Workato Integrations

Constant Contact delivers for small businesses and nonprofits with powerful tools that simplify and amplify digital marketing. Whether it's driving sales, growing a customer base or engaging an audience, we deliver the performance and guidance to build strong connections and generate powerful results.

Smartsheet is a recognized leader in work management and collaboration solutions designed to transform team discussions into productive outcomes. This platform empowers organizations by providing them with a robust toolkit that fosters innovation, attracts new clients, and drives revenue growth. With its intuitive spreadsheet-like design, Smartsheet includes features like file sharing, Gantt charts, automated workflows, user-friendly portals, and dynamic dashboards, among numerous other capabilities, making it an essential resource for effective project management. Ultimately, Smartsheet not only streamlines processes but also enhances overall team performance and collaboration.

Microsoft OneNote serves as your personal digital notebook, allowing you to arrange your notes into organized notebooks, which can be further divided into sections and pages. Its intuitive navigation and search features ensure that you can effortlessly locate your notes whenever you need them. You can easily enhance your notes by typing, highlighting, or adding ink annotations for a more personalized touch. With OneNote accessible on all your devices, you’ll never lose track of a brilliant idea that comes to mind. While great minds may not always think in the same way, they can collaboratively share their ideas and co-create within OneNote’s versatile platform. You have the ability to categorize content across notebooks, sections, and pages, while important notes can be prioritized using 'Important' and 'To-Do' tags. Whether using a stylus or your finger, you can freely draw out your thoughts and make annotations on your notes. Additionally, you can record audio memos, embed online videos, and integrate various files to enrich your notebooks. The OneNote Web Clipper allows you to save web content effortlessly with just one click. You can also share your notebooks with colleagues, friends, and family for collaborative purposes. Educators can utilize OneNote to structure lesson plans in a way that makes them easily searchable, while staff can compile a resource library that’s shareable. Moreover, students are encouraged to take handwritten notes and create diagrams, fostering a more engaging learning experience. This multifaceted tool not only enhances organization but also promotes creativity and collaboration among its users.

Zoho Analytics (formerly Zoho Reports) provides powerful, actionable insights for your business. It is a self-service analytics and business intelligence software. Businesses can connect to any source and import data, analyze data through visual reports, dashboards, and securely share and collaborate on reports or dashboards with Zoho Analytics. The platform also integrates with top business apps.

A prominent player in the realm of survey solutions, responding to 20 million inquiries each day. Maintain a competitive advantage by genuinely grasping your customers' perspectives. Customer satisfaction surveys enable you to engage with individuals across various interaction points, revealing their desires, needs, and expectations. Discover the effectiveness of your strategies and areas needing improvement directly through employee feedback. Assess workforce satisfaction, perform comprehensive reviews, or distribute compliance assessments. Regardless of your role, be it in HR or as a team leader, employee surveys provide the insights you require. Gain access to global opinions at your convenience—market research surveys simplify the process of gathering feedback from both current and potential customers, evaluating concepts, and measuring brand recognition. Become part of the 98% of Fortune 500 companies that trust SurveyMonkey for data powered by the people. With the ability to analyze trends and preferences, you can make informed decisions that lead to greater success.

Manage your projects in a manner that suits you best using Airtable. This versatile collaboration tool merges the capabilities of a relational database with the straightforwardness of a spreadsheet, offering a seamless experience. It is compatible across various platforms and devices, ensuring that data is synchronized instantly. Users have the option to display their tasks through a variety of formats, such as grid, calendar, Kanban, gallery, or forms, making it easier to visualize their workflow. With its intuitive interface, Airtable enables teams to enhance productivity while maintaining organization.

Avaza is an innovative cloud-based tool designed to enhance professional services automation, facilitating seamless project collaboration, efficient resource scheduling, comprehensive time and expense tracking, retainer management, and streamlined invoicing processes. This platform is widely relied upon by various teams across different sectors, as it consolidates vital business operations into a singular, effective solution. By offering an integrated all-in-one platform, Avaza eliminates the complications associated with having multiple subscriptions and redundant workflows. Its combination of project management, financial oversight, and retainer management equips businesses with immediate access to insights regarding project profitability, employee utilization, and retainer performance, all within a cohesive framework. The retainer management feature stands out by automating payment processes and applying credits for completed tasks, which fosters smooth billing practices, optimal resource distribution, and enhanced transparency throughout client engagements. Furthermore, Avaza is accessible on desktop, tablet, and mobile devices, granting organizations the ability to manage operations flexibly and efficiently from anywhere, thereby boosting productivity and collaboration among team members.

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

Flexible and easy to use, Acquia DAM (Widen) helps brands manage and distribute assets across teams, tools, and channels. Acquia DAM is available standalone or as part of Acquia Digital Experience Platform (DXP).

Zoho Social is a comprehensive social media management platform built for businesses of all sizes and agencies. It simplifies social media marketing by enabling users to schedule and publish posts, manage conversations—including direct messages, comments, and mentions—across multiple platforms, track competitors, monitor keywords and hashtags, generate in-depth reports, and more—all from one centralized dashboard. Supported Platforms: Meta (Facebook, Instagram, and Threads), Google Business Profile, YouTube, Pinterest, Mastodon, X (formerly Twitter), Bluesky, TikTok, WhatsApp, and Telegram. Key Features: Scheduling & publishing for efficient content planning Unified inbox to track conversations across platforms Social media analytics for data-driven decision-making Content calendar to visualize and organize posts Team collaboration tools for seamless workflow management Zia AI for AI-powered content generation, hashtags, and captions Zoho Social is available on both web and mobile, ensuring you stay connected and in control wherever you go. It offers four editions for businesses and two for agencies, with flexible pricing plans. A free edition and a trial version are also available to get started quickly.

Shopify is a comprehensive commerce platform designed for entrepreneurs and enterprises to launch and grow their retail businesses with ease. Users can build fully customized online stores or use pre-built themes, manage inventory, track orders, and accept payments both online and offline through Shopify POS. The platform provides powerful marketing tools like social media integrations, email marketing, and customer insights to boost sales and loyalty. Shopify also enables global selling with localized storefronts, flexible payment options, and efficient shipping solutions. Developers benefit from extensive APIs and tools to create custom apps, themes, and storefronts tailored to unique business needs. Shopify’s checkout experience converts shoppers 15% better than other platforms and supports millions of daily transactions with low latency. Regular feature updates through Shopify Editions keep merchants at the forefront of e-commerce innovation. Overall, Shopify empowers merchants to sell anywhere, anytime, with a trusted and scalable platform.

Facebook stands as the biggest social networking platform globally. We develop technologies that enable individuals to engage with their friends and family, discover communities, and expand their businesses. Inspired by the remarkable ways in which people support one another during challenging times, we see examples ranging from fundraising efforts to lifesaving assistance shared in posts or through blood donation sign-ups. The Facebook app simplifies the process of connecting with loved ones and finding new acquaintances, thanks to features such as Groups, Watch, and Marketplace that cater to shared interests. These tools not only foster personal connections but also create opportunities for communal growth and support.

GitHub stands as the leading platform for developers globally, renowned for its security, scalability, and community appreciation. By joining the ranks of millions of developers and businesses, you can contribute to the software that drives the world forward. Collaborate within the most inventive communities, all while utilizing our top-tier tools, support, and services. If you're overseeing various contributors, take advantage of our free GitHub Team for Open Source option. Additionally, GitHub Sponsors is available to assist in financing your projects. We're thrilled to announce the return of The Pack, where we’ve teamed up to provide students and educators with complimentary access to premier developer tools throughout the academic year and beyond. Furthermore, if you work for a recognized nonprofit, association, or a 501(c)(3), we offer a discounted Organization account to support your mission. With these offerings, GitHub continues to empower diverse users in their software development journeys.

PayPal is trusted by 9 million merchants to help them establish, operate, and expand their businesses. With an array of tools, products, financing options, and dedicated support, you can effectively manage essential tasks such as payment processing, website development, shipping, and marketing. Additionally, we offer business loans* that enable you to obtain funding that supports both startup initiatives and ongoing growth. You can receive payments both online and in-person, whether through online invoicing, customized checkouts for your website, or mobile card readers for transactions on the move. Choose from various products and services crafted to streamline your daily operations, including features for tracking payments and printing shipping labels. In addition, discover our merchant lending solutions that facilitate quick access to necessary funds for your business, while also providing your customers with financing options that allow them to pay over time, ensuring you receive your payment upfront. Our goal is to empower your business every step of the way, making it easier to focus on what truly matters: growth and customer satisfaction.

Microsoft Azure serves as a versatile cloud computing platform that facilitates swift and secure development, testing, and management of applications. With Azure, you can innovate purposefully, transforming your concepts into actionable solutions through access to over 100 services that enable you to build, deploy, and manage applications in various environments—be it in the cloud, on-premises, or at the edge—utilizing your preferred tools and frameworks. The continuous advancements from Microsoft empower your current development needs while also aligning with your future product aspirations. Committed to open-source principles and accommodating all programming languages and frameworks, Azure allows you the freedom to build in your desired manner and deploy wherever it suits you best. Whether you're operating on-premises, in the cloud, or at the edge, Azure is ready to adapt to your current setup. Additionally, it offers services tailored for hybrid cloud environments, enabling seamless integration and management. Security is a foundational aspect, reinforced by a team of experts and proactive compliance measures that are trusted by enterprises, governments, and startups alike. Ultimately, Azure represents a reliable cloud solution, backed by impressive performance metrics that validate its trustworthiness. This platform not only meets your needs today but also equips you for the evolving challenges of tomorrow.

Boost the growth of your business with Dynamics 365, a cutting-edge suite of CRM and ERP solutions. Integrate your data seamlessly. Gain insightful predictions. Attain remarkable outcomes. Make informed choices. Implement strategies that propel your business forward. Cultivate and enhance valuable relationships. Elevate both productivity and performance metrics. Access a comprehensive view of your customers. Identify and develop promising leads. Craft cohesive customer interactions. Keep abreast of market shifts. Provide exceptional customer experiences more swiftly. Streamline resources and enhance technician efficiency. Lower operational expenditures. Transform your conventional global financial management practices. Streamline processes for heightened efficiency. Minimize operational costs and simplify financial complexities. Transition from reactive to proactive operations. Modernize and ease your manufacturing and supply chain processes. Extend the longevity of your assets. Integrate your physical and digital sales channels. Foster brand loyalty through meaningful engagement. Surpass customer expectations consistently, ensuring they feel valued and understood.

Zenefits, a SaaS-based cloud-based human resource platform, helps over 11,000 small and medium-sized businesses empower their employees, manage change, and remain compliant. Zenefits People Platform offers the best and most intuitive HR experience on the market. Its HR, Benefits and Payroll apps, along with advisory services and tightly integrated partners apps, combine to simplify HR administration. This allows companies to focus on running their businesses and reducing paperwork. Zenefits allows HR professionals to quickly and easily complete online forms to start the onboarding process for new employees. Zenefits will automatically process all employee information. Employees can sign all agreements online. HR can easily remove employees from their benefits and payroll, and initiate COBRA setup. Zenefits offers an employee self-service portal.

Zoho Survey is a flexible cloud-based tool designed to simplify creating surveys and questionnaires. With over 300 templates, 25 question types, and an intuitive drag-and-drop interface, it caters to businesses of all sizes looking to streamline data collection and experience management. Enhance surveys with features like skip logic, piping, scoring, multilingual support, and white-labeling to match your brand. Distribute surveys easily via email, social media, QR codes, links, or offline methods. Powerful reporting tools, including cross-tab analysis and sentiment insights, help turn feedback into actionable results. Zoho Survey integrates effortlessly with Zoho apps, Salesforce, PowerBI, Zapier and other platforms, while Survey Panels let you target specific groups. Built-in security features, including SSL encryption and password protection, keep your data safe and secure. Whether you’re capturing customer feedback, improving employee engagement, or gathering data for smarter decisions, Zoho Survey provides a reliable and versatile solution. Try it today!

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

HubSpot Marketing Hub will help you grow your traffic, convert leads and prove ROI. HubSpot Marketing Hub is an all-in-one marketing software that helps brands and marketing professionals launch and maintain effective campaigns that help them get noticed. This includes SEO (search engine optimization), writing blogs and creating web content (CMS), as well as leveraging social media such as Facebook, LinkedIn, Twitter, and others. Marketing Hub will help you and your team increase traffic, convert leads, track your entire funnel, and more. Drag and drop your way into professional email templates and landing pages. You can quickly publish blog posts that make you an authority on any topic and help you get noticed online. Your content is responsive, so visitors can access it from any device. Get real-time SEO recommendations and create a content strategy that adapts for modern search. You can also find out more.

Track expenses, pay bills and generate invoices. Collect payments, plan trips and manage company credit cards. All your preccounting in one app Expense Management – Snap a photo from a receipt with SmartScan to make expense reporting, approval, next day reimbursement, and syncing your accounting software. Expensify Card – Get the best business card for faster expense reporting, making corporate card reconciliation and expenses a breeze. Bill Pay - Send your vendor invoices to Expensify for automatic tracking and approval. Invoices – Create and send invoices while collecting payments and syncing to your accounting package. Travel - Book flights and hotels by speaking with Concierge, your personal travel planner. Personal Payments – Split bills, request payments and chat with friends. Expensify.cash is a great place to start!

Eventbrite is an event technology and ticketing platform that allows businesses to sell tickets online and helps people find events that spark their passions. Eventbrite hosts events of all sizes, including workshops, concerts, conferences, and world-renowned film festivals and music festivals. Eventbrite's powerful platform is accessible online and via mobile apps. It can handle everything from basic registration to ticketing, all the way up to event management. Eventbrite Boost is now available: The only platform specifically designed for events. Eventbrite Boost lets you market to more people and manage all your events from one place. Feel legit, look legit. You can easily create marketing materials that stand out. Marketing tools that become smarter with each use can help you save time and money. Easy-to-use promotional tools can help you get your event in front more people and increase registrations.

Instant happiness, instant responses With Zoho Desk's embeddable Chat widget, you can respond to customers immediately. The embedded chat widgets of Zoho Desk allow you to be at your customers' side when they can't find the answer in your Help Center. Customers can instantly contact your agents via the Help Center to get answers and help faster. Agents can convert chat conversations into tickets if a customer has a more complex issue. Agents can save all chat conversation context, so there is no lost time. Your chat tickets can be left with the team's trusted experts. Zoho Desk allows you to assign tickets from different channels to specific agents and teams. This allows agents to work more efficiently and customers can feel secure.

Buffer offers a comprehensive range of tools designed to assist brands in establishing their online presence and engaging effectively with their audience. This collection of social media solutions caters to contemporary brands, equipping them with essential resources for visual marketing, audience interaction, and analytical insights. Through Buffer's innovative products, both brands and individuals can enhance their online visibility, fostering significant engagement and achieving quantifiable outcomes. With over 75,000 brands leveraging this suite of publishing, engagement, and analytics tools, Buffer plays a crucial role in helping them create impressive digital identities. The platform's versatility and user-friendly features make it an invaluable resource for anyone looking to thrive in the digital landscape.

GoTo Webinar eliminates the hassle and headache associated with webinars. No matter what your goal or skill level is, you'll quickly discover why so many people love the GoTo Webinar platform. You can go from preparing a webinar through presenting it in less time - and still have a lot fun.

We hold the conviction that individuals ought to enjoy the freedom to express themselves, exchange thoughts, and engage in meaningful conversations, as we recognize that such creative liberties pave the way for diverse voices, innovative formats, and endless possibilities. Additionally, we assert that access to information should be straightforward and available to all, with video serving as a significant medium for education, enhancing understanding, and capturing global events, whether monumental or subtle. It is our belief that every person deserves an opportunity to gain visibility, establish a business, and achieve success on their own terms, emphasizing that it is the people, rather than gatekeepers, who should determine what resonates widely. Furthermore, we advocate for the ability to connect with supportive communities, dismantle obstacles, and unite across borders based on shared interests and passions. Explore opportunities with YouTube for Business and discover the advantages of YouTube Ads to elevate your brand.

Orderful is the Modern EDI Platform that gives logistics providers, retailers, manufacturers, and technology companies full control to onboard, manage, and resolve all of their EDI trading partner relationships and transactions in real-time. With its unique ability to digitize trading guidelines, Orderful customers build a single API integration against consolidated requirements for all partners. Orderful automatically transforms data to EDI without complex mapping and validates transactions against actual trading guidelines in real-time. Orderful proactively identifies errors before transactions are sent and provides business analysts with a point and click business rules engine to correct errors instantly to keep your supply chain operating smoothly. Thousands of businesses, from startup to enterprise, rely on Orderful’s EDI platform to sell, maintain and move physical goods. Forward-thinking companies like KBX, NFI, EXO Freight, Grosfillex as well as technology companies such as Celigo, Workato, Emerge, and Mastery depend on Orderful to grow and scale their businesses . Orderful is EDI Done Right.

Stop trying to manage multiple tools. Freshworks CRM, formerly Freshsales and Freshmarketer, is now AI-powered. It gives you a 360-degree view of your prospects and customers, with the combined power and efficiency of marketing automation, salesforce automation, chat and telephony. Freshworks CRM powered by Freddy AI helps you discover the best leads, increase customer engagement, close deals, and nurture your existing customers with a smart, comprehensive system. Freshworks CRM gives your sales team access and control over a better CRM. Freshworks CRM is a feature-rich CRM and lead management tool that empowers high-velocity sales team members to win more sales opportunities and take the guesswork and work out of sales. The platform includes built-in phone, email, task management and appointments, notes, user behavior tracking and reporting, as well as reporting and deal management. You can have conversations that are contextual. Increase your chances of securing more business opportunities. Attract visitors and convert them into leads.

Calendly is a modern scheduling platform that helps individuals, teams, and organizations save time and reduce the hassle of booking meetings. With Calendly, you can set your availability, share a custom link, and let invitees pick a time that works — all without the back-and-forth emails. The platform syncs automatically with your existing calendars, avoiding conflicts and keeping everyone in the loop. Ideal for professionals across sales, recruiting, customer success, consulting, and more, Calendly supports one-on-one meetings, team availability, group sessions, and automated lead routing through round robin scheduling. Built-in time zone detection, buffer settings, and meeting limits ensure control over your schedule, no matter how simple or complex. Calendly integrates seamlessly with your existing tech stack, including Google Calendar, Outlook, Zoom, Microsoft Teams, Salesforce, HubSpot, Slack, and payment tools like Stripe. Automate reminders, follow-ups, and post-meeting workflows to keep your process running smoothly. From solo entrepreneurs to enterprise teams, Calendly helps you schedule smarter and make every meeting count. Get started for free—no credit card required.

Maximize each day to its fullest potential. The latest Google Calendar application allows you to focus less on organizing your agenda and more on savoring your moments. Experience your Schedule in a new way; the Schedule View feature animates your calendar, presenting upcoming events with visual aids like images and maps for better clarity. Everything you need is at your fingertips, with multiple perspectives on your day, week, and month, along with invitations and a web calendar, ensuring comprehensive management of your time. Rest easy knowing that all your events are securely stored online; even if your phone is lost, your address book remains intact. Easily navigate through different calendar views by switching seamlessly between monthly, weekly, and daily layouts. Additionally, events from Gmail—such as flight bookings, hotel arrangements, concert tickets, and dining reservations—are automatically incorporated into your calendar. Manage your tasks efficiently by creating and viewing them alongside your scheduled events. Integrating video conferencing into your calendar events is a breeze, enhancing connectivity and collaboration. With smart suggestions for event titles, locations, and participants, creating events becomes a quick and effortless process, allowing you to optimize your planning experience.

Experience the ultimate note-taking application that seamlessly integrates across all your devices. Different formats for different types of notes are essential, and every Note Card type is meticulously crafted to enhance the note-taking experience tailored to your needs. Whether you're jotting down thoughts, creating lists, recording audio, sketching ideas, or snapping photos, the Text Card is your perfect companion for capturing memories. You can easily and securely share your notes with friends and colleagues, allowing for collaboration only with those you trust. This Notebook is designed to be indispensable, as it syncs effortlessly to the cloud and across all your devices, ensuring that your notes are always backed up and current. With a commitment to privacy, we never sell your information or rely on advertisements. Our business model is founded on prioritizing your interests while effectively securing and managing your data, giving you peace of mind as you take notes. Enjoy the freedom and security of a note-taking app that truly understands and meets your needs.

QuickBooks Time, previously known as TSheets, stands out as a leading solution for time tracking and managing employee timesheets. By utilizing QuickBooks Time, businesses can eliminate the hassles associated with unclear or misplaced paper time cards and the inaccuracies of payroll spreadsheets. This platform offers a straightforward approach to tracking timesheets through features such as mobile and online tracking with GPS, timely alerts and reminders for employees, and efficient scheduling options. Designed to be user-friendly, QuickBooks Time seamlessly integrates with various systems like QuickBooks, Sage, ADP, and Paychex, allowing employees to clock in or out effortlessly with a single click. Users can easily take breaks, switch job codes, or update timesheet information in real-time. Additionally, our mobile app is available for both Android and iOS, enabling users to manage, submit, and approve employee hours from almost any location. You can also create employee schedules based on specific jobs or shifts, making it simple to adjust, distribute, and communicate schedules to your team effectively. This versatility makes QuickBooks Time an invaluable tool for any organization looking to streamline their time management processes.

Confluence by Atlassian, a leading content collaboration tool for modern teams, is Confluence. It allows teams to collaborate, create, and share projects in one place. They can also easily publish and access company information and capture, store, and grow their knowledge. Confluence can also be used on mobile devices, allowing teams to track and give feedback, and keep in touch regardless of where they are.

Boost your sales performance with Zendesk Sell, formerly known as Base, which is an innovative CRM solution tailored for contemporary sales teams. This platform streamlines the processes for small, mid-sized, and large enterprise sales teams, enhancing their productivity and improving visibility into their sales pipelines. With its user-friendly interface, teams can easily access and analyze pertinent data, prioritize leads and opportunities, and initiate sales actions driven by insights. Users can make calls, send emails, schedule meetings, and track deal histories all in one convenient location, eliminating the need for tedious manual logging. When it's time to finalize transactions, Zendesk Sell empowers you to do so from anywhere, putting the capabilities of a desktop sales tool right in your pocket—even without an internet connection. Unlike traditional sales management solutions that can be cumbersome and challenging to navigate, Zendesk Sell is designed for simplicity, ensuring that sales representatives can focus on what they do best—selling. This modern approach not only enhances efficiency but also fosters collaboration among team members, making it an invaluable asset for any sales organization.

If you're in need of computing power, database solutions, content distribution, or various other functionalities, AWS offers a wide array of services designed to assist you in developing advanced applications with enhanced flexibility, scalability, and reliability. Amazon Web Services (AWS) stands as the most extensive and widely utilized cloud platform globally, boasting over 175 fully functional services spread across data centers worldwide. A diverse range of customers, from rapidly expanding startups to major corporations and prominent government bodies, are leveraging AWS to reduce expenses, enhance agility, and accelerate innovation. AWS provides a larger selection of services, along with more features within those services, compared to any other cloud provider—covering everything from fundamental infrastructure technologies like computing, storage, and databases to cutting-edge innovations such as machine learning, artificial intelligence, data lakes, analytics, and the Internet of Things. This breadth of offerings facilitates a quicker, simpler, and more cost-effective transition of your current applications to the cloud, ensuring that you can stay ahead in a competitive landscape while taking advantage of the latest technological advancements.

Empiraa is a strategy execution platform built specifically for professional services firms that help clients with business planning and growth. Whether you're a consultant, advisor, virtual CFO, or business service provider, Empiraa enables you to move beyond static spreadsheets and disconnected tools by delivering real-time, trackable strategy execution inside a centralized, client-facing platform. With Empiraa, you can manage multiple client accounts from one dashboard—assigning responsibilities, tracking progress, and aligning strategy with execution. Each plan is built around structured objectives, actions, and KPIs, with live data updates through integrations with tools like Xero, Google Sheets, and HubSpot. The result? Less manual follow-up, more client accountability, and a scalable framework for delivering consistent outcomes across every engagement. Empiraa’s full white-label functionality allows you to brand the platform as your own—from logos and colors to a custom domain—offering clients a seamless, professional experience that enhances your credibility and strengthens long-term retention. You can also create reusable templates, automate onboarding workflows, and streamline collaboration with internal and client teams. By embedding your expertise into a live platform, Empiraa helps transform your advisory services into a repeatable, tech-enabled offering. It’s trusted by firms across Australia, North America, and the UK to grow revenue, reduce client churn, and scale without sacrificing quality. If you're ready to productize your services and deliver smarter, more sustainable client outcomes, Empiraa is built for you.

Opt for secure email hosting tailored for your business needs. Utilize a secure, encrypted, ad-free email service to host your company’s email communications. With Zoho Mail, you gain access to state-of-the-art data centers featuring exceptional security measures and constant monitoring, ensuring an impressive uptime rate of 99.9%. Experience the advantages of secure email hosting that provides encryption both at rest and during transmission, along with S/MIME message encryption for added protection. Establish a unique domain for your business and create personalized email addresses for each user, enhancing your brand's visibility and credibility. Zoho Mail offers a robust Control Panel that serves as the central hub for administrators to manage all settings, configurations, and customizations effortlessly. Administrators can conveniently add users, handle group aliases, and implement policies to regulate business email content. Additionally, retain emails within your organization for a predetermined duration to meet compliance requirements and safeguard against legal challenges. The e-Discovery feature allows for swift retrieval of these retained emails, ensuring that your business can respond efficiently to inquiries or audits. By choosing Zoho Mail, you position your business for success with a reliable and secure email hosting solution.

Learn how Keap can help you organize, automate daily tasks, and close more leads. Keap, previously known as Infusionsoft is the all-in one CRM for small businesses. Small businesses can do great work in a smarter way. Keap helps you organize your client information and daily work in one place. This will free you from repetitive tasks. All your leads, both new and old, are in one place. Access to all of your client information 24/7, anywhere. With easy scheduling and quoting, you can take the hassle out of winning work. Track outstanding invoices and get paid faster. Refer friends and build long-lasting relationships.

Running HR isn't for the faint of heart. Namely gives you the resources to make your life easier and your employees happier. With modern, intuitive technology and a world-class team of HR experts, Namely empowers and supports people teams with an all-in-one HR solution designed for mid-sized businesses (25-1000 employees). Whether you’re transitioning from a PEO or switching to new HCM software, Namely has the technology and people to support your company every step of the way.

Bitbucket transcends traditional Git code management by offering a unified platform where teams can plan, collaborate on code, test, and deploy all in one place. It is free for small teams of up to five members and offers scalable options with Standard and Premium plans priced at $3 and $6 per user per month, respectively. By enabling the creation of Bitbucket branches directly from Jira issues or Trello cards, it helps keep projects systematically organized. The platform supports build, test, and deployment processes with its integrated CI/CD, enhancing efficiency through configuration as code and rapid feedback cycles. Code reviews are streamlined with pull requests, allowing teams to create a merge checklist and designate approvers while facilitating discussions directly in the source code using inline comments. With Bitbucket Pipelines featuring Deployments, teams can seamlessly integrate their build, test, and deployment processes. Security is prioritized with features like IP whitelisting and mandatory two-step verification, ensuring that code remains protected in the cloud. Additionally, users can restrict access to specific individuals and manage their permissions with branch controls and merge checks to ensure the highest quality of code output. This comprehensive suite of features makes Bitbucket an invaluable tool for modern software development teams.

Google Docs enables you to write, modify, and collaborate on documents from any location at no cost. It enhances your documents with intelligent editing and formatting features that make it simple to style text and paragraphs. You have access to a diverse range of fonts and can incorporate links, images, and drawings seamlessly, all without charge. Select from a multitude of templates for resumes, reports, and other documents that are crafted to improve your work efficiency and simplify your tasks. You can create, access, and modify your documents on any device—be it a phone, tablet, or computer—even in offline mode. As you type, all your edits are automatically saved, and you can also refer to the revision history to track previous versions of your document, organized by date and editor. Plus, this collaborative tool ensures that you never lose your progress, making document management smoother than ever.

Freshservice is the right choice if you are looking for an IT service desk solution with simplicity. Freshservice is an easy-to-use ITIL service desk from Freshworks that helps businesses modernize IT and other business functions without the complexity and cost. Freshservice provides everything teams need to manage proactive IT services, including asset management, ticketing, configuration management, enhanced impact analysis, robust incident management functions, and more.

Comprehensive CRM Solution. Streamline your sales, marketing, and customer service efforts on a single platform. Prevent data breaches and maintain uniform messaging across all channels. Take advantage of Agile's contemporary features and integrations, along with straightforward setup and excellent support, all at a competitive price. This cloud-based SaaS platform is designed to be mobile-friendly, efficient, and user-friendly. Agile CRM provides an array of ready-to-use email marketing templates to help your business achieve a polished and professional aesthetic. Explore Agile’s selection of email marketing template examples, choose your desired template, craft your message, and schedule it for automated delivery. Additionally, you can design custom templates—no coding skills necessary—that incorporate your brand identity for enhanced effectiveness. Experience the benefits of Agile's innovative features and seamless integrations while enjoying easy implementation and responsive support at an economical price point. With its cloud-based nature, this SaaS service is not only fast and simple but also adaptable for mobile use, ensuring you can manage your business on-the-go.

Intercom is a leading AI-driven customer service platform that empowers businesses to provide tailored and effective support through various communication channels. Established in 2011, this company boasts an extensive array of tools, such as the Fin AI Agent, which delivers prompt and precise responses to customer questions around the clock. Additionally, Intercom's platform includes AI Copilot, which aids support agents by offering real-time solutions, and AI Analyst, which delivers valuable insights and suggestions for those in leadership roles within customer support. With over 25,000 organizations worldwide, including notable names like Atlassian, Amazon, and Microsoft, Intercom handles more than 500 million messages monthly, significantly improving customer interactions and operational efficiency. Based in San Francisco, with additional offices in Chicago, Dublin, Sydney, and London, Intercom is committed to continuously advancing the customer service landscape while adapting to the evolving needs of its clients. Their focus on innovation ensures that they remain at the forefront of the industry.

Partner with the email service trusted by developers and marketers for time-savings, scalability, and delivery expertise. The Twilio SendGrid Email API and proprietary Mail Transfer Agent (MTA), intuitive console, powerful features, and email experts make it easy to ensure all your email gets delivered in seconds and without interruption. Whether you’re sending 100 emails or 100 billion, SendGrid is built to scale, while maximizing inbox placement and protecting your reputation as a trusted sender. Monitor engagement data and optimize deliverability with our Deliverability Insights dashboard. Integrate with our RESTful APIs and SMTP in minutes, with sample code libraries available in 7 languages, interactive docs, templates, and more.

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