Update Capital Integrations

HubSpot brings your marketing, sales, and service teams together on the same AI-powered customer platform. HubSpot CRM 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 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 CRM includes a robust free version, packed with essential features, making it the perfect choice for ambitious businesses of all sizes.

Pipedrive is a sales-focused customer relationship management tool that teams of all sizes love. With over 100,000 companies spread across 179 countries, sales teams are drawn in by an easy-to-use CRM with a simple yet powerful design that prioritizes ease of use above all else. When using Pipedrive, nothing falls through the cracks, allowing your team to spend less time filing and more time selling with a CRM software that is both agile and powerful. Some Pipedrive top features: · Visual sales pipeline: See your entire sales process at a glance. Update deals by dragging and dropping them into place. Customize it to match your sales cycle. · Team collaboration: Collaborate on deals and activities with colleagues. Share updates on sales operations and wins. · Reporting and dashboards: Get detailed reporting on sales and key activities. Track progress against goals in your dashboard. · Activity reminders: Schedule reminders for all your sales activities. Stay on top of all y

Trusted by more than 25+ million users worldwide, Jotform is an all-in-one platform that offers powerful tools for effortless data collection and management, including its popular drag-and-drop Form Builder. Create digital forms and surveys for your business without any coding to collect leads, contact information, files, appointments, payments, e-signatures, and whatever else you need. Build your own form from scratch, or customize 10,000+ ready-made templates for contact forms, order forms, feedback surveys, registration forms, and much more. Go beyond the basics with advanced features like conditional logic, autoresponder emails, and 200+ integrations with popular apps. Make the most of your data by turning responses into personalized PDFs with Jotform PDF Editor, visual reports with Jotform Report Builder, or tasks in an automated approval flow with Jotform Approvals. Create an online store with Jotform Store Builder — no coding required.

Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.

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.

Asana helps teams orchestrate their work–from daily tasks to strategic cross-functional initiatives. With Asana, teams are more confident, move faster, and accomplish more with less—no matter where they are located. More than 119,000 paying customers and millions of free organizations across 190 countries rely on Asana to manage everything from company objectives to digital transformation to product launches and marketing campaigns. In Asana, you can track the status of initiatives with ease and get an accurate view of how you’re progressing towards goals. Report on project progress in minutes with real-time work reporting to create visibility for teams and stakeholders. Join millions of users getting work done with a free trial.

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.

ActiveCampaign helps small teams power big businesses with the must-have platform for intelligent marketing automation. Customers from over 170 countries depend on ActiveCampaign’s mix of pre-built automations and integrations (including Facebook, Google, WordPress, Salesforce, Shopify, and Square) to power personalized marketing, transactional emails, and one-to-one CRM interactions throughout the customer lifecycle. ActiveCampaign holds the highest customer satisfaction rating among Marketing Automation, E-Commerce Personalization, Landing Page Builders, and CRM solutions on G2.com and is one of only a handful of software solutions with over 10,000 positive reviews. ActiveCampaign has also been named the Top Rated Email Marketing Software on TrustRadius. Learn more and start your free trial today

Excel learns your patterns, organizing your data to save you time. Easily create spreadsheets from templates or on your own and use modern formulas to perform calculations. New charts and graphs help you present your data in compelling ways, with formatting, sparklines, and tables to better understand your data. Easily create forecasts to predict trends with just a click. Share your workbook with others and always work on the latest version for real-time collaboration to help get work done faster. With Office 365, work within an Excel file from the mobile or desktop app, and the web. You now can add data to Excel directly from a photo. Using the Excel app, just take a picture of a printed data table on your Android or iPhone device and automatically convert the picture into a fully editable table in Excel. This new image recognition functionality eliminates the need to manually enter hardcopy data.

Collect and organize information big and small with Google Forms. For free. Plan your next camping trip, manage event registrations, whip up a quick poll, collect email addresses for a newsletter, create a pop quiz, and much more. Use your own photo or logo, and Forms will pick just the right colors to complete your own unique form, or choose from a set of curated themes to set the tone. Choose from a bunch of question options, from multiple choice to dropdowns to a linear scale. Add images and YouTube videos, or get fancy with page branching and question skip logic. Forms is responsive, so that means it’s easy (and beautiful) to make, edit, and respond to forms on screens big and small. Responses to your surveys are neatly and automatically collected in Forms, with real time response info and charts. Or, take your data further by viewing it all in Sheets.

Create and collaborate on online spreadsheets in real-time and from any device. Establish a ground truth for data in your online spreadsheet, with easy sharing and real-time editing. Use comments and assign action items to keep analysis flowing. Assistive features like Smart Fill and formula suggestions help you analyze faster with fewer errors. And get insights quickly by asking questions about your data in simple language. Sheets is thoughtfully connected to other Google apps you love, saving you time. Easily analyze Google Forms data in Sheets, or embed Sheets charts in Google Slides and Docs. You can also reply to comments directly from Gmail and easily present your spreadsheets to Google Meet.

Keep your address book clean, safely backed up, and available everywhere with Google Contacts, a free contact management and address book solution that integrates with G Suite an Gmail.

All-in-One CRM. Automate your sales, marketing, and service in one platform. Avoid data leaks and enable consistent messaging. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud based SaaS service that is mobile-ready, fast, and simple to use. Agile CRM gives you a range of prepackaged email marketing templates to give your business the visually appealing, professional look and feel it needs. Check out Agile’s email marketing template examples, then select the template you prefer, draft your message, and automate the send. You can also create custom templates—with no programming experience—that pull in your branding for added impact. Make the most of Agile's modern features & integrations, easy implementation and great support at an affordable price. Cloud-based SaaS service that is mobile-ready, fast, and simple to use.

Build powerful low-code business solutions to customize work and communication. Podio transforms your project data into one tool to align all content, conversations, and process into one collaboration point. Clearly defined roles and a custom tool fitted to how your team works best will help improve delivery time, effectiveness and relationships. Granular admin capabilities let you control who has access to your Podio workspaces and the ability to quickly make adjustments. Bring your clients, freelancers and other external parties into Podio for free and eliminate lengthy email threads and time-consuming file sharing. Tailoring your processes to accommodate every step and stage that’s unique to your team ensures efficiency and effectiveness, in one place.

Use Google Workspace? Then you should use Copper. Copper is the easy-to-use CRM that's designed for and recommended by Google. Want to be more organized and productive? Try it now.

Kommo (formerly amoCRM) is the world's first messaging-powered CRM. Multi-channel communication lets you converse through messengers, emails, and calls from a single app. Now every interaction with your customers can be a personalized one-on-one dialogue. Plus managers love its powerful analytics, reporting and automation tools. It's the perfect messenger-based sales solution for entrepreneurs and SMBs.

Highrise, a CRM solution, enables users to track communication with clients and monitor the status of deals and relationships. Highrise allows users to import contacts from Outlook, Gmail and Excel. Highrise enables users to add notes and comments to contact details. Highrise also features task management functionality that allows users to create tasks, add reminders to projects, and view tasks by company, contact or project.

Keep your pipeline moving. Set up and customize a perfect process for your team no matter the use case or how you work. As simple as a spreadsheet — adding, editing, and collaborating is a breeze. Easily filter, sort, and group your data in any configuration to quickly identify bottlenecks. See upcoming tasks across all your pipelines. Automatically capture data from your contacts and emails. Get notified as things progress through your pipeline by never forgetting a follow-up with tasks and reminders. Work where you’re comfortable — inside your inbox! Built directly inside of Gmail for desktop and mobile, with G Suite integrations (Sheets, Chat, Drive, and more) to help you access and gather your data quickly. Automatically share emails, notes, and call logs with your team so you can pick up where they left off. Access pipeline data alongside your emails and from your pocket so you always have the context you need.

Close more deals faster with LionDesk, a CRM, lead, and transaction management solution. LionDesk is suitable for brokers, real estate agents, teams, and lenders. LionDesk is accessible via native mobile apps for iOS and Android. LionDesk features include task scheduling, transaction management, drip marketing campaigns, lead distribution, email tracking, contact management, and more. With LionDesk's CRM functions, users can manage clients by assigning each new client to a specific team member.

Get more done with the Google Tasks mobile app. Manage, capture, and edit your tasks from anywhere, at anytime, with to-dos that sync across all your devices. Integrations with Gmail and Google Calendar help you get tasks done—faster. The Google Tasks API lets you search, read, and update Google Tasks content and metadata. This document describes how to use a RESTful calling style and client libraries for various programming languages (currently Java, Python, and PHP) to access and edit Google Tasks data. Sites or applications that want deeper integration with Google Tasks can leverage the Google Tasks API. For example, you could use the Google Tasks API to manage Google task lists in a mobile app, or you could integrate tasks into a more extensive workflow app such as Au-to-do.