Simplii Integrations

Sales teams of all sizes and industries can close more deals with Pipedrive. Used by over 100,000 companies, Pipedrive helps salespeople in SaaS and IT, consulting, manufacturing and construction, transporting and logistics, financial services and more focus on selling.

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.

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.

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.

Collaborate with your team to organize everything in one place. Our Project Planning template will help break down your projects into smaller tasks and assign them to the right people. You can also set due dates and keep track of everyone’s progress. This template will allow you to not only have all the information you need, but also make it easy for your team to collaborate on your upcoming projects. A flexible and strong business roadmap will help you and the team see the bigger picture for your business. This will help everyone to understand the business goals and how they can be achieved. This template will help you keep track of your business strategies and goals, broken down across departments within the company, so that each department can understand their role in the future projects.

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.

To customize work and communicate, you can create powerful low-code business models. Podio turns your project data into a single tool to integrate all content, conversations, processes, and information into one collaborative point. A custom tool that is tailored to your team's needs will improve the efficiency, effectiveness, and relationships of your delivery team. Granular admin capabilities allow you to control who has access and make quick adjustments to your Podio workspaces. Podio allows you to bring your clients, freelancers, and other external parties into the platform for no cost. This will eliminate long email threads and tedious file sharing. You can tailor your processes to meet the needs of your team to maximize efficiency and effectiveness.

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.

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.

Zendesk Sell (formerly Base) is a next-generation CRM software that accelerates sales for modern sales teams. Zendesk Sell allows small business, mid-market, and enterprise sales teams to improve their productivity, visibility, and process efficiency. Zendesk Sell features an intuitive user interface that allows teams to access, analyze and collaborate on relevant data. It also prioritizes leads and opportunities and drives sales actions with data. You can make calls, send emails, schedule meetings, view deal history, and even log everything manually from one place. Sell allows you to close deals from anywhere. It gives you the power and flexibility of a desktop sales tool, even when you're not physically there. Zendesk Sell is simpler than legacy sales management tools and easier to use.

Zendesk helps you create exceptional customer experiences. Zendesk, a leading provider of software and solutions to improve customer relationships, empowers businesses to become more reliable, flexible, scalable, and adaptable. Zendesk's products include Support, an integrated customer service solution; Chat, chat, and messaging tool; Talk and call center software; Explore to analyze and report; Inbox, shared team mailbox; Guide, a knowledgebase and self-service solution; and Connect + Outbound to support proactive campaigns.

Revenue intelligence gives you powerful insight into customer interactions. Win more deals. Skyrocket rep success. Gain critical market intelligence. Replicate what your top reps do. Transform your team into quota-shattering super sellers. Stop deals stalling. Every deal should be on a track to closure. Every time, solidify the next steps. Listen to the raw voice of your market. You can be sure of success when you launch new initiatives. Your most successful sellers should be cloned. Data shows that the best reps are different from the rest. Your average sellers can become stars.

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.

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.

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.

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.

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.

Insightly helps you to understand your customers and grow your company. Insightly is a powerful and simple-to-use customer relationship platform that small and medium-sized businesses can use to increase sales, build relationships and deliver projects on schedule. It integrates natively with Gmail, Office 365 and MailChimp. Insightly offers tools that help companies manage their contacts throughout the sales cycle, track customer relationships and monitor their sales pipeline.

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 provides tools for managing your agency's operational, marketing, sales, and pipeline management. It allows agencies to build customer relationships and manage their business effectively, so they can concentrate on growing their business. You can identify new business, expand your existing accounts, and manage prospect sales cycles strategically. Built-in tools to create campaigns that better serve your existing customers, cross-sell or acquire new customers. You can track the activity of your employees within the system. This allows you to identify leaders and gain insight into how to improve productivity.

Datto's Autotask Professional Services Automation is a cloud-based PSA platform that provides a single view of the entire business. It allows MSPs to centralize their business operations and make data-driven business decisions to improve service, productivity, and profitability. Autotask PSA allows MSPs manage all aspects of their business with maximum efficiency. It integrates all the essential tools needed to run a managed service business. Autotask PSA centralizes operations, provides instant understanding via customizable dashboards and widgets that allow you to make data-driven business decisions. Autotask PSA doesn't require any maintenance or testing. It has a proven track record of consistently delivering unmatched security and 99.99% uptime. PSA is the central hub of any MSP, providing a single view of the business and increasing efficiency by automating workflows.

GleanQuote's CPQ engine makes complex quoting simple and quick. In minutes, you can create highly customized solutions for customers. Formalize product intelligence and sales into a process that leads your team to the best solution. Your team can quickly create winning proposals using unlimited templates that can be customized to highlight your offering. To keep your sales team on track, integrate analytics and guiderails into your sales process.

You can close deals faster and more frequently. Keep in touch with leads. You will be able to focus more on sales with less clicking and less thinking. Multi-touch, automated message sequences that are proven to get more responses will help you get more sales. Click "Start" to give your leads a personal, human touch. As your sellers call you back, watch as it happens. Software designed for investors, not technologists. You can now work with your leads effortlessly without having to think about "what do you click next?". The IF3 interface works exactly the way you want it to. To view and sort your opportunities, you can easily create "Labels". You can create your own "Lead Sheets", so you can capture the correct information. No lag or long load times... time is money! Personalized emails and callback reminders can increase contact rates with sellers. Get in touch with sellers using timely texts. You will always be notified when you receive a response so there is no lead left.

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.

You can continue protecting and serving the public with our suite of eAgent software products. Because we know that everyone has different needs, we use real customer feedback to tailor all of our software. Continuous updates and improvements are available without interruption. eAgent Gateway is a cost-effective way to save thousands of dollars each year. It also offers greater reliability. eAgent X2 provides a cost-effective and flexible way to comply with the latest CJIS Security Policy Advanced Authentication update.

Each EZLynx product can be integrated with our agency management system and comparative rater to create a single platform. You can either bundle products to increase efficiency, or you can purchase them individually. EZLynx is an innovative insurance software that streamlines the workflow of your agency. You can combine products to increase productivity and purchase products individually to suit your business's needs. Each product can be integrated with our agency management system and comparative rater to give you a single platform to manage all aspects of your customers' lives. EZLynx offers a variety of services, including real-time home and car insurance quoting through your agency website. Email marketing is also available. Agents can maximize client acquisition and client service throughout the entire client life cycle with the cloud-based system. All of your customers' documents, policies, and quotes can be found in one place.

We create digital products that are vertically aligned to investors, advisors and broker-dealers. Wealthbox is a beautifully designed CRM that allows financial advisors to manage client relationships, collaborate with colleagues, and share information with ease.

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.