Best Finance Software for Pipedrive

LeadMaster Solutions Group offers two Unique ERP Solutions: #1. SuiteMaster is a fully integrated business platform. Clients select from hundreds of core business applications – CRM, Marketing Automation, Case Management, HR, Operations, Accounting, e-commerce, Inventory, and more. SuiteMaster is built on high functionality, which scales across many applications. Modules can be deployed quickly and "snap into place". This architecture makes it easier to expand applications as needed. LeadMaster software consultants work closely with customers to ensure effective implementations, including business workflow and user adoption. #2. Odoo: ERP offers an open-source platform packed with business applications; it is intuitive and can match most business requirements. Core Apps include CRM, Sales, Project, Manufacturing, Inventory, and Accounting. No matter the company's size or budget, Odoo offers a comprehensive software solution. LeadMaster's authorized Odoo ERP consultants deliver successful deployments, customizations & training.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

QuickBooks Online is the most widely used accounting software in the entire world. QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more. You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones. Click the link to get a 30-day free trial, and 70% off for your first three months. QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year. Need more help? QuickBooks Live helps you to stay organized and ready for tax season. QuickBooks Mobile is a mobile application that helps you run your business anywhere, anytime.

Control your entire business from one place Manage your entire project lifecycle, from sending quotes to collecting invoices. By having sales, delivery, and financial information combined - you’ll have a complete overview of results and progress in real time. Plan and forecast your resources Know when to bring in more work and spot resource shortages before they happen. Make proactive decisions on outsourcing or hiring. Balance your team’s workloads - no more burnout for some while others sit idle. Make sure you’re profitable Completing your projects is important, but what truly matters is whether your company is making money. Understand which clients, projects, services or teams are profitable and which are eating into your margins in real time. Know when to work more efficiently, charge more or cut costs. Collaborate where work happens Access every file and conversation in the correct context - whether it’s a customer, a project or a task. Stop spending time on status updates and chasing documents. All information is just one click away at all times.

Birdeye is the highest-rated all-in-one reputation and customer experience platform for local businesses and brands. Over 100,000 businesses use Birdeye’s all-in-one platform to effortlessly manage online reputation, connect with prospects through digital channels, and gain customer experience insights to grow sales and thrive.

MindCloud is not only a modern iPaaS but also provides a full service solution for small and medium sized businesses that doesn't require you assigning technical staff to the project. We have over 50 pre-built connectors and can add any new software platform that has an API or allows automated import/exports. We also support EDI and FTP integrations. Some of our features connectors are: Salesforce, Monday.com, Hubspot, QuickBooks Desktop, QuickBooks Online, Method:CRM, Zapier, Walmart, Amazon, Overstock, Ebay, Groupon, Mercado Libre, HSN, Airtable, Google Sheets and many, many others. Automate all of your business process with MindCloud. Eliminate double data entry. Integrate your business. Simplify your life.

10Duke Enterprise is a cloud-based, scalable and flexible software licensing solution designed to enable software vendors to easily configure, manage and monetize the licenses they provide to their customers. 10Duke Enterprise enables you to gain a single point of license control for desktop, SaaS, and mobile apps, APIs, VMs and devices. It’s cloud-native, supports all license models, integrates with CRM & Ecommerce, has a built-in Customer Identity Management solution, and supports offline scenarios. 10Duke Enterprise is used by SMBs and Fortune 500 customers alike. 10Duke Enterprise is used across a wide range of industries by the fastest-growing software vendors that offer desktop, SaaS and mobile apps, devices, APIs and VMs. It's specifically designed for fast-growing software businesses looking to scale up licensing & minimize friction. › Vastly reduce internal license admin costs (up to 70%) › Improve how your customers can trial and access your products › Learn how and when your customers are using your licenses and product features to help drive license sales › Prevent revenue leakage by means of a real-time licensing and access control solution › Integrate with 3rd party systems like CRM & E-Commerce

Katana Cloud Inventory platform gives you a live look at your business, including live inventory and manufacturing management, batch tracking for end-to-end traceability, a Shop Floor App for total floor-level control, open API, and a growing channel partner network. Real-time inventory insights Access real-time inventory data for informed decisions, proactively preventing stockouts and overstock. Gain complete visibility into product locations, arrivals, and quantities, ensuring efficient operations and precise stock control. Built-in purchase order management Make informed purchasing decisions based on precise material requirements and reorder points. Issue purchase orders directly from Katana and track delay risks to meet customer demand.
 Manufacturing operations management Define your bill of materials and operations to optimize production scheduling, maintain optimal levels of raw materials and finished goods, and accurately track manufacturing costs for streamlined production. Omnichannel sales management Centralize all your B2B and B2C sales orders to quickly identify available items for sale and significantly optimize your order fulfillment process, leading to improved operational efficiency.

Avaza allows you to manage projects, track time, expenses, send invoices, and receive online payments. Avaza is a one-stop solution for project management, time tracking and invoicing. It allows companies to focus on clients. This platform is ideal for consultants, freelancers, and small businesses. It is accessible anywhere, on any device.

Messenger can turn conversation into customer loyalty. Messenger makes it easy to acquire customers by allowing people to take action right where they are spending their time. Messenger allows you to create a presence and allow people to browse your products or services and then purchase them in the conversation. Messenger can help you market your product or service to more people. Conversations create a meaningful connection between your business and customers, regardless of whether you're launching new products or increasing awareness. Customers can communicate with you on their terms by integrating Messenger into a customer service strategy. There's no need to wait on hold or keep your website open. Messenger is the best place to keep in touch with your agent and ask questions.

Our fully documented REST API allows you to integrate print and mail functionality into your software. Your team can send personalized letters, postcards, and checks to their customers without having to change their workflows. Our Address Autocompletion services can streamline address input at point-of-entry. Our multilingual address parser can extract street and city names, as well as other information, which allows for verification of addresses that are not properly formatted. We can process thousands of addresses per minute. Large mailing lists can be verified and cleaned up in seconds. Address Verification – All mailings will automatically have their addresses verified and corrected in accordance to Canada Post and USPS standards. address parsing – Our freeform address parsing capabilities allow you to make API requests with unformatted addresses. Logs of all sending activity – view logs that include the status of each order, as well as any past orders.

SubscriptionFlow automates billing and payment processes for businesses. It offers a variety of SaaS billing options for recurring payments, as well as a strict tax management process that is region-based. SubscriptionFlow offers valuable insights and real-time AI-powered reporting that can help streamline business revenue. A tailored, automated subscription management system reduces the time-consuming and labor-intensive work involved in managing subscriptions. This ultimately leads to increased business productivity over a shorter time period. It also helps improve efficiency in business operations by automating recurring billing subscriptions. It results in a better brand reputation, customer experience, as well as increased business revenue.

4Degrees offers intelligent tools for deal and relationship management to help your team make the most of their professional networks. Our platform combines the ability to search your network intuitively and easily with automated data entry and intelligent alarms to ensure that you never miss a chance to make a deal or build a relationship. 4Degrees can help you unleash the power of your network! Our CRM software is used in the following common scenarios: Venture Capital Private Equity - Mergers & acquisitions (M&A). - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow and due diligence

Boss Insights provides global leading access to business customers’ financial data with a single connection to accounting, banking, commerce, payroll, tax and more (i.e. Quickbooks, Stripe, SalesForce, etc.). It’s used by fintechs and neobanks to gain 60% increased automation, 100% automated scoring, 51% faster funding and 5x faster renewals.

PandaDoc document management software allows you to create and manage all types of business documents. PandaDoc document management software is powerful, secure, and integrated. It allows business users to create, track, track, and sign documents quickly and easily. PandaDoc is a powerful tool that can help you manage organizational documents like proposals, quotes and contracts, HR documents, and many more.

Xero is an award winning online accounting and bookkeeping platform for small businesses. Xero is a simple platform that allows businesses to manage their finances easily. It includes invoicing, inventory management, bank connections, payroll, reporting, and much more. Xero offers 24/7 online support for users.

Learn how a time tracker that is feature-rich and free of micromanagement can help you manage your projects. Your team can perform at its best without any micromanagement. Do you struggle to keep track of the performance of your team across different projects? Say goodbye to spreadsheets and guesswork. TimeCamp will do the time tracking so you can focus on the important work. Learn how time tracking software can help your team optimize their workflow and keep your projects within budget. TimeCamp can help you become your own project manager. All the information you need about your projects is available in one place. Easy! It's so simple! TimeCamp automates all data processing so you can focus on the important work.

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.

Software that provides a complete client experience for small businesses. Thryv makes it easy to apply for a job, manage the job and get paid. Thryv is a small business management platform that automates tasks, puts customers at the heart of your business and is secure. ThryvPay is a tool that can help service businesses save thousands by allowing them to accept and process credit card payments and ACH payments. Next day funding, automatic recurring payments, client side convenience fees, QuickBooks integration and automatically scheduled payments are just some of the many benefits that ThryvPay offers. Thryv is available on any device, whether it's a tablet, a desktop, or an app for the mobile. It gives you complete business management and exceptional customer support. Thryv integrates with the digital tools that you already use to manage your small business and streamlines the way you do it.

Rippling allows businesses to manage their HR, IT, Finance, and other functions globally. It unites all the workforce systems, such as payroll, benefits, and computers, that are usually scattered throughout a company. You can now automate and manage every aspect of the employee lifecycle using one system for the first time. For example, take onboarding. Rippling allows you to hire a new employee from anywhere in the world, set up their payroll, corporate cards, computer, benefits and even third-party apps such as Slack or Microsoft 365 all within 90 seconds.

Leadpops by Rebel IQ is a lead generation and marketing solution for mortgage brokers, loan agents, Realtors and insurance agents who are tired of wasting money on marketing campaigns that don't work. Our team creates digital experiences and tools to convert traffic into leads. Clicks are not a business tool. Traffic is great, but it's not worth the cost if you don't convert them into leads. We help our clients increase their sales by converting anonymous web visitors into qualified, tangible leads.

Zistemo is the best online invoice software that tracks time, expenses, teams, and projects. It also features time tracking. Zistemo is the ideal solution for freelancers, startups and enterprises who want to work faster and save time. It allows users to automatically generate professional-looking invoices and gives them a 360 degree view of clients, team members, projects, and team members from one dashboard. Users can also get accurate time reports for their team members. The app can be accessed on any mobile device so users can work and keep up to date on the move.

AppEQ is a customer retention software that provides real-time customer insights on top of your existing SaaS applications. AppEQ unifies customer data from your CRM, Helpdesk, Email, etc., and delivers actionable insights at your fingertips. Purpose-built for Customer Success and Account Management teams to drive retention revenue and growth without the complexities of traditional Customer Success Platforms. Fast-growing SaaS companies use AppEQ to retain and grow their accounts. Customer Success and Account Management teams from fast-growing B2B SaaS companies rely on AppEQ to boost their retention revenue and account growth. AppEQ is a customer retention software that provides one-click real-time customer insights on top of your existing SaaS applications.

Modern Drummer's 40-year-old issue archive was brought forward by us, allowing them to use Google search and social media sharing. We dealt with their metered paywall and real web issues, custom design, and third-party fulfillment integration. Their traffic doubled in the first year of launch and they now receive daily double-digit paid subscriptions. Tea Journey is the third-most funded Kickstarter publication. Our platform instantly added 1500 paid digital subscriptions after it was launched.

Connect models to your data faster than ever before, create models 10x faster, and share them with beautiful visuals and interactive dashboards. Causal's formulas can be used in plain English, without cell references or obscure syntax. A single Causal formula can perform the work of dozens of spreadsheet formulas and even hundreds of spreadsheet formulas. Causal's Scenarios feature allows you to easily create and compare what-if scenarios. You can also work with ranges ("5-10") to see the full range of outcomes for your model. Startups use Causal for tracking KPIs, planning employee compensation, and building investor-ready financial models. You can create beautiful tables and charts without spending hours customizing and configuring. You can easily switch between summary views and time scales.