Planfix
planfix.com
The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance. The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support. Flexible access settings allow users to view only the information they need to remain productive at work, while managers can view the entire business process. No programming is needed to configure and control various business processes within a company. The platform offers a wide range of powerful features, including project management, client accounting, task management, online Gantt charts, email integration, calendars, event chronicles in real time, analytics and reporting, connecting external users, linking accounts, and much more. Whether you’re a newbie or a tech-savvy user, Planfix will be a perfect fit. Experienced users will find features in Planfix that aren’t available in other services and systems. These features include extensive customization, advanced automation of complex business processes, and flexible project building. Alternatively, ready-to-use configurations and automated procedures facilitate onboarding and implementation. We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal. More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.
Agile CRM
agilecrm.com
Agile CRM is a fully integrated CRM with sales tracking, contact management, marketing automation, web analytics, 2-way emails, telephony, helpdesk with a clean modern interface. With Agile CRM, SMB's can now: * Automate their marketing, sales and customer retention process with simple and powerful drag-drop editor * Convert website visitors directly to leads in the CRM - Nurture, track and score leads automatically based on web or email activity * Enable multi channel communication with the ability to call or email or tweet to a contact from the same page * Monitor customer behavior and get real time alerts for customer activity * Manage helpdesk tickets with all of the customers history in one place * Have a detailed record of all of the customer's details and communication history in one page, sorted chronologically * See customer data from various other business apps on one page using extensive integrations
ShareFile
sharefile.com
Securely share content and collaborate with clients and internal teams from any device or location with ShareFile. Departments and small businesses need simple, secure solutions to collaborate with clients and each other. With ShareFile, use any device to securely access files, share data, and create time-saving workflows. Simple, quick set-up – no IT required. Share, send any size file on any device: Whether you're in the office or on the go, you'll have secure access to your files anywhere, any time with cloud storage. * Know your files are always safe: Bank-level encryption protects your files, emails and attachments in transit and at rest. * Collaborate securely: Audit trails and configurable permissions to know and control who is accessing your data. * Optimize the client and employee onboarding process: Time-saving workflows reduce manual paperwork all within a single point of collaboration. * Secure FTP site alternative: No software installations - for you or your clients.
OpenText
opentext.com
OpenText Corporation (also written opentext) is a Canadian company that develops and sells enterprise information management (EIM) software.OpenText, headquartered in Waterloo, Ontario, Canada, is Canada's largest software company as of 2014 and recognized as one of Canada's top 100 employers 2016 by Mediacorp Canada Inc.OpenText software applications manage content or unstructured data for large companies, government agencies, and professional service firms. OpenText aims its products at addressing information management requirements, including management of large volumes of content, compliance with regulatory requirements, and mobile and online experience management.OpenText employs over 14,000 people worldwide and is a publicly traded company, listed on the NASDAQ (OTEX) and the Toronto Stock Exchange (OTEX).
Customer.io
customer.io
Customer.io is a customer engagement platform designed for marketing teams to create data-driven campaigns that reach people across all messaging channels at the right time. Their suite of products includes Journeys, a messaging automation tool for all engagement needs, and Data Pipelines, a customer data platform that connects the entire tech stack. Customer.io offers a winning recipe for effective customer engagement by combining real-time data and personalized messages. Built for scale, Customer.io is used by over 5,500 companies, sending over 29 billion messages per year. Founded in 2012, Customer.io is a globally distributed, remote-first company named one of the fastest-growing private companies on the 2022 Inc. 5000 list.
Thryv
thryv.com
Thryv is an all-in-one small business management software that helps you streamline your business so you can get back to the things you love. Small business owners communicate better, solve more business challenges and get more organized with Thryv. Partner with Thryv to surpass your customers’ expectations and fortify your online presence, all from a single login. Thryv includes our best-in-class support, available anytime, 24/7, with experts who understand the goals and unique needs of small business owners. Thryv handles: * Customer communications * Estimates, invoicing and payments * Appointment scheduling * Reputation management * Social media management and more! Thryv automates tasks and puts customers at the center of your business, with one easy-to-use software, making it easy to reach more customers, stay organized, get paid faster and automatically generate reviews. Thryv makes it easy for customers to: * Find you online through ratings and reviews, social presence and accurate search results. * Interact easily and instantly, receive reminders, send texts and emails and schedule appointments. * Pay you effortlessly, receive receipts instantly, know it’s safe and secure and choose how to pay. * Stay engaged with automated messages that ask them back, stay in touch and request reviews. Thryv’s award-winning software is helping over 45,000 businesses across the US, Canada and Australia transform how they do business and manage their customers.
Spreadsheet
spreadsheet.com
The spreadsheet you know with the power of a database and project management system. Gantt, Calendar, Kanban, Forms, and Automations. Get started free.
Contlo
contlo.com
Contlo is a leading generative AI marketing platform to drive autonomous customer engagements via omnichannel campaigns, real-time generative customer journeys, AI-powered segmentation for one-to-one hyper-personalization, and actionable insights about your customer behavior. Built for the AI-first world - Contlo enables modern businesses to leverage AI to orchestrate their end-to-end marketing. The platform helps brands increase customer lifetime value, boost customer engagements, and deliver a hyper-personalized experience to retain their most valuable customers. Contlo is trusted by 1000s of fast-growing businesses to boost their sales by engaging loyal customers and making faster data-driven decisions throughout their customer lifecycle. Enabling them to measure and optimize individual customer experiences with the help of: * Autonomous personalized campaigns for every customer touchpoint: Effortlessly engage your customers with AI-powered autonomous campaigns across all major marketing channels like Email, SMS, WhatsApp, Web Push, Mobile Push, Facebook & Instagram. * Real-time generative customer journeys powered by LLMs: Goodbye templatized automation flows! Let AI build the most optimal customer engagement workflows & customer journeys based on their recent interactions to maximize your ROI. * Generate Customer Segments for One-to-One Personalization using AI: Orchestrate highly personalized and targeted customer interactions based on behavioral data, demographics & recent actions on the website. * LLM generated insights, analytics & autonomous reporting: Get granular visibility of your customer behavior, campaign performance, and overall business intelligence along with AI-generated insights, recommendations, and autonomous reporting. * Autonomous customer engagement, LLM powered chatbots & a unified conversation inbox: Deliver a seamless brand experience to your customers via chat across Facebook/Instagram/WhatsApp and make phone calls directly from a single dashboard. Contlo seamlessly integrates with 200+ platforms to help brands build a powerful autonomous marketing tech stack around their business.
Omnisend
omnisend.com
Omnisend is an email & SMS marketing platform with a suite of features made specifically to help ecommerce stores grow their online businesses faster. One-click integration with major ecommerce platforms, pre-made automation & email templates, and award-winning 24/7/365 live customer support make it easy for brands of any size to sell more—all without the exaggerated cost. Join more than 100,000 ecommerce brands that use Omnisend to grow their businesses on autopilot, converting their customers with quick-to-build, highly-relevant emails & texts. - Send newsletters and targeted campaigns Create beautiful, shoppable emails in minutes using our drag & drop email builder and a variety of ready-made email templates. Add coupon codes, automatically pick & insert products and automatically resend campaigns to the non-openers - all without any tedious manual work! - Drive sales on autopilot with ecommerce automations Win (back) lost sales with pre-built workflows for cart abandonment, welcome series, transactional emails and more. Get pre-built, revenue-generating automations running in minutes or easily build your custom workflows using our no-code, drag & drop Automations Editor. - Improve your targeting with robust segmentation Segment your customers based on their shopping behavior as well as other properties to improve conversions with well-targeted, personalized emails and texts. Create segments for high-value customers, for specific category/product shoppers or those that need to be reengaged and personalize your messaging. - Combine email with SMS and more channels Add SMS and push notifications right next to your emails using the same platform and provide a consistent, omnichannel customer experience. Save time and costs - there’s no need to pay for separate email, SMS, and push apps anymore! - Build your email & SMS lists Collect new subscribers using our mobile-friendly, fully customizable forms. Choose from popups, signup boxes, landing pages, or a wheel of fortune to seamlessly collect email and/or SMS opt-ins. Capture your visitors with exit-intent forms and improve popup engagement using form targeting options, all available within Omnisend. - 24/7 Support We give you stellar support and helpful advice anytime you need it. We’re available 24/7. Start using Omnisend for free, upgrade anytime! Omnisend invites Freelancers and Agencies to join the Omnisend partner program. This program is created to help Freelancers and Agencies accelerate their growth, win more clients and receive industry leading revenue share for referred and managed accounts. Check the link and join the program: https://www.omnisend.com/partners/
Regal.io
regal.io
Regal is the new standard in ai-powered CX. Regal understands real-time customer intent signals, and automatically tailors multi-touch inbound and outbound interactions with a blend of Regal AI Agents and your human agents. Customer-first brands including Angi (formerly Angie's List), AAA, Google, Harvard (through Podium Education), K Health, Kin Insurance, Ro, Toyota, and Varsity Tutors have improved their engagement with hundreds of millions of customers through Regal, leading to $5B in revenue. Regal.io is based in NYC and is backed by $83M from leading investors including Emergence Capital, Founder Collective and Homebrew.
Momentum
momentum.io
Momentum is a no code platform to automate sales workflows. By embedding into existing sales-first tooling, from Slack and Salesforce to Asana and Outreach, Momentum gives revenue team the building blocks to operationalize sales motions and improve efficiency. With pre-assembled recipes, including Slack deal rooms, deal desk approvals, and automatic capturing of files and notes into opportunities, deals close faster, with better accountability and collaboration along the way.
Brandfolder
brandfolder.com
Brandfolder is a visually-elegant and user-friendly Digital Asset Management software that allows marketers and creatives across industries to maximize their brand management potential. Brandfolder is more than just storage for your digital assets; with our solution’s cloud-first architecture, users can organize, manipulate, distribute, and analyze their most important digital collateral from a single source of truth. With advanced AI-powered smart search, asset editing and manipulation, annotated workflow with approvals and notifications, and actionable brand insights, Brandfolder’s feature suite amplifies cross-team collaboration and productivity and empowers external users to access the content they need with unprecedented ease.
SocialHub
socialhub.io
SocialHub is the world's simplest Social Media Management Software. Create and schedule Facebook Posts and Ads faster than ever with just a few clicks. Plan all your content in the simplest interface you'll ever work with. Work together as a team with powerful collaboration features and get simple to understand Analytics that show you what works at a glance. Plan, schedule, promote and analyse social media posts in just a few clicks, saving hours of time every day. The only question is: What are you going to do with all that extra time?
ProWorkflow
proworkflow.com
ProWorkflow is an industry-leading comprehensive project management tool for teams of 5 to 5,000. With 17 years of experience and more than 3 million projects completed to date, we understand small details through to big data. Track Gantt chart tasks, Kanban boards, time, documents, communications, quotes and invoices. Our powerful API and customizable features let you easily tailor ProWorkflow to your job. World-class customer support and free onboarding makes the decision to join easy.
Process Street
process.st
Process Street is the world's first Process Management Platform powered by AI. We help teams share their core processes, and then transform them into powerful no-code workflows. Start with employee onboarding to set up new hires for success, then build all sorts of workflows like customer implementation, content approvals, and tenant screening. Manage your team wiki and company handbook 100% free. Join Salesforce, Colliers, Drift, and 3,000+ others who use Process Street today.
Ascent360
ascent360.com
Ascent360 is a Data Driven Marketing Automation Platform that gives you a 360-degree view of your customers and enables you to accelerate your sales and maximize customer retention through cleansed data, segmented audiences and personalized, automated campaigns. It's never been easier to turn your customer data into sales.
TaxDome
taxdome.com
Winner of the Comprehensive Firm Workflow Solutions category in the 2024 CPA Practice Advisor Readers’ Choice Awards, TaxDome is the leading practice management platform for tax, bookkeeping and full-service accounting firms. Trusted by more than 10,000 firms to communicate with more than 3 million of their clients, TaxDome focuses not just on firm operations, but on elevating the client experience. The TaxDome client mobile app consistently rates in the top 100 of the iOS app store Finance category and has a 4.9/5 rating across 6,000+ ratings. TaxDome’s user-friendly and comprehensive practice management platform improves team collaboration, provides managers with visibility, and enables tax preparers and bookkeepers to accomplish their work faster and more effectively. The product suite includes workflow automation, CRM, secure document storage, client engagement tools, AI-reporting and analytics, proposals, engagement letters, e-signatures and more. Accessible from desktop and mobile, TaxDome is the complete solution for any firm, allowing accountants to focus on value-adding meaningful client interactions. Every client, every email, every job, every invoice, all in one shared hub for your team.
Air
air.inc
Air is the Creative Operations System for marketing and creative teams. Find, organize, share, and collaborate on your images and videos. It's a visual workspace where your images and videos can be easily stored, shared, managed, and finalized. Say goodbye to legacy tools like Dropbox, Google Drive, and traditional DAMs. Air’s intuitive UI is purpose-built for visual assets. Find files faster with visual search and AI autotagging. Share files securely. Fast-track projects and feedback. Customize workflows. Your team can save countless hours managing digital assets with Air.
Insider
useinsider.com
Insider—a single platform for building individualized, cross-channel experiences—enables enterprise marketers to connect customer data across channels and systems, predict their future behavior with an AI intent engine, and build individualized customer experiences. Marketers use Insider’s platform to deliver consistent and engaging experiences across Web, App, Web Push, Email, SMS, WhatsApp Commerce, and more. Having recently unlocked unicorn status, Insider was also congratulated by NASDAQ for becoming one of the only woman-founded, women-led B2B SaaS unicorns in the world. CrunchBase recently ranked Insider’s co-founder and CEO Hande Cilingir as one of the top women CEOs outside the US. One-third of Fortune 500 companies and top brands across retail, automotive, and travel choose Insider to deliver AI-led personalized experiences that exceed customer expectations. Insider is trusted by over 1,200 global businesses, including Singapore Airlines, Estée Lauder, Virgin, Toyota, New Balance, IKEA, GAP, L’Oreal, Samsung, Vodafone, Allianz, Santander, BBVA, Pizza Hut, Newsweek, MediaMarkt, Nissan, AVIS, MAC, Marks & Spencer, Madeira Madeira, Avon, and CNN.
vcita
vcita.com
vcita is enabling you to focus on growing your business, stay organized and deliver exceptional client experiences with an intuitive management platform. Automate time-consuming admin tasks like payment collection & billing, scheduling, client reminders & management - track your interactions with customers by keeping notes and viewing clients payment history from a friendly dashboard.
Creatio
creatio.com
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Millions of workflows are launched on their platform daily in 100 countries by thousands of clients. Genuine care for their clients and partners is a defining part of Creatio DNA. Creatio offerings include a no-code platform (Studio Creatio), CRM applications (marketing, sales, and service), industry workflows for 20 verticals and marketplace add-ons. They help their customers digitize workflows, enhance customer and employee experiences, and boost the efficiency of commercial and operational teams. Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports. Creatio products receive raving end-user reviews on peer-to-peer portals. Their customers enjoy the freedom to own your automation. Freedom is provided through unlimited customization, the ability to build apps without a line of code, and a universe of ready-to-use templates and connectors. Their platform empowers knowledge workers to build applications with no-code while increasing organizational capacity. They believe in genuine care. They build sincere relationships with their clients and partners by giving a hand first and then thinking about business, communicating transparently and openly, and listening, adjusting and bringing value. Creatio is an American company headquartered in Boston, MA. They have 700+ employees in six offices and a local presence in 25 countries. Creatio has long-lasting relationships with some of the world’s most successful organizations including AMD, Bayer, Kraft Heinz, Visteon, Société Générale Group, BNP Paribas Group and many others. Creatio partners with 700 GSIs and local integrators. Their culture is about genuine care for their clients and partners, passion, going the extra mile and staying positive.
Fluix
fluix.io
Fluix is field productivity software that empowers field teams with everything they need to perform at their best - by giving them tools to collect data, manage tasks, and ensure compliance with industry regulations.
Baseline
baseline.is
Baseline is an easy to use Brand Management Platform that unifies brand management, digital asset management (DAM), and content creation in one seamless ecosystem. Designed for businesses of all sizes, from startups to agencies and large enterprises, Baseline empowers teams to create, manage, and deploy consistent brand experiences across all touchpoints. Key features include: * Brand Guide Creation: Easily create and share professional brand guidelines, ensuring consistency across your organization. * Digital Asset Management (DAM): Centralize, organize, and share brand assets with intuitive tagging and powerful search capabilities. * Design Editor: Create on-brand designs with direct access to your brand assets, colors, and fonts. * Template Library: Utilize customizable, on-brand templates for various marketing materials. * Collaboration Tools: Foster teamwork with role-based permissions, approval workflows, and real-time collaboration features. * Version Control: Track changes, manage revisions, and easily revert to previous versions of assets. Baseline stands out for its budget-friendly approach and ease of use. It's focused on brand consistency without the headache. Whether you're a small business establishing your brand identity, a growing company managing multiple brands, or a large enterprise maintaining global brand consistency, Baseline provides the tools and flexibility to elevate your brand management process. With its user-friendly interface, powerful features, and scalable architecture, Baseline is more than just a DAM or design tool – it's a complete brand experience platform that grows with your business, turning brand management from a challenge into a competitive advantage.
Runrun.it
runrun.it
Runrun.it is a Work Management Solution in the Cloud. If your company needs to track where people's time goes, Runrun.it can help in a simple and unique way. Imagine Runrun.it as a playlist of tasks, projects, and workflow. The user clicks on Play and Runrun.it automatically counts hours, allocating costs to clients, projects, and task types. You gain control and insight into the profitability of your projects and clients through a powerful set of data. Try it free.
SalesBoss
salesboss.ai
SalesBoss is an all-in-one sales, marketing, communications, and automation software platform for local businesses across industries, including home services, retail, automotive, real estate, professional services, and more. SalesBoss combines the power of Sales, Marketing, SMS, Email, Calls, Calendar, Webchat, Inbox, Pipeline, Reviews, Payments, Websites, Funnels, and Automation in one AI-powered solution. From lead capture and nurturing to deal closing and customer retention, Salesboss helps you manage your entire sales pipeline on one easy-to-use platform. Plus, its built-in automation capabilities save time and increase efficiency by automating repetitive tasks. Local Businesses can organize their data, generate more leads, create strong pipelines, and close more deals faster.
MoEngage
moengage.com
MoEngage is a cross-channel customer engagement platform built for marketers and product owners who value agility over cumbersome complexity. We help consumer brands adapt quickly to evolving customer expectations through real-time insights and personalized cross-channel communications. MoEngage is trusted by over 1,200 global consumer brands, including Soundcloud, Citi, McAfee, 7-Eleven, Samsung, Flipkart, Domino’s, Nestle, Deutsche Telekom, and Airtel. With offices in ten countries, MoEngage is backed by Goldman Sachs Asset Management, B Capital, Steadview Capital, Multiples Private Equity, Eight Roads, F-Prime Capital, Matrix Partners, Ventureast, and Helion Ventures. Product Description: * Cross-Channel Marketing Segment and engage with your customers in real-time via their preferred channel at their preferred time based on their actions, behavior, attributes, and preferences. MoEngage allows you to engage your customers through eleven channels across your website, email, mobile app, SMS, WhatsApp, and social media. * Customer Insights Bring your customer data into MoEngage and leverage Sherpa, our AI engine, to gain insights into customer behavior and preferences. Segment and engage customers easily from a single dashboard. Just a few clicks, and you're all set! * Web and App Personalisation Delight your website and app visitors with personalized content, offers, and recommendations based on their preferences, likes, journey stages, and lifestyle affinities. * Real-Time Transactional Alerts MoEngage Inform provides a unified infrastructure to manage critical alerts across channels and vendors with a single API.
Ontraport
ontraport.com
Ontraport is a no-code business software that empowers service businesses to systemize and scale. Ontraport manages and automates the entire buying cycle, resulting in faster growth while freeing up business owners and teams to deliver more customer value. Ontraport’s full set of marketing, sales and business operations features include CRM, automation, payments, sales pipeline, web apps, tracking, email and SMS, landing pages, and membership sites. Service providers of all kinds — including consultants and agencies, coaches and advisors, and personal and professional service providers — trust Ontraport to achieve more growth with less work. For more information, visit www.ontraport.com.
Scoro
scoro.com
Scoro is a comprehensive work management software specifically designed to cater to the unique needs of service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro aims to streamline and optimize the entire workflow of agencies, consultancies, and other professional service businesses, providing them with a unified platform to manage all aspects of their operations, from quote to cash. By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting into a single solution, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real time, thereby enhancing productivity and ensuring timely project delivery. Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability. In a world where service businesses face increasing complexity and competition, Scoro stands as a reliable ally, offering a holistic solution to optimize operations, improve profitability, and drive long-term success.
Rocketlane
rocketlane.com
Rocketlane is a purpose-built platform for customer onboarding, implementation, and Professional Services Automation. Modern businesses like Clari, Mixmax, GoCardless, nCloud Integrators, etc., use Rocketlane to improve project predictability and profitability, shorten time-to-value, and elevate the customer experience. Rocketlane uniquely combines project management, document collaboration, and communication into one tightly-knit experience. The built-in resource management, time tracking, portfolio management, budgeting, and business intelligence help you run projects against set budgets and timelines. The platform helps you impress your customers, hold them accountable in the journey, create repeatable playbooks, forecast demand efficiently, get on-demand visibility into projects and customer sentiments, and increase the productivity of your teams.
Magical
getmagical.com
Magical is a productivity app that speeds up repetitive tasks as you work - no APIs or integrations required. Just an browser extension. With a simple keystroke, Magical automates mundane tasks like messaging, data entry, sourcing, and prospecting workflows. Unlike existing automation solutions that are expensive, clunky, and require a technical team to set up, Magical is designed for non-technical users, offering no-build task automations that works across any app. Use Magical to quickly personalize and expand messages as you type, move data from app to app to keep data bases up to date or move data into spreadsheets instantly. You can even use AI to write new messages for your using quick replies or custom prompts - where ever you work. Invite your entire team onto Magical and make everyone more productive by sharing your best message templates or productivity hacks. Magical is free to use!
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