RealWork Integrations

Pipedrive is an advanced customer relationship management (CRM) and sales pipeline management tool aimed at assisting companies in monitoring and enhancing their sales workflows. It features automation capabilities, AI-driven sales analytics, and up-to-the-minute reporting to enable businesses to finalize deals more quickly and efficiently. Additionally, with its adaptable workflows, compatibility with numerous applications, and user-friendly design, Pipedrive empowers sales teams of various scales to handle leads, streamline repetitive activities, and assess performance for more informed, data-oriented decisions. This comprehensive platform not only simplifies the sales process but also enhances collaboration among team members, ensuring that everyone is aligned towards achieving common goals.

Pipefy is the Enterprise-Grade Business Orchestration and Automation Technologies (BOAT) platform. It serves as a central orchestration layer that connects people, AI agents, and legacy systems into a unified operation. While traditional BPM solutions require months of engineering and consulting to deploy, Pipefy is architected to deliver AI-driven results in days. This speed enables IT leaders to solve the "backlog crisis" and modernize operations without the high cost of changing ERPs. Why Enterprise IT chooses Pipefy: 1. Elimination of Shadow IT: Unsanctioned tools create security risks and data silos. Pipefy’s "Adaptive Governance" model allows IT to set strict guardrails ("Safe Zones"). This empowers business units to build their own workflows—reducing the IT ticket backlog—while Technology teams maintain full visibility and control over data security and architecture. 2. Legacy Modernization (Two-Speed IT): Pipefy extends the capabilities of rigid legacy stacks (Systems of Record). By acting as an agile "System of Engagement" on top of SAP, Oracle, or Mainframes, it allows companies to deploy modern digital experiences and complex process logic without touching the delicate core code. 3. Agentic AI & Automation: The Pipefy Agent Studio moves beyond simple chatbots. It enables the deployment of specialized AI agents capable of executing tasks, reading unstructured documents (IDP), and routing requests based on complex rules. It creates a "Human-in-the-Loop" environment where AI handles the volume, and humans handle the exceptions. 4. Proven Economic Impact: Verified by a Forrester TEI study, Pipefy delivers a 260% ROI and a payback period of less than 6 months. It allows organizations to process high volumes of service requests (HR, Finance, Procurement, CS) with greater accuracy and less manual overhead. Compliance: SOC2 Type II, ISO 27001, ISO 42001 (AI Management), and SSO (SAML/OIDC) ready.

Axis LMS is a modern, business-focused Learning Management System designed to streamline training and empower learners. From onboarding and compliance to continuing education and professional development, Axis LMS helps organizations create impactful learning experiences that are easy to manage and scale. Supporting everything from SCORM, to videos, quizzes, and documents, Axis LMS gives you the flexibility to deliver content your way. Automate user enrollments, email reminders, certifications, and tracking, saving time while ensuring consistency and accountability. The platform features a user-friendly course builder, customizable branding, and a responsive design that works seamlessly across all devices. Whether you’re training employees, customers, or partners, Axis LMS adapts to fit your needs with multi-site capabilities, permissions control, and powerful role-based access. Robust reporting tools provide real-time insights into learner progress and program effectiveness, while built-in compliance features and integrations with HR and CRM systems make administration simple. Designed for organizations with 25 to 10,000+ users, Axis LMS delivers the flexibility of a custom-built system without the high cost or complexity. It’s the smart choice for companies that want to take control of their training and drive measurable results.

CompanyCam is a photography-focused platform designed exclusively for contractors. It enables users to capture an unlimited number of photos that are tagged with the date and location, securely uploaded to the cloud for storage. Each image is systematically categorized by project, providing your team with immediate access to important visuals, ensuring you can monitor progress from any location at any time. Additionally, this tool enhances collaboration and communication among team members, making it easier to keep everyone on the same page.

Contractor Foreman offers an affordable starting price of $49 per month for companies, making it the most cost-effective construction management solution available for contractors. This platform has received endorsements from more than 75 countries and has garnered numerous industry accolades, all backed by a 100% satisfaction guarantee. Say goodbye to the hassle of pricey software and streamline your workflow by quickly generating estimates, creating invoices, and facilitating online payments with ease. Notably, its integration with QuickBooks simplifies data management by eliminating the need for double entry. With Contractor Foreman, tracking your time, expenses, daily logs, and other essential details for you and your team becomes a breeze. When you consider the unbeatable price combined with outstanding features, it becomes clear that Contractor Foreman is the smartest choice for construction professionals. Plus, the user-friendly interface ensures that even those new to construction management can navigate the system effortlessly.

monday.com Work OS serves as a no-code platform for work management, enabling teams to enhance their project and workflow management processes. This versatile software offers customizable solutions tailored for diverse applications, including marketing, sales, operations, IT, and HR. Users can efficiently plan, oversee, and monitor all their projects from a single interface, utilizing convenient features like automation, time tracking, and document sharing to save time. The platform's multiple visual board options, such as Gantt, Kanban, and Cards, allow teams to prioritize and organize tasks in a way that aligns with their preferences, while dashboards provide a comprehensive view of progress to support data-driven decision-making. Furthermore, seamless integrations with popular applications like Outlook, Microsoft Teams, Gmail, and Excel enable users to work within their preferred tools without interruption. Additionally, monday.com features specialized solutions like monday dev and monday sales CRM, which cater specifically to the unique requirements of various industries, thereby enhancing overall productivity and efficiency. With its extensive capabilities, monday.com empowers teams to achieve their objectives while ensuring a streamlined workflow.

Salesforce’s CRM offerings for small businesses come in two comprehensive suites: Starter Suite and Pro Suite, each crafted to fuel growth by connecting key business functions in one seamless platform. Starter Suite is ideal for small businesses beginning their CRM journey, combining marketing, sales, service, and commerce tools with easy setup and AI-driven guidance, supported by a free 30-day trial and 40% off pricing. Pro Suite elevates this experience with greater customization options, powerful automation, real-time chat, sales quoting and forecasting, and access to hundreds of additional apps via AppExchange, making it perfect for businesses with evolving and complex needs. Both suites include features such as campaign templates, smart segmentation, case management, and storefront builder, allowing businesses to build strong customer relationships and grow revenue across multiple channels. Pro Suite customers also benefit from enhanced pipeline visibility, streamlined payment processes, and comprehensive customer service automation to improve operational efficiency. Salesforce’s rich resource ecosystem — including Trailhead courses, live events, and an active community — supports businesses in maximizing their CRM investment. Customer testimonials emphasize the scalability and flexibility of these solutions, showing how Salesforce adapts to changing business demands. Whether launching or expanding, these CRM suites ensure companies have the tools they need to succeed and scale without switching platforms.

HubSpot serves as an AI-driven customer platform that combines all the essential software, integrations, and tools required to unify your marketing, sales, and customer support efforts. By utilizing HubSpot’s connected platform, businesses can accelerate growth by prioritizing the most critical aspect of their operations: customer engagement. The HubSpot CRM goes beyond being merely a tool; it is the core of your business operations. This CRM solution empowers your team to cultivate stronger relationships with customers, fundamentally changing how you communicate with them. It provides a seamlessly integrated environment for sales, marketing, and customer service, enabling deep insights into your customer interactions. Everything is neatly organized within an intuitive dashboard that boosts your team's productivity. As your business evolves, our platform is built to scale, offering adaptable solutions that cater to your changing requirements. Additionally, HubSpot CRM features a robust free version filled with vital functionalities, making it an excellent option for forward-thinking businesses. This innovative CRM is set to redefine customer management; every customer interaction represents a chance for growth and improvement. You can schedule a demo to explore our premium offerings, or you may begin using our extensive range of free tools right away.

QuickBooks Online stands out as the leading accounting software globally. This platform streamlines the accounting process, making it the top choice for small businesses, as it allows for effortless tracking of receipts, income, transactions, and more. Users have the convenience of capturing photos of receipts to associate them with expenses, ensuring everything is well-organized. Our customer support team is always ready to assist with any inquiries regarding QuickBooks. To maintain operational efficiency, you can utilize your favorite applications, as QuickBooks Online is designed to work seamlessly on PCs, Macs, tablets, and smartphones. By clicking the link, you can access a 30-day free trial and enjoy a 50% discount for the first three months of service. Beyond basic accounting functions, QuickBooks offers tools to help you monitor your income and expenses effectively, making tax preparation less daunting. On average, customers report saving $3,534 annually, showcasing the software's financial advantages. Should you require further assistance, QuickBooks Live is available to help keep you organized and prepared for tax season. Additionally, QuickBooks Mobile provides the flexibility to manage your business operations from anywhere at any time, ensuring you’re always in control of your financials.

Our objective is to organize global information in a systematic way to ensure easy access and usability for everyone. When you perform a search, you are met with an overwhelming number of webpages brimming with useful content. The selection process that Google undergoes to determine which results you see actually commences long before you start your search, as it is fueled by a commitment to providing the highest quality information suited to your needs. Before you even enter your query, Google carefully catalogs data about various webpages in its Search index, a massive database that far exceeds the total knowledge found in all of the world's libraries. In just a few seconds, Google's Search algorithms analyze hundreds of billions of pages within this index to present the most relevant and beneficial results customized to your needs. To make your search experience even better, Google offers results in multiple useful formats, such as maps with navigation, images, videos, and stories, while constantly working to develop innovative ways to present information. This continuous advancement highlights our dedication to enhancing how you discover and engage with the immense trove of information available on the internet, ensuring it meets your evolving needs.

Facebook is recognized as the largest social networking site in the world. We create innovations that help people connect with their friends and family, explore various communities, and grow their businesses. Witnessing the incredible acts of support individuals show each other in difficult moments inspires us, with instances ranging from fundraising initiatives to life-saving assistance shared via posts or blood donation sign-ups. The Facebook application streamlines the connection process with loved ones and facilitates the discovery of new friends through features like Groups, Watch, and Marketplace, which are designed to align with shared interests. These functionalities not only enhance personal relationships but also pave the way for communal development and mutual aid. Ultimately, our goal is to empower people to build meaningful connections and foster a supportive environment.

Jobber provides innovative solutions aimed at helping users save up to six hours each week. Their tools facilitate various tasks including managing staff, tracking invoices and quotes, scheduling, and processing payments. By offering a mobile cloud-based software platform, Jobber empowers small businesses to effectively oversee their operations from any location, ultimately contributing to their success. This flexibility allows entrepreneurs to focus more on growth and less on administrative burdens.

Encircle streamlines field documentation for professionals in property insurance claims and restoration services. Our user-friendly mobile application is designed for on-site use, ensuring efficiency in any loss scenario with minimal clicks required. Navigating the complexities of claims can lead to frustrations due to varying interpretations, but Encircle effectively addresses these challenges. The app enables users to capture photos, videos, notes, and floor plans, alongside recording moisture readings and maintaining drying logs. Additionally, it allows for the creation of contents inventories and e-signatures for added convenience. Achieving total transparency regarding property loss necessitates capturing accurate information directly at the site of the incident. Encircle's documentation platform plays a pivotal role in the operational workflow of restorers, enhancing accuracy and communication throughout the claims process. This ensures that all stakeholders are informed and aligned, ultimately leading to smoother resolutions.

Workiz stands out as the premier all-encompassing FSM platform driven by artificial intelligence and automation, gaining the trust of more than 120,000 professionals throughout North America. The Genius Suite, which includes features like Genius Answering and AI Dispatcher, is designed to enhance operational efficiency, increase revenue, and provide outstanding customer service. Attract more clients through integrations with platforms such as Angi, Thumbtack, and Google Local Services Ads. Keep your customers engaged with instant communication through the Workiz mobile application, while overseeing all aspects of your business from a single, robust dashboard. Additionally, easily connect with tools like QuickBooks, Stripe, and CompanyCam to streamline your processes and foster intelligent growth. With these capabilities, Workiz empowers businesses to thrive in an increasingly competitive landscape.

With our flagship software products, Leap CRM and Leap SalesPro, you can elevate your home improvement business through a streamlined digital process that mirrors your sales and operational workflows. Leap enables you to effectively handle all leads, organize appointments seamlessly, and generate flawless estimates. Additionally, you can take precise measurements, procure materials, plan production schedules, oversee subcontractors, and ensure timely project completion. Upon finishing a job, you are equipped to generate insightful reports, safeguard your profit margins, and manage payments effortlessly through straightforward online invoicing and payment systems. Furthermore, Leap seamlessly integrates with a variety of top-tier tools you already utilize, including Quickbooks, CompanyCam, Angi, EagleView, and SRS Roof Hub, enhancing your overall operational efficiency. This comprehensive integration facilitates a more cohesive workflow, allowing you to focus more on growth and customer satisfaction.

ServiceM8 is a cloud-oriented software solution tailored for trades and service-oriented enterprises, specifically optimized for Apple devices. This innovative platform allows users to efficiently oversee their operations from virtually any location and at any time. By streamlining administrative tasks, it significantly cuts down on time spent on management activities, offering various features such as scheduling, invoicing, and credit card processing. Furthermore, its user-friendly interface ensures that even those with limited technical knowledge can navigate and utilize its tools effectively.

Thryv is a comprehensive platform designed for small businesses, enhancing the client experience by simplifying job applications, management, and payment processes. With this innovative software, tasks are automated, ensuring that customers remain central to operations while maintaining security. ThryvPay stands out as a valuable tool that allows service-oriented businesses to accept and manage credit card and ACH payments, potentially saving thousands in transaction fees. Among its impressive features are next-day funding, automatic recurring billing, client-side convenience fees, integration with QuickBooks, and the ability to schedule payments automatically. Thryv is accessible across various devices, including tablets, desktops, and mobile apps, ensuring seamless business management and outstanding customer support. Additionally, it integrates effortlessly with existing digital tools, further optimizing the management of small businesses and enhancing overall efficiency. This powerful platform not only simplifies operations but also empowers business owners to focus on growth and customer satisfaction.

JobNimbus, recognized as the top all-in-one roofing application with a stellar 4.8 rating on app stores, has been empowering contractors since its establishment in 2013. This invaluable tool is utilized by countless contractors to efficiently oversee every aspect of their business, encompassing marketing, sales, and production. "This is absolutely incredible!" "This is truly fantastic!" ** MARKETING ** • Search Engine Optimization • Paid Advertising • Google Business Profile • Website Management ** SALES ** • Scheduling Capabilities • Lead Tracking • Visual Boards • Tailored Sales Workflows • Sales Automation Features ** PRODUCTION ** • Production Boards • Customized Job Workflows • Automation for Production Tasks • Note-taking Options • Task Management • Direct Ordering from Beacon Pro+ and Roof Hub SRS • Work Orders • Subcontractor Coordination • Comprehensive Reporting ** BILLING ** • Invoicing Solutions • JN Payments System • Text-to-Pay Functionality • Financing Options • QuickBooks Two-Way Sync ** COMMUNICATION ** • Engage Texting Feature • Email Integration • Caller ID Functionality • @mentions for Team Collaboration • Job Sharing Capabilities • Centralized Notification Center Equipping your entire team with this comprehensive roofing app guarantees enhanced efficiency and streamlined processes. With JobNimbus, contractors can truly elevate their business operations.

Salesmate is an all-in-one web-based CRM solution designed to streamline your business's sales, marketing, and customer service teams, enabling them to collaborate effectively and drive revenue growth. Serving as a single source of truth, it offers a comprehensive view of all contacts, empowering your marketing team to design targeted campaigns aligned with company objectives. Meanwhile, your sales team can efficiently oversee their sales pipeline, equipped with tools to enhance communication, increase outreach speed, and eliminate missed opportunities due to disorganization. Additionally, your customer service team can nurture key client relationships and identify upsell prospects, contributing to overall revenue enhancement. By utilizing Salesmate, all departments can align their efforts towards common goals, fostering a collaborative environment. To experience its benefits firsthand, sign up for their 15-day free trial and discover how Salesmate can transform your business operations!

For each service provided, you'll create a Project that acts as a digital file folder, housing all your crucial information. Service-oriented businesses depend on 17hats because of its trustworthy nature, cutting-edge features, and educational tools, contributing to our ongoing impressive growth. Our committed and efficient team at 17hats offers in-house support, working together to provide the best business automation platform on the market. We understand the complexities of achieving success in the business landscape, and the versatility of our platform is highlighted by the fact that our members come from over 100 different business categories. A significant number of our users have shown unwavering loyalty since we began seven years ago, reflecting the dedication of serious small business owners who count on 17hats for their daily operations. The lasting success of our platform strengthens the idea that we are an essential asset for entrepreneurs, and we continuously strive to enhance our offerings to meet the evolving needs of our users. This commitment to improvement ensures that we remain a critical partner for businesses navigating their growth journeys.

Always monitor your clients closely! Our platform will automatically alert you when it's time for their next appointment. You can select from various calendar layouts that include color coding, job summaries, and features for printing or exporting data. With extensive customization options available, you can create invoices that align with your brand and easily share them via email or print them out. Moreover, we provide smooth integration with two distinct credit card processors, enabling payments to be processed either by you or your clients directly. In addition, a diverse array of reports is available for your use, offering valuable insights into sales, profitability, sales taxes, expenses, employee hours and wages, along with income projections to aid in your business strategies. This all-encompassing system guarantees that you possess all the necessary tools to manage your operations both efficiently and effectively, ensuring your business thrives in a competitive landscape. Furthermore, our user-friendly interface makes navigation a breeze, allowing you to focus more on your clients and less on administrative tasks.

SalesRabbit provides software designed to enhance the efficiency and intelligence of outside sales teams. Their platform effectively tackles key challenges faced by sales organizations, encompassing aspects such as lead and territory management, tracking of sales representative performance, digital contract handling, market analytics, and lead generation, among others. Additionally, they provide supplementary services, including a comprehensive training library and a geofenced marketing solution. What sets them apart is their commitment to collaborating closely with your organization to ensure you achieve the desired outcomes, fostering a partnership that prioritizes your success. This personalized approach is integral to helping sales teams thrive in a competitive environment.

noCRM.io is a SaaS platform focused on lead management, tailored specifically for sales professionals. This cloud-based CRM solution enhances business efficiency by enabling users to prospect, track leads, and manage their sales pipelines effectively. With noCRM.io, users can swiftly generate leads through various sources like business cards, emails, and websites, while also having the flexibility to structure and personalize their sales processes to optimize their sales cycles. Additionally, the software’s user-friendly interface facilitates seamless organization of leads, ensuring that sales teams can focus on what truly matters: closing deals.

Service Fusion is an intuitive and robust mobile software designed for field service management, enabling businesses to efficiently create, schedule, assign, and monitor jobs in under a minute. This versatile tool caters to a variety of industries, such as IT, HVAC, plumbing, and electrical services, allowing users to manage work orders, dispatching, scheduling, and invoicing seamlessly. Furthermore, Service Fusion stands out as a budget-friendly solution, as it does not impose user fees or long-term contracts, making it accessible for businesses of all sizes. With its user-friendly interface, it simplifies complex tasks and enhances overall productivity.

We offer extensive assistance for your business from its inception to its final stages. Our objective is to guarantee that your clients enjoy an outstanding experience while also streamlining your operational processes. In today's landscape, anyone can launch a service and rival established companies with million-dollar revenues in just a few moments. Whenever you're looking to draw in new customers, provide pricing options, check availability, send confirmations and reminders, gather feedback and reviews, process payments, and manage numerous other tasks, BookingKoala is ready to support you. You can rapidly establish your store or utilize our pre-set options for new projects and get started in less than a minute. Our marketing tools will help you effectively broaden your customer reach. Furthermore, you can control your business from anywhere in the world due to our mobile-friendly platform. You're welcome to use our free theme or seamlessly integrate it with your existing website for a cohesive experience. Our platform is crafted to be flexible, ensuring you have all the essential tools for achieving success, including analytics to track your performance and customer engagement.

Contractors Cloud offers a comprehensive cloud-based CRM solution that streamlines and automates all aspects of your business operations, including sales, administration, and production. We are committed to supporting you throughout your journey, assisting with everything from tracking leads to managing commission payments and handling all the details in between. With our platform, you can focus on growing your business while we take care of the complexities.

Obtain a comprehensive roof report for just $10 within 24 hours, or opt to measure the roof yourself at no cost! Simply register for Roofr Measurements and submit an address through your dashboard. In return, you will receive a detailed 6-page report that outlines total squares, pitch, edges, hips, valleys, ridges, and flashing, among other important information. We take pride in the precision of our data and are here to assist you in quoting and completing the job effectively. If any discrepancies arise, we will promptly make corrections. You have the flexibility to measure using our satellite imagery or upload your own drone footage and blueprints for accuracy. Should you require assistance, Roofr's team of experts is ready to support you. Create impressive branding proposals that captivate your customers and encourage them to finalize the contract. Additionally, you can design reusable templates and swiftly calculate material quantities, ensuring that you maintain a competitive edge in the industry. With Roofr, achieving efficiency and professionalism in your roofing projects has never been easier.

Tint Wiz is an all-in-one solution that facilitates appointment bookings, proposal creation, invoice management, job scheduling, and film inventory oversight, while also enabling users to keep notes, create tasks, and set reminders, with the added functionality of attaching before and after images and videos, all in a single interface. Additionally, it ensures that every customer interaction is easily accessible to all team members across various devices, be it a smartphone, desktop, or tablet. Designed primarily for window tinting professionals, Tint Wiz is adaptable enough to handle numerous projects and services beyond just window film, making it a valuable tool across different industries. The platform enhances client engagement by automating requests for reviews through text and email, allowing businesses to highlight their top reviews on proposals, websites, and social media, which significantly boosts their online reputation. This seamless integration of diverse functionalities not only simplifies business operations but also strengthens customer relationships, fostering a more engaged client base. Moreover, its user-friendly interface promotes efficiency, ensuring that teams can easily navigate and utilize the platform to its fullest potential.

AccuLynx stands out as the sole comprehensive roofing business management software, enabling roofing contractors to enhance their operational efficiency and expand their enterprises. With its powerful collaboration and project management tools, roofers can oversee every facet of the roofing process, from initial lead generation to final project completion. Moreover, AccuLynx is designed and backed by a team in the USA, ensuring that every license comes with committed customer support resources to assist users effectively. This commitment to customer satisfaction helps roofing professionals navigate challenges and maximize their business potential.

Elevate your sales and marketing results with Marketing 360, a highly regarded platform tailored for small to medium-sized businesses. This innovative solution combines powerful digital marketing software with customized marketing services, driving sustainable growth for SMBs. Its key offerings include an advanced marketing CRM, UXi Rainmaker Websites, Natural Listing Ads, Top Placement Ads, Social Targeting Ads, and On-Demand Marketing Services, among various others. Furthermore, Marketing 360 provides in-depth analytics tools that enable businesses to monitor their performance and refine their strategies for greater effectiveness. By leveraging this comprehensive platform, companies can gain a significant competitive edge in their respective markets.

ServiceTitan stands out as the top comprehensive software solution designed to assist homeowners with various home services. It provides an extensive array of tools that empower businesses to enhance their lead generation, increase sales conversions, and deliver diverse services. Among its offerings are features for call booking, customer support, dispatch management, marketing initiatives, and seamless financing options. With ServiceTitan, businesses can streamline their operations and improve customer satisfaction effortlessly.