What Integrates with Formstack?
Find out what Formstack integrations exist in 2026. Learn what software and services currently integrate with Formstack, and sort them by reviews, cost, features, and more. Below is a list of products that Formstack currently integrates with:
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Grow is a full-stack, no-code business intelligence (BI), platform that empowers everyone within your organization to make data-driven decision. Any organization can connect to its data and discover insights by combining ETL, data warehouses, and visualization in one platform. Our unlimited-user license model allows everyone to access the answers they seek without having to wait for an analyst. Everyone can now make great decisions in real time to accelerate their growth. Plus: Unlimited Users - More than 100 Integrations - No SQL required (but still available for use) - BI Consultants Support - Simple ETL Dynamic Dashboards
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OneSpan Sign offers a dependable electronic signature platform that supports numerous well-known brands globally. Esteemed analyst organizations and regulated sectors regard OneSpan Sign as a versatile and expandable solution, allowing them to control identities, ensure secure access, authenticate transactions, and safeguard assets across various domains, including finance, e-commerce, government, and healthcare. Whether utilized in the cloud or implemented on-site, OneSpan Sign effectively captures signatures at points of sale, in remote locations, or directly on websites, making it a comprehensive tool for modern business needs. Its ability to adapt to different environments makes it a valuable asset for organizations seeking to enhance their signature processes.
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Device Magic
Device Magic
$25 per user per month 2 RatingsDevice Magic is a mobile form software and data collection app that replaces paper forms with mobile forms. Build your digital forms using our simple drag-and-drop online form builder. Transmit accurate data from the field to your office in real time You can collect data using your mobile devices even if you don't have an internet connection. You can deliver data in any format you prefer. Integrate with your existing business tools, such as Box, Slack and SQL, OneDrive, Zapier, and many more. -
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QuickBooks Enterprise
Intuit
2 RatingsQuickBooks Enterprise offers a comprehensive solution designed to oversee both your business operations and financial performance. By utilizing QuickBooks Enterprise with cloud access, your team gains the ability to collaborate seamlessly from any location, all while ensuring a secure connection and benefiting from automatic daily backups. Experience enhanced software capabilities and the freedom to work from your preferred location with our hosting options. Furthermore, enjoy a remarkable increase in list capacity—six times that of Pro and Premier—allowing for management of up to 1 million customers, vendors, and inventory entries. Alongside this, you will benefit from expedited payroll processing within QuickBooks and gain valuable insights through over 200 detailed reports, as well as specialized editions tailored to various industries. The Enterprise Diamond package serves as an all-in-one solution that simplifies business management, offering essential features that can be customized and expanded as your business evolves. With our Assisted Payroll feature, we take care of your payroll taxes, ensuring that quarterly and year-end filings are done accurately and punctually, allowing you to focus on growing your business without the worry of payroll complexities. This comprehensive approach guarantees that your business remains efficient and scalable, regardless of its size. -
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Salesforce Agentforce Marketing
Salesforce
2 RatingsSalesforce Agentforce Marketing is a comprehensive marketing platform built to transform one-way campaigns into interactive customer experiences. It integrates AI, data, and automation to power conversations across email, mobile, web, and other channels. By centralizing customer data, Marketing Cloud enables real-time personalization at every stage of the customer journey. Autonomous AI agents help marketers create, optimize, and scale campaigns faster. The platform connects marketing and sales teams with shared insights and coordinated workflows. Advanced analytics provide a unified view of performance across channels. Businesses can manage B2B and B2C marketing strategies within the same ecosystem. Built-in loyalty and personalization tools strengthen customer relationships over time. Marketing Cloud adapts to any tech stack and supports organizations of all sizes. It drives measurable growth by increasing engagement while lowering acquisition costs. -
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Caspio is an AI platform for building custom business applications: the databases, portals, dashboards, and workflow tools organizations rely on to run operations. Describe the application your business needs, and Caspio generates it, including the data model, interface, and roles, as a real, secure application your team fully owns and can edit, with no code to maintain. Built on more than two decades of platform engineering, Caspio is trusted by thousands of organizations worldwide, including in regulated industries such as healthcare, finance, and government. Applications run on a SQL Server data core with role- and record-level security, deploy as embeddable apps and components, and are hosted on AWS with data residency in the United States, Canada, the European Union, the United Kingdom, Australia, and Brazil. HIPAA, SOC 2 Type II, and GDPR compliance are independently certified annually, and every plan includes unlimited users backed by 24x7 human support. Caspio is built to connect. AI Connector Extensions bring leading AI models into app workflows, and a documented REST API and the Caspio MCP Server let AI tools and agents work with your data under your permissions, alongside integrations with Zapier, Make, n8n, Workato, Keragon, and more. Learn more at caspio.com.
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GetAccept is an all-in-one solution for e-signature, contract management, proposal creation, sales collateral management, document tracking and prospecting. Used by sales, HR, customer success and development teams; personal video messaging, live chat and analytics are popular features. Our Digital Sales Room has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts. With a comprehensive suite of features designed to increase win rates, GetAccept stands at the forefront of the digital sales transformation.
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Power Automate from Microsoft helps organizations automate their business processes by connecting apps and services with customizable workflows. This no-code solution allows users to automate tasks like data synchronization, approval processes, and form submissions. The platform also leverages AI for more advanced automation, including processing documents and generating content. With support for robotic process automation (RPA) and cloud-based integrations, Power Automate enables seamless automation of both manual tasks and cloud operations, reducing operational costs and improving efficiency across industries.
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HubSpot Content Hub is an AI-powered content marketing platform that combines content creation, CMS functionality, content management, optimization, and reporting in one workspace. The platform helps teams create high-converting content, repurpose assets, manage websites, optimize performance, and gain actionable insights. Built-in AI agents support content strategy, content creation, content remixing, blogging, podcast production, customer engagement, and video marketing. HubSpot AEO helps teams understand how their brand appears in AI-generated answers and provides recommendations to improve visibility. Content Remix turns one piece of content into multiple marketing assets while preserving the organization’s brand voice. The scalable CMS helps users build and manage websites, landing pages, blogs, and personalized content. Reporting dashboards show which content performs best so teams can make better decisions and improve results. Content Hub also includes AI Blog Writer, Podcast Software, Customer Agent, video clipping, SEO tips, content approvals, multi-site management, and CMS customization on higher plans. By combining AI content creation, AEO tracking, content remixing, website management, reporting, podcasting, video marketing, and CMS tools, HubSpot Content Hub helps teams modernize content marketing.
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WiserNotify
WiserNotify
$10 per month 1 RatingYour website attracts numerous visitors every day, yet only a small fraction engages with your offerings. Regardless of advancements in technology, the need for social proof remains essential for building confidence. Wiser Notify provides a simple and efficient way to instill trust in what you present to your audience. Aiming to enhance sales through effective marketing strategies for thriving e-commerce ventures, Wiser Notify leverages the principles of consumer psychology to offer digital solutions. With its focus on social proof and FOMO (fear of missing out) marketing tactics, Wiser Notify helps draw in potential customers while enhancing your credibility. By displaying recent activities such as sales, sign-ups, and subscriptions, you can foster trust and increase your site's popularity, ultimately leading to greater success in your business endeavors. These strategies not only boost sales but also create a more engaging user experience. -
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Highrise is a customer relationship management tool that helps individuals keep tabs on their interactions with clients while also overseeing the progress of deals and connections. Users can seamlessly import their contact lists from platforms such as Outlook, Gmail, and Excel. Additionally, Highrise allows for the inclusion of notes and remarks within each contact's profile. The platform also offers task management capabilities, enabling users to generate tasks, set reminders for various projects, and organize tasks by company, contact, or project. This comprehensive approach ensures that users can maintain effective communication and organization throughout their professional engagements. The user-friendly interface makes it easier for teams to collaborate and stay aligned on their goals.
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FreeAgent is a web-based accounting solution designed specifically for small business proprietors, freelancers, and their financial advisers. With a user base exceeding 60,000 companies, FreeAgent integrates a comprehensive suite of accounting features into a single platform, including invoicing, expense tracking, project management, and sales tax functionality, enabling business owners to devote less time to financial tasks and focus more on expanding their enterprises. Additionally, FreeAgent offers seamless synchronization with bank accounts, allowing for the automatic importing of transactions for enhanced convenience. This all-in-one approach not only streamlines financial management but also empowers users to make informed decisions for their businesses.
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Smart, simple online CRM. You can build stronger customer relationships, increase sales, and save time. Organize all your customer information in one place. You can track conversations, see the history, and provide more personal experiences. You can tailor your sales pipeline to suit your sales process and spot deals that need your attention or are about to land. With our insightful reports, you can easily identify the activities that have the greatest impact on your sales figures and make better business decisions. You can use Shape Capsule to organize your teams and ensure they only see what they need. Report on their progress and focus their activity. Capsule integrates seamlessly with popular apps such as G Suite and Mailchimp. Capsule Mobile provides caller ID and reminds to save a note in your CRM every time you call. All Capsule features are available on Android and iPhone.
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BigCommerce
BigCommerce
$29 per month 1 RatingBigCommerce is an ecommerce platform built for businesses that want flexibility across storefront design, checkout, payments, product management, channels, and integrations. The platform supports a wide range of business models, including B2C, B2B, wholesale, multi-storefront, omnichannel, international commerce, headless commerce, and composable commerce. Merchants can build visually with drag-and-drop tools or use full API and code access when they need deeper customization. BigCommerce includes a customizable one-page checkout with digital wallets, one-click payments, buy now pay later options, and access to many payment providers. The platform also supports complex product catalogs, variants, bundles, restricted selling, age verification, compliance flows, subscriptions, and hybrid selling models. Businesses can manage multiple brands, regions, channels, and storefronts from one system. BigCommerce also offers services for migration, launch, solution architecture, implementation, data migration, technical account management, customer success, and growth support. Its ecosystem includes Feedonomics for syncing and optimizing product data across marketplaces, social commerce, and advertising channels, plus Makeswift for building visual web experiences with custom components. By combining open commerce infrastructure, storefront tools, checkout, payments, integrations, services, and AI-oriented commerce capabilities, BigCommerce helps brands grow without limiting how they sell. -
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Slybroadcast
MobileSphere
$8 per month 1 RatingMaximize your efficiency with Slybroadcast's innovative ringless voicemail solution, designed specifically for busy professionals. With over 3 million users taking advantage of our unique software, you can effortlessly send thousands of voicemails directly to your contacts without ever ringing their phones. Reach both mobile and landline numbers across Canada and the United States in mere minutes. Stay informed about your campaign's performance no matter where you are, as our user-friendly app allows you to send new campaigns, record your voicemail messages, and monitor the progress of your broadcasts seamlessly. Enjoy the convenience of personal communication while saving time with Slybroadcast. -
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altaFlow is an innovative automation platform that prioritizes documents and requires no coding, aiming to enhance and manage document-focused business processes by integrating document creation, intelligent forms, electronic signatures, and workflow automation into one cohesive solution. This platform empowers businesses to convert traditional static documents into dynamic, self-executing workflows that link individuals, data, and systems across various applications, including CRM and ERP solutions. With a user-friendly drag-and-drop interface, users can design tailored workflows that automate tasks like contract creation, approvals, invoicing, onboarding, and quoting, all without the need for programming knowledge. It boasts advanced document generation capabilities that extract data from connected systems to maintain precision, alongside web-based forms that efficiently gather data and initiate workflows as soon as they are submitted. Furthermore, automation bots are included to verify data, issue reminders, and facilitate the movement of documents across different systems, thus minimizing manual transfers and expediting processes. Overall, altaFlow stands out as a comprehensive solution for organizations seeking to optimize their document workflows and improve operational efficiency.
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Flow XO is an advanced automation tool designed to enable users to effortlessly create impressive chatbots that facilitate communication and engagement with customers across various websites, applications, and social media platforms. A chatbot serves as a software application capable of simulating natural conversations with humans, allowing users to interact without the sensation of conversing with a machine. While it’s important for a chatbot to maintain its identity as a program, it should also emulate human-like interactions. Acting as a welcoming point for businesses, chatbots provide an easy and approachable method for customers to pose simple inquiries or relay information, eliminating the need for them to sift through website details or fill out conventional online forms. The potential applications of chatbots are vast and diverse. Clients of Flow XO have successfully created numerous chatbots to handle a variety of tasks, enhancing their ability to connect with their clientele effectively and efficiently. Additionally, these chatbots can be programmed to learn from interactions, further improving their performance over time.
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Integrately
CompanyHub
$15 per month 1 RatingIntegrately simplifies the automation of your manual tasks with just a single click. Designed for businesses, professionals, and entrepreneurs seeking a quick and easy way to streamline their operations, it eliminates the need for coding expertise. All you have to do is select your applications and choose from over 250,000 ready-to-use one-click integrations to activate them effortlessly! By utilizing Integrately, you can seamlessly connect apps like Salesforce, Google, Hubspot, and Facebook, allowing for automatic data transfers that ultimately save you valuable time and resources. With a vast selection of fully prepared integrations at your fingertips, you can activate them in a single click—no complicated steps or extensive learning required, and isn’t that incredible? You can effortlessly send marketing leads to your CRM, log leads or purchases into a spreadsheet, and synchronize meetings in both your CRM and Google Calendar. Additionally, you can set up notifications via Email or Slack when a deal is won and even automate the creation of invoices in Quickbooks. With Integrately, you can connect your apps in as little as five minutes, making it an incredibly efficient solution for anyone looking to optimize their workflow. The ease of use and immediate results make it a game changer for busy professionals. -
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Pabbly Form Builder
Pabbly
$10 per form per month 1 RatingWe present an extensive array of stunning pre-designed form templates that can be tailored to your needs, are optimized for mobile use, and designed for maximum conversion, ensuring that your visitors complete the forms before leaving. With Pabbly Form Builder, you can craft forms that prioritize growth based on your specific requirements. You won’t have to be concerned about limitations on any features; Pabbly Form Builder offers a wide selection of pre-built templates for your form creation needs. From your Pabbly Form Builder dashboard, you can effortlessly create forms and share the links with your audience online. Additionally, you can conveniently access and manage all your data directly from the Pabbly Form Builder interface. Start your journey with Pabbly Form Builder today and discover a top-tier form building experience, allowing you to create impressive forms in no time and share them with your audience immediately. Collect leads and process payments through your forms seamlessly, enhancing your engagement and conversion rates. Now is the perfect time to elevate your form-building capabilities to new heights. -
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Create professional online forms, surveys, and workflows quickly! Drag and drop form builder allows you to quickly create your own survey or online form. You can choose from over 100 customizable templates, 40 question types, and create registrations, customer surveys and order forms, lead forms, and other forms. Share a secure link to your form, or embed it in a page on the site. Your forms will automatically adapt to all devices, including desktops, tablets and phones. We host your form and process your results. You will receive your results immediately via email notifications. Export your results and integrate them with third-party services and payment processors. Share stylish reports with tables and charts securely. Our Look & Feel tools make it easy to customize your reports. You can choose from a variety of pre-made themes or customize your forms to reflect your branding. A form that is tailored to your needs.
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Authorize.Net
Visa
1 RatingStreamlining repeat business is essential, and having a card on file significantly enhances the checkout process for returning customers, allowing them to complete purchases with minimal clicks rather than re-entering their payment details. Additionally, by securely storing payment information on our servers, your security risks are minimized. With customers shopping in various ways—whether in-person, online, or via mobile devices—we provide solutions that adapt to the changing landscape of payments. Authorize.net allows you to process transactions in any manner that suits your business needs, whether online, through a mobile application, or via manual entry. We simplify credit card acceptance and ensure that you receive your payments seamlessly. It’s really that straightforward. Explore our array of integration partners to discover the optimal solution tailored for your business. Moreover, you can easily integrate a single-click payment button, making it ideal for donation forms or similar applications. This flexibility allows you to cater to a wider audience, enhancing your overall service offering. -
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Your operations can be transformed by delivering workflows and real-time visibility so that your teams can keep up with the pace of change. To drive deeper insight and automation across complex systems and processes, extend and connect data, processes and workflows. Rapidly adapt your operations to meet new opportunities and to address potential risks. You can tailor workflows to meet the changing needs of your employees. In days, not weeks, create new workflows that respond to new challenges and support new ways to work. Connect, govern, and continuously improve an ecosystem of digital solutions that you can use to secure your most important data and processes. Transform how your data is used, and empower your employees to provide real-time insights using one unified platform. Unlock the potential of your team. Quickbase is now available.
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Applied Epic
Applied Systems
1 RatingA robust management system is essential for your agency as it serves as its foundation, necessitating a platform that can efficiently oversee your entire operations while adapting to your growth. Applied Epic® stands out as the most widely utilized management software globally, providing comprehensive oversight of your agency across various roles, locations, and lines of business, which includes both property and casualty as well as benefits. With our browser-native Applied Epic software, your team can effortlessly access vital data, reduce software maintenance demands, and swiftly harness the advantages of new features. Construct your agency on a platform that streamlines back-office functions, keeps your front office sales team in sync, and seamlessly integrates with customer service and insurer connectivity solutions. Ensure that your staff enjoys a user-friendly experience, allowing them to efficiently access account and policy information, generate quotes, submit claims, and handle renewals with just a few clicks. This efficiency not only enhances productivity but also boosts employee satisfaction as they navigate their tasks with ease. -
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Elevate your company's earnings by partnering with a global payments provider. Expand your customer base and enhance conversion rates with an all-in-one payments solution that integrates PayPal, Venmo (available only in the US), credit and debit cards, as well as popular digital wallets like Apple Pay and Google Pay seamlessly. Foster revenue growth and unlock new business potential while accepting various payment methods through a single, cutting-edge integration. Additionally, gain access to top-tier tools designed to combat fraud, ensure data protection, and streamline your operational processes. Enhance customer loyalty and drive sales with an optimized payments experience that meets modern demands. Utilize the extensive PayPal network and advanced technology to tap into new markets effectively. Furthermore, manage internal expenses and automate back-end functions without compromising on revenue generation, all while boosting your ability to detect and thwart fraudulent activities, thereby approving more transactions. This is the preferred payments platform for some of the most renowned brands worldwide, setting the standard in the industry. By choosing this solution, you position your business for sustained success and growth in a dynamic marketplace.
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The 4Degrees platform provides advanced tools for managing relationships and deals, enabling your team to maximize the potential of your professional connections. By seamlessly integrating an intuitive search function for your team's network with automated data entry and smart alerts, you can ensure that you seize every opportunity to advance relationships and deals. Experience the full potential of your network with 4Degrees and take your professional interactions to new heights! Our CRM software is commonly utilized in various sectors, including: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence, which showcases its versatility and effectiveness across industries.
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NetDocuments
NetDocuments
1 RatingStreamline the process of document reviews by allowing every member of your team to easily preview, annotate, share, and markup documents in real-time, eliminating the need for emails or downloads. This method ensures that all feedback, comments, and discussions remain centralized within your secure NetDocuments environment, preventing any disruption to your workflow. With the use of Margin Notes, content edits can be communicated swiftly and feedback can be referenced effortlessly. Team members can conveniently add comments directly from the preview window, promoting seamless collaboration without the need to download or open the document itself. This approach allows for real-time cooperation and discussion surrounding the document, while avoiding direct edits within it, thereby eliminating the hassles associated with waiting for a colleague to check a document back in or creating unnecessary duplicate versions that may miss important edits. Overall, this system enhances productivity by keeping the review process organized and efficient. -
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Claris Connect
Claris
1 RatingDigital transformation begins with establishing a streamlined flow. Break free from the chaos of numerous applications by consolidating your daily tools to form automated workflows that enhance efficiency in your business. Propel your innovation forward with a single platform that accommodates countless applications. You can enjoy both simplicity and robust functionality without compromise. With just a few clicks, you can select the applications you wish to link, define triggers and actions, and watch as your apps start working harmoniously. Experience automation that takes minutes rather than days—it's truly that efficient. All your applications and workflows are designed to operate cohesively. Seamlessly integrate both cloud-based and on-premises applications, including custom solutions developed with Claris FileMaker. You can even manage device-to-cloud integrations directly from your smartphone. Claris Connect is powered by Claris Core, which means our dedicated teams for DevOps, CloudOps, and SecOps are continuously working to provide you with cutting-edge technologies and top-notch security measures. We incorporate comprehensive security features such as end-to-end encryption, HSM key management, OAuth, MFA, and AI-driven threat protection, ensuring that you can connect with peace of mind. Furthermore, this commitment to security empowers you to focus on innovation without worrying about potential risks. -
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COZYROC SSIS+ Suite
COZYROC
$0COZYROC's SSIS+ suite includes 270+ Data integration adapters, ETL components and tasks for developing ETL solutions with MS SQL Server Integration Services. -
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Convert Experiences
Convert.com
$399.00 per monthConvert Experiences is the A/B testing platform that delivers enterprise-grade experimentation without the enterprise baggage. For over 15 years, Convert has helped growth marketers, e-commerce teams, and agencies run reliable, flicker-free experiments that scale with their business. From classic A/B and multivariate testing to split URL and personalization campaigns, Convert makes experimentation fast, accurate, and frustration-free. With 90+ integrations (Shopify, GA4, WordPress, WooCommerce, Segment, and more), Convert adapts to modern stacks and supports both marketers and developers. Our Visual Editor lets teams launch experiments without waiting on developers, while advanced targeting and revenue tracking ensure clean, trustworthy insights. Privacy is at our core: Convert is GDPR compliant, HIPAA/CCPA-ready, and never resells data. Pricing is transparent, predictable, and fair — no hidden fees or nasty surprises. And when you need help, you’ll find it fast: real human support via live chat, email, and dedicated agency-friendly support. Our SmartInsert technology eliminates flickering across both frontend and backend experiments, while 40+ stackable targeting filters and robust APIs enable sophisticated test deployment. Convert’s comprehensive toolkit includes real-time QA through Live Logs & QA Wizard, built-in hypothesis prioritization frameworks, and automated collision prevention—all backed by expert support to help you launch tests in under 30 minutes. -
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GoFormz
GoFormz
FreeGoFormz holds multiple patents on its digitization technology, including a method that preserves the look and feel of your original paper forms. GoFormz also provides an additional viewing mode for users working on smaller devices. Users can easily toggle between their original Form View and List View. Requiring no code or IT support to get started, GoFormz focuses on the front-end user experience and remains the leader in user adoption. With our powerful form builder features you can quickly create new forms – easily drag-and-drop fields like Signatures, Images, Barcodes, and Maps, and include Logic and Calculations. GoFormz forms can be filled out from remote locations – even while offline! Once forms are completed, they are automatically stored in the GoFormz Cloud as well as routed to collaborating team members, clients, integrated platforms, and more. -
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Staffcloud
Staffcloud
5$ user/month Staffcloud makes it easy to connect with your flexible workforce, staff pool, and volunteers. It's easy to schedule temporary staff and hourly wage earners without Excel, WhatsApp, or Doodle. Staffcloud allows you to manage all aspects of recruitment, resource planning, and wage export. Our software is used in five European countries to track 100,000 employees daily. You will be responsible for assigning staff to different roles, work hours, and locations. Staffcloud allows you to plan staff for any project, as each one is different. The right software will optimize your hourly workforce management. Good data management is key to finding the right employee for your company. All employee data fields can be customized to meet your needs and can be continuously updated. All your communication can be centralized on one platform with the internal communications system. -
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GA Connector
GA Connector
$97 per monthFor many companies, the CRM system fails to indicate where their web leads originate, which can lead to significant expenditure on unproductive leads that fail to convert. Relying solely on the number of form submissions isn't sufficient, as various traffic sources can yield clients of vastly differing quality. One particular channel might bring in a few high-value, long-term customers, whereas another could result in a flood of unqualified prospects. To truly assess the effectiveness of a marketing strategy, it's essential to monitor the revenue generated from each initiative. This means evaluating the monetary impact of all campaigns and channels, including the first-click, last-click, and everything in between. By focusing your investment exclusively on channels that actually contribute to sales, you can optimize your marketing budget and achieve better results. Thus, understanding the source of your leads can significantly enhance your overall marketing strategy. -
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Easyflow
Easyflow
$9 per monthSeamlessly connect applications, analyze data, and design automated processes along with impactful KPI dashboards tailored to your specifications. This user-friendly drag-and-drop platform requires no coding expertise! Begin tackling prevalent integration hurdles effectively. You can effortlessly construct your automation workflows on a unified screen, linking numerous apps without the need to write any code. Whether you want to set up straightforward one-to-one automations or intricate multi-app workflows, it can all be accomplished in just minutes. Manage and structure your data flow with advanced features like conditional logic, time delays, data formatting, filtering, function expressions, and much more. Experience the speed of building automations and integrations, utilizing a drag-and-drop interface that eliminates coding barriers. Create straightforward, multi-step, or advanced workflows, including conditional branches, parallel processes, and loops. This empowers every member of your organization to swiftly make informed, data-driven decisions that promote strategic initiatives. Plus, you have access to an extensive variety of chart types, such as line, bar, pie, area, and gauge charts, among others, to visualize your data effectively. With such flexibility, your ability to derive insights and present them dynamically becomes limitless. -
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HubSpot Customer Platform
HubSpot
FreeHubSpot'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. -
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Momentum AMP by NowCerts
NowCerts
$49.00/month Momentum AMP by NowCerts is a modern insurance agency management platform designed to help agencies run their business with greater speed, automation, and organization. The platform brings together agency management, AI tools, automation, comparative rating, premium finance, lead generation, staffing support, voice technology, and managed services in one connected ecosystem. Momentum AMS serves as the core agency management system, helping teams manage policies, billing, claims, reporting, client records, and daily service workflows. Momentum Automation Center adds intelligent workflow automation for sales pipelines, policy pipelines, email communication, text messaging, task assignments, tags, and team alerts. Momentum Edge helps agencies attract high-intent referrals and build a stronger online presence for clients who are ready to buy. Momentum PremFi streamlines premium finance quoting by reducing duplicate data entry and connecting agencies with finance vendors directly through Momentum AMS. Momentum Rate supports fast commercial lines quoting and binding, helping agencies save time while presenting quotes to clients more efficiently. The platform also includes Momentum MAPS for professional operations support, Momentum PROs for managed bilingual staffing, Momentum Toolbox for AI-driven process tools, and Momentum Voice for real-time call and task handling. Momentum AMP is built for insurance agencies that want a flexible, AI-focused alternative to legacy systems while improving productivity, client service, and long-term growth. -
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HelpSpot
UserScape Software
$599.00/year HelpSpot is an exceptional software solution for customer service created by UserScape Software. This cost-effective and adaptable platform provides a comprehensive array of tools that enable users to create personalized workflows and improve email management while also allowing for straightforward viewing, tracking, filtering, and analyzing of trends and data to enhance customer service interactions. Among its standout features are support for email and phone inquiries, seamless reporting capabilities, limitless custom fields, comprehensive ticket management, automated workflows with rules and triggers, and a fully web-based help desk system, among others. These features collectively contribute to a more efficient and responsive customer service environment, making HelpSpot a valuable asset for businesses aiming to elevate their customer service strategies. -
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Knack
Knack
$39.00/month Knack is an easy-to-use application builder that is designed for non-developer business owners. Drag-and-drop allows users to create intuitive apps for CRM/Lead manager, Membership Directory, Project manager, Inventory manager, Quote/Order manger, or HIPAA compliant apps. Existing users love how easy it was for them to take their entire app with them on the move, whether they are using an Android or iOS device. Collaboration functions, which include whiteboards and tag & look tools, can make it easier for larger teams with multiple admin users to work efficiently. The automated analytics dashboard dashboard allows you to monitor application usage and how customers or staff interact with it. -
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QuickTapSurvey
QuickTapSurvey
$19.00/month QuickTapSurvey stands out as a highly regarded survey application favored by prominent organizations such as Disney, McDonald's, H&M, and Nike. This platform allows businesses to effortlessly develop surveys and mobile forms, gathering data in any location. QuickTapSurvey is designed for straightforward installation and usability, functioning seamlessly online and offline across both iOS and Android platforms, while also ensuring security and scalability. Additionally, it offers comprehensive reporting and analytics features, empowering brands and enterprises to derive actionable insights from their collected data. Overall, QuickTapSurvey equips companies with the tools necessary to enhance their data collection processes. -
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Workato
Workato
$10,000 per feature per yearWorkato is the operating platform for today's fast-moving businesses. It is the only AI-based middleware platform that allows both IT and business to integrate their apps and automate complex business workflows. Our mission is to help companies automate and integrate their apps and business processes at least 10x faster than traditional tools, and at a tenth the cost of traditional tools. Integration is a mission critical, neutral technology that can be used in heterogeneous IT environments. We are the only technology vendor that is supported by all three of the leading SaaS vendors: Salesforce. Workday. And ServiceNow. We are trusted by the world's most recognizable brands and the fastest-growing innovators. Customers consider us to be one of the best companies to do business. -
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Xverify
Xverify
$5We assist online marketers in enhancing their email deliverability by addressing hard bounces, lowering spam complaints, and curtailing fraudulent activities. By instantly identifying which email addresses are risky, you can effectively filter out potential issues before sending your emails. Our verification process seamlessly integrates with your web form, allowing you to enhance your workflow by utilizing our JavaScript or leveraging our ultra-fast API for greater control. As illustrated by a graph showcasing the upward trend in email deliverability, improvements in data quality directly contribute to a higher sender score. By adhering to best practices, you can significantly amplify your campaign's effectiveness. Are you looking to expeditiously tidy up a large dataset? Our user-friendly drag-and-drop uploader or FTP access offers convenient solutions. Through our ongoing efforts to cleanse your data from hard bounces and safeguard against high-risk email accounts, we strive to minimize your spam complaints, ultimately leading to an improved sender score. Our services enable you to distinguish between valuable email addresses and those that may pose risks. Moreover, we offer comprehensive insights to help you make informed decisions about your email marketing strategies. -
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Automate.io
Automate.io
$49 per monthDesign straightforward one-to-one automation workflows or seamlessly synchronize information between two applications. In just a few minutes, you can construct intricate workflows that connect multiple applications. Incorporate features like delays, conditional logic, and data formatting to enhance your processes. The platform also offers robust data encryption during both storage and transmission, alongside data retention policies and comprehensive audit logs. With no coding required, the user-friendly drag-and-drop interface caters specifically to those without technical expertise. Additionally, it operates securely over HTTPS, ensuring that all sensitive information is stored with advanced encryption methods for maximum protection. This accessibility allows users of all backgrounds to create and manage their workflows effortlessly. -
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Signable
Signable
$1.00/month Signable ensures the security of your electronic documents throughout their lifecycle with robust SSL encryption standards. Additionally, it seamlessly integrates with existing applications and tools, such as Google Drive, Dropbox, and Zapier. By utilizing electronic signatures, you can significantly reduce paper waste. Moreover, Signable is committed to environmental sustainability, donating 1% of its revenue to initiatives focused on carbon removal. Our dedicated Customer Success team is readily available to assist you in maximizing your experience with Signable. Every monthly subscription includes access to our API, allowing for integration with your own website or customer relationship management (CRM) system. The process of sending documents online is straightforward; simply upload your document or choose from a template, add one or more signers, and indicate where their signatures are needed before sending it. The designated signer will receive an email containing a unique link to access the document, which they can open from any device without the need for registration, allowing them to sign where indicated. After all parties have added their signatures, you'll receive a confirmation email with links to both view and download the finalized document, ensuring that you have everything you need at your fingertips. This efficient and eco-friendly approach to document signing makes Signable an excellent choice for modern businesses. -
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Ontraport
Ontraport
$29.00/month Ontraport is an integrated platform that provides essential business features such as a powerful CRM system and marketing automation, membership websites, one-click WordPress hosting and outstanding email delivery. Payment processing can also be provided. Affiliate management, visual charts and graphs can also be used to track key business stats and our innovative business automation suite. -
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LessAccounting
LessAccounting
$24 per monthWe help businesses get paid faster and make accounting easier. Stop Doing Redundant Tasks Our state-of-the-art technology powered by machine learning allows you to quickly calculate years worth of expenses in just an hour. Make professional invoices Pay quickly from your invoice We created invoices that allow you to get paid directly via Stripe, PayPal or Square. In the event that your client forgets to pay, they will be automatically re-assured and you will be notified once payment has been made. Your invoice will be updated with the matched payments. Get ready for tax filing! Are you ready to visit your accountant? In just two clicks, your Balance Sheet is ready. You can also share any reports or your entire account with your accountant in a matter of seconds. Now you are collaborating. It was simple. -
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QQCatalyst
Vertafore
$129.00/month QQCatalyst serves as an agency management platform that offers tools for operational efficiency, marketing strategies, and management of sales pipelines. This system helps agencies enhance their customer relationships while streamlining business operations, allowing them to concentrate on expanding their clientele. It facilitates the identification of new business opportunities, enhances existing account management, and provides strategic oversight for prospect sales cycles. With integrated tools designed for crafting campaigns, agencies can effectively serve current customers, cross-sell services, and attract new clients. Additionally, QQCatalyst enables tracking of employee activities within the system, providing valuable insights on leadership recognition and productivity improvement. By allowing QQCatalyst to handle the intricacies of customer interactions and overall business management, agencies can redirect their efforts towards driving growth. The platform also features user-friendly marketing automation tools, existing customer service email campaigns, and specialized campaigns aimed at cross-selling and acquiring new customers, all designed to optimize agency performance. -
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Amp Impact
Vera Solutions
$7000/year Amp Impact by Vera Solutions, a Salesforce-based solution that helps organizations achieve impact in over 100 countries. Amp Impact was built on the common needs of hundreds of digital transformation projects. It allows organizations to trade in complicated spreadsheets for an integrated technology solution. Amp Impact brings together data from across grant or program lifecycles to provide holistic insights that help inform decisions and transform programs. -
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FormKeep
FormKeep
$4.99 per monthExperience a powerful backend solution for your forms without the need for iframes or JavaScript libraries, making it ideal for both developers and designers alike. Each time a form is completed, all data is conveniently emailed to your team, ensuring seamless communication. Additionally, get notified in any channel upon form submissions to stay updated instantly. Automate follow-ups with an email to discuss the next steps after a submission, enhancing user engagement. Safeguard your forms against spam by preventing bot submissions that could clutter your systems with irrelevant data. Once a user submits a form, you can either show them a confirmation message or redirect them back to your website, providing a smooth user experience. Integrate your forms with thousands of third-party applications, enabling real-time data transfer effortlessly. You can also manage team access by assigning view or edit rights on specific forms under your account. The forms are designed to look fantastic on any device, adjusting perfectly to different screen sizes. Moreover, you can benefit from dedicated, hosted webpages for your forms, which can be easily shared directly for broader reach. This comprehensive solution not only enhances functionality but also significantly improves user interaction with your forms. -
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Bit.ai
Bit Tech Labs
$8 per user per monthIntroducing the ultimate platform for workplace and document collaboration that empowers both teams and individuals to create, collaborate, and manage their work seamlessly from any corner of the globe. This tool allows users to swiftly generate versatile notes, documents, wikis, knowledge bases, project plans, client outputs, training manuals, and client portals, all while ensuring smooth integration with the applications you already use. Centralize your work efficiently in one location, utilizing Bit for smart notes, research endeavors, freelance tasks, client outputs, academic work, and much more, all presented in an aesthetically pleasing format. Collaborate with team members, clients, partners, or students, no matter their geographical location, and engage in real-time project collaboration. With guest access features, you can easily invite clients, partners, and contractors into your workspace to enhance productivity. Bit is designed to scale with your organization, whether your team is centralized or spread out internationally. Maintain a well-organized repository of company knowledge that spans across various departments, teams, projects, and clients, all housed within a single, easily accessible hub for ultimate efficiency and collaboration. This all-encompassing platform not only boosts productivity but also fosters a cohesive working environment, essential for modern teams. -
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GetProspect
GetProspect
$49 per monthSimply enter your search criteria, and our email extractor will give you a list with names, including company emails, position URLs, LinkedIn profiles URLs, company name, industry, and more! Beautiful interface to keep track all your prospects. You can group the profiles you have extracted into lists. You can sort your profiles by name, company, or position. You can import or export prospects to your favorite apps such as Linkedin, Salesforce Pipedrive, Pipedrive, GMail, and Pipedrive. To help you find prospects faster, invite your team members to share your plan. Export contacts found to XLS with emails and other information. You can quickly find a list of email addresses. Simply import files containing company information and names to find the emails in bulk. You can find useful information like a company website, phone number, company size, number employees, and more. -
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LeadSimple
LeadSimple
$65 per monthStreamline your operations and drive growth with LeadSimple, the CRM designed specifically for professional property managers. With LeadSimple, you can effectively document, automate, and adhere to a structured sales process, ensuring that every lead receives timely follow-up. If you're in need of a sales framework and templates, take advantage of LeadSimple's expertly crafted PM Owner sales workflows. The platform keeps a comprehensive record of all communications—whether calls, emails, or text messages—equipping you and your team with the essential context whenever it is needed. Consolidate all your leads into a single system, fostering teamwork and ensuring that no opportunity slips through the cracks. By utilizing immediate call and SMS notifications, you can significantly enhance your chances of closing deals by promptly engaging with new leads. Additionally, the platform offers an extensive suite of reporting tools focused on agents, marketing performance, growth metrics, and more, empowering you to make informed, data-driven choices. Collaborate with experienced consultants to develop your customized sales playbook, recruit and onboard your next Business Development Manager, and gain entry to ScaleClub, the ultimate sales mastermind community designed for continued growth and success in your field. With LeadSimple, you're not just managing properties; you're creating a thriving business ecosystem.