Ytel Integrations

Zendesk is an AI-powered service solution that’s easy to set up, use, and scale. It works out-of-the-box and adapts quickly, enabling businesses to move faster. Built on billions of CX interactions, Zendesk AI supports the whole service journey—from self-service to agents to admins—helping teams resolve issues faster and operate efficiently at scale. Zendesk empowers agents with tools, insights, and context to deliver personalized service on any channel—social messaging, phone, or email. It unifies personalized conversations, omnichannel case management, AI workflows, automation, and a Marketplace of 1200+ apps. Easy to implement, it frees teams from relying on IT or costly partners. Serving over 130K global brands in 30+ languages, Zendesk simplifies business complexity to create meaningful customer connections. Headquartered in San Francisco, it operates worldwide.

Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose.

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

UltraSMSScript is a uniquely positioned, easy to use, web-based group text and SMS marketing software platform. Either install UltraSMSScript on your own server and pay a 1-time fee for the platform, or have us host it for you with our monthly hosted plans! Pay for the text messages at WHOLESALE rates since we're linked directly to the text-messaging gateways. UltraSMSScript is the ultimate turn key SMS software platform and can be used as a white label solution for ad and media agencies, marketing providers, and companies serving their own local clients. With our text messaging software platform, you can service an unlimited number of client accounts with our Level 4 and ULTRA plans and manage these accounts from a very easy and intuitive administration panel giving you complete control. Experience many features such as Bulk SMS, Mobile Coupons, 2-Way SMS Chat, Appointment Reminders, Drip Autore

Zapier is an AI-powered automation platform designed to help teams safely scale workflows, agents, and AI-driven processes. It connects over 8,000 apps into a single ecosystem, allowing businesses to automate work across tools without writing code. Zapier enables teams to build AI workflows, custom AI agents, and chatbots that handle real tasks automatically. The platform brings AI, data, and automation together in one place for faster execution. Zapier supports enterprise-grade security, compliance, and observability for mission-critical workflows. With pre-built templates and AI-assisted setup, teams can start automating in minutes. Trusted by leading global companies, Zapier turns AI from hype into measurable business results.

Grow your traffic, convert leads, and prove ROI with HubSpot Marketing Hub. An all-in-one inbound marketing software, HubSpot offers the tools that brands and marketing professionals need to build and launch effective campaigns that help their business get noticed. This includes search engine optimization (SEO), writing blogs & creating web content (CMS), leveraging social media like Facebook, LinkedIn & Twitter, and more. With Marketing Hub, we’ll help your team grow traffic, convert leads, and track your entire funnel in one place. Drag and drop your way to polished landing pages and email templates. Quickly publish blog posts that establish you as an authority on any subject and help you get found online. And you’ll be ready for visitors from any device because your content is responsive right out of the box. Get real-time SEO suggestions, and create a content strategy that adapts to the way modern search works. And much, much more.

Accelerate sales with Zendesk Sell (formerly Base), a next-generation CRM software for modern sales teams. Zendesk Sell makes it easy for small business, mid-market or enterprise sales teams to enhance their processes, productivity, and pipeline visibility. The platform features an intuitive user interface that enables teams to access, analyze, and collaborate on relevant data, prioritize leads and opportunities, and drive sales actions with data. Make calls, send emails, schedule meetings, and view deal history all from one place—without logging everything by hand. When it comes time to close deals, you can do it anywhere, because Sell gives you the power of a desktop sales tool in the palm of your hand—even when you're offline. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling.

Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).

Gong is a leading revenue intelligence platform designed to help businesses drive predictable growth by capturing every customer interaction and turning these insights into actionable decisions. With features like Gong Forecast, Gong Engage, and Gong AI, the platform empowers teams to optimize their sales process, improve forecast accuracy, and enhance customer engagement. It integrates seamlessly with your existing tech stack, providing real-time data and analysis to fuel better decision-making across revenue teams. Gong helps organizations achieve better pipeline management and improve conversion rates with AI-powered insights.

Agentforce Marketing, formerly Marketing Cloud, is Salesforce’s AI-powered marketing platform designed to create personalized, two-way customer conversations. It combines unified data, autonomous AI agents, and full-funnel workflows into one connected system. Marketing Cloud enables businesses to deliver cross-channel campaigns that adapt in real time to customer behavior. With a single, trusted view of the customer, teams can coordinate efforts across marketing, sales, and service. The platform includes tools for automation, personalization, analytics, and loyalty management. Built-in AI capabilities help optimize campaigns and continuously improve performance. Agentforce Marketing empowers organizations to increase engagement, ROI, and long-term customer value.

Sugar Sell is a one of a kind Customer Relationship Manager solutions, with functionality that includes sales-force automation, marketing campaigns, customer support, collaboration, mobile CRM, social CRM and reporting. Sugar Sell gives individual and teams back the time they need to increase project focus and interacting with customers to create more sales. Join top leading brands and try Sugar Sell today. Sugar Sell gives you what other customer management software solutions wish they could: The guarantee of an outstanding user experience. Sugar is the 4x winner for satisfaction, reliability and tech support in PCMag’s Business Choice Awards. The real power of our platform is in the story that it tells—about your customers, your company and the future of your business. It’s the customer experience solution to use when you want to empower every employee with the right information, at the right time, before they even ask.

To survive and succeed in today’s mortgage market, you need a streamlined and optimized sales process. Velocify®, a part of the ICE Mortgage Technology™ Platform, puts sales automation to work to keep your team organized and focused on activities that drive more business. Streamline and enforce your unique sales process within Salesforce so your sales leaders, Salesforce admins, and loan officers can focus on growing the business and closing more loans. Your Salesforce environment will instantly become a powerful sales prospecting, closing, and reporting engine. Are you ready to increase your lead conversion rates by up to 400%? Retrieve mortgage leads from over 1,400 integrated lead sources, automatically distribute new leads and reassign unworked leads, prioritize all sales communications, and create customized sales workflows so all leads are acted upon. Respond faster to high-priority leads, sell smarter, and close more loans.

Your customers deserve a better experience. Zoho CRM Plus is a unified customer experience platform that helps you deliver an exceptional experience to every customer across all stages of their lifecycle and convert them into brand advocates. Engage with customers across multiple channels at each stage of the lifecycle. Get the right context across different media and stay notified in real-time. Manage conversations with multiple teams in one single thread. Better customer experience begins with aligning all your teams and making sure they keep customers at the center of whatever they do. Zoho CRM Plus unifies your marketing, sales, and support teams and provides them with the proper toolset so they can do just that. Work intelligently across all of your teams using Zia, Zoho's AI-based voice assistant. From predicting business trends, to suggesting the best time to contact a customer, to finding email and ticket sentiments and to providing intelligent business dashboards.

A State of the Art CRM with Automation at its core. User Friendly. Designed and developed with the user experience in mind. The layout is self-explanatory. Buttons and forms go in contexts that make sense and are simple to understand. Modern Framework. Built from the ground up using a modern foundation. Utilizing the latest in security practices, speed optimizations and scalable design. Tough, fast and current. For All Industries. Flexible and configurable for any industry. Battle tested with financial industries like Student Loan Consolidation, Debt Management and Mortgage. Client Portal. We have a separate portal for your clients to login to for updates. This portal syncs and communicates directly with the CRM for receipts, progress updates, resolving issues, uploading documents and updating information. Automation. Have your employees be steered and driven by the system.

Make real-time connections with customers with Chatbox, a cloud-based messaging solution. Chatbox allows users to manage Facebook Messenger, live chat communication channels and SMS. Chatbox can integrate with different customer relationship management (CRM) solutions like Oracle Service Cloud and Salesforce. Chatbox also enables users to personalize messages with customer data like name, age, and address.

Our software improves deliverability & automates follow-ups so you get more replies with less effort. Create manually, use the contact form or import bulk prospects using CSV or Google Drive spreadsheets. Maximize your workflow by automatically importing your Google Drive spreadsheet whenever it is changed. Maximize your open & reply rate by making every email stand out with personalization. Create your own attributes/merge tag. Add variations with A/B Testing and dynamic text to improve deliverability and improve your reply rate. Wake up each day to find new leads, directly in your inbox, by building a predictable pipeline. We take prospects who replied automatically out of the campaign and reach out again later when they are out of the office. Spam filters are getting smarter each year. Our solution monitors and maintains the health of your inbox with our advanced auto-warmer technology so your emails have a greater chance to land in your recipient’s inbox.