SalesStreamliner Integrations

Act! Advantage is a full front-office CRM solution with all-new functionality that unites sales, marketing, and customer management in one intuitive, affordable platform to help you stay organized, attract new customers, and turn relationships into results. Act! Advantage includes Interactive Quotes and Payments, Website Chat, Accounting Integration, Appointment Scheduling, Project Management, Web Forms, Online Surveys, and more, broadening Act!'s footprint across your entire front office, and reducing your need for costly, third-party tools. Additionally, you can select the perfect fit, cost-effective tier to meet your current needs with peace of mind knowing that Act! will grow with you. For 38 years, Act! has partnered with small and midsize businesses - listening, learning, and building alongside them and Act! Advantage is the culmination of nearly four decades of their feedback. Every feature is designed to reflect how today’s SMBs run their businesses.

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.

Oracle NetSuite is the world’s leading AI-powered cloud ERP, trusted by more than 42,000 customers worldwide. The platform unifies ERP, financials, CRM, ecommerce, and analytics into one suite, creating a single source of truth for organizations. Its built-in AI doesn’t just predict—it learns from your business data to deliver accurate insights, recommendations, and automation. With NetSuite, companies can streamline accounting, manage global operations, improve customer relationships, and optimize HR processes all from a centralized cloud platform. Its omnichannel commerce tools also help businesses scale by connecting online, offline, and B2B sales seamlessly. By combining scalability, real-time visibility, and AI-driven intelligence, NetSuite empowers organizations to operate smarter and grow faster.

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 50% 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.

Docusign is a cutting-edge cloud-based electronic signature solution that empowers companies of all sizes to send, sign, and manage agreements anytime, anywhere, and on any device. Trusted by more than 250,000 companies in 188 countries, Docusign enables users to sign various types of documents such as school permission slips, business contracts, agreements, and approvals. Docusign also enables users to send and sign documents in multiple languages and provides a mobile application for Android, iOS, and Windows devices. If your organization executes notarial acts, Docusign eNotary makes the notarization process fully digital for all parties involved: senders, signers, and notaries. It enables a Notary Public to act as an in-person witness to electronic signing of documents.

Nextiva is an AI-powered Unified Customer Experience Management (Unified-CXM) platform that helps businesses acquire, retain, and grow customers through seamless, personalized interactions. It unifies voice, chat, messaging, social, email, video, and reviews into one platform, eliminating silos and improving collaboration across teams. With patented customer journey orchestration, companies gain real-time insights and automate workflows that improve customer retention while lowering costs. Built-in AI and automation simplify self-service, optimize agent productivity, and deliver measurable efficiency. Nextiva’s workforce engagement tools reduce attrition, boost performance, and connect front-line employees with back-office teams. Trusted by thousands of innovative companies worldwide, and recognized as a Strong Performer in Gartner’s 2025 “Voice of the Customer” CCaaS report, Nextiva is redefining how businesses deliver meaningful customer experiences.

Are you ready to move beyond simple accounting software? Sage 100 can help manage your discrete manufacturing, wholesale distribution, and professional service processes. Sage 100 is built for security and compliance. Deep customizability means that it can meet your needs today and as you grow. And because it’s cloud-connected, you maintain control of your system while still leveraging the fundamental benefits of the cloud. Sage 100 is more powerful than accounting software, and more nimble than traditional ERP. Tear down data silos, decrease errors, and throw away those spreadsheets. Manage all your business processes in one place so you can spend less time on process, and more time on growth. Granular security and comprehensive audit tracking mean you are at decreased risk of fraud. With Sage 100 you have the tools you need to comply with changing legislation and the requirements of your industry.