Best Integrations

Dialers & SMS solutions

Dialer and SMS solutions have become crucial tools for businesses seeking to enhance customer engagement and streamline communication. Modern dialers, often integrated with CRM systems, automate outbound calls, prioritize leads, and provide valuable analytics, while SMS platforms facilitate instant, personalized messaging for marketing, notifications, and customer support.

Together, these technologies enable companies to reach wider audiences, improve response rates, and build stronger relationships through efficient and targeted communication strategies, effectively bridging the gap between businesses and their customers in today’s fast-paced digital landscape.

JustCall is a cloud-based phone system that helps businesses of all sizes improve their communication and collaboration. With JustCall, you can make and receive calls, send and receive text messages, and manage your contacts all in one place. JustCall also integrates with a number of popular CRM and productivity apps, making it easy to keep your business organized and efficient.

JustCall is a powerful and affordable communication solution for businesses of all sizes. With JustCall, you can improve your customer service, increase your sales, and streamline your operations.

  • Team Plan – lowest with CRM integration (2 user minimum @ $29/39 user/mo)
  • Features: unlimited US/Canada minutes, Sales dialer, call recording, call routing, number porting, Bulk SMS, SMS campaigns

 

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Experience seamless communication and elevate your business with CloudTalk, the intuitive cloud-based phone system designed for modern teams. Streamline your workflows with powerful features like call routing, call recording, and interactive voice response (IVR), all accessible from a single, user-friendly platform.

Empower your sales team with intelligent call management tools, boosting productivity and customer satisfaction. CloudTalk’s robust analytics provide valuable insights into call performance, enabling data-driven decisions to optimize your strategy and enhance operational efficiency.

Integrate seamlessly with your existing CRM and enjoy superior call quality and reliability across multiple devices. Choose CloudTalk for a scalable, flexible, and cost-effective communication solution that drives growth and strengthens customer relationships.

  • Essential Plan – lowest with CRM integration (no user minimum @ $30/$39 user/mo)
  • Features: unlimited US/Canada minutes, call recording, call transcripts, power dialer, smart dialer, SMS automations,

 

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Kixie empowers sales teams with a seamless, high-powered calling solution integrated directly into your CRM, dramatically boosting call efficiency and effectiveness. By providing features like one-click dialing, local presence dialing, and automated call logging, Kixie eliminates the friction of manual dialing and data entry, allowing sales reps to focus on building relationships and closing deals.

Kixie’s robust analytics and reporting tools offer valuable insights into call performance, enabling managers to optimize strategies and improve team productivity. With Kixie, sales teams can experience higher connection rates, increased call volume, and ultimately, a significant acceleration of their sales cycle.

  • Integrated Plan – 1st tier has CRM integrations (starting at $75/mo per user)
  • Features: call recording, call routing, bulk SMS, sales dialer, power dialer, voicemail drop, SMS automation

 

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Invoicing Solutions

Invoicing and bookkeeping solutions are essential for modern businesses, providing tools to manage financial transactions efficiently and accurately. These platforms automate the creation and sending of invoices, track payments, and reconcile bank statements, reducing the risk of errors and saving valuable time.

Many solutions also offer features like expense tracking, financial reporting, and tax preparation assistance, giving business owners a clear overview of their financial health. By streamlining these crucial processes, invoicing and bookkeeping solutions allow entrepreneurs to focus on core business operations, ensure compliance with financial regulations, and make informed decisions based on real-time data.

Take control of your business finances with QuickBooks, a powerful yet user-friendly accounting solution that empowers you to manage your operations with ease. From effortless invoice creation and expense tracking to streamlined payroll management and insightful financial reporting, QuickBooks simplifies the complexities of running a business. Whether you’re a freelancer just starting out or a small business owner looking to scale,

QuickBooks provides the tools you need to track your financial performance, manage cash flow, and make informed decisions. Embrace a stress-free financial experience with QuickBooks, allowing you to focus on your core business objectives and pave the way for a more prosperous future.

  • CRM integration on all plans (starts at $35 mo → currently save 30% for 6 mo = $24.50)
  • Features: Income/expenses, invoice/payments, sales tax, estimates, bill management

 

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E-Signatures & Document Management

E-signature and document management solutions are revolutionizing how businesses handle paperwork by streamlining the entire document lifecycle from creation to secure storage. These platforms eliminate the need for physical signatures and paper trails, accelerating approval processes and reducing administrative overhead.

By integrating e-signature capabilities with robust document management features, companies can ensure compliance, enhance security, and improve collaboration. These combined solutions offer a centralized, digital repository for documents, enabling efficient retrieval, version control, and automated workflows, ultimately boosting productivity and reducing the environmental impact of traditional paper-based systems.

PandaDoc streamlines your sales process by automating the creation, delivery, and signing of proposals, quotes, and contracts, eliminating the tedious manual work that slows down deal closures.

With PandaDoc, you can create professional-looking documents quickly using customizable templates and dynamic content, track document engagement in real-time, and securely collect e-signatures, all within a single platform. This not only enhances the customer experience but also accelerates the sales cycle, allowing your team to focus on what matters most: closing deals and driving revenue.

  • Business Plan – lowest plan with CRM integration ($49/65 mo per user per month) (also offers a plan with no user limit, but priced based on documents with 500 document minimum)
  • Features: unlimited documents and all per user plans, custom branding, collaborative features, signing order, pricing table, collect payments, product catalog, renewal notifications (add-on)

 

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Oneflow revolutionizes contract management by offering a unified platform for creating, collaborating on, and e-signing contracts, all within a dynamic digital environment. Its intuitive interface and automated workflows streamline the entire contract lifecycle, reducing errors and accelerating deal closures.

With Oneflow, you gain real-time visibility into contract status, facilitate seamless communication between parties, and ensure secure, legally binding e-signatures. This eliminates the need for manual handling, reduces administrative burdens, and fosters a more efficient and transparent contract process, ultimately driving faster business outcomes.

  • Essential plan – lowest with PD integration ($17/20 user/mo)
  • Features: templates, signing order (higher plans), contract calendar (only 1 year out), Lifecycle rules
  • Cons: Terrible document formatting (no column, spacing options)
  • Reseller: submit leads to Channel Manager, Tobias Haraldsson tobias.haraldsson@oneflow.com

Prospecting and Lead Database

Prospecting and lead database solutions empower sales teams to efficiently identify and engage potential customers by providing access to comprehensive, up-to-date contact information and company insights.

These platforms streamline the lead generation process, allowing users to filter and target specific demographics, industries, and job titles, ensuring that outreach efforts are focused on qualified prospects. By centralizing valuable data and offering tools for lead enrichment, these solutions enable sales professionals to build targeted lists, personalize communication, and ultimately accelerate the sales cycle, leading to increased conversions and revenue growth.

Apollo.io is a comprehensive sales intelligence and engagement platform that empowers sales teams to find, connect, and convert prospects with unparalleled efficiency. By combining a vast, accurate B2B database with powerful engagement tools, Apollo.io enables users to identify ideal customers, automate outreach sequences, and track engagement metrics, all within a single, unified platform. This streamlines the entire sales process, from lead generation to deal closure, allowing sales professionals to focus on building meaningful relationships and driving revenue growth.

Apollo.io’s robust features extend beyond basic lead generation, offering advanced functionalities like email sequencing, dialer integration, and detailed analytics. Its intuitive interface and customizable workflows allow sales professionals to personalize their outreach and optimize their strategies based on real-time data.

  • Plan: PD integration available on all plans, bi directional integration starts on Basic plan – 1st paid tier ($39/49 user/mo)
  • Features: Chrome extension, Data Intent, Technographics, Email Sequences, AI assisted email writing, Workflow automation, Linkedin Task Executor, Web visitor Tracking

 

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Seamless.ai leverages artificial intelligence to provide sales teams with real-time, accurate contact and company information, eliminating the frustration of outdated or incorrect data. By continuously scanning and verifying information across the web, Seamless.ai ensures that users have access to the most up-to-date email addresses, phone numbers, and company insights, enabling them to connect with decision-makers directly.

Beyond its core data enrichment capabilities, Seamless.ai offers features like automated list building and CRM integration, further streamlining the sales workflow. Its AI-driven platform continuously updates and verifies contact information, ensuring that sales teams are always working with the most current and reliable data.

  • Plan: Pipedrive Integration included on all plans – Pricing unavailable
  • Features: Writer, buyer intent, job changes ALL Add-ons

 

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Contact us and start growing your sales with Pipedrive today!

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