Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

Highrise

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Capsule CRM

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

Streak

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

Insightly

Copper is a new kind of productivity CRM that's designed to do all your busywork, so you can focus on building long-lasting business relationships

Your sales team should be focusing on customers—not tedious data entry. Save your team time by using Zapier to automatically create and update leads in Copper whenever one of your online forms is updated. Zapier can also keep your team connected by sending emails or Slack messages about Copper leads and opportunities. 

Here are some creative ways to use Copper with Zapier:

 Make sure your team has all the information they need as soon as it's available. Create or update leads in Copper with info from form entries in Typeform, Wufoo, and other form apps.

 Send an email through Gmail or SendGrid when an opportunity status changes so your team can focus on building relationships, not managing your CRM.

 Make sure your team doesn't miss a beat when it comes to nurturing leads. Send Slack notifications when new leads or opportunities are created in Copper.

Copper

Harvest gives you simple time tracking, fast online invoicing, and powerful reporting software. Simplify employee timesheets and billing.

Harvest

FreshBooks Classic is a simple web-based software for tracking time, organizing expenses and invoicing clients.

FreshBooks Classic

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Xero

FreeAgent is accounting software simplified. It provides a simplified way for freelancers and small business owners to manage their books and invoicing. 

FreeAgent

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.

Wave

QuickBooks Online is the web version of the popular accounting packages QuickBooks. Use any Zapier integration to connect QuickBooks Online to hundreds of other apps.

Data entry can be the most tedious part of any sale. Zapier and Quickbooks take the headache out of the process by automatically creating sales receipts and invoices. And after your sale, you can use Zapier to stay connected to your users and foster relationships with loyal customers. 

Here are some creative ways to use QuickBooks Online with Zapier:

 Stop spending time on tedious, manual data entry when you use Zapier to add new PayPal sales or Stripe charges as sales receipts in QuickBooks Online.

 After an order is complete, you’ll want to keep your customers informed about your latest sales promotions, new products on the shelves, and company news. Use Zapier to subscribe new customers in QuickBooks Online to your MailChimp list.

 Back up your data when you use Zapier to add new QuickBooks Online invoices to a Google Sheets spreadsheet.

Copper

QuickBooks Online

Copper

QuickBooks Online

Copper + QuickBooks Online Integrations

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