Ytel Integrations

Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.

UltraSMSScript is a uniquely positioned, easy to use, web-based group text and SMS marketing software platform. Either install UltraSMSScript on your own server and pay a 1-time fee for the platform, or have us host it for you with our monthly hosted plans! Pay for the text messages at WHOLESALE rates since we're linked directly to the text-messaging gateways. UltraSMSScript is the ultimate turn key SMS software platform and can be used as a white label solution for ad and media agencies, marketing providers, and companies serving their own local clients. With our text messaging software platform, you can service an unlimited number of client accounts with our Level 4 and ULTRA plans and manage these accounts from a very easy and intuitive administration panel giving you complete control. Experience many features such as Bulk SMS, Mobile Coupons, 2-Way SMS Chat, Appointment Reminders, Drip Autore

Build exceptional customer experiences with Zendesk. The leading provider of software and solutions for better customer relationships, Zendesk empowers businesses to be more reliable, flexible, and scalable. Its family of products include Support, an integrated customer support solution; Chat, live chat and messaging tool; Talk, call center software; Explore for analytics and reporting; Inbox, shared team inbox; Guide, a knowledge base and self service soltuion; and Connect + Outbound for proactive campaigns.

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.

Connect your apps and automate workflows. Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work. Link your web apps with a few clicks, so they can share data. Pass info between your apps with workflows called Zaps. Build processes faster and get more done—no code required. Discover how Zapier makes automation accessible to everyone. Stick with the tools that work for you. Zapier connects more web apps than anyone, and we add new options every week. We integrate with apps such as Facebook Lead Ads, Slack, Quickbooks, Google Sheets, Google Docs, & many more! Our editor was made for do-it-yourself automation. Set up Zaps without developer help. Use Zapier’s built-in apps to create powerful workflows without using separate services. More than 3 million people rely on Zapier to take care of their tedious tasks.

Grow your traffic, convert leads, and prove ROI with HubSpot Marketing Hub. An all-in-one inbound marketing software, HubSpot offers the tools that brands and marketing professionals need to build and launch effective campaigns that help their business get noticed. This includes search engine optimization (SEO), writing blogs & creating web content (CMS), leveraging social media like Facebook, LinkedIn & Twitter, and more. With Marketing Hub, we’ll help your team grow traffic, convert leads, and track your entire funnel in one place. Drag and drop your way to polished landing pages and email templates. Quickly publish blog posts that establish you as an authority on any subject and help you get found online. And you’ll be ready for visitors from any device because your content is responsive right out of the box. Get real-time SEO suggestions, and create a content strategy that adapts to the way modern search works. And much, much more.

Accelerate sales with Zendesk Sell (formerly Base), a next-generation CRM software for modern sales teams. Zendesk Sell makes it easy for small business, mid-market or enterprise sales teams to enhance their processes, productivity, and pipeline visibility. The platform features an intuitive user interface that enables teams to access, analyze, and collaborate on relevant data, prioritize leads and opportunities, and drive sales actions with data. Make calls, send emails, schedule meetings, and view deal history all from one place—without logging everything by hand. When it comes time to close deals, you can do it anywhere, because Sell gives you the power of a desktop sales tool in the palm of your hand—even when you're offline. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling.

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).

Get powerful visibility into your customer interactions with revenue intelligence. Win more deals. Skyrocket rep success. Gain critical market intelligence. Replicate what your best reps do. Transform your team into quota-shattering super sellers. Stop deals from stalling. Keep every deal on a path to close. Solidify next steps every time. Hear the unfiltered voice of your market. Guarantee success when rolling out new initiatives. Clone your most successful sellers. Pull back the curtain on what separates your best reps from the rest, according to data. Turn your average sellers into stars. Gong captures and analyzes frontline interactions so you can make data-backed decisions that propel revenue growth. Gong’s Reality Platform captures what’s going on with your customers and team, delivering insights and guidance so you can adapt, upskill, and hit your targets.

Reach individual customers through hundreds of features to help you create tailored, relevant content — from basic email marketing tools to sophisticated cross-channel campaign functionality. Connect data across multiple sources and devices to gain a unified view of the customer. Capture and activate first-, second-, and third-party data to know your customer, and drive growth by reaching new audience segments. Leverage data and Einstein to orchestrate every interaction with the power of AI. Listen, interpret, and respond to customer intent, and deliver personalized communications in a trusted way. Create two-way, real-time engagement from awareness to advocacy. Dynamically deliver the next best action for each individual at scale. Measure end-to-end marketing effectiveness across all digital channels and devices leveraging AI and an exclusive partnership with Google Analytics 360.

Sugar Sell (formerly SugarCRM) is a one of a kind Customer Relationship Manager solutions, with functionality that includes sales-force automation, marketing campaigns, customer support, collaboration, mobile CRM, social CRM and reporting. Sugar Sell gives individual and teams back the time they need to increase project focus and interacting with customers to create more sales. Join top leading brands and try Sugar Sell today. Sugar Sell gives you what other customer management software solutions wish they could: The guarantee of an outstanding user experience. Sugar is the 4x winner for satisfaction, reliability and tech support in PCMag’s Business Choice Awards. The real power of our platform is in the story that it tells—about your customers, your company and the future of your business. It’s the customer experience solution to use when you want to empower every employee with the right information, at the right time, before they even ask.

To survive and succeed in today’s mortgage market, you need a streamlined and optimized sales process. Velocify®, a part of the ICE Mortgage Technology™ Platform, puts sales automation to work to keep your team organized and focused on activities that drive more business. Streamline and enforce your unique sales process within Salesforce so your sales leaders, Salesforce admins, and loan officers can focus on growing the business and closing more loans. Your Salesforce environment will instantly become a powerful sales prospecting, closing, and reporting engine. Are you ready to increase your lead conversion rates by up to 400%? Retrieve mortgage leads from over 1,400 integrated lead sources, automatically distribute new leads and reassign unworked leads, prioritize all sales communications, and create customized sales workflows so all leads are acted upon. Respond faster to high-priority leads, sell smarter, and close more loans.

Make real-time connections with customers with Chatbox, a cloud-based messaging solution. Chatbox allows users to manage Facebook Messenger, live chat communication channels and SMS. Chatbox can integrate with different customer relationship management (CRM) solutions like Oracle Service Cloud and Salesforce. Chatbox also enables users to personalize messages with customer data like name, age, and address.

Your customers deserve a better experience. Zoho CRM Plus is a unified customer experience platform that helps you deliver an exceptional experience to every customer across all stages of their lifecycle and convert them into brand advocates. Engage with customers across multiple channels at each stage of the lifecycle. Get the right context across different media and stay notified in real-time. Manage conversations with multiple teams in one single thread. Better customer experience begins with aligning all your teams and making sure they keep customers at the center of whatever they do. Zoho CRM Plus unifies your marketing, sales, and support teams and provides them with the proper toolset so they can do just that. Work intelligently across all of your teams using Zia, Zoho's AI-based voice assistant. From predicting business trends, to suggesting the best time to contact a customer, to finding email and ticket sentiments and to providing intelligent business dashboards.

Our software improves deliverability & automates follow-ups so you get more replies with less effort. Create manually, use the contact form or import bulk prospects using CSV or Google Drive spreadsheets. Maximize your workflow by automatically importing your Google Drive spreadsheet whenever it is changed. Maximize your open & reply rate by making every email stand out with personalization. Create your own attributes/merge tag. Add variations with A/B Testing and dynamic text to improve deliverability and improve your reply rate. Wake up each day to find new leads, directly in your inbox, by building a predictable pipeline. We take prospects who replied automatically out of the campaign and reach out again later when they are out of the office. Spam filters are getting smarter each year. Our solution monitors and maintains the health of your inbox with our advanced auto-warmer technology so your emails have a greater chance to land in your recipient’s inbox.

A State of the Art CRM with Automation at its core. User Friendly. Designed and developed with the user experience in mind. The layout is self-explanatory. Buttons and forms go in contexts that make sense and are simple to understand. Modern Framework. Built from the ground up using a modern foundation. Utilizing the latest in security practices, speed optimizations and scalable design. Tough, fast and current. For All Industries. Flexible and configurable for any industry. Battle tested with financial industries like Student Loan Consolidation, Debt Management and Mortgage. Client Portal. We have a separate portal for your clients to login to for updates. This portal syncs and communicates directly with the CRM for receipts, progress updates, resolving issues, uploading documents and updating information. Automation. Have your employees be steered and driven by the system.

Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose.