319 Integrations with Insightly
View a list of Insightly integrations and software that integrates with Insightly below. Compare the best Insightly integrations as well as features, ratings, user reviews, and pricing of software that integrates with Insightly. Here are the current Insightly integrations in 2026:
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1
Aritic Desk
Aritic
Aritic Desk offers real time performance analysis based on ticket properties, agents catered to, time trackers, etc. Don't rely on manual reports to analyze the performance of your team against each client or agent. Increase and encourage collaboration with real-time chat supports. No more fake names and pre-written answer templates. Interact with your clients and agents real time, and offer genuine relevant solutions. Let your agents or clients see the support in any language they are comfortable in. Once the app is installed, the language widget is available, and you can change the language. Analyze each profile in-depth, starting with how many tickets were created, who created, the progress status, etc. Use filters to dig in deep and know specific details, for example, which agent creates more tickets, engages more, etc. Aritic Desk is loaded with features, that help you manage your customers online. -
2
Aritic Swarm
Aritic
Go beyond traditional messaging with Aritic Swarm. Engage in interactive messaging with text formatting, emojis, sharing, and internal team collaboration. Seamlessly collaborate with your entire team as well as other teams to get work completed faster and drive business growth. Share media, videos, and files with anyone and everyone instantly by simply uploading it from your computer. Do more than one-on-one messaging. Create groups, make video calls, format texts like bold, italics, and more. Turn discussions into real actions. Push your team a step ahead towards smart collaboration by creating and assigning tasks within Aritic Swarm rooms. Like marking important messages in your inbox? But why wait for an email. Mark and save your valuable discussions to tag later and keep pick up from where you left; or just use it as a reference. Aritic Swarm Meetings are compatible on mobiles and desktops alike. -
3
FlowUp
FlowUp
Its easy-to-use interface was built to save teams time while converting more leads. Continue the conversation with follow-up automation. From customized workflows to always-on auto responders, your team will never miss a message. FlowUp makes the follow-up flow naturally and across multiple platforms. Follow up with prospects across Voice, Ringless Voicemail and SMS channels for better response rates and increased sales. Take your drip campaign further than the email inbox. With FlowUp, you can build an engaging, trigger-based customer experience for every situation across multiple marketing channels. Incorporate Text, Voice and Ringless Voicemail touchpoints into your onboarding, follow-up, and support processes. Stay connected with your leads every step of the way. FlowUp is equipped for inbound communication and lets you communicate with leads around the clock, even while you’re clocked out.Starting Price: $0.02 per minute -
4
Chat Agents
Chat Agents
Our chat agents provide immediate responses during customers' crucial buying window. Chat agents can generate more online leads from your company's website visitors who might not otherwise fill out a contact form or make that first phone call. Chat Agents can help your business take care of some of the routine tasks like filling out forms to capture new client intakes 24/7, saving you valuable time. We assist visitors to your business website in scheduling and booking your available appointments. Whatever it takes to get the most out of your appointments. We will match or beat any competitor's price, so stop overpaying. Included in our fixed monthly rate is an unlimited number of 24/7 chat engagements on your behalf. Your web visitors are a result of your own marketing and brand-building efforts. We won't surprise you. You will never be charged for any excess. Don't limit your potential. We staff your company's website 24/7 with real people.Starting Price: $249 per month -
5
Quickwork
Quickwork
Enterprises use Quickwork to build simple and complex workflows, create and publish secure APIs, and manage conversational interactions with customers, employees, and partners to provide a great user experience. Quickwork provides an all-in-one platform with the tools and services you need to build powerful & scalable integrations, serverless APIs, conversational experiences, and a lot more. Simply drag and drop the applications you wish to use to build powerful integrations without writing a single line of code. Choose from 1,000s of business, consumer, AI, analytics, messaging, and IoT apps to create an automated workflow you can imagine. Convert any workflow into an API with Quickwork’s single-click API management. Share your APIs securely with built-in authentication mechanisms and scale elastically with our serverless infrastructure. Build and manage real-time conversational and messaging workflows with human agents, chatbots, and IoT devices across multiple channels.Starting Price: $20 per month -
6
Truto
Truto
Truto is built to be declarative from the ground up. You can add new and customize every existing Integration and Unified API that we provide. Play around with the product without having to plug in your real accounts. We provide sandbox accounts for all the integrations that we support. We believe that the best developer experience is achieved by hand-crafting SDKs. We understand how frustrating it is when the API and documentation differ like oranges and apples. Truto offers options to store data in a region of your choice. Push data from third-party APIs directly to your database. Truto offers support for vector databases too. With self-hosting options, data will never leave your virtual private cloud. With advanced user management, control access for team members.Starting Price: $125 per month -
7
ClayHR
ClayHR
We’ll administer ClayHR, file your compliance paperwork, provide HR guidance, and answer employee questions. We build customized dashboards, employee onboarding workflows, performance review processes, review cycles, onboarding templates, employee survey forms, and more. Get the answer from our experts on a simple HR question or guidance for complex HR situations. Get personal and proactive support from our team of HR experts. Avail the full use of our library of job descriptions, handbooks, performance reviews, and more. Contact your account manager today to learn more about these templates. Using ClayHR, you can get access to a native SQL database for your business intelligence and analytical purposes. That means, that when you have brilliant ideas, you can run any kind of ad hoc queries, perform any number of tests, and innovate. Analyze your data using your own processes and your own tools.Starting Price: $6 per employee per month -
8
Xinix
Xinix
Our cloud-based hosted phone system is simple and flexible with powerful call-management features. Start a free 14-day trial today. No obligation with monthly rolling contracts. Future-proof your business. Technology has exceptionally simplified the way businesses are managed and run today. As we speak, businesses across the globe are data-driven. Most organizations can now come up with useful and effective strategies just by analyzing data on their relationship and interactions with potential and current customers. This is all possible thanks to Customer Relationship Management (CRM) tools. Manage your desk phone from anywhere remotely, be it function keys, speed dial, directory, busy lamps, etc. The best VoIP UK provider, provides you with a complete mobile device management suite, solving urgent and complex business tasks when you are away from the office. Xinix offers a comprehensive suite of unified communications (UC) services. -
9
FlowMate
FlowMate
With FlowMate, building integrations is super-efficient. Deliver every customer-required integration in minutes, ensuring seamless connectivity and swift customer satisfaction. Enhance your integration offerings rapidly without writing a single line of code. Each new integration automatically appears in your embedded integration center, making them directly available to all your users and immediately ready to use. Your users can easily activate automation by connecting the integrated apps’ accounts, ensuring a seamless and efficient integration experience. Start with the most impactful integration for your business, share links instantly, and empower your customers immediately. Available via an external link, it allows you to offer all integrations your customers request quickly. Once you achieve market fit, seamlessly embed the proven system into your solution to ensure sustained growth and customer satisfaction.Starting Price: $149 per month -
10
Integry
Integry
Integry helps you design, deploy, embed, and manage integrations for your SaaS, easing the load on engineering and boosting support team productivity. Build powerful integrations quickly with visual programming. Add code where you need to. Use the highest abstraction and most expressive language that makes you more productive than any programming language without sacrificing control. Integry provides connectors to 250+ apps so you can get up and running quickly without worrying about getting your own app credentials. You can customize any OAuth with your own credentials and your own branding. Run integrations on a defined interval. Run polls and process data or recurring jobs. Connect with any API on top of our integration infrastructure. Use the same powerful visual programming to add your activities. Our powerful API client helps you communicate with any API server, send any data, and process any response. -
11
HubSpot Customer Platform
HubSpot
Put your customers first and grow better with HubSpot’s AI-powered customer platform. Connect your front office teams through a complete view of the customer journey. Use AI-powered tools to deliver a seamless customer experience Easily adapt to emerging industry trends and technologies. Traditional CRMs alone aren't enough to drive growth. Most aren’t designed for customer connection, which is critical in an AI-driven world where customers can explore, evaluate, and buy with efficiency. HubSpot’s customer platform is so much more. It’s powered by Smart CRM that combines customer data with AI to help you adapt, products for engaging customers across the entire journey, and an ecosystem of integrations, education, and community. It’s built for businesses to connect with customers, and grow better.Starting Price: Free -
12
Supaboard
Supaboard
Supaboard is an AI-powered business intelligence platform that enables users to analyze data and create real-time dashboards by simply asking questions in plain English. With one-click connections to over 60 data sources, including MySQL, PostgreSQL, Google Analytics, Shopify, Salesforce, and Notion, users can unify their data without a complex setup. It offers pre-trained, industry-specific AI analysts that generate SQL and NoSQL queries automatically, providing instant insights through charts, tables, and summaries. Users can build and embed customized dashboards by pinning responses and tailoring information for different audiences with filtered views. Supaboard ensures data security by connecting with read-only access, storing only schema metadata, and implementing granular access controls. Designed for universal usability, it minimizes operational overhead, allowing businesses to make data-driven decisions 10 times faster without requiring coding or data expertise.Starting Price: $82 per month -
13
Motileo
Motileo
Motileo is a sales performance and team engagement platform that uses gamification to transform everyday business activities and KPIs into competitive, motivating experiences designed to improve productivity and results. It connects directly to existing tools such as CRM systems and automatically pulls key performance indicators like calls made, meetings booked, deals closed, or revenue generated, converting these metrics into real-time competitions, achievements, and progress tracking for individual team members and entire departments. Motileo introduces game-like mechanics into the workplace by turning targets into achievements, milestones, and missions that guide employees toward measurable outcomes while keeping them engaged in the process. Teams can participate in customizable competitions or one-on-one battles that spark friendly rivalry and encourage consistent effort, while automated recognition systems reward users with points or coins that can be redeemed.Starting Price: €25 per month -
14
NETSOFT MLM
NETSOFT
Manage multi-level marketing (MLM) securely and efficiently with NETSOFT MLM, an advanced MLM solution. NETSOFT MLM is a highly secured MLM software that features 2FA technology and 5S Modular Protocol for simplicity, stability, security, speed, and scalability. NETSOFT MLM allows users to effectively present their members' hierarchy with up-lines and down-lines. NETSOFT MLM seamlessly integrates legacy software for inventory, Accounting, and more. NETSOFT MLM Software Supports, PV (Purchase Volume) & GPV ( Group Purchase Volume). These points are the baseline for the reward system. NETSOFT MLM Software supports the industry-standard wallet system. Cash Wallet & E-Wallet helps you to plan your rewards. NETSOFT MLM Software supports the industry-standard wallet system. Cash Wallet & E-Wallet helps you to plan your rewards.Starting Price: $999 -
15
RingCentral RingCX
RingCentral
RingCentral's RingCX is an AI-powered contact center solution designed to streamline customer support and enhance interactions. By integrating voice, video, and over 20 digital channels into a single platform, it enables agents to engage customers through their preferred communication methods. The inclusion of RingSense AI provides real-time insights, automates tasks, and offers assistance throughout the customer journey, improving both agent performance and customer satisfaction. With a user-friendly interface and straightforward deployment, businesses can implement RingCX within days. Pricing starts at $65 per user per month, which includes unlimited minutes and access to all core contact center features. -
16
dotdigital Engagement Cloud
dotdigital
Reimagine how you engage with your customers. Use Engagement Cloud to empower your team to turn your customer data and insight into personalized omnichannel marketing campaigns. Engagement Cloud integrates seamlessly with your existing ecommerce and business platforms to give you a powerful marketing tool that really does the biz. dotdigital (formerly dotmailer) is a cloud-based email marketing automation platform specifically created for small and medium-sized businesses (SMBs) and large business-to-business (B2B), business-to-consumer (B2C), and eCommerce companies. Simple yet powerful, this data-driven marketing tool helps businesses of all sizes to easily create and track personalized, optimized, and segmented email marketing campaigns. Primary features of dotdigital include multichannel marketing, lead nurturing, email send time optimization, automatic email responders, and campaign management. -
17
Easy Insight
Easy Insight
Take the guesswork out of your data through integrated reports and easy to create dashboards. Extend your data from multiple apps to create a single, impactful view of your business. Inspire transformative actions right from your custom reports while being able to easily update. Easy Insight helps you optimize your business through data-backed strategies. Connect your cloud apps to help you gain ultimate transparency on your inventory management, conversion rates, and project timelines. Gain actionable insights and extend your data into beautiful, easy-to-read dashboards from SaaS apps such as Basecamp, DEAR systems, Katana, Xero and many others. From sales pipelines to project progress to financials to inventory, gain a holistic view of your business from combining the data of multiple departments. Easily assemble custom dashboards of tables, charts, maps, and more to gain answers to key business intelligence questions.Starting Price: $50 per month -
18
Infraspeak
Infraspeak
Infraspeak is an Intelligent Maintenance Management Platform (IMMP) that brings outstanding connectivity, flexibility and intelligence to your operation. With Infraspeak, you can build your own, custom maintenance management solution capable of answering your unique operational challenges, and gain the intelligence you need to take your operations into the future. Talk to our team of specialists and enter a world of data, intelligence and automation. -
19
Business Card Reader
MagneticOne Mobile
Business Card Reader is a mobile app that allows you to enter data from business cards into your CRM just in two taps. Take a photo of the business card and all the information will be directly imported into CRM. Moreover, this innovative solution lets you create a huge set of additional data about your potential client, partner or colleague. The application has a limitation, custom fields are not available here. Business Card Reader, Multi CRM edition is the easiest, quickest and safest solution to convey information from your business cards. Now more than 12 CRM systems in one application. It is easy to switch between the CRMs. So if you use more than one CRM, download the app and enjoy it! Moreover, this app helps you to find out more information about your potential client, partner, or colleague. All the necessary information in one place – just a moment to snap а business card and transfer it to your CRM account. -
20
SupportBee
SupportBee
SupportBee’s support ticket system enables teams to organize, prioritize and collaborate on customer support emails. SupportBee’s shared inbox works just like email. We stay invisible to your customers, retaining the personal touch of email. However, unlike a traditional email inbox, we offer your team a frictionless way to collaborate by assigning tickets to teams and agents. Everyone knows exactly what they are responsible for and nothing slips through the cracks. Our integrated knowledge base software empowers your customers to help themselves. Your customers can find answers to their questions without having to write to customer support. KBee also integrates tightly with our Shared Inbox, which enables your team to easily insert links to relevant customer support articles when replying to your customers.Starting Price: $49 per month -
21
Akita
Akita
Managing customers is difficult. Make it easy with Akita, the hub for all your customer data, activity, and metrics. Try us for an engaged, healthy, and growing customer base. Akita lets you setup unlimited Customer alerts so you can take action when a customer is at risk of churn or ripe for upselling. Akita allows you to create powerful Customer segments; enabling you to tailor your Customer Success efforts to each customer's unique requirements. Trigger pre-defined workflows in response to Customer behavior or attributes. Create tasks and send messages directly from your own mailbox. Automate your Customer Success workflows and free up your time for more high-value tasks. Akita's Customer Success planner helps you create, schedule and manage your tasks from one simple interface so you can streamline your day-to-day workflow. Akita provides the most powerful Customer Health Scoring in the market giving you at-a-glance information about each customer. -
22
Mad Mimi
Mad Mimi
Mad Mimi is the easiest way to create, send, share and track email newsletters online. Mad Mimi is for people who want email marketing to be simple. Every day, over 40 million emails are sent, shared and tracked using our delightful and powerful service. If you want beautiful, mobile-friendly emails, then let Mad Mimi guide your design. Using Mad Mimi's exquisite ultra-clean interface and thoughtful style-design approach, you’ll be able to cook up the best-tasting emails on the block. Mad Mimi has spurned the outdated concept of cluttered layouts and embraced a creative concept where you only use what you need. Guiding you gently into a streamlined serenity that looks flawless in all email environments. Use styles to show your plumage and Modules to house your content and you’ll be ready to send an exquisite email in minutes. Save your customized styles or clone your work to never lose that design masterpiece.Starting Price: $10 per month -
23
High Attendance
High Attendance
Manage thousands of events including landing pages, attendee tracking, custom registration forms and the full lifecycle of attendee experience. Capture contact information from hundreds of lead retrieval systems, scan business cards and push opportunities directly to other systems. Deliver interactive games, surveys, giveaways and collateral while tracking the behavior and digital footprint of every attendee. Manage, register and track attendees through the entire event lifecycle. Display, engage and track the contact information and behavior of every visitor to your exhibits. Leverage online or face-to-face events and push event data in realtime to where you need it. No matter where you are, we are just seconds away. Support is available to you no matter the question (complex or simple). High Attendance allows customers unlimited use of the entire system, including users and administrators, multiple divisions, unlimited events and displays. -
24
Bidsketch
Bidsketch
Easily drop in content, fees, and designs to create persuasive proposals in minutes. Perfect for salespeople, sales teams, and anyone closing deals. Get your sales proposals signed faster with the e-signature feature by capturing client signatures online when they approve. Optionally, you can export to PDF. You'll impress clients with a custom client landing page and beautiful proposal templates. With web based proposal analytics and instant notifications, you'll know when clients open proposals or need a follow up. Bidsketch is proposal software that helps you close deals in minutes. So you can focus on your work. It's proposal management that helps you cut your proposal time in half, up-sell for more revenue, close more deals in your sales pipeline. Top businesses and sales teams have switched to Bidsketch, and thousands of people are now closing hundreds of millions of dollars, in less time than ever before. -
25
Stackla
Nosto
Stackla solves modern markets’ biggest challenge: the never-ending need for engaging and effective visuals to support all their campaigns, channels and audiences. Stackla’s AI-powered visual content platform helps marketers discover and obtain the rights to billions of authentic user-generated visuals from across the social web, then seamlessly manage, publish and optimize those visuals alongside their existing branded assets to deliver engaging and personalized experiences at scale. Save time and money on the content you need to fuel all your marketing activities by curating the engaging, diverse, and freely available visuals your happy customers create about your brand online every day. Easily find, engage, and reward your best brand advocates to build loyal communities and rich libraries of authentic, high-quality content that delivers real ROI across all your customer touchpoints. -
26
Smily
Smily
Smily is a comprehensive vacation rental management software designed to streamline operations for property managers and owners. It offers features such as a Channel Manager for maximum visibility and prevention of overbookings, a customizable Direct Booking Website to optimize direct reservations, and a Property Management System (PMS) to centralize all property data. Additionally, Smily provides a Unified Inbox to manage all guest communications in one place, facilitating efficient and organized interactions. These tools collectively aim to enhance booking management, improve guest experiences, and increase overall operational efficiency for vacation rental businesses.Starting Price: €285 per property per month -
27
Gust
Gust
Mission-critical business tools. Powerful performance benchmarks. Trusted fundraising recommendations. Gust supports you at every point along your entrepreneurial journey so when it’s time to raise money, you have the best shot at investment. With over 800,000 founders and 85,000 investment professionals on our platform, we’ll connect you to the whole startup ecosystem. We understand what investors want to see from a startup, and we can help you put your best foot forward. With powerful performance benchmarks, tailored feedback, and clear next steps for your startup, you’ll learn where to focus your efforts and find the tools you need to execute right at your fingertips. Our mission is to help founders win. Whether your next milestone is initially setting up your company the right way or successfully closing a Series C, we are here to help you hit it. -
28
Azquo
Azquo
Azquo is a ground-breaking Business Intelligence tool that saves time and resources by combining processing, calculation and analytics in a single platform which integrates seamlessly with Excel. Its unique Smart Data Store acts as a virtual ‘Satellite Data Warehouse’ which connects with all your internal and external data sources/repositories without any disruption to existing systems. Its control and reporting interface is Excel-based, meaning that Line of Business Analysts can extract the information they need simply, whilst providing total transparency for their Data Scientist colleagues in the I.T. department. Azquo® is an innovative new approach to Business Intelligence and to the way in which data is stored, labelled and used by a computer. No other system for reporting is capable of the flexible efficiencies that can be achieved by Azquo. We don’t call it a database as such – because that suggests a dimensionality that simply doesn’t exist in Azquo. -
29
Groove
Clari
Groove, a Clari Company, is the leading sales engagement platform for enterprises using Salesforce. Built for the needs of relationship-based sellers, Groove increases rep productivity, drives Salesforce adoption, and provides revenue leaders with key insights to know what’s driving their business. Because Groove is Salesforce native, it has the most advanced activity capture in the industry, ensuring that revenue teams can rely on accurate reporting and forecasting, lowered compliance risk, and streamlined administration. Whether it’s automating CRM data entry or empowering reps to generate pipeline and close more deals, Groove gives reps 20% of their week back to focus on high-value activities. Over 70,000 people use Groove at some of the world’s largest and fastest-growing companies, including Google, BBVA, Atlassian, Uber, and Capital One. Groove has ranked #1 in customer satisfaction on G2 over 18 consecutive quarters. -
30
Happy Grasshopper
Happy Grasshopper
Let's take your tired, busted, rat's nest of a database and turn it into a lead generating powerhouse via email, text, voicemail drop, and handwritten card. Find out why over 10,000 agents rely on us for lead conversion, recruitment, and generating more business from their past clients and sphere of influence. We'll import your contacts from any source, merge, de-duplicate, and title case correct them. This is the first step towards database mastery! Our robot hands craft organic-looking messages on Hallmark quality cards. Stamped and delivered for you. Increase lead response and conversion by dropping strategic voicemails without ringing their phones. Massive open rates. Phenomenal reply rates, and risky, risky, risky if you're doing it wrong. We'll queue up the people engaging with your other content for easy reach out via Messenger. Conversation starting posts curated for you by our crack team of professional writers. -
31
zBuyer
zBuyer
We come in contact with thousands of people nationwide via numerous national marketing campaigns. We are skilled at marketing, and constantly develop new campaigns to strengthen our network. Information submitted to us by home sellers or buyers is analyzed, aggregated and distributed directly to zBuyer network members. Don't expect a deal or listing from every lead: You've heard it said many times… it's a numbers game. zBuyer's value becomes most apparent when you give it time to work for you and prove its value. We strive to provide the best customer service in the business. If you have a question or an issue, just call us. We are happy to help you. -
32
Quote Roller
PandaDoc
All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time. -
33
Cloud4Wi
Cloud4Wi
Cloud4Wi helps enterprises unlock the power of physical locations. With our cloud platform, enterprises can offer a seamless, secure WiFi access and unleash innovative location-aware experiences, while driving business outcomes – without any additional workload for IT staff. With over 150 million mobile users connected across 70,000 locations in more than 150 countries, Cloud4Wi is the trusted partner of leading global enterprises –including Albertsons, Aldi, Burger King, Campari Group, Carmila (Carrefour Group), Guess, Gruppo FS Italiane, Prada Group, Puma, Raia Drogasil and Valentino– to drive business outcomes. -
34
Web Insights
Web Insights
Enables intelligent opportunity routing, which will revolutionize your sales and marketing processes. Web Insights is the global leader in website visitor automation, helping B2B enterprise organizations capitalize on engaged website opportunities, in real-time. Benefit from automated lead generation to instantly discover engaged website visitors. Route the right opportunities to the right people at the right time. Empower your team with valuable insight and intelligence. Seamless integrations, endless possibilities. Close more sales than ever before and drive business success. The right opportunities, routed to the right team, at the right time. Engaged opportunities, delivered to your sales, marketing or account management teams, seamlessly and in real-time. Web Insights empowers your business to grow, by giving your team valuable intelligence to enable you to generate more sales, and drive revenue. -
35
upSWOT
upSWOT
Understand a business’s issues, needs, and entire financial history at a glance to become an invaluable part of their future. Gain visibility into key metrics from the leading financial apps with tools to compare trends and evaluate performance of the business customers in real-time. With seamless integration and automated analysis, identifying opportunities and problem areas has never been easier — allowing banks to offer personalized service like never before. All the clunky application processes and data sharing that consume small to mid-sized businesses (SMBs) are now quick and frictionless. Send highly-personalized sales offers based on an up-to-date analysis of all the issues and opportunities that arise for businesses. With an easy-to-consume view of their business customers’ full financial history, banks can help them make smarter business decisions for the future. -
36
Vervemail
Vervemail
According to an Econsultancy panel in 2014, respondents said the most important attribute in an email provider is a user-friendly interface. Just below this was the need for true real-time technical support. In short, technology is only as good as the support team behind it. If you can’t easily get the right answers right away, even the fanciest marketing tools are worthless. This is why we insist every client must have an account manager, for free. No silver package or bronze tier add-on. Whether you are a non-profit or a political campaign, your account manager will have personal experience working with companies like you. From initial training to more complicated tasks like building automated campaigns, your account manager will be there to help every step of the way. Stop calling support lines and opening anonymous chat windows. Come to VerveMail for truly helpful support. Email is perhaps the most formidable weapon in the fundraising battleground. -
37
Canvass
Canvass
True visibility for sales reps and sales managers from the first customer interaction to installation. Canvass keeps the sales rep from having to dive into the CRM while giving them and sales managers complete visibility into deal flow and the metrics behind it to help drive more productive sales teams. Coach is a mobile sales training and team collaboration tool that keeps your distributed teams connected and performing with decentralized training and communication. Compete is a competitive sales platform that facilitates 1 to 1, team to team, and company wide sales competitions, including round robin, battle royale, bracket style and more. Your team works hard to find and keep customers. The tools you use should work as hard as you do. Canvass gives you complete visibility of every phase of your sales activity, allowing you to make better, more informed decisions and to instill accountability within your sales team. -
38
Flatly
Flatly
Sync data to flat files and sheets.Starting Price: $ 49 per user per month -
39
BoldLeads
BoldLeads
Last year alone, we helped thousands of agents generate over 1.2 million buyer and seller leads. We make it easy to generate leads and build a pipeline of prospects fast by giving you all the tools you need. Done-for-you buyer and seller lead generation. Follow-up is the key to success with real estate lead generation. We make it easy to stay top-of-mind! We make it easy to follow up with your pipeline of prospects fast. We create professional ad campaigns, delivering the resulting leads directly to the BoldLeads CRM. A suite of tools to engage your leads and grow your business. -
40
AnswerConnect
AnswerConnect
Keep your business human with 24/7 call answering from a team of real people. Customizable call scripts help you to capture the best opportunities. With over 20 years of experience, our professional virtual receptionists deliver exceptional service on every call. Features: -- People-powered, professional, and friendly customer support. -- 24/7 call answering, live chat support, appointment scheduling, lead qualification, and more. -- Integrate with popular apps and platforms, e.g., Salesforce, Hubspot, and Zoho. -- Best-in-class mobile app to organize prospect and client communications. -
41
Blotout
Blotout
Activate customer journeys with complete visibility using infrastructure-as-code. Blotout’s SDK offers companies all of the analytics and remarketing tools they are accustomed to, while offering best-in-class privacy preservation for the company’s users. Blotout’s SDK is out of the box compliant with GDPR, CCPA & COPPA. Blotout’s SDK uses on-device, distributed edge computing for analytics, messaging and remarketing, all without using user personal data, device IDs or IP addresses. Measure, attribute, optimize, and activate customer data with 100% customer coverage. The only stack that gives you the complete customer lifecycle by unifying event, online, and offline data sources. Establish a trusted data relationship with your customers to build loyalty and maintain compliance with the GDPR and global privacy laws. -
42
Meltano
Meltano
Meltano provides the ultimate flexibility in deployment options. Own your data stack, end to end. Ever growing connector library of 300+ connectors have been running in production for years. Run workflows in isolated environments, execute end-to-end tests, and version control everything. Open source gives you the power to build your ideal data stack. Define your entire project as code and collaborate confidently with your team. The Meltano CLI enables you to rapidly create your project, making it easy to start replicating data. Meltano is designed to be the best way to run dbt to manage your transformations. Your entire data stack is defined in your project, making it simple to deploy it to production. Validate your changes in development before moving to CI, and in staging before moving to production. -
43
Documati
Documati
Documati is a high volume document generation software that integrates with any CRM or ERP. Leverage our scalable REST API from Zapier, RPA platforms, no-code and low-code platforms or your custom build applications. Open your CRM in Chrome browser, choose a document template and simply click the button. You just generated a Word, PDF or PowerPoint document filled with the data from your CRM. Look how a tedious routine turns into a 1-minute activity. Connect to any CRM without starting a costly CRM integration project. Generate 100s of documents in 1 minute by merging data into the template. Just connect your CRM system and click the button. The last thing is to look while Documati fill out your document. -
44
Enerflo
Enerflo
Enerflo creates efficiencies from lead to PTO to grow your solar business. As a true open platform, we invite you to bring your favorite tools and let Enerflo connect them all together. Trust your tech with us, and we’ll blow your mind. Enerflo Sales Core gives your reps the most unified solar sales process in the industry. One platform, one login, one seamless experience across the entire solar customer journey. Throw your most difficult contracting scenarios our way and we’ll amaze you with accurate, real-time contract building, integrated interconnection documents, secured signing, and more. Built specifically for the solar industry, other signing solutions simply can’t compete. With Enerflo’s integrated lending, sales reps no longer juggle multiple logins for solar finance portals. Our deep integrations with the industry's top lenders make quoting, applying, approving and signing seamless for all. -
45
Kindo
Kindo
Kindo is here and work will never be the same. With just a few clicks, connect to any AI model, integrate with your current apps, and offload your endless tasks with workflows. Kindo streamlines your work so you get to focus on the best parts of your job—not all that extra stuff. The first self-serve Al platform that connects OpenAI's ChatGPT, Google Bard, Cohere Claude or any preferred AI model to your company's data in a secure and private manner. Work efficiently with seamless Al search, connect up to 200+ SaaS integrations, and easily create no-code AI-powered workflows. Ask questions about your data and get answers within seconds, no more having to dig through spreadsheets or wikis—Kindo securely layers AI tools over your existing apps to tackle all your burning questions. -
46
Voiceowl
Voiceowl
The industry-leading, AI-native platform integrates seamlessly into every customer-facing aspect of your enterprise, enhancing efficiency and delivering unparalleled value. Leverage Gen AI automation for lead generation enabling enterprises to bridge the gap between their marketing and sales teams, scale outbound campaigns, and reduce costs. Supercharge B2B databases with AI automation. Verify leads, contacts, and designations at lightning speed, 1000x faster, one click away. Empower your sales reps by providing AI-assured leads in real-time by automating the lead qualification process with the power of Voice AI virtual agents. AI voice virtual agents navigate IVR systems and gatekeepers to initiate contact with potential customers, ensuring a smooth transition to a live human agent. With Gen AI-powered voice virtual assistants handling routine inquiries, enterprises can scale their customer support without increasing operational costs. -
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Ema
Ema
Meet Ema, a universal AI employee who boosts productivity across every role in your organization. She is simple to use, trusted, and accurate. Ema’s the missing operating system that makes generative AI work at an enterprise level. Using a proprietary generative workflow engine, Ema automates complex workflows with a simple conversation. She is trusted, and compliant and keeps your data safe. EmaFusion model combines the outputs from the best models (public large language models and custom private models) to amplify productivity with unrivaled accuracy. We believe everyone could contribute more if there were fewer repetitive tasks and more time for creative thinking. Gen AI offers an unprecedented opportunity to enable this. Ema connects seamlessly with hundreds of enterprise apps, with no learning curve. Ema can work with the guts of your organization, documents, logs, data, code, and policies. -
48
Exopen
Exopen
Plan and analyze revenue & finance for predictable impact. Connect your dots, form the equation, and achieve your goals. With Exopen, as a CFO and controller, you get everything you need to streamline your financial reporting, improve budgeting & forecasting processes, and create clear and insightful analyses for your stakeholders. With Exopen, you can work with modern and data-driven functionality that streamlines your budget and forecast process with integrated analysis in Power BI. You quickly get a total overview and higher precision in your budget, saving time. You always look at quality-assured data from your ERP, leading to faster insights for better strategic decisions about the business. Choose modules according to your needs to create a tailored budget and forecast process. With our planning tool, you can work with both account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis. -
49
Refold
Refold AI
Refold.ai offers enterprise-grade AI integration agents designed to automate complex workflows and manage legacy systems like SAP, Oracle Fusion, and Workday Finance. Their AI agents handle custom logic, unpredictable APIs, and integration challenges so teams can focus on product development instead of manual system work. The platform features memory graphs, real-time adaptation, and auto-fixing workflows that enable effortless scaling and robust integration lifecycle automation. Refold supports cloud and on-premise deployment across AWS, GCP, Azure, and air-gapped environments. Trusted by leading companies, Refold reduces integration bottlenecks, accelerating enterprise sales and cutting total cost of ownership by over 50%. It’s built for solution engineering, professional services, product teams, and AI teams needing seamless, scalable integrations. -
50
Unifonic
Unifonic
Unifonic is an AI-driven platform that enables personalized omnichannel customer engagement. It offers a range of communication channels, including SMS, WhatsApp, Messenger, push notifications, and voice, allowing businesses to connect with customers through their preferred mediums. The platform supports over 100 native integrations with tools like Salesforce, HubSpot, and Shopify, facilitating seamless workflow automation. Unifonic's Flow Studio provides pre-built templates for common use cases such as abandoned cart reminders, OTPs, and chatbot automation, simplifying the implementation of automated workflows. The platform is designed to enhance marketing efforts, streamline IT and operations with low-code development tools, and improve customer support by offering 24/7 AI-powered assistance. Unifonic has a global reach, with 95% coverage, over 25 billion messages sent, and more than 5,000 customers.
