GoTo Connect Integrations

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.

Microsoft 365 for Individuals is a complete productivity suite that combines powerful applications, secure cloud storage, and AI-driven tools to help users achieve more in their daily lives. It integrates popular apps like Word, Excel, PowerPoint, Outlook, OneNote, and OneDrive, all enhanced with Copilot—Microsoft’s intelligent AI companion. The platform enables seamless collaboration, creativity, and organization across devices, including PC, Mac, iPhone, iPad, and Android. With Microsoft Designer, users can create stunning visuals, while Clipchamp adds professional-grade video editing capabilities. Built-in Microsoft Defender provides advanced security for personal data and devices. Microsoft 365 empowers individuals to imagine, create, and accomplish with greater efficiency and confidence.

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot's Customer Platform is not just a tool; it's the heartbeat of your business. Designed with passion and precision, our CRM stands out as the ultimate solution for empowering your team to build deeper customer relationships. It transforms the way you engage with your clients by offering a seamlessly integrated, all-in-one platform for sales, marketing, and customer service. With HubSpot's CRM, you gain unparalleled insights into your customer interactions, all organized in an intuitive, easy-to-navigate dashboard that promises to skyrocket your team's efficiency. Our platform is engineered to grow with you, offering scalable solutions that adapt to your evolving business needs. What's more, HubSpot's Customer Platform includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.

Schedule a demo with Clio—the leading cloud-based law practice management software trusted by over 150,000 legal professionals. Access your law firm securely from anywhere, and manage your work in one central system—with matters, contacts, billing, and everything you need in one place.

Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.

Instant responses for instant happiness. Respond to your customers the minute they reach out to you with Zoho Desk's embeddable chat widget. Zoho Desk's embeddable chat widgets let you be within arm's reach when customers can't find what they're looking for in your Help Center. Your customers can get in touch with your agents instantly, right from the Help Center, so your agents can respond and help them find answers faster. If a customer has an issue that requires more time and attention, agents can convert the chat conversation into a ticket, in a single click. This lets agents save all the context of the chat conversation, with no time lost. Leave your chat tickets to the trusted experts in your team. With Zoho Desk, you can assign tickets from various channels to specific agents or teams. This way, your agents can work more efficiently, and customer interactions are in safe hands.

Microsoft SharePoint is a secure, enterprise-grade collaboration and content management platform that connects teams, information, and workflows. With AI-powered Copilot and SharePoint agents, users can instantly generate pages, summarize content, and surface insights from within their sites. It enables seamless document management, version control, and real-time collaboration—both inside and outside your organization. Customizable templates and drag-and-drop tools make it easy to design visually engaging intranet sites and portals. SharePoint also provides robust security and compliance features, including access controls, data governance, and conditional policies. Integrated deeply into Microsoft 365, it helps businesses streamline communication, boost productivity, and accelerate their AI transformation.

G Suite just got better — introducing Google Workspace (formerly G Suite). Everything you need to get anything done, now in one place. An integrated workspace that’s simple to use, Google Workspace lets you spend less time managing your work and more time actually doing it. Address what’s important and let Google handle the rest with best-in-class AI and search technology that helps you work smarter. Work from anywhere, on any device – even offline – with tools to help you integrate, customize, and extend Google Workspace to meet your team’s unique needs. Similar to G Suite, all Google Workspace plans provide a custom email for your business and includes collaboration tools like Gmail, Calendar, Meet, Chat, Drive, Docs, Sheets, Slides, Forms, Sites, and more. We have a variety of plans that are designed to meet your unique business needs. Discover which plan best fits your business needs on our plans and pricing page.

Microsoft's Azure is a cloud computing platform that allows for rapid and secure application development, testing and management. Azure. Invent with purpose. Turn ideas into solutions with more than 100 services to build, deploy, and manage applications—in the cloud, on-premises, and at the edge—using the tools and frameworks of your choice. Continuous innovation from Microsoft supports your development today, and your product visions for tomorrow. With a commitment to open source, and support for all languages and frameworks, build how you want, and deploy where you want to. On-premises, in the cloud, and at the edge—we’ll meet you where you are. Integrate and manage your environments with services designed for hybrid cloud. Get security from the ground up, backed by a team of experts, and proactive compliance trusted by enterprises, governments, and startups. The cloud you can trust, with the numbers to prove it.

Whether you are looking to strengthen your client relationships, improve your team’s collaboration efforts and overall efficiency, increase your revenues and profitability, decrease client attrition, or engage in any number of other business-building activities, Redtail CRM offers tools to assist in your efforts. You’ll also be happy to know that Redtail integrates widely and deeply with other popular tools in the financial services industry, which helps to eliminate redundant data entry and create consistency across the platforms you use in your daily operations. Additionally, Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one low monthly subscription cost. We also understand that CRM adoption can be a challenge for some offices.

Faster, Smarter Growth. Kizen helps companies grow faster and work smarter by leveraging cutting-edge technologies like intelligent automation, digital assistants, big data, and AI. Our next-gen software platform with Zoe, the world’s smartest digital business assistant, supercharges productivity and accelerates profitable growth for marketing, sales and experience teams across the globe, enabling seamless personalization at scale.

The IT documentation software that brings it all together. Documentation, KPIs, and client feedback made easy. ITBoost, IT documentation software by ConnectWise, has a versatile dashboard that hosts the most advanced documentation solution in the industry, and displays the numbers you actually need to see from your external platforms. ITBoost gives you easy access to all of your MSP business applications, PSAs and RMMs. Do what you need to do, all from one place.

Just use plain English to describe your workflow steps. If the step can be automated, Nekton AI will write automation code for you and run it in the cloud. It's easy to get started, and you don't need to learn any complicated tools. Nekton integrates with thousands of services and can automate different business and personal workflows. Collect input from users and use it in automation. Send a link to your workflow to others, so they can run it. No sign-ups are required. Nekton AI can automate highly-customized tasks, and you don't need to learn complex platforms or hire developers. Mix manual and automated steps in a workflow, and automate things gradually as needed. Automation runs in the cloud, so you don’t need to set up and maintain any infrastructure. Run automation locally on your computer or use services that are not accessible from the Internet. Process small-to-medium amounts of data.

Anytime voice conferencing access with up to 500 callers. Schedule calls directly from your Outlook calendar. Manage calls online, including mute controls, call locking, and more. Start or join an online audio conference with one tap, free for iPhone and Android. Toll and toll-free numbers are available for attendees in 50+ countries. Save conferences as MP3s for easy storage and playback. Sometimes you need more than just a conference call to get the job done – simple voice conferencing just doesn’t always cut it. With GoToMeeting video and conference bridge services, you can call in to a team or client meeting from anywhere and share your screen's content instantly, whether on desktop or mobile. Attendees can even turn on their webcams so you can meet face to face, perfect for making that professional impression. Take your team and client communication beyond voice conferencing with video and conference bridge services from GoToMeeting.

Outdoo is a unified AI roleplay and coaching platform that helps customer-facing teams practice, execute, and improve real customer conversations through integrated roleplay, feedback, and performance tracking. The platform integrates with learning management systems (LMS), customer relationship management (CRM) platforms, and conversation intelligence tools. It supports SCORM and xAPI standards and integrates with more than 120 enterprise systems. Key features include: * AI-powered roleplay simulations grounded in real customer scenarios * Unified scorecards for both practice sessions and live interactions * Personalized micro-learning tied to skill gaps * Manager dashboards for tracking readiness and coaching effectiveness * Enterprise integrations across LMS, CRM, and conversation intelligence platforms Outdoo is used by organizations seeking structured, measurable coaching processes that link training directly to real-world performance.

SpiceX exists to enable organizations to unify their dispersed clientele data sources & workflows so they can easily provide world-class customer service. Next to our employees, our biggest asset is our customers. The best and most complete low-code application platform for data integration, case management, and workflow management to help transform your customer journey. Consolidate data from multiple sources into a single interface. Give your users the right data, at the right time, from the right system. Show multiple data streams in a single view, and write data out to any number of connected systems. Create the perfect platform for your business by combining the best-in-breed applications for each function into a single interface. Leverage each application for its specialized purpose instead of trying to find a one-size-fits-all business process. Provide an additional layer of security by restricting direct access to systems of truth.

Drive revenue, enhance customer experience and improve operational efficiency through AI-generated insights across 100% customer conversations. Find opportunities to improve sales pitches, unearth compliance issues, enhance customer experience, and much more. Enthu.AI is 100% customizable to your specific use case, be it sales, service, or customer success. Easy data visualization that drives actionable insights across multiple business functions – unlocking revenue opportunities. Filter calls across dates, agents, moments, feedback, duration, call type; and much more. This helps you build and test calls against custom QA hypotheses. Review a 30-minute call in under 30 secs by automatically seeking audio to the duration where a dialogue is spoken. You don’t need to listen to a call end to end.

Powerful. Automated. Configurable. Streamline workflows, automate your sales and marketing pipeline, and create productive relationships with your customers through a personalized, yet simple car buying experience. Targeted. Flexible. Integrated. We make it easy to make the most of your customer data and bring your customers back to your store. Engaging. Responsive. Customized. Drive your marketing ROI with turbo-charged websites and digital solutions tailored to your specific needs and attract more customers to your store. Seamless and transparent. Your customers can easily configure their desired deal online and move effortlessly from the website to the showroom, with increased gross profit for you. Robust. Data-driven. Efficient. We work with your inventory strategy rather than dictate it, and help you make inventory decisions that drive Profit Per Day™.