NowCerts Integrations

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 70% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

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.

Store, share, and access your files from any device. Your first 15 GB of storage are free. With Drive Enterprise, businesses only pay for the storage employees use. It comes with Google Docs, Sheets, and Slides — and works seamlessly with Microsoft Office. Keep photos, stories, designs, drawings, recordings, videos, and more. Your first 15 GB of storage are free with a Google Account. Your files in Drive can be reached from any smartphone, tablet, or computer. So wherever you go, your files follow. You can quickly invite others to view, download, and collaborate on all the files you want–no email attachment needed. Get started with Drive for free.

Get more done with Gmail. Now more secure, smarter and easier to use—helping you save time and do more with your inbox. See what’s new at a glance, and decide what you want to read and respond to. Get nudges that remind you to follow up and respond to messages, so that nothing slips through the cracks. View attachments, RSVP to events, snooze messages and more without opening any emails. Gmail blocks 99.9% of dangerous emails before they reach you. If we think something seems phish-y, you’ll get a warning.

Find out how Keap helps you get organized, automate daily tasks and close more leads. Keap, formerly known as Infusionsoft, is the all-in-one CRM, designed for small business owners. The smarter way for small businesses to do great work. Keap organizes your client information & daily work in one place, freeing you up from repetitive tasks. All new and existing leads are in one place. All of your client information is accessible anywhere, 24/7. Take the friction out of winning work with hassle-free scheduling and easy quoting. Get out of bill collecting and get paid faster by tracking outstanding invoices. Deliver the kind of service that earns you referrals, leading to long-term relationships (and business).

SignNow from airSlate is an electronic signature that enables business to be conducted anywhere, anytime and on any device. SignNow offers the best ROI for SBM and mid-market thanks to its intuitive UI, transparent pricing, flexible configuration and the ease of API integrations. Sign documents online, generate agreements, negotiate contracts, and accept payments with legally-binding eSignatures. airSlate SignNow’s intuitive interface allows newcomers to create an account, upload, eSign, and send their first document for signing in minutes — no training or downloads required. Break free from predatory pricing plans with hidden costs at renewal. With airSlate SignNow, you only pay for what you use, without overcharges for extra sends or templates. Close deals faster in person or remotely, improve team collaboration, and get complete visibility into the document signing process using advanced functionality tailored to your needs.

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Formstack’s Suite includes everything needed to accelerate digital work including: ● Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more. ● Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere. ● Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.

Spoke is the leading platform for high-value, complex, and regulated conversations. Spoke guides employees to say and collect the right things so deals move forward and customers get better experiences. Spoke integrates with everything, personalizing conversations, driving productivity, and ensuring compliance. Trusted for over 250,000 conversations every day with features such as calls, SMS, WhatsApp, Team Inbox, programmable routing, Personalized IVRs, caller insights, forms, analytics, +more. The Problem Today, only a small portion of your employees are equipped or have the skills to have highly-contextual, complex, and personalized customer conversations. The Solution Spoke empowers every employee with the information and skills to hold high-quality compliant conversations that drive positive customer and business outcomes.

Aline is a VoIP Phone system built for modern day business. Our cloud-based platform offers no downtime, and no added hidden fees. We help to streamline and empower communication between teams in your company — even with teams remote or on the go. Aline seamlessly integrates with some of the most popular CRM and customer service tools to help boost productivity levels. With our 40+ features and functionality we are built with business in mind and allow teams to be connected anywhere and on any device through voice, team messaging, collaboration, conferencing, online meetings, and efax.

Certificial® uses real-time data to ensure businesses have continuous, compliant insurance coverage. Move away from point-in-time documents; no more emails, calls, or faxes. Certificates of Insurance (COIs) are leveraged by multiple audiences, all with a unique purpose. Regardless of your reason for utilizing COIs, our smart COI network ensures everyone uses the same continuously updated information. Whether you’re using a certificate module or an integration with another system, our network is the new standard for continuously sharing and tracking smart COIs and related data. Empower every stakeholder in the COI process to experience a data-first, real-time exchange of coverage information. Safeguard your business by eliminating uninsured activity, save time and money by managing compliance in a single platform, and take action for non-compliance to prevent uninsured claims while ensuring adequate coverage is maintained year-round.

Call Logic is a cloud-based and TCPA-compliant outbound phone technology used in planning, executing and evaluating a wide variety of call campaigns, including lead, renewal, cross-sell, and win-back call campaigns. Call Logic works with any phone system, from analog and VoIP, to mobile and softphone systems. Sales conversion is hard, but it doesn’t have to be! End your frustration and disappointment of developing a marketing strategy that falls short of your sales goals. There’s a better way. With Call Logic, you can choose a direct approach to your marketing strategy and increase your sales conversion rate by 3X. Stop settling for mediocre conversion rates. Instead, start having more connections and meaningful conversations. Use our dialer software to reach more contacts faster and flood your sales pipeline with opportunities. It’s time to make a change and achieve the growth you deserve!

Process client renewals in a fraction of the time it takes your staff to do them manually with automated workflows that are triggered by policy expiration dates. Connect with prospects and policyholders at every stage of the insurance lifecycle with broker-tested emails and automated workflows that maximize every interaction. Boost your online reviews while converting dissatisfied customers using the widely respected Net Promoter® survey tool to gauge and enhance the customer experience. Reduce your call volume and improve the customer experience by giving policyholders 24/7 access to their policy documents, proof of insurance, billing, and more. See for yourself how Pathway makes it easier for your brokers and CSRs to attract clients and keep them happy. Join us to learn how automated marketing solutions are transforming the way brokers and agents do business.