magicplan 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.

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.

Slack is a cloud-based platform that enhances project collaboration and team communication, specifically tailored to foster smooth interaction within organizations. With a robust suite of tools and services unified in one platform, Slack allows for private channels that encourage engagement among smaller groups, direct messaging options for sending information straight to coworkers, and public channels that invite discussions among members from different organizations. Accessible on various operating systems including Mac, Windows, Android, and iOS, Slack boasts a wide array of features such as chat capabilities, file sharing, collaborative workspaces, instant notifications, two-way audio and video calls, screen sharing, document imaging, and activity tracking, among other functionalities. Additionally, its user-friendly interface and versatile integration options make it a popular choice for teams seeking to enhance their productivity and communication effectiveness.

Dropbox Business transcends mere secure file storage by offering a dynamic workspace that integrates teams, tools, and content seamlessly. Users can create, store, and share their cloud content from various applications, including Google Docs, Sheets, Slides, Microsoft Office files, and Dropbox Paper, alongside conventional files saved in Dropbox. With Dropbox Spaces, all your files and cloud-based content are centralized, allowing you to have your PowerPoint presentations situated alongside Google Docs, Trello boards, and any other tools your team utilizes. Accessing your team's work is a breeze, whether you’re on a computer, mobile device, or any web browser. By connecting platforms like Slack and Zoom, you can keep your team's files and related conversations organized in one location. Additionally, intelligently suggested files and folders empower your team by ensuring they have access to the necessary content at the right time. A robust and secure infrastructure, coupled with administrative tools for enhanced control and visibility, ensures that your organization’s data remains protected within Dropbox. This comprehensive approach not only boosts productivity but also fosters collaboration among team members, enhancing overall efficiency.

Design the perfect kitchen and bathroom. If you have a vision, bring it to life with 2020 Design Live, the leading kitchen and bath design software on the market. From photorealistic renderings to 360° panoramas, Design Live is equipped with advanced space-planning tools to help designers create stunning kitchens and bathrooms that are easy to show off to clients Design Live allows designers to: Collaborate in real-time through the Live Share feature. Share design renderings for live feedback with customers. Make changes on the fly and allow clients to collaborate on the design process in real-time. Add artistic effects to all your designs with the Bokeh effect. Showcase the products or elements within your design that are most important to your clients by putting them in focus while blurring out the background. Present all your designs from different viewpoints with the latest enhancement made to the 360° Panorama feature. With the 360° Panorama Multi-point feature, you can easily navigate from different viewpoints and perspectives to show off your design from all angles.

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.

Asana helps teams orchestrate their work—from daily tasks to strategic initiatives. With Asana, teams are more confident, move faster, and accomplish more with less—no matter where they are located or how many different departments are involved. More than 119,000 paying customers and millions of free organizations across 190 countries rely on Asana to manage everything from company objectives to digital transformation to product launches and marketing campaigns. It’s time to move work out of disjointed spreadsheets and email and let teams collaborate and communicate more effectively in one place. With Asana, it doesn't matter how many different teams or departments are coming together on a project, they can share context and assign ownership with tasks, combine related work, share files, get instant updates on tasks and projects and build effective cross-functional workflows. In Asana, you can track the status of initiatives with ease and get an accurate view of how you’re progressing towards goals. Report on project progress in minutes with real-time work reporting to create visibility for teams and stakeholders. Join millions of users getting work done with a free trial.

Trello allows teams to work together more effectively and get more done. Trello's cards, lists, and boards allow teams to organize and prioritize projects in an easy, flexible, and rewarding manner. Trello can help your team stay organized, whether it's for work or a side project, or even the next family vacation. Trello cards allow you to dive into the details, adding attachments, comments, due dates and more. Collaborate on projects, from beginning to end. Let the robots do all the work! Automate your team's productivity with Butler. Eliminate tedious tasks from your to-do list. Trello can be used the way your team works best. Trello has the flexibility and features to suit any team's needs. Trello makes it easy to get your team started. All the tools and boards your team needs to succeed are gathered in one place. Integrate the apps that your team already uses into your workflow.

Access, share, and collaborate on your files from virtually anywhere with ease. OneDrive seamlessly connects you to all your documents within Office 365, allowing for effortless sharing and teamwork, while safeguarding your projects. You can quickly store, access, and search through both personal and shared files, including those in Microsoft Teams, on any device you choose. Any changes made while offline will be automatically synchronized the next time you go online. Enhance your productivity by collaborating efficiently with colleagues, whether they are inside or outside your organization. You can securely share files and engage in real-time collaboration using Word, Excel, and PowerPoint across web browsers, mobile devices, and desktops. With the OneDrive mobile application, you can create, view, edit, and share documents on the go. Additionally, it allows you to easily capture whiteboards and scan various paper documents like receipts and business cards for safekeeping. OneDrive also prioritizes the protection of your files, offering simple recovery options for accidental deletions or security breaches, while enabling administrators to enforce security protocols to ensure your data remains secure. By using OneDrive, you not only streamline your workflow but also enhance the safety of your information.

Box (NYSE:BOX) is the leader in Intelligent Content Management. Our platform enables organizations to fuel collaboration, manage the entire content lifecycle, secure critical content, and transform business workflows with enterprise AI. Founded in 2005, Box simplifies work for leading global organizations, including AstraZeneca, JLL, Morgan Stanley, and Nationwide. Box is headquartered in Redwood City, CA, with offices across the United States, Europe, and Asia. Visit box.com to learn more

Access, share, and store your files effortlessly across any device. Enjoy the initial 15 GB of storage at no cost. With Drive Enterprise, companies are billed solely for the actual storage their employees consume. It includes Google Docs, Sheets, and Slides, ensuring compatibility with Microsoft Office for a smooth experience. Preserve your photos, stories, designs, recordings, videos, and much more. The first 15 GB of storage is complimentary with a Google Account. Files stored in Drive can be accessed from any smartphone, tablet, or computer, allowing your documents to accompany you wherever you venture. You can easily invite others to view, download, and collaborate on your files—all without the hassle of email attachments. Begin your journey with Drive for free today and experience the convenience of cloud storage.

Housecall Pro supports professionals with all aspects of their daily workflow, including: job scheduling, customer database, invoicing and payment processing, technician dispatch, and much more. It is also fully integrated with access to the Housecall consumer booking app. Housecall Pro is a full-service tool that enables service professionals to run their entire business on their smartphone and complimentary web portal. The app is offered at a competitive low cost and supports service professionals with all aspects of their workflow, including: QuickBooks Desktop & Online integration, job scheduling, customer database, invoicing and payment processing, technician dispatch, and much more. It is also fully integrated with access to the Housecall consumer booking app.

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.

Maximize your productivity with Gmail, which has been enhanced to be more secure, intelligent, and user-friendly—allowing you to efficiently manage your inbox and save valuable time. Easily spot new features and prioritize your reading and responses with convenience. Receive gentle reminders to follow up and reply, ensuring that you never miss an important communication. You can check attachments, respond to invitations, postpone messages, and perform various tasks without needing to open every email. With a powerful filter in place, Gmail prevents 99.9% of harmful emails from reaching your inbox, and you’ll be alerted if anything appears suspicious. This makes your email experience not only safer but also more streamlined than ever before.

Jobber offers solutions designed to save users at most six hours per week. Their tools can be used to help with tasks such as staff management, invoice & quote tracking, scheduling, and payment processing. Jobber helps small businesses succeed by providing tools that allow them to manage their operations from anywhere using their mobile cloud-based software.

Collaborate seamlessly on online spreadsheets from any device and in real-time, making teamwork more efficient. Create a definitive reference point for your data with user-friendly sharing and simultaneous editing capabilities. Enhance your workflow by utilizing comments to assign tasks and keep discussions active. Features like Smart Fill and formula recommendations allow for quicker analysis while minimizing mistakes. Quickly gain insights by posing questions about your data using straightforward language. Sheets integrates smoothly with other beloved Google applications, streamlining your tasks. Effortlessly analyze data collected through Google Forms in Sheets, or incorporate your spreadsheet charts into Google Slides and Docs. Additionally, you can respond to comments directly within Gmail and easily showcase your spreadsheets during Google Meet presentations, making collaboration even more effective. This interconnectedness not only saves time but also enhances productivity across all your projects.

Autodesk Build, previously known as PlanGrid, is a software solution designed to enhance productivity in the construction sector. This platform provides contractors and owners in commercial and heavy civil industries with robust tools that enable access to real-time project data regardless of location. Users can seamlessly incorporate notes and images into their plans, pinpoint problems directly on the documents, link to contractual materials, and swiftly create reports using Autodesk Build. By streamlining communication and documentation, Autodesk Build ultimately fosters improved collaboration among team members.

ServiceM8 is a cloud-based field software that can be used for trades or service-based businesses. ServiceM8 is a cloud-based field service software that was designed exclusively for Apple hardware. It makes it easy to manage your business from anywhere and anytime. It reduces admin time by providing access to a variety of tools including scheduling, invoicing and credit card processing.

CompanyCam is a photo-based solution created specifically for contractors. Users can take unlimited photos—which are location and time stamped, sent to the cloud, and stored securely. Every photo is organized by project and instantly available to your team, allowing you to see what’s going on anytime, anywhere.

Efficiently handle work orders, coordinate technician schedules, and swiftly dispatch vehicles using ServiceTrade, a versatile mobile and web field service management solution. Specifically designed for commercial and industrial service providers, ServiceTrade integrates top-notch customer engagement features with comprehensive field service management capabilities within a single platform. This integration enables businesses to optimize their operations, boost the productivity of their technicians and staff, while simultaneously elevating the overall customer experience. By utilizing such a robust tool, companies can stay ahead in a competitive market and ensure a higher level of service delivery.

2020 Fusion Live represents the evolution of kitchen and bath design technology. Designers throughout Europe utilize 2020 Fusion Live to craft exquisite environments tailored to their clients' needs. With access to online configurable manufacturers’ catalogs through the 2020 cloud, design processes become swifter and more precise. The platform offers features such as photorealistic 3D renderings, immersive 360° panoramas, and integrated virtual reality, equipping designers with sophisticated tools to showcase exceptional kitchens and bathrooms effortlessly. Enhance your designs with external lighting themes and thoughtful arrangements of task and accent lighting. Additionally, to personalize each project, you can select from a vast array of decorative elements available on the 2020 Cloud, including stylish accessories and even representations of pets and people, ensuring that every design reflects the unique character of its space. Ultimately, 2020 Fusion Live not only streamlines the design process but also elevates the aesthetic appeal of your projects.

If you're in search of comprehensive office design software for your projects, the products offered by 2020 Office encompass everything you need. Enhance your design workflow and boost project precision through sophisticated automation tools that remove monotonous tasks. With access to thousands of manufacturer catalogs, you can craft efficient office environments that adhere to exact measurements and pricing, catering specifically to your corporate clientele. Streamline discounting, quoting, reporting, and order entry processes with the 2020 Worksheet, a versatile office furniture specification tool compatible with both 2020 Cap and 2020 Cap Complete. Generate impressive and lifelike 3D visuals using 2020 Visual Impression, an office furniture rendering solution seamlessly integrated with all 2020 Office applications. Numerous new features are designed to attract all users, particularly novice CAD operators and those transitioning from 2020 Giza. The enhancements introduced in the 2022 version simplify user interaction and emphasize essential commands, making it more user-friendly. Thus, whether you're a seasoned designer or just starting out, the 2020 Office suite offers valuable tools to elevate your design experience.

Let 2020 Visual Impression consistently leave a remarkable impact. When it comes to professional office design software, 2020 Office stands out as the ultimate choice. With 2020 Visual Impression, your creative visions can transform into vivid realities. This software seamlessly integrates with 2020 Cap, 2020 Cap Complete, 2020 Giza, and 2020 Worksheet, enabling the creation of breathtaking 3D interior visualizations throughout a smooth workflow from the initial concept to final installation. Benefit from an extensive library featuring nearly 1300 manufacturer catalogs, complete with precise specifications and eye-catching visuals for unparalleled professional presentations. Enhance the capabilities of 2020 Visual Impression office furniture rendering software by empowering your sales teams to showcase designs to clients using the innovative 2020 Visual Impression mobile app. The user-friendly interface of our rendering software makes navigating scenes effortless, allowing users to produce comprehensive 3D interior visualizations with unprecedented ease. This powerful tool not only streamlines the design process but also elevates client engagement through compelling visual storytelling.

A specialized software application designed for custom woodwork products merges a design tool with a comprehensive, engineered product catalog to produce critical production information, such as optimization strategies and CNC machine specifications. This application features an advanced design tool that creates stunning, high-quality visual renderings. It is compatible with all widely-used CNC machinery and includes a substantial content catalog encompassing both face-frame and frameless cabinets, as well as closets, hardware, and additional accessories. The system also incorporates a robust workflow management feature and is capable of generating manufacturing reports alongside detailed technical drawings. By automating all front and back-office functions, the software facilitates the seamless creation and production of tailored parts, cabinets, and closets with adjustable dimensions. It boasts built-in engineering automation and Manufacturing Execution System (MES) capabilities, which streamline operations further. Additionally, it automatically produces cut plans to optimize panel usage while integrating with 2020 Design, 2020 Fusion, and 2020 Worksheet for enhanced CRM functionality. This application also has the capability to generate CNC programs automatically, making it an invaluable tool for cabinetmakers seeking both design prowess and CNC integration. Moreover, the software ensures efficiency by allowing users to easily modify designs and quickly adapt to changing production requirements.

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.

Clean Claims is an innovative software solution focused on field documentation and remote monitoring, aimed at optimizing restoration workflows while guaranteeing complete accuracy in job records. By minimizing the potential for human error, it ultimately helps businesses conserve both time and financial resources. The software integrates remote sensors that deliver real-time data around the clock, eliminating the necessity for physical inspections to verify temperature and humidity levels. Its process enforcement capabilities lead technicians through a structured documentation process, ensuring that tasks are executed in the correct sequence and adherence to compliance standards is maintained. With centralized management of field services, tracking the progress of various projects and their phases becomes effortless. Insurance adjusters frequently rely on Clean Claims, which accelerates the approval process for claims. Additionally, the platform's intuitive interface allows technicians to become proficient in using the software in under a week, significantly cutting down on training periods. Every operation performed on a job is logged with a timestamp and linked to an individual user, which bolsters accountability across the board. Furthermore, thorough documentation provides immediate evidence that can facilitate faster payment processing, enhancing financial operations for businesses. This seamless integration of technology into restoration processes not only improves efficiency but also fosters trust among stakeholders involved.

Become part of a community of 25 million registered users across the globe. Since 2007, our platform has been freely available for personal use and is relied upon by countless professionals every day. With our intuitive tool, you can quickly create precise 2D layouts and enhance them with a vast selection of over 150,000 decorative items. In just a few clicks, you can render stunning 2D and 3D visuals from your designs or easily share your creations online with others. Recognizing the significance of your space, we believe that having access to effective tools is essential for maximizing its potential. That's why we have kept our floor planner user-friendly and maintained a free version since its inception in 2007. You can effortlessly produce impressive 2D and 3D images for any project at no cost. By opting to upgrade with credits, you can unlock superior export options that enhance both image quality and user interactivity. Each project within our platform can be categorized into one of four Project Levels, with each level providing access to additional features and improved export quality, allowing for an even better design experience. Explore the possibilities of your space with our versatile tool and elevate your design projects to new heights.

Revolutionize your production processes with Insight, the dedicated ERP solution offered by Cyncly, previously recognized as 2020. By effortlessly merging with your current workflows, Insight guarantees a seamless transfer of information from the initial bidding phase to the final installation. Specifically designed for manufacturers of cabinets, furniture, and millwork, Insight maximizes operational efficiency and reduces costs. Benefit from comprehensive functionality that simplifies everything from bid and order entry to shipping and installation. With Insight, discover the advantages of synchronized systems that significantly boost productivity for enterprises, regardless of their size, ultimately driving better outcomes for your business.