CollectXpert Integrations

Save 90% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place.

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

Design and deploy your ideal customer engagement experience. Twilio is a single fully-programmable platform with flexible APIs for any channel and over 400+ integrations, backed by a community of over 9 million developers. Build accurate and personalized experiences for your customers, easily and at scale, using SMS and WhatsApp messaging, voice, video, email, and more. Browse documentation and SDKs in multiple coding languages, including Ruby, Python, PHP, Node.js, java, and C#, or jumpstart your first project with our open source code templates to quickly build production-ready communications apps. Sign up and start building today.

The new standard in online payments. Stripe is the best software platform for running an internet business. We handle billions of dollars every year for forward-thinking businesses around the world. Stripe builds the most powerful and flexible tools for internet commerce. Whether you’re creating a subscription service, an on-demand marketplace, an e-commerce store, or a crowdfunding platform, Stripe’s meticulously designed APIs and unmatched functionality help you create the best possible product for your users. Millions of the world’s most innovative technology companies are scaling faster and more efficiently by building their businesses on Stripe. We believe that payments is a problem rooted in code, not finance. We obsessively seek out elegant, composable abstractions that enable robust, scalable, flexible integrations. Because we eliminate needless complexity and extraneous details, you can get up and running with Stripe in just a couple of minutes.

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

Win more deals with Conversational messaging Powerful CRM-based messaging platform for Salesforce, Zoho and more. When a new inbound lead contacts you, text messaging is the best channel to respond and drive an interactive conversation. When reminded and alerted about meetings and events, consumers are more likely to show up. CRM-driven automated text messaging enables a seamless notification process. Omnichannel messaging gives your business the ability to converse with consumers across all channels, right from your CRM inbox. Work from anywhere with robust mobile app. Our technology enables tight CRM integration, routing, and notifications to keep the conversation going. Use conversational messaging to improve engagement and build better relationships with your clients.

Anypoint Platform by MuleSoft is a leading solution for API management, integration, and automation that accelerates IT project delivery. It enables businesses to build, deploy, secure, and manage APIs across any environment, from cloud to on-premises. With support for multiple protocols and integration with CI/CD pipelines, the platform streamlines application development and data transformation. It offers automated security and governance, ensuring compliance with industry standards such as ISO 27001, SOC 2, PCI DSS, and GDPR. Real-time monitoring and analytics help teams manage APIs and troubleshoot issues effectively. Anypoint Platform empowers enterprises to create resilient, scalable, and future-proof digital architectures.

Humans with Agents drive customer success together. Build and customize autonomous AI agents to support your employees and customers 24/7. An Agentforce Agent is a proactive, autonomous application that provides specialized, always-on support to employees or customers. They're equipped with the necessary business knowledge to execute tasks according to their specific role. Agentforce Service Agents engage customers autonomously across channels 24/7 in natural language. They resolve cases swiftly and accurately because every answer is grounded in trusted data. Set your Service Agent up in minutes using prebuilt templates, or customize fast with low-code. Define clear security guardrails and when to seamlessly escalate to human employees. Agentforce SDRs autonomously answer product questions, handle objects, and book meetings for sales reps. They act and respond accurately, with responses grounded in your business data.

Agentforce Service, formerly Service Cloud, is Salesforce’s AI-powered customer service platform designed to unify humans and AI agents across every touchpoint. It connects contact center, self-service, and field service operations on one trusted CRM platform. AI-driven agents provide real-time insights, next-best actions, and personalized responses to improve service quality. The Service Console offers a unified workspace for case management, collaboration, and automation. Built-in knowledge management ensures accurate, AI-grounded answers for both reps and customers. Incident management tools help teams detect and resolve disruptions proactively. Agentforce Service enables organizations to reduce costs while delivering faster, more personalized customer experiences.

Provide quotes faster, control pricing, and win deals with Salesforce CPQ. A CPQ solution built for the world's #1 CRM platform, Salesforce CPQ gives companies the tools they need to take control of the sales process--from quote to cash. Salesforce CPQ is offered in three editions, including full Quote-to-Cash that supports billing and collection.

Send text messages from your computer in a few clicks while our gateway works its magic. You may need to send 1 at a time or 100,000 at once — either way, SMS Broadcast can handle it. Don’t be tied to your desk. Schedule texts to get sent later on, or forward SMS replies to your e-mail. Add opt-out links to your messages to automatically unsubscribe contacts. You’ll cut down on repetitive tasks so that you can focus on bigger and better things. Use pre-made or tailored SMS templates to stay consistent and save time. Personalise each of your messages by using merge fields like first name, or location. Our platform makes this really easy to do — just import the relevant information and we’ll do the rest for you. Our SMS service comes with easy-to-use features to help you manage and make the most of your bulk SMS campaigns. Manage contacts and groups to make it easier to send SMS regularly.

MYOB Business is a comprehensive cloud-based accounting and business management software designed to streamline financial and operational processes for small to medium-sized enterprises (SMEs). It offers a wide range of features, including invoicing, expense tracking, payroll management, inventory control, and tax compliance. With real-time financial reporting and user-friendly dashboards, MYOB Business provides valuable insights to help business owners make informed decisions. The platform supports seamless integrations with banking systems, payment gateways, and other business tools, enabling automation and reducing manual tasks. MYOB Business is known for its scalability, catering to growing businesses by offering flexible pricing plans and customizable features to meet diverse industry needs.

Industry leading solution to monetize and manage your subscription service. Your systems today are holding you back. Finance teams are drowning in spreadsheets. Developers are backlogged. Zuora makes it easy to manage subscriptions and keep up with fast changing go-to-market strategies on a single platform. Speed up billing operations for large volumes of invoices at scale without losing attention to detail. Group customers together and set up automated billing schedules and rules for each group. Every time a customer upgrades, downgrades, or changes a subscription, billing is impacted. By using the Rating Engine from the Zuora Central Platform, Zuora automatically handles these prorations and calculations so you don’t become a bottleneck. Use Zuora’s tax engine or integrate with a 3rd party tax solution to pull real-time tax calculations for every invoice.

If you dream it, the world’s first generative AI for CRM can create it. Get ready. Einstein GPT has entered the chat. Tailor every customer interaction with AI-generated emails, conversations, and offers built on your real-time data. Boost productivity with insights across sales, service, marketing, and commerce embedded in your flow of work. Create new experiences easily with low-code tools to build custom predictions and recommendations, no data scientist required. Guide sellers from prospect to close, forecast accurately with real-time data, and accelerate time to close with conversational intelligence. Deliver personalized experiences and save time with AI built directly into your CRM. Service GPT has everything you need to scale now and drive immediate value. Personalize engagement, grow relationships and revenue with real-time insights, orchestrate intelligent journeys, and make timely recommendations.

Data 360 is Salesforce’s next-generation data platform, evolving from Data Cloud to unify and activate enterprise data in real time. It connects fragmented data across systems into a single, trusted Customer 360 view without requiring data movement. Through Zero-Copy integrations, Data 360 works directly with platforms like Snowflake, Databricks, BigQuery, and AWS. The platform harmonizes structured and unstructured data to power personalized experiences and intelligent workflows. Built-in identity resolution and governance tools ensure data accuracy, compliance, and privacy. Data 360 enables real-time segmentation, predictive insights, and triggered automation across Salesforce and external applications. It serves as the data foundation for Agentforce, delivering context-rich intelligence to AI agents and business teams.