Simplii 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.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

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.

Zendesk serves as a robust customer service platform aimed at optimizing support processes and improving the overall experience for customers. With an extensive array of features such as automated AI tools, messaging, live chat, and customizable workflows, it empowers companies to deliver tailored and effective support through various channels. The platform also integrates effortlessly with other applications and offers real-time analytics, enabling organizations to make informed, data-backed choices. Designed to accommodate businesses of any scale—from emerging startups to established corporations—Zendesk prioritizes scalability, security, and the satisfaction of its users. Ultimately, its versatile solutions ensure that companies can adapt their customer service approach to meet evolving demands efficiently.

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

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.

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.

ActiveCampaign is the platform of choice for intelligent marketing automation. ActiveCampaign is trusted by customers in over 170 countries to power their personalized marketing, transactional email, and one-to-1 CRM interactions. ActiveCampaign has the highest customer satisfaction rating in Marketing Automation, E-Commerce Personalization and Landing Page Builders on G2.com. It is also one of a few software solutions that have over 10,000 positive reviews. ActiveCampaign was also named the Top Rated E-Mail Marketing Software by TrustRadius. ActiveCampaignoffers a free trial.

Boost the growth of your business with Dynamics 365, a cutting-edge suite of CRM and ERP solutions. Integrate your data seamlessly. Gain insightful predictions. Attain remarkable outcomes. Make informed choices. Implement strategies that propel your business forward. Cultivate and enhance valuable relationships. Elevate both productivity and performance metrics. Access a comprehensive view of your customers. Identify and develop promising leads. Craft cohesive customer interactions. Keep abreast of market shifts. Provide exceptional customer experiences more swiftly. Streamline resources and enhance technician efficiency. Lower operational expenditures. Transform your conventional global financial management practices. Streamline processes for heightened efficiency. Minimize operational costs and simplify financial complexities. Transition from reactive to proactive operations. Modernize and ease your manufacturing and supply chain processes. Extend the longevity of your assets. Integrate your physical and digital sales channels. Foster brand loyalty through meaningful engagement. Surpass customer expectations consistently, ensuring they feel valued and understood.

Boost your sales performance with Zendesk Sell, formerly known as Base, which is an innovative CRM solution tailored for contemporary sales teams. This platform streamlines the processes for small, mid-sized, and large enterprise sales teams, enhancing their productivity and improving visibility into their sales pipelines. With its user-friendly interface, teams can easily access and analyze pertinent data, prioritize leads and opportunities, and initiate sales actions driven by insights. Users can make calls, send emails, schedule meetings, and track deal histories all in one convenient location, eliminating the need for tedious manual logging. When it's time to finalize transactions, Zendesk Sell empowers you to do so from anywhere, putting the capabilities of a desktop sales tool right in your pocket—even without an internet connection. Unlike traditional sales management solutions that can be cumbersome and challenging to navigate, Zendesk Sell is designed for simplicity, ensuring that sales representatives can focus on what they do best—selling. This modern approach not only enhances efficiency but also fosters collaboration among team members, making it an invaluable asset for any sales organization.

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

Constant Contact provides small businesses with powerful tools that simplify and amplify digital marketing. Constant Contact Lead Gen & Salesforce (formerly SharpSpring), is a marketing platform that helps businesses grow their sales pipeline, nurture leads, and close more deals. Our tools will help you attract the right leads and nurture them with personalized content to grow your business. Attract Hot leads can be obtained faster via email and social marketing. Score leads based on their activity, and seamlessly pass them on to sales. Nurture - Deliver the right message at the right time to the right people It's easier than ever to nurture leads and follow-ups with sales by using a flexible, central CRM and infinitely configurable automations. Grow - Manage your marketing spend more effectively with real-time analytics and insights that link it to sales results, pipeline and revenue.

The Less Annoying CRM is a contact chief that was developed in the beginning of private companies. You can manage your contacts, drives and logbooks, as well as to-do's, from one simple web application. Our product is based on three core standards: simplicity, reasonableness, as well as exceptional client benefit. Clients get a 30-day free trial to test the CRM. Clients can also reach out via email or telephone if they have any questions.

Create robust low-code solutions for your business that enhance work and communication. Podio seamlessly integrates your project information into a single platform, streamlining all content, discussions, and processes into one centralized collaboration hub. By establishing well-defined roles and customizing tools to suit your team's workflow, you can enhance delivery speed, productivity, and interpersonal connections. Detailed administrative features empower you to manage access to your Podio workspaces effectively and make swift modifications as needed. Invite clients, freelancers, and external collaborators to join Podio at no cost, reducing the need for extended email exchanges and tedious file transfers. Customizing your workflows to reflect the unique steps and phases your team encounters promotes both efficiency and effectiveness, all within a unified space. This comprehensive approach ultimately leads to more productive teamwork and improved project outcomes.

Gong is a robust AI-powered revenue platform that enables businesses to centralize their revenue workflows and optimize engagement strategies. It integrates with existing CRMs, providing in-depth customer insights, accurate forecasting, and improved sales execution. Gong's platform supports teams by offering data-driven intelligence on customer interactions, eliminating redundant tasks, and improving productivity. With Gong’s tools like Gong AI and Gong Data Engine, companies can streamline operations, enhance sales coaching, and drive business outcomes more effectively.

Copper is the easy-to-use CRM for small businesses that need to manage more prospects & grow customer relationships but don't have time for data entry, repetitive admin tasks, or complicated tools. Don't waste hours on typing things out. Copper integrates with Gmail and other Google Apps, so it logs all your emails and other interactions to the right contact for you. You can also see your sales and relationship essentials from email threads, to past interactions, to tasks... all in one place.

Understand your clientele and expand your enterprise with Insightly. This robust and user-friendly customer relationship management platform caters to small and medium-sized businesses, empowering teams to boost sales, cultivate connections, and complete projects punctually. It features seamless integrations with popular applications like Gmail, Office 365, and MailChimp. Additionally, Insightly provides essential tools that assist organizations in overseeing contacts during the sales process, managing customer relations, and keeping an eye on their sales pipeline, among various other functionalities. By leveraging Insightly, businesses can enhance their operational efficiency while improving customer satisfaction.

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.

Collaborate effectively with your team by centralizing all information and tailoring project organization to your needs. Our Project Planning template is designed to assist you in deconstructing your projects into manageable tasks, assigning these tasks to appropriate team members, establishing deadlines, and monitoring progress effortlessly. This template not only consolidates essential data but also fosters seamless collaboration on future projects with your team. By providing a robust and adaptable business roadmap, it enables you and your team to visualize the overall objectives of your business. This clarity will ensure that everyone comprehends the business goals and the pathways to achieve them. Furthermore, with this template, you’ll be equipped to monitor your business ambitions and strategies, systematically organized across various company departments, ensuring that each team understands its specific responsibilities in the forthcoming projects. This comprehensive approach ultimately leads to improved efficiency and alignment in achieving organizational success.

Method:CRM is the #1 rated CRM among QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's real-time sync with Quickbooks, a patented technology, updates customer information, invoices and payments between Method and Quickbooks. Method:CRM offers native integrations to Gmail, Outlook, Mailchimp, and Zapier. You can also connect hundreds of apps through Zapier. All your daily workflows can be managed with one system. Management of the leader Don't waste time entering leads and doing admin work. Instead, let Method:CRM free your sales team to focus on new prospects, nurturing leads, closing deals, and other administrative tasks. Method:CRM makes it easy to streamline your sales process by allowing you to manage all your opportunities, invoices, estimates, and other information in one place. Customization 100% customizable, no code required. Method's drag and drop tools make it easy to create a custom CRM. It can be customized to reflect your business processes and adapt with your company's changing needs.

Ontraport is an integrated platform that provides essential business features such as a powerful CRM system and marketing automation, membership websites, one-click WordPress hosting and outstanding email delivery. Payment processing can also be provided. Affiliate management, visual charts and graphs can also be used to track key business stats and our innovative business automation suite.

QQCatalyst serves as an agency management platform that offers tools for operational efficiency, marketing strategies, and management of sales pipelines. This system helps agencies enhance their customer relationships while streamlining business operations, allowing them to concentrate on expanding their clientele. It facilitates the identification of new business opportunities, enhances existing account management, and provides strategic oversight for prospect sales cycles. With integrated tools designed for crafting campaigns, agencies can effectively serve current customers, cross-sell services, and attract new clients. Additionally, QQCatalyst enables tracking of employee activities within the system, providing valuable insights on leadership recognition and productivity improvement. By allowing QQCatalyst to handle the intricacies of customer interactions and overall business management, agencies can redirect their efforts towards driving growth. The platform also features user-friendly marketing automation tools, existing customer service email campaigns, and specialized campaigns aimed at cross-selling and acquiring new customers, all designed to optimize agency performance.

Datto's Autotask Professional Services Automation (PSA) platform stands out as a robust and user-friendly cloud solution that offers a comprehensive overview of an entire business, empowering Managed Service Providers (MSPs) to streamline operations and leverage data insights for enhanced service quality, productivity, and profitability. This innovative PSA tool enables MSPs to optimize every facet of their operations, integrating essential resources necessary for managing a successful services business. With its centralized operations, Autotask PSA enhances understanding through highly customizable dashboards and widgets, facilitating informed decision-making based on real-time data. Additionally, the platform is designed for ease of use, eliminating the need for extensive testing, maintenance, or frequent updates, while boasting a remarkable 99.99% uptime and top-tier security features. Serving as a vital backbone for MSPs, the PSA acts as a single point of reference for business operations, driving efficiency by automating various workflows and processes. In doing so, it not only simplifies management tasks but also empowers MSPs to focus on delivering exceptional service to their clients.

Accelerate your deal closures and enhance frequency by maintaining strong connections with potential clients. Reduce the number of clicks and mental effort required, allowing you to dedicate more time to selling. Utilize tested, automated messaging sequences that engage leads through multiple touchpoints for increased responses. Simply click “start” to infuse a personal, human aspect into your lead interactions, leading to sellers reaching out to you. This software is designed for investors, simplifying the process without requiring technical expertise. Effortlessly manage your leads without the hassle of wondering about the next step, as you can complete your “Actions” methodically for a focused workflow. The IF3 interface is tailored to align with your working style. Effortlessly create “Labels” for easy viewing and sorting of your leads. Design your own “Lead Sheets” to capture essential information accurately. Experience swift performance without delays, because every moment counts in business. Boost your contact rates with sellers through tailored emails and timely call-back alerts. You can connect via precisely timed text messages, ensuring you receive notifications for any responses so that no lead slips through the cracks. Additionally, this streamlined process not only saves time but also enhances your overall effectiveness in managing leads.

Simplify the process of creating intricate quotes with GleanQuote's CPQ engine, allowing you to design tailored solutions for your clients in just minutes. Streamline the formalization of sales and product knowledge into a systematic approach that leads your team to optimal solutions for customers. Empower your team to efficiently generate successful proposals using a limitless array of fully customizable templates that highlight your offerings. Additionally, implement guiding frameworks and analytical tools within your sales workflow to ensure that your team remains concentrated and aligned with their objectives, enhancing overall productivity. With these features, GleanQuote not only accelerates the quoting process but also fosters a more strategic sales environment.

We develop digital solutions tailored specifically for investors, advisors, broker-dealers, and financial brands. Wealthbox serves as an elegantly designed CRM that enables financial advisors to effortlessly manage client relationships and collaborate with colleagues. No more straining your eyes amid overwhelming data; our user-friendly layout and efficient note-taking feature allow you to seamlessly track all communications, including calls, emails, documents, and financial details. Stay connected with your prospects and clients by engaging with them on social platforms like Twitter, ensuring you remain informed and relevant. Enhance your productivity and save valuable time with our intuitive system; simply click on a contact's phone number within Wealthbox, and we will initiate a call to both you and your contact instantly. Additionally, you can easily send, forward, and Bcc emails to your personal Wealthbox email dropbox address, which will automatically associate those communications with the appropriate contact record in your account. This streamlined approach not only simplifies your workflow but also enhances your overall efficiency in managing client interactions.

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.

Our range of eAgent products enables you to serve and protect the community seamlessly, without any interruptions from your software. By leveraging genuine customer insights, we tailor our software to accommodate the diverse needs of our users. You will benefit from ongoing updates and enhancements that occur without any disruption to your operations. The eAgent Gateway can help you save significant amounts of money annually while enhancing reliability. eAgent X2 provides a budget-friendly and flexible solution to comply with the latest CJIS Security Policy Advanced Authentication requirements. Our off-the-shelf offerings are unparalleled in the criminal justice sector and come with exceptional customer support. eAgent FUSE stands out as a versatile message switch suite that can be extensively customized. Moreover, eAgent redefines traditional Computerized Criminal History software, ensuring that you have access to modern solutions tailored for today’s challenges. This commitment to innovation and support sets us apart in the industry.

Every EZLynx product seamlessly connects with our comparative rater and agency management system, creating a unified platform for users. You have the option to bundle products for enhanced efficiency or to acquire them individually based on your agency's specific requirements. EZLynx offers cutting-edge insurance software designed to optimize your agency's operations. Whether you choose to bundle products for a productivity boost or select them separately, each one integrates with our comprehensive platform to effectively manage customer interactions throughout their entire life cycle. From instant home and auto quotes available on your insurance agency's website to integrated email marketing solutions, EZLynx has everything you need. The cloud-based infrastructure empowers agents to enhance both client acquisition and service through every stage of the client relationship. You can conveniently access all your customers' quotes, policies, and documents in one centralized location. By utilizing EZLynx, agencies can experience a significant transformation in their operational efficiency and customer satisfaction.

Automate and simplify daily tasks with the #1 choice for Web Hosting Automation. WHMCS automates everything so you don't have too, saving you valuable time as well as money. WHMCS makes it easy to send invoices, collect payments, remind you of appointments, and pay taxes. Integrated with all major web hosting control panels and domain registry providers for automatic provisioning, management. Integrated support tools provide a client portal with ticketing, knowledgebase and downloads. The modular, extensible, and well-documented ORM API's make it easy to develop with WHMCS and customize it. WHMCS is a reliable, scalable and secure solution that can be used by all businesses. It also comes with an amazing support team. All the tools you need today to start a web-hosting business. Web Hosting Automation is the best choice for automating daily tasks and operations.