SPOTIO Integrations

Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love. With over 100,000 companies spread across 179 countries, sales teams are drawn in by an easy-to-use CRM with a simple yet powerful design that prioritizes ease of use above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with a CRM software that is both agile and powerful. Some Pipedrive top features: · Visual sales pipeline: See your entire sales process at a glance. Update deals by dragging and dropping them into place. Customize it to match your sales cycle. · Team collaboration: Collaborate on deals and activities with colleagues. Share updates on sales operations and wins. · Reporting and dashboards: Get detailed reporting on sales and key activities. Track progress against goals in your dashboard. · Activity reminders: Schedule reminders for all your sales activities. Stay on top of all your deals. Never miss a follow-up. · Segment leads: Filter, categorize, segment and sort leads to create targeted lists for personalized communications.

JobNimbus, the #1 all-in one roofing app (4.8 on app stores), has been making contractors heroes since 2013. JobNimbus is used by thousands of contractors to manage their entire business, including marketing, sales and production. "This is f$&%ing amazing!" "This is f$&%ing awesome!" ** MARKETING • SEO • Paid Ads Google Business Profile Website ** SALES ** • Scheduling Lead tracking • Boards • Customized sales workflows • Sales automation ** PRODUCTION ** • Production boards Customized job workflows • Production automation • Notes • Tasks • Ordering directly from Beacon Pro+ and Roof Hub SRS. Work Orders Subcontractors Reports BILLING ** • Invoicing • JN Payments • Text-to-Pay • Financing • QuickBooks 2-way synchronization ** COMMUNICATION** Engage texting Email • Caller ID • @mentions Job sharing • Notification center All of this will equip your entire team with the best all-in one roofing app.

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.

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.

Dynamics 365, the next generation CRM and ERP application, can accelerate your business growth. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. You can take actions that will drive your business. Build stronger relationships. Increase productivity and performance. A single view of all customers. Find and nurture the right leads. Connected customer experiences. Keep up-to-date with market trends. Deliver positive customer experiences--faster. Optimize your resources and make technicians more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to improve efficiency. Reduce operational costs and financial complexities. Transform from reactive to proactive operations. Automate and simplify manufacturing and supply chain management. Maximize the lifespan of your assets. Unify your digital and physical commerce. Personal engagement is a way to build brand loyalty. Exceed customer expectations.

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.

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.

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.

One integrated business management suite that includes ERP/Financials CRM and ecommerce. It can be used by more than 20,000 customers. It has never been more important to be flexible. You have the control and visibility to make the right decisions now. NetSuite's flexibility allows you to scale up, spin-off, and adopt new business models quickly and easily. Your configurations and customizations are seamlessly migrated with every NetSuite upgrade. Your core business system is now your customer-facing commerce platform. It can be customized to meet customer needs and provides a pixel-perfect experience. The NetSuite user interface offers real-time analytics. The NetSuite user interface lets users know what to do and how they can help the business. Vital business data is available right from the system.

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.

SAP ERP Central Component can optimize your ERP processes or help you transition to the modern ERP system SAP S/4HANA. Since 2004, SAP ERP Central Component (SAP ECC), has been supporting 50,000 customers across 25 industries. SAP S/4HANA is a modern ERP system that was built for the digital age. We will continue to support SAP ECC until 2027. SAP S/4HANA provides new ERP capabilities that take full advantage technologies like cloud, machine-learning, advanced analytics, and SAP HANA's in-memory database. With the SAP S/4HANA movement program, we can help you seamlessly transition from SAP ECC6.0 to our modern ERP system. You can jump-start your implementation and increase ROI by working with industry experts, consultants, support engineers, and other professionals throughout the process. Our holistic service and support plans will help you transform your business quickly and effectively. We also offer expert consulting services, custom app development, industry best practices, and deep industry expertise.

Integrated doc management, dynamic proposals, and next-day turnarounds on CAD & engineering streamline sales processes, optimizing deal closure, efficiency, and productivity. Our solar & roofing software allows you to quickly customize your proposals from anywhere. Our software streamlines the process and optimizes efficiency. Are your proposals meeting the needs of your sales reps? Consumers expect quick adjustments in today's fast-paced environment. You can make changes instantly with the Solo solar proposal software's interactive and dynamic features. Our focus is speed and accuracy. This allows sales reps to request and get a proposal within minutes while visiting the customer's house. Our full-service design team will create a professional proposal template that is tailored to your branding and sales needs.

AccuLynx, the only all-in one roofing business management software, empowers roofing contractors to streamline their work and grow their business. Robust collaboration and project management features give roofers the ability to manage all aspects of the roofing job - from lead to close. AccuLynx was developed and supported in the USA with dedicated customer success resources included in every license.

Put an AI sales trainer in the pocket of every rep. AI can unlock revenue that is missing and help you record face-toface sales conversations. Siro's AI has been trained on millions of sales conversations in the field (and it's growing daily) so that leadership can see what's working and where reps miss opportunities. Reps can start recording and transcription by tapping a button in the app, or directly from the lock screen or home screen. Siro will isolate and separate sales conversations if you enable auto-split. Siro won't drain your battery. Reps can quickly access the best examples of their peers to better handle key moments in your sales process. Your recordings can be transcribed in seconds, both online and offline, with an Internet connection. Siro's AI analyzes what you say as well as how you say it, to determine where you are missing out on revenue.

Enerflo helps you grow your solar business by creating efficiency from lead to PTO. Enerflo is an open platform that allows you to bring all your favorite tools and allow Enerflo to connect them all. We'll blow you away with our tech support. Enerflo Sales Core provides the best unified solar sales process for your reps. One platform, one login, seamless experience throughout the entire solar customer journey. We can help you with your most complex contracting situations. Other signing solutions are simply not able to compete with Enerflo's solar industry-specific solutions. Enerflo's integrated loan makes it easy for sales reps to manage multiple logins to solar finance portals. Because of our deep integrations with industry's top lenders, it is easy for everyone to quote, apply, approve, and sign.