Referral Factory Integrations

Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.

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.

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.

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.

Salesforce empowers sales teams to enhance their effectiveness and reach their objectives more efficiently. As the leading CRM platform globally, Salesforce goes beyond basic functionalities. It equips teams with essential tools designed to expand their client portfolios, discover new prospects, and finalize transactions swiftly from any location. The platform boasts an extensive array of features, such as managing contacts, tracking opportunities, overseeing leads, integrating emails, generating reports and dashboards, forecasting sales, and enabling file synchronization and sharing, among many others. This means you can spend less time sifting through spreadsheets and more time focusing on your business operations. With no need for additional hardware or software, our user-friendly setup assistant allows you to optimize sales processes and address customer inquiries in mere minutes. By linking data across sales, service, and marketing, you can provide buyers with smooth and personalized experiences. Gain a holistic understanding of each customer, including their accounts, activity history, and relationships. Moreover, integrating social data can offer even richer insights into your customers' behaviors and preferences.

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.

Link your applications and streamline your processes with ease. Designed for those with busy schedules, Zapier automates the transfer of information between your web applications, allowing you to concentrate on what matters most. With just a few clicks, you can connect your online tools so they can exchange data effortlessly. Information flows between your applications through automated workflows known as Zaps. Accelerate your projects and enhance productivity without the need for programming skills. Explore how Zapier democratizes automation for everyone. Continue using the tools you love while benefiting from the extensive connectivity Zapier offers, as it integrates with more web applications than any other service and continually adds new ones weekly. Our platform works seamlessly with popular applications like Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs, and many more! The intuitive editor is designed for self-service automation, enabling you to establish Zaps without needing a developer's assistance. Leverage Zapier’s built-in tools to craft robust workflows without relying on additional services. Over 3 million users trust Zapier to handle their repetitive tasks efficiently. Furthermore, Zapier Agents empower businesses to automate real-world operations by developing custom AI-driven teammates, enhancing both productivity and innovation. In this way, Zapier not only simplifies automation but also expands the horizons of what teams can achieve together.

Establish your enterprise today. Your determination drives you forward, and our comprehensive platform guides you on your journey. We provide all the essential ecommerce and point of sale tools necessary to launch, manage, and expand your business effectively. Start by selecting a unique business name, secure a domain, and build your brand effortlessly using our complimentary resources. Utilize our unified platform to reach customers everywhere—whether through your online store, various marketplaces, social media, or directly in-person with point of sale solutions. Simplify your marketing efforts with integrated tools that facilitate the creation, execution, and analysis of campaigns across platforms like Facebook and Google. Stay organized by utilizing a singular dashboard to oversee orders, shipping, and payments from any location. Acquire valuable insights and knowledge that will empower your growth. Enhance your business's capabilities by integrating over 3,200 applications that seamlessly connect with Shopify, ensuring you have everything you need to succeed. With such extensive resources at your disposal, your business will thrive in any environment.

Make is a visual platform that allows anyone to design, build and automate anything, from workflows and tasks to apps and systems. It does not require any coding. Make is used by SMBs, scaleups and teams worldwide to scale their businesses faster than ever. Make allows people to connect and create workflows at lightning speed. Make allows anyone to build like a developer and launch solutions across all industries and business areas at a fraction the cost and time. Make allows teams to visualize and modify processes, and collaborate on them so they can scale as fast as their company. You can integrate sales and marketing tools, automate a customer journey, improve business operations, or build a custom backend system. Making on Make is intuitive, playful, and powerful. Our Maker community has shown us that when building brings out joy, there is no limit to what is possible.

Intercom is a leading AI-driven customer service platform that empowers businesses to provide tailored and effective support through various communication channels. Established in 2011, this company boasts an extensive array of tools, such as the Fin AI Agent, which delivers prompt and precise responses to customer questions around the clock. Additionally, Intercom's platform includes AI Copilot, which aids support agents by offering real-time solutions, and AI Analyst, which delivers valuable insights and suggestions for those in leadership roles within customer support. With over 25,000 organizations worldwide, including notable names like Atlassian, Amazon, and Microsoft, Intercom handles more than 500 million messages monthly, significantly improving customer interactions and operational efficiency. Based in San Francisco, with additional offices in Chicago, Dublin, Sydney, and London, Intercom is committed to continuously advancing the customer service landscape while adapting to the evolving needs of its clients. Their focus on innovation ensures that they remain at the forefront of the industry.

Redtail CRM has tools that will help you build client relationships, increase revenue and profitability, reduce client attrition, and improve team collaboration. Redtail CRM integrates well with other popular tools within the financial services industry. This allows for consistent data entry across all platforms and eliminates redundant data entry. Redtail is also available as a subscription service. It is priced per database rather than per user. Redtail allows you to have up to 15 database users at a low monthly cost. We understand that CRM adoption can prove difficult for some offices.

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

ServiceTitan is the best all-in-one software to help homeowners with their home services. ServiceTitan offers a complete suite of tools that allow businesses to generate more leads, close more sales, and offer a wide range of tools. This includes call booking, customer service, dispatching, marketing and integrated financing.