manages your company's expenses, allows you to take control of your company spending. Smarter ways to manage company spending With customizable budgets, rules and rules, you can prevent expenses from happening. Your team can do their job better with restricted access to company funds. A mobile app for employees simplifies expense reporting and management. Soldo is trusted by over 60,000 businesses for expenses and spending. Everything you need to manage your expenses easily All staff should be issued smart payment cards that have built-in rules and budgets. The mobile app allows you to quickly capture receipts. Only available for paid plans All company spending can be viewed in one place. Export to any accounting software for a complete overview of finances. Soldo seamlessly integrates with Xero, allowing for smooth transactions and enriched data directly into the books. In just two clicks, export expenses to any other accounting software.

One comprehensive platform, a unified reporting model, and a single subscription fee cater to all your business expenses, travel arrangements, and card services. Our advancements in corporate expense and travel management are purposefully crafted to foster sustainable business growth. Uniquely, we stand out as the sole provider of a holistic, end-to-end solution encompassing expenses, travel, dedicated customer support, rewards, and a dynamic marketplace tailored to enhance the travel experience. We deliver the industry's most extensive and seamlessly integrated solution. Our commitment to innovation drives us to continually find new and effective ways to transform the travel and expense management experience for both companies and their employees. Ultimately, we believe this is the essence of our mission. Moreover, we take great pride in assembling a talented and intelligent team dedicated to delivering the best possible service and experience for our clients. Together, we are reshaping the future of business travel and expense management for everyone involved.

MYR is a POS System that can be used online to order take-out or delivery. It's designed for restaurants that offer quick service. Our platform is powered by intuitive technology that allows thousands of restaurants to grow and run their business.