Viewing apps in the CRM category. View all categories.
- Categories
- Integration Operations CRM Volunteer Management
- Description
- Integrate with Calendly and create CRM records whenever someone schedules a meeting.
- Why connect?
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Automatically creates or updates a CRM record whenever someone schedules a meeting, signs up for volunteer hours, or reserves a service
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Logs an interaction in the person's record for seamless relationship management
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Records responses to custom Calendly questions in your CRM for improved search and reporting
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Requires a Calendly account with Webhooks support (i.e. Standard or higher level)
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- How much?
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Free
- Pricing
- Additional charges from 3rd-party vendor
Available with a Pro or Enterprise subscription
- Categories
- Automation Integration Operations CRM Volunteer Management
- Description
- Integrate with Calendly and create CRM records whenever someone schedules a meeting. Use powerful automations to save time and empower your team.
- Why connect?
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Everything included in the base Calendly integration
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Automatically subscribes the person to an email list
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Automatically adds the person to a pipeline for workflow management
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Automatically assigns an action item to you and/or colleagues
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Requires a Calendly account with Webhooks support (i.e. Standard or higher level)
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- How much?
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$30/month or $300/year
- Pricing
- Included free with Enterprise subscription
- 14-day free trial
- Additional charges from 3rd-party vendor
Available with a Pro or Enterprise subscription
- Categories
- Fundraising CRM
- Description
- The Campaign Tracker provides a suite of tools for planning, managing, and reporting on fundraising campaigns.
- Why connect?
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Create and monitor fundraising campaigns
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Identify prospects and set giving targets
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Generate reports on campaign status
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- How much?
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$40/month or $400/year
- Pricing
- Included free with Enterprise subscription
- 14-day free trial
Available with a Pro or Enterprise subscription
- Categories
- Automation CRM Fundraising
- Description
- Track and manage reimbursable grants and other contracts based on earned revenue or reimbursable expenses.
- Why connect?
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Track and manage funding contracts (e.g., many government grants)
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Generate invoices as you reach project milestones
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Include earned revenue and reimbursable expenses
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- How much?
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$40/month or $400/year
- Pricing
- Included free with Enterprise subscription
- 14-day free trial
Available with a Pro or Enterprise subscription
- Categories
- Automation CRM Integration Operations Volunteer Management
- Description
- Integrate with Jotform and create CRM records whenever someone submits a form. Powerful automations trigger advanced behavior and workflows.
- Why connect?
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Automatically creates or updates a CRM record whenever someone submits one of your forms
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Logs an interaction in the person's record for seamless relationship management
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Records responses to custom form questions in your CRM for improved search and reporting
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Can automatically subscribe the person to an email list
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Can automatically add the person to a pipeline for workflow management
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Can automatically assign an action item to you and/or colleagues
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- How much?
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$30/month or $300/year
- Pricing
- Included free with Enterprise subscription
- 14-day free trial
- Additional charges from 3rd-party vendor
Available with a Pro or Enterprise subscription
- Categories
- E-Commerce Automation Membership Management CRM
- Description
- Manage your memberships program in MonkeyPod.
- Why connect?
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Collect membership dues monthly or annually by credit card
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Track membership levels and status
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MonkeyPod automatically records sales and interactions
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- How much?
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$40/month or $400/year
- Pricing
- Included free with Enterprise subscription
- 14-day free trial
Available with a Pro or Enterprise subscription